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Portfolio (Quarterly) Guide ↗

Perigon Wealth Management, LLC

· CIK 0001575239
13F Portfolio $5.5B AUM 1,294 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 118 New 552 Added 461 Reduced 131 Exited
Page 60 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 SLAB SILICON LABORATORIES INC Technology 1,044.0 $217K 0.00% NEW $208.15 +4.2%
1182 TTC TORO CO Industrials 2,310.0 $216K 0.00% NEW $93.44 -4.6%
1183 NFG NATIONAL FUEL GAS CO Energy 2,296.0 $216K 0.00% -1K -35.9% $93.96 -13.5%
1184 BRLN BLACKROCK ETF TRUST II 4,250.0 $216K 0.00% $50.74 +0.2%
1185 SHYM BLACKROCK ETF TRUST II 9,782.0 $215K 0.00% $22.02 +0.4%
1186 DTM DT MIDSTREAM INC Energy 1,598.0 $215K 0.00% NEW $134.70 +10.8%
1187 GGUS GOLDMAN SACHS ETF TR 3,700.0 $215K 0.00% -141.0 -3.7% $57.98 +15.6%
1188 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,291.0 $214K 0.00% +35.0 +2.8% $166.04 +7.3%
1189 WCLD WISDOMTREE TR 7,817.0 $214K 0.00% -4K -32.6% $27.32 +8.3%
1190 MSEX MIDDLESEX WTR CO Utilities 4,093.0 $213K 0.00% NEW $52.05 -0.6%
1191 JSTC TIDAL TRUST I 10,907.0 $213K 0.00% NEW $19.49 +12.0%
1192 IEUR ISHARES TR 3,025.0 $213K 0.00% $70.27 +7.7%
1193 EGO ELDORADO GOLD CORP NEW Basic Materials 6,199.0 $212K 0.00% $34.24 -7.5%
1194 PJT PJT PARTNERS INC Financial Services 1,517.0 $212K 0.00% +107.0 +7.6% $139.74 +11.1%
1195 CLEARWAY ENERGY INC 5,390.0 $211K 0.00% NEW $39.17
1196 BANK AMERICA CORP 177.0 $211K 0.00% $1191.56
1197 MEDP MEDPACE HLDGS INC Healthcare 439.0 $211K 0.00% -584.0 -57.1% $480.19 -10.4%
1198 OSK OSHKOSH CORP Industrials 1,426.0 $210K 0.00% NEW $147.22 -13.7%
1199 BOTZ GLOBAL X FDS 6,302.0 $209K 0.00% $33.22 +19.4%
1200 ARKF ARK ETF TR 5,496.0 $209K 0.00% +252.0 +4.8% $38.01 +8.6%
Page 60 of 65  ·  1,294 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.0%
Financial Services 21.7%
Communication Services 8.9%
Consumer Cyclical 8.5%
Healthcare 7.4%
Industrials 6.8%
Energy 4.3%
Consumer Defensive 3.5%
Utilities 2.0%
Basic Materials 1.5%