Perigon Wealth Management, LLC New Holdings in Q4 2025

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PHO
Invesco Exchange Traded Fd Tr

ETFs
384K
New
$71.1 - $74.61 $27.3M - $28.7M
384K $27.5M
JLL
Jones Lang Lasalle Inc

Real Estate
11.6K
New
$283.23 - $316.99 $3.28M - $3.67M
11.6K $3.51M
VIST
Vista Energy, S.A.B. De C.V.

Energy
59.8K
New
$33.71 - $50.86 $2.02M - $3.04M
59.8K $2.92M
FIBR
Ishares U.S. Fixed Income Bala

ETFs
32.1K
New
N/A
32.1K $2.9M
EWY
Ishares Inc Msci South Korea E

ETFs
18.7K
New
$80.72 - $100.78 $1.51M - $1.89M
18.7K $1.76M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
42.6K
New
$22.27 - $26.83 $949K - $1.14M
42.6K $1.14M
TTEK
Tetra Tech Inc

Industrials
29.4K
New
$31.85 - $37.41 $936K - $1.1M
29.4K $1.06M
BITW
Bitwise 10 Crypto Index Fund
16.9K
New
$62.81 - $86.28 $1.06M - $1.46M
16.9K $1.06M
WTRG
Essential Utilities, Inc.

Utilities
25K
New
$38.08 - $41.93 $952K - $1.05M
25K $991K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
17.3K
New
$54.04 - $66.33 $933K - $1.15M
17.3K $932K
CPER
United States Copper Index Fun

ETFs
27.4K
New
$30.15 - $32.2 $825K - $881K
27.4K $856K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
17.8K
New
$41.77 - $49.31 $744K - $879K
17.8K $819K
DFNL
Davis Fundamental ETF Tr

ETFs
18K
New
$43.34 - $46.36 $782K - $837K
18K $817K
AA
Alcoa Corp

Basic Materials
21.3K
New
$33.79 - $40.14 $718K - $853K
21.3K $799K
WMS
Advanced Drainage Systems, Inc.

Industrials
4.91K
New
$134.05 - $150.85 $658K - $740K
4.91K $707K
CNM
Core & Main, Inc.

Industrials
14.4K
New
$47.15 - $54.63 $681K - $789K
14.4K $681K
STN
Stantec Inc

Industrials
6.34K
New
$104.72 - $113.7 $664K - $721K
6.34K $671K
POOL
Pool Corp

Industrials
2.62K
New
$242.32 - $312.05 $634K - $817K
2.62K $634K
KKR
Kkr & Co. Inc.

Financial Services
5.18K
New
$117.52 - $127.65 $608K - $661K
5.18K $620K
CAG
Conagra Brands Inc.

Consumer Defensive
30.2K
New
$16.7 - $19.3 $505K - $583K
30.2K $527K
AWR
American States Water CO

Utilities
7.06K
New
$70.36 - $77.05 $497K - $544K
7.06K $526K
VNLA
Janus Henderson Short Duration

ETFs
10.5K
New
$49.13 - $49.33 $516K - $518K
10.5K $516K
FDS
Factset Research Systems Inc

Financial Services
1.77K
New
$253.62 - $294.11 $450K - $522K
1.77K $485K
CWT
California Water Service Group

Utilities
10.2K
New
$44.38 - $49.86 $453K - $509K
10.2K $467K
NGG
National Grid PLC

Utilities
6K
New
$72.53 - $78.09 $435K - $468K
6K $463K
GFS
Globalfoundries Inc.

Technology
13.3K
New
$32.72 - $36.06 $435K - $480K
13.3K $439K
RY
Royal Bank Of Canada

Financial Services
2.87K
New
$143.64 - $149.05 $413K - $428K
2.87K $422K
WTTR
Select Energy Services, Inc.

Energy
42.1K
New
$9.83 - $11.89 $414K - $500K
42.1K $419K
UTHR
United Therapeutics Corp

Healthcare
888
New
$415.34 - $466.4 $369K - $414K
888 $414K
SJW
Sjw Group

Utilities
7.74K
New
N/A
7.74K $401K
SBAC
Sba Communications Corp

Real Estate
1.92K
New
$187.49 - $202.84 $360K - $390K
1.92K $379K
PFG
Principal Financial Group Inc

Financial Services
4.44K
New
$78.39 - $85.26 $348K - $379K
4.44K $375K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
2.89K
New
$118.68 - $132.47 $343K - $383K
2.89K $372K
MKTX
Marketaxess Holdings Inc

Financial Services
2.1K
New
$158.85 - $177.4 $334K - $373K
2.1K $367K
NVT
N Vent Electric PLC

Industrials
3.4K
New
$95.98 - $114.35 $327K - $389K
3.4K $362K
KB
Kb Financial Group Inc.

Financial Services
3.98K
New
$77.5 - $91.13 $309K - $363K
3.98K $354K
AGM
Federal Agricultural Mortgage Corp

Financial Services
2.13K
New
$155.25 - $170.22 $331K - $363K
2.13K $349K
SWIM
Latham Group, Inc.

Industrials
53.2K
New
$6.5 - $7.98 $346K - $424K
53.2K $345K
AOS
Smith A O Corp

Industrials
5.2K
New
$64.74 - $73.54 $337K - $383K
5.2K $336K
CIG
Energy CO Of Minas Gerais

Utilities
159K
New
$1.9 - $2.28 $302K - $363K
159K $335K
NUVB
Nuvation Bio Inc.

Healthcare
68.1K
New
$3.41 - $5.37 $232K - $366K
68.1K $331K
MINO
Pimco ETF Tr Municipal Income

ETFs
7.01K
New
$45.17 - $45.79 $316K - $321K
7.01K $318K
RPM
Rpm International Inc

Basic Materials
2.94K
New
$105.88 - $117.19 $311K - $344K
2.94K $313K
GDDY
Go Daddy Inc.

Technology
2.38K
New
$126.57 - $137.19 $302K - $327K
2.38K $309K
CASY
Caseys General Stores Inc

Consumer Cyclical
553
New
$513.19 - $567.48 $284K - $314K
553 $297K
WCN
Waste Connections, Inc.

Industrials
1.76K
New
$165.31 - $178.47 $290K - $314K
1.76K $296K
RGA
Reinsurance Group Of America Inc

Financial Services
1.53K
New
$181.54 - $197.59 $278K - $302K
1.53K $288K
WWD
Woodward, Inc.

Industrials
1.08K
New
$246.97 - $274.03 $267K - $297K
1.08K $281K
CWCO
Consolidated Water Co. Ltd.

Utilities
7.9K
New
$33.33 - $36.98 $263K - $292K
7.9K $278K
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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