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
INGR
Ingredion Inc

Consumer Defensive
889
+ 34.34%
$106.45 - $121.64 $94.6K - $108K
3.48K $374K
MTZ
Mastec Inc

Industrials
449
+ 31.16%
$190.08 - $221.36 $85.3K - $99.4K
1.89K $363K
EMB
Ishares Tr

ETFs
566
+ 16.81%
$94.63 - $97.03 $53.6K - $54.9K
3.93K $377K
CFG
Citizens Financial Group Inc

Financial Services
1.26K
+ 19.44%
$48.39 - $54.0 $60.8K - $67.9K
7.72K $399K
LHX
L3 Harris Technologies, Inc.

Industrials
598
+ 8.23%
$283.87 - $306.76 $170K - $183K
7.86K $2.27M
WFC
Wells Fargo & Company

Financial Services
1.38K
+ 0.94%
$77.62 - $87.3 $107K - $121K
148K $12.3M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
865
+ 7.33%
$28.79 - $33.49 $24.9K - $29K
12.7K $420K
KWEB
Kraneshares Tr Csi China Inter

ETFs
2.89K
+ 19.73%
$38.24 - $42.94 $111K - $124K
17.6K $671K
LMT
Lockheed Martin Corp

Industrials
1.19K
+ 6.67%
$452.1 - $514.24 $538K - $612K
19K $8.96M
WM
Waste Management Inc

Industrials
1.5K
+ 6.68%
$196.77 - $219.98 $296K - $331K
24K $5.02M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
621
+ 3.14%
$18.04 - $21.83 $11.2K - $13.6K
20.4K $431K
BK
Bank Of New York Mellon Corp

Financial Services
338
+ 3.97%
$104.54 - $112.64 $35.3K - $38.1K
8.85K $977K
F
Ford Motor CO

Consumer Cyclical
426
+ 1.19%
$11.41 - $13.84 $4.86K - $5.9K
36.1K $476K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.47K
+ 1.18%
$13.16 - $13.86 $19.3K - $20.3K
126K $1.72M
FEMB
First Tr ETF Emerging Markets

ETFs
1.49K
+ 19.63%
$29.14 - $29.78 $43.3K - $44.3K
9.06K $269K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2.88K
+ 17.05%
$17.44 - $18.04 $50.2K - $52K
19.8K $346K
ESS
Essex Property Trust, Inc.

Real Estate
170
+ 0.62%
N/A
27.6K $7.54M
BOND
Pimco Active Bond Exchange Tra

ETFs
492
+ 13.44%
$93.0 - $94.55 $45.8K - $46.5K
4.15K $387K
PRU
Prudential Financial Inc

Financial Services
188
+ 2.79%
$99.13 - $107.85 $18.6K - $20.3K
6.92K $741K
CL
Colgate Palmolive CO

Consumer Defensive
813
+ 4.54%
$74.98 - $79.86 $61K - $64.9K
18.7K $1.47M
EWP
Ishares Inc Msci Spain ETF

ETFs
31
+ 0.16%
$48.33 - $52.52 $1.5K - $1.63K
19K $979K
GPN
Global Payments Inc

Industrials
882
+ 31.75%
$74.11 - $88.53 $65.4K - $78.1K
3.66K $271K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
287
+ 25.09%
$160.66 - $181.39 $46.1K - $52.1K
1.43K $244K
WDAY
Workday, Inc.

Technology
254
+ 14.28%
$223.49 - $245.67 $56.8K - $62.4K
2.03K $469K
BP
Bp PLC

Energy
560
+ 6.67%
$32.78 - $37.35 $18.4K - $20.9K
8.96K $327K
KEYS
Keysight Technologies, Inc.

Technology
178
+ 11.48%
$159.49 - $186.18 $28.4K - $33.1K
1.73K $309K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
482
+ 1.08%
$87.0 - $90.6 $41.9K - $43.7K
44.9K $3.99M
EWX
Spdr S&P Emerging Markets Smal

ETFs
556
+ 6.68%
$65.53 - $67.79 $36.4K - $37.7K
8.88K $596K
NJR
New Jersey Resources Corp

Utilities
1.01K
+ 12.82%
$44.13 - $47.67 $44.7K - $48.2K
8.9K $415K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
778
+ 4.36%
$46.23 - $49.2 $36K - $38.3K
18.6K $885K
HST
Host Hotels & Resorts, Inc.

Real Estate
1.6K
+ 12.61%
$15.82 - $18.18 $25.3K - $29.1K
14.3K $251K
PWR
Quanta Services, Inc.

Industrials
24
+ 1.44%
$412.21 - $453.83 $9.89K - $10.9K
1.69K $725K
EBAY
Ebay Inc

Consumer Cyclical
756
+ 18.91%
$80.85 - $99.58 $61.1K - $75.3K
4.75K $398K
LSTR
Landstar System Inc

Industrials
209
+ 8.24%
$121.23 - $136.78 $25.3K - $28.6K
2.74K $345K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.23K
+ 3.14%
$25.25 - $25.65 $31.1K - $31.6K
40.5K $1.03M
VERA
Vera Therapeutics, Inc.

Healthcare
1.5K
+ 11.61%
$24.1 - $31.23 $36.1K - $46.8K
14.4K $407K
JBL
Jabil Inc

Technology
255
+ 21.7%
$193.99 - $222.32 $49.5K - $56.7K
1.43K $288K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.7K
+ 16.56%
N/A
12K $227K
DFAS
Dimensional ETF Tr U S Small C

ETFs
643
+ 7.43%
$66.04 - $69.67 $42.5K - $44.8K
9.3K $624K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.02K
+ 2.76%
$20.85 - $21.86 $83.8K - $87.9K
150K $3.17M
GIS
General Mills Inc

Consumer Defensive
1.69K
+ 10.33%
$45.98 - $50.93 $77.5K - $85.8K
18K $853K
CW
Curtiss Wright Corp

Industrials
47
+ 7.47%
$536.42 - $601.78 $25.2K - $28.3K
676 $372K
PNFP
Pinnacle Financial Partners Inc

Financial Services
515
+ 16.11%
$84.38 - $93.6 $43.5K - $48.2K
3.71K $330K
NDAQ
Nasdaq, Inc.

Financial Services
434
+ 8.96%
$85.42 - $91.4 $37.1K - $39.7K
5.28K $459K
TM
Toyota Motor Corp

Consumer Cyclical
105
+ 8.88%
$185.22 - $211.24 $19.4K - $22.2K
1.29K $256K
SONY
Sony Group Corp

Technology
909
+ 6.14%
$27.71 - $30.26 $25.2K - $27.5K
15.7K $456K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
534
+ 3.56%
$43.57 - $45.71 $23.3K - $24.4K
15.5K $699K
HROW
Harrow Health, Inc.

Healthcare
2.09K
+ 24.16%
$33.12 - $48.37 $69.1K - $101K
10.7K $436K
MPW
Medical Properties Trust Inc

Real Estate
6.44K
+ 28.95%
$4.86 - $5.54 $31.3K - $35.7K
28.7K $142K
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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