Perigon Wealth Management, LLC Incresed Positions in Q4 2025

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
1.48K
+ 5.06%
$27.71 - $34.0 $40.9K - $50.2K
30.6K $1.03M
RDVY
First Trust Rising Dividend Ac

ETFs
2.38K
+ 3.4%
$65.02 - $68.31 $155K - $163K
72.4K $4.84M
DDOG
Datadog, Inc.

Technology
196
+ 8.38%
$151.17 - $199.72 $29.6K - $39.1K
2.53K $468K
CAH
Cardinal Health Inc

Healthcare
61
+ 2.45%
$153.27 - $206.06 $9.35K - $12.6K
2.55K $524K
DISV
Dimensional ETF Tr Dimensional

ETFs
3.45K
+ 12.36%
$35.06 - $36.3 $121K - $125K
31.3K $1.13M
ROK
Rockwell Automation, Inc

Industrials
136
+ 4.73%
$333.75 - $394.54 $45.4K - $53.7K
3.01K $1.14M
CIEN
Ciena Corp

Technology
170
+ 8.03%
$151.45 - $209.52 $25.7K - $35.6K
2.29K $438K
ZM
Zoom Video Communications, Inc.

Technology
1.2K
+ 8.21%
$79.17 - $87.23 $95.2K - $105K
15.9K $1.33M
USXF
Ishares Esg Advanced Msci Usa

Technology
2.4K
+ 7.94%
$56.25 - $59.38 $135K - $142K
32.6K $1.85M
VHT
Vanguard Health Care ETF

ETFs
9
+ 0.17%
$264.7 - $283.93 $2.38K - $2.56K
5.37K $1.52M
ADI
Analog Devices Inc

Technology
815
+ 20.47%
$225.32 - $246.37 $184K - $201K
4.8K $1.1M
IDXX
Idexx Laboratories Inc

Healthcare
67
+ 4.38%
$616.15 - $722.94 $41.3K - $48.4K
1.6K $1.1M
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.12K
+ 5.95%
$34.78 - $37.69 $73.7K - $79.9K
37.7K $1.41M
GS
Goldman Sachs Group Inc

Financial Services
404
+ 4.44%
$744.6 - $838.97 $301K - $339K
9.5K $7.37M
HYLS
First Tr Tactical High Yield L

ETFs
3.11K
+ 14.92%
$41.67 - $42.1 $130K - $131K
24K $999K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.14K
+ 21.96%
$61.89 - $76.13 $194K - $239K
17.4K $1.08M
MEDP
Medpace Holdings, Inc.

Healthcare
85
+ 9.06%
$501.22 - $605.2 $42.6K - $51.4K
1.02K $603K
ESTC
Elastic N.V.

Technology
715
+ 8.35%
$80.19 - $94.47 $57.3K - $67.5K
9.28K $843K
SF
Stifel Financial Corp

Financial Services
721
+ 17.08%
$107.06 - $125.02 $77.2K - $90.1K
4.94K $597K
TJX
Tjx Companies Inc

Consumer Cyclical
622
+ 3.71%
$138.56 - $147.63 $86.2K - $91.8K
17.4K $2.54M
FPE
First Tr Pfd Secs & Income ETF

ETFs
6.26K
+ 42.52%
$18.14 - $18.51 $114K - $116K
21K $384K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
2.92K
+ 9.97%
$44.19 - $46.84 $129K - $137K
32.2K $1.44M
VV
Vanguard Large Cap ETF

ETFs
329
+ 6.86%
$301.9 - $317.98 $99.3K - $105K
5.12K $1.59M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.4K
+ 25.0%
$85.35 - $86.81 $119K - $122K
7K $600K
AR
Antero Resources Corp

Energy
3.09K
+ 37.28%
$30.03 - $35.2 $92.8K - $109K
11.4K $390K
INCY
Incyte Corp

Healthcare
78
+ 1.45%
$83.8 - $108.26 $6.54K - $8.44K
5.44K $566K
PH
Parker Hannifin Corp

Industrials
31
+ 2.7%
$716.66 - $857.93 $22.2K - $26.6K
1.18K $980K
BBY
Best Buy CO Inc

Consumer Cyclical
1.43K
+ 23.46%
$70.43 - $84.0 $100K - $120K
7.5K $568K
WST
West Pharmaceutical Services Inc

Healthcare
423
+ 26.31%
$261.17 - $307.25 $110K - $130K
2.03K $530K
QCOM
Qualcomm Inc

Technology
555
+ 1.32%
$153.59 - $187.68 $85.2K - $104K
42.7K $7.13M
AES
Aes Corp

Utilities
4.16K
+ 5.45%
$13.44 - $15.37 $55.9K - $63.9K
80.4K $1.11M
IQV
Iqvia Holdings Inc.

Healthcare
107
+ 3.96%
$198.17 - $223.55 $21.2K - $23.9K
2.81K $619K
VOE
Vanguard Mid Cap Value Index F

ETFs
738
+ 2.59%
$169.53 - $176.53 $125K - $130K
29.2K $5.08M
IT
Gartner Inc

Technology
948
+ 26.95%
$226.44 - $258.17 $215K - $245K
4.47K $1.03M
ITA
Ishares Tr

ETFs
570
+ 16.71%
$205.04 - $218.9 $117K - $125K
3.98K $819K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.78K
+ 5.09%
$25.3 - $29.23 $44.9K - $51.9K
36.6K $994K
CVS
Cvs Health Corp

Healthcare
35
+ 0.1%
$76.69 - $83.04 $2.68K - $2.91K
33.9K $2.66M
EEMV
Ishares Msci Emerging Markets

ETFs
1.18K
+ 6.25%
$62.97 - $65.76 $74.2K - $77.5K
20K $1.31M
CEG
Constellation Energy Corp

Utilities
193
+ 4.87%
$335.74 - $401.43 $64.8K - $77.5K
4.15K $1.41M
IBB
Ishares Biotechnology ETF

ETFs
333
+ 13.87%
$148.51 - $164.96 $49.5K - $54.9K
2.73K $448K
NTRS
Northern Trust Corp

Financial Services
895
+ 46.88%
$124.57 - $133.24 $111K - $119K
2.8K $357K
WCC
Wesco International Inc

Industrials
58
+ 3.05%
$208.29 - $267.15 $12.1K - $15.5K
1.96K $502K
AME
Ametek Inc

Industrials
99
+ 0.66%
$179.28 - $202.11 $17.7K - $20K
15.1K $2.93M
G
Genpact LTD

Technology
1.8K
+ 28.93%
$37.89 - $45.54 $68K - $81.7K
8K $359K
ENB
Enbridge Inc

Energy
2.56K
+ 32.02%
$46.39 - $50.07 $119K - $128K
10.5K $502K
UAMY
United States Antimony Corp

Basic Materials
6.86K
+ 16.5%
$6.36 - $17.8 $43.6K - $122K
48.5K $357K
PULS
Pgim ETF Tr

ETFs
2.13K
+ 2.45%
$49.64 - $49.83 $106K - $106K
88.9K $4.42M
MPWR
Monolithic Power Systems Inc

Technology
103
+ 18.01%
$904.44 - $1105.05 $93.2K - $114K
675 $621K
ACI
Albertsons Companies, Inc.

Consumer Defensive
4.72K
+ 34.52%
$16.8 - $19.74 $79.3K - $93.2K
18.4K $334K
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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