Perigon Wealth Management, LLC Purchases in Q4 2025

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.09%
$135.66 - $140.93 $407 - $423
3.27K $450K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
3
+ 0.05%
$111.49 - $115.34 $334 - $346
5.54K $625K
PJT
Pjt Partners Inc.

Financial Services
39
+ 2.84%
$161.11 - $182.78 $6.28K - $7.13K
1.41K $235K
CBRE
Cbre Group, Inc.

Real Estate
13
+ 0.47%
$149.99 - $164.2 $1.95K - $2.13K
2.76K $424K
EFX
Equifax Inc

Industrials
151
+ 18.6%
$204.19 - $253.84 $30.8K - $38.3K
963 $199K
HUBS
Hubspot Inc

Technology
78
+ 14.08%
$386.35 - $494.58 $30.1K - $38.6K
632 $250K
NIO
Nio Inc.

Consumer Cyclical
723
+ 6.43%
$6.16 - $7.89 $4.45K - $5.7K
12K $73K
BA
Boeing CO

Industrials
1K
+ 11.75%
$191.81 - $225.32 $192K - $225K
9.51K $1.82M
TENB
Tenable Holdings, Inc.

Technology
872
+ 5.14%
$26.98 - $30.46 $23.5K - $26.6K
17.8K $481K
MBLY
Mobileye Global Inc.
1.98K
+ 8.95%
$12.32 - $15.54 $24.4K - $30.8K
24.1K $297K
CDNS
Cadence Design Systems Inc

Technology
191
+ 9.01%
$314.93 - $353.36 $60.2K - $67.5K
2.31K $727K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
7
+ 0.27%
$310.75 - $335.0 $2.18K - $2.35K
2.58K $805K
NXPI
Nxp Semiconductors N.V.

Technology
58
+ 5.83%
$197.1 - $231.42 $11.4K - $13.4K
1.05K $207K
FFIN
First Financial Bankshares Inc

Financial Services
133
+ 1.46%
$30.64 - $33.74 $4.08K - $4.49K
9.26K $288K
NN
Nextnav Inc.

Communication Services
4.5K
+ 10.38%
$11.78 - $14.74 $53K - $66.3K
47.8K $605K
HPE
Hewlett Packard Enterprise CO

Technology
125
+ 0.94%
$22.5 - $26.25 $2.81K - $3.28K
13.5K $307K
EXP
Eagle Materials Inc

Basic Materials
620
+ 13.04%
$202.06 - $241.84 $125K - $150K
5.37K $1.09M
YUM
Yum Brands Inc

Consumer Cyclical
29
+ 0.32%
$138.21 - $153.19 $4.01K - $4.44K
9.08K $1.35M
JOBY
Joby Aviation, Inc.

Industrials
268
+ 1.68%
$14.32 - $19.57 $3.84K - $5.24K
16.3K $234K
RSG
Republic Services, Inc.

Industrials
5
+ 0.39%
$204.12 - $227.29 $1.02K - $1.14K
1.28K $267K
PHM
Pultegroup Inc

Consumer Cyclical
92
+ 3.57%
$118.23 - $137.61 $10.9K - $12.7K
2.67K $316K
FHN
First Horizon Corp

Financial Services
39
+ 0.29%
$19.94 - $23.43 $778 - $914
13.4K $275K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
1.13K
+ 4.75%
$6.71 - $8.68 $7.57K - $9.79K
24.9K $186K
KIND
Nextdoor Holdings, Inc.

Communication Services
175
+ 0.19%
$1.67 - $2.14 $292 - $375
91.4K $162K
SPG
Simon Property Group Inc

Real Estate
50
+ 0.63%
$173.35 - $185.76 $8.67K - $9.29K
7.97K $1.46M
IYJ
Ishares Tr

ETFs
100
+ 0.6%
$142.48 - $148.68 $14.2K - $14.9K
16.8K $2.4M
DKNG
Draft Kings Inc.

Consumer Cyclical
1.67K
+ 15.21%
$27.92 - $35.5 $46.5K - $59.2K
12.6K $373K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
32
+ 0.61%
$49.74 - $58.65 $1.59K - $1.88K
5.24K $260K
SCHA
Schwab Strategic Tr Us Small C

ETFs
828
+ 0.64%
$27.17 - $28.65 $22.5K - $23.7K
131K $3.59M
HEI
Heico Corp

Industrials
2
+ 0.05%
$306.83 - $330.64 $614 - $661
4.27K $1.34M
TEX
Terex Corp

Industrials
228
+ 2.53%
$44.7 - $58.48 $10.2K - $13.3K
9.25K $423K
LOW
Lowes Companies Inc

Consumer Cyclical
289
+ 7.12%
$225.0 - $247.99 $65K - $71.7K
4.35K $977K
USB
Us Bancorp \De\

Financial Services
286
+ 1.3%
$45.28 - $48.26 $13K - $13.8K
22.3K $1.01M
FNX
First Tr Mid Cap Core Alphadex

ETFs
143
+ 0.85%
$121.18 - $127.07 $17.3K - $18.2K
16.9K $2.05M
HON
Honeywell International Inc

Industrials
1.24K
+ 5.95%
$194.07 - $220.67 $240K - $273K
22K $4.32M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
57
+ 0.76%
$91.7 - $105.68 $5.23K - $6.02K
7.6K $751K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
20
+ 0.26%
$577.77 - $604.78 $11.6K - $12.1K
7.64K $4.48M
AXON
Axon Enterprise, Inc.

Industrials
214
+ 19.16%
$554.37 - $759.44 $119K - $163K
1.33K $737K
KMB
Kimberly Clark Corp

Consumer Defensive
312
+ 5.91%
$100.05 - $123.23 $31.2K - $38.4K
5.59K $581K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.55K
+ 1.31%
$114.27 - $121.15 $291K - $308K
196K $22.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
453
+ 2.43%
$279.76 - $298.12 $127K - $135K
19.1K $5.34M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.11K
+ 5.01%
$29.81 - $42.36 $33.2K - $47.1K
23.3K $736K
CARR
Carrier Global Corp

Industrials
839
+ 2.52%
$54.1 - $60.75 $45.4K - $51K
34.1K $1.84M
RF
Regions Financial Corp

Financial Services
74
+ 0.07%
$23.35 - $26.39 $1.73K - $1.95K
104K $2.6M
IWM
Ishares Russell 2000 ETF

ETFs
432
+ 0.77%
$236.79 - $250.33 $102K - $108K
56.6K $13.4M
RKT
Rocket Companies, Inc.

Financial Services
4.72K
+ 6.13%
$15.61 - $19.59 $73.6K - $92.4K
81.7K $1.34M
CRSP
Crispr Therapeutics Ag

Healthcare
367
+ 1.96%
$51.11 - $76.78 $18.8K - $28.2K
19.1K $1.05M
AMP
Ameriprise Financial Inc

Financial Services
438
+ 5.61%
$440.8 - $497.79 $193K - $218K
8.25K $3.63M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
982
+ 7.2%
$36.05 - $62.76 $35.4K - $61.6K
14.6K $540K
Activity Summary
Buys All Purchases 815 New Holdings 160 Increased Positions 655 Sells All Sells 429 Reductions 429 Sold out 0 Options Calls 11 Puts 1
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