CIK 1575239
Perigon Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
1,307
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 551–600 of 1,307
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PNR | PENTAIR PLC | 10K | $500K+ | SH |
| BITW | BITWISE 10 CRYPTO INDEX ETF | 17K | $500K+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 21K | $500K+ | SH |
| EXC | EXELON CORP | 23K | $500K+ | SH |
| TTEK | TETRA TECH INC NEW | 29K | $500K+ | SH |
| FGDL | FRANKLIN TEMPLETON HOLDINGS | 17K | $500K+ | SH |
| TTE | TOTALENERGIES SE | 15K | $500K+ | SH |
| TGT | TARGET CORP | 10K | $500K+ | SH |
| SHM | SPDR SERIES TRUST | 20K | $500K+ | SH |
| JNK | SPDR SERIES TRUST | 10K | $500K+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 37K | $500K+ | SH |
| CSX | CSX CORP | 27K | $500K+ | SH |
| LQDH | ISHARES U S ETF TR | 10K | $500K+ | SH |
| CTVA | CORTEVA INC | 14K | $500K+ | SH |
| OKE | ONEOK INC NEW | 13K | $500K+ | SH |
| HASI | HA SUSTAINABLE INFRA CAP INC | 31K | $500K+ | SH |
| PLD | PROLOGIS INC. | 8K | $500K+ | SH |
| WTRG | ESSENTIAL UTILS INC | 25K | $500K+ | SH |
| CPER | UNITED STS COMMODITY INDEX F | 27K | $500K+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 13K | $500K+ | SH |
| TMFC | RBB FD INC | 13K | $500K+ | SH |
| XSOE | WISDOMTREE TR | 24K | $500K+ | SH |
| SEEM | SEI EXCHANGE TRADED FUNDS | 30K | $500K+ | SH |
| URNM | SPROTT FDS TR | 17K | $500K+ | SH |
| EWA | ISHARES INC | 36K | $500K+ | SH |
| PSX | PHILLIPS 66 | 7K | $500K+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 7K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 12K | $500K+ | SH |
| MINT | PIMCO ETF TR | 9K | $500K+ | SH |
| DAL | DELTA AIR LINES INC DEL | 13K | $500K+ | SH |
| CALF | PACER FDS TR | 21K | $500K+ | SH |
| NUHY | NUSHARES ETF TR | 42K | $500K+ | SH |
| AFL | AFLAC INC | 8K | $500K+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 12K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 3K | $500K+ | SH |
| ARW | ARROW ELECTRS INC | 8K | $500K+ | SH |
| MKL | MARKEL GROUP INC | 416 | $500K+ | SH |
| ERTH | INVESCO EXCHANGE TRADED FD T | 19K | $500K+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 7K | $500K+ | SH |
| DFNL | DAVIS FUNDAMENTAL ETF TR | 18K | $500K+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 23K | $500K+ | SH |
| TDVG | T ROWE PRICE ETF INC | 19K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC | 4K | $500K+ | SH |
| CTAS | CINTAS CORP | 5K | $500K+ | SH |
| ITA | ISHARES TR | 4K | $500K+ | SH |
| OSCR | OSCAR HEALTH INC | 59K | $500K+ | SH |
| TLH | ISHARES TR | 8K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 5K | $500K+ | SH |
| PCG | PG&E CORP | 52K | $500K+ | SH |
| COR | CENCORA INC | 2K | $500K+ | SH |