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
FSV
First Service Corp

Real Estate
1.77K
New
$151.41 - $188.72 $267K - $333K
1.77K $275K
FICO
Fair Isaac Corp

Technology
157
New
$1512.71 - $1879.55 $237K - $295K
157 $273K
EOSE
Eos Energy Enterprises, Inc.

Industrials
19.3K
New
$12.36 - $19.19 $239K - $370K
19.3K $272K
PSO
Pearson PLC

Communication Services
20.4K
New
$13.06 - $14.98 $267K - $306K
20.4K $269K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
5.88K
New
$45.48 - $45.92 $268K - $270K
5.88K $268K
YORW
York Water CO

Utilities
8.3K
New
$29.95 - $32.65 $249K - $271K
8.3K $267K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
3.84K
New
$69.45 - $70.32 $266K - $270K
3.84K $266K
PINS
Pinterest, Inc.

Communication Services
10K
New
$25.75 - $35.24 $258K - $353K
10K $266K
MFC
Manulife Financial Corp

Financial Services
7.56K
New
$31.41 - $34.43 $237K - $260K
7.56K $259K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.14K
New
$219.27 - $238.71 $250K - $272K
1.14K $257K
HRL
Hormel Foods Corp

Consumer Defensive
11.2K
New
$21.29 - $24.8 $238K - $277K
11.2K $253K
ASTS
Ast Space Mobile, Inc.

Communication Services
4.05K
New
$56.94 - $99.21 $231K - $402K
4.05K $251K
BIIB
Biogen Inc.

Healthcare
1.5K
New
$142.26 - $167.55 $214K - $252K
1.5K $251K
AXS
Axis Capital Holdings LTD

Financial Services
2.45K
New
$88.25 - $102.69 $216K - $252K
2.45K $250K
SKM
Sk Telecom CO LTD

Communication Services
12.2K
New
$19.93 - $21.73 $243K - $265K
12.2K $248K
RDY
Dr Reddys Laboratories LTD

Healthcare
17.7K
New
$13.29 - $14.87 $235K - $263K
17.7K $246K
LNN
Lindsay Corp

Industrials
2.17K
New
$109.48 - $141.82 $238K - $308K
2.17K $238K
QDEF
Flexshares Quality Div Defensi

ETFs
2.98K
New
$78.1 - $81.04 $233K - $242K
2.98K $238K
RL
Ralph Lauren Corp

Consumer Cyclical
715
New
$309.29 - $340.21 $221K - $243K
715 $237K
ARMK
Aramark

Industrials
6.19K
New
$37.38 - $40.11 $231K - $248K
6.19K $235K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
4.86K
New
$43.89 - $49.2 $213K - $239K
4.86K $231K
CRS
Carpenter Technology Corp

Industrials
696
New
$238.12 - $332.01 $166K - $231K
696 $230K
MTD
Mettler Toledo International Inc

Healthcare
164
New
$1273.67 - $1447.81 $209K - $237K
164 $230K
ZETA
Zeta Global Holdings Corp.

Technology
12.4K
New
$16.7 - $20.47 $207K - $254K
12.4K $228K
ATI
Allegheny Technologies Inc

Industrials
2.29K
New
$80.04 - $103.0 $183K - $236K
2.29K $227K
PB
Prosperity Bancshares Inc

Financial Services
3.39K
New
$61.89 - $67.53 $210K - $229K
3.39K $226K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
6.11K
New
$33.18 - $38.64 $203K - $236K
6.11K $225K
UEC
Uranium Energy Corp

Energy
19.4K
New
$11.59 - $16.74 $225K - $325K
19.4K $224K
CMF
Ishares California Muni Bond E

ETFs
3.89K
New
$56.96 - $57.62 $222K - $224K
3.89K $223K
JEF
Jefferies Financial Group Inc.

Financial Services
4.22K
New
$48.8 - $63.49 $206K - $268K
4.22K $221K
TW
Tradeweb Markets Inc.

Financial Services
2.01K
New
$103.59 - $110.95 $209K - $223K
2.01K $220K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.36K
New
$118.79 - $161.47 $162K - $220K
1.36K $217K
INFY
Infosys LTD

Technology
13K
New
$16.07 - $17.53 $208K - $227K
13K $217K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.16K
New
$184.47 - $199.8 $215K - $233K
1.16K $215K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.57K
New
$132.94 - $139.8 $209K - $220K
1.57K $215K
ENTG
Entegris Inc

Technology
2.74K
New
$78.28 - $100.26 $214K - $275K
2.74K $214K
BKH
Black Hills Corp

Utilities
3.04K
New
$59.76 - $72.17 $182K - $219K
3.04K $212K
WTFC
Wintrust Financial Corp

Financial Services
1.63K
New
$120.24 - $132.64 $195K - $216K
1.63K $208K
AUSF
Global X Fds Adaptive U S Fact

ETFs
4.58K
New
$44.91 - $46.56 $206K - $213K
4.58K $207K
LFUS
Littelfuse Inc

Technology
861
New
$240.68 - $271.84 $207K - $234K
861 $207K
AYI
Acuity Brands Inc

Industrials
603
New
$342.59 - $370.46 $207K - $223K
603 $206K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
4.92K
New
$39.72 - $42.69 $196K - $210K
4.92K $206K
IFF
International Flavors & Fragrances Inc

Basic Materials
3.13K
New
$59.55 - $67.43 $186K - $211K
3.13K $206K
DOCU
Docusign, Inc.

Technology
3.02K
New
$67.01 - $73.14 $203K - $221K
3.02K $204K
ACGL
Arch Capital Group Ltd.

Financial Services
2.21K
New
$84.72 - $94.1 $187K - $208K
2.21K $204K
TRGP
Targa Resources Corp.

Energy
1.18K
New
$146.3 - $173.23 $172K - $204K
1.18K $203K
IEX
Idex Corp

Industrials
1.23K
New
$160.84 - $173.4 $198K - $214K
1.23K $202K
FELE
Franklin Electric CO Inc

Industrials
2.17K
New
$91.76 - $99.27 $199K - $215K
2.17K $201K
TEF
Telefonica S A

Communication Services
46.2K
New
$4.08 - $5.32 $189K - $246K
46.2K $198K
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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