Perigon Wealth Management, LLC Incresed Positions in Q3 2025

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
31.3K
+ 80.59%
N/A
70.1K $0
Linde PLC
225
+ 3.7%
N/A
6.3K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
3.58K
+ 1.99%
N/A
183K $0
Dimensional ETF Trust
2.18K
+ 27.93%
N/A
9.99K $0
EFX
Equifax Inc

Industrials
5
+ 0.62%
$234.03 - $265.73 $1.17K - $1.33K
812 $208K
EMR
Emerson Electric CO

Industrials
330
+ 1.52%
$128.6 - $149.63 $42.4K - $49.4K
22.1K $2.89M
IRT
Independence Realty Trust, Inc.

Real Estate
658
+ 5.62%
$16.35 - $18.11 $10.8K - $11.9K
12.4K $202K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6
+ 0.45%
$259.44 - $278.65 $1.56K - $1.67K
1.34K $347K
KXI
Ishares Tr Global Consumer Sta

ETFs
63
+ 0.44%
$63.76 - $67.46 $4.02K - $4.25K
14.4K $928K
AJG
Arthur J. Gallagher & Co.

Financial Services
24
+ 1.48%
$284.17 - $319.49 $6.82K - $7.67K
1.65K $510K
CHKP
Check Point Software Technologies LTD

Technology
15
+ 1.55%
$180.73 - $231.23 $2.71K - $3.47K
983 $203K
CF
Cf Industries Holdings, Inc.

Basic Materials
30
+ 0.4%
$80.91 - $98.75 $2.43K - $2.96K
7.45K $668K
CTVA
Corteva, Inc.

Basic Materials
1.19K
+ 8.49%
$67.08 - $77.12 $79.6K - $91.5K
15.2K $1.03M
IYK
Ishares U.S. Consumer Staples

ETFs
2
+ 0.03%
$67.65 - $71.68 $135 - $143
7.82K $534K
MCHP
Microchip Technology Inc

Technology
301
+ 5.04%
$60.95 - $75.26 $18.3K - $22.7K
6.28K $403K
RSG
Republic Services, Inc.

Industrials
20
+ 1.6%
$225.33 - $246.01 $4.51K - $4.92K
1.27K $291K
NNAVW
Nextnav Inc Wt Exp
5K
+ 9.03%
$5.15 - $7.87 $25.8K - $39.4K
60.4K $326K
CL
Colgate Palmolive CO

Consumer Defensive
1.93K
+ 12.06%
$79.36 - $93.33 $153K - $180K
17.9K $1.43M
VRSK
Verisk Analytics, Inc.

Industrials
262
+ 17.64%
$242.3 - $312.95 $63.5K - $82K
1.75K $439K
RS
Reliance Steel & Aluminum CO

Basic Materials
3
+ 0.35%
$277.33 - $343.66 $832 - $1.03K
852 $239K
ET
Energy Transfer LP

Energy
644
+ 1.65%
$17.11 - $18.16 $11K - $11.7K
39.6K $679K
DT
Dynatrace, Inc.

Technology
736
+ 7.99%
$46.04 - $56.64 $33.9K - $41.7K
9.95K $481K
FOUR
Shift4 Payments, Inc.

Technology
830
+ 19.25%
$77.4 - $106.81 $64.2K - $88.7K
5.14K $397K
KR
Kroger CO

Consumer Defensive
174
+ 1.79%
$64.52 - $74.35 $11.2K - $12.9K
9.87K $665K
CFLT
Confluent, Inc.

Technology
866
+ 8.74%
$15.91 - $27.35 $13.8K - $23.7K
10.8K $213K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
916
+ 2.25%
$46.51 - $50.07 $42.6K - $45.9K
41.6K $1.95M
TWLO
Twilio Inc

Communication Services
300
+ 11.08%
$92.44 - $132.7 $27.7K - $39.8K
3.01K $300K
AIG
American International Group, Inc.

Financial Services
110
+ 1.7%
$76.34 - $85.87 $8.4K - $9.45K
6.58K $516K
KO
Coca Cola CO

Consumer Defensive
8.09K
+ 6.22%
$65.67 - $71.67 $531K - $580K
138K $9.17M
BAX
Baxter International Inc

Healthcare
916
+ 10.56%
$21.71 - $31.23 $19.9K - $28.6K
9.59K $218K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
6.59K
+ 23.31%
$25.5 - $35.2 $168K - $232K
34.9K $889K
ALC
Alcon Inc

Healthcare
9
+ 0.25%
$73.24 - $92.22 $659 - $830
3.54K $263K
CRWD
Crowd Strike Holdings, Inc.

Technology
233
+ 2.7%
$412.46 - $514.1 $96.1K - $120K
8.88K $4.35M
MBLY
Mobileye Global Inc.
1.21K
+ 5.75%
$13.5 - $19.08 $16.3K - $23K
22.2K $312K
TENB
Tenable Holdings, Inc.

Technology
9
+ 0.05%
$28.58 - $35.46 $257 - $319
17K $494K
AXON
Axon Enterprise, Inc.

Industrials
54
+ 5.08%
$698.02 - $870.97 $37.7K - $47K
1.12K $801K
FSK
Fs Kkr Capital Corp

Financial Services
24
+ 0.17%
$14.93 - $22.48 $358 - $540
14.1K $209K
MATX
Matson, Inc.

Industrials
146
+ 1.82%
$98.59 - $116.3 $14.4K - $17K
8.18K $806K
IBM
International Business Machines Corp

Technology
538
+ 2.48%
$234.77 - $292.47 $126K - $157K
22.3K $6.28M
UPS
United Parcel Service Inc

Industrials
4.75K
+ 15.87%
$82.58 - $105.54 $392K - $502K
34.7K $2.9M
PM
Philip Morris International Inc.

Consumer Defensive
1.03K
+ 6.69%
$157.77 - $183.27 $162K - $188K
16.4K $2.65M
EQR
Equity Residential

Real Estate
1.34K
+ 1.64%
$62.3 - $68.34 $83.7K - $91.8K
83.3K $5.39M
INTU
Intuit Inc

Technology
589
+ 10.6%
$646.03 - $807.39 $381K - $476K
6.15K $4.2M
BXSL
Blackstone Secured Lending Fund

Financial Services
189
+ 0.45%
$26.07 - $32.55 $4.93K - $6.15K
42.2K $1.1M
TTD
Trade Desk, Inc.

Technology
4.83K
+ 24.98%
$43.93 - $89.76 $212K - $434K
24.2K $1.18M
SBUX
Starbucks Corp

Consumer Cyclical
199
+ 0.62%
$81.9 - $96.86 $16.3K - $19.3K
32.4K $2.74M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.47K
+ 4.55%
$48.34 - $67.22 $70.9K - $98.5K
33.7K $1.65M
DIS
Walt Disney CO

Communication Services
4.94K
+ 6.02%
$112.25 - $124.0 $554K - $612K
86.9K $9.95M
TMDX
Trans Medics Group, Inc.

Healthcare
1.4K
+ 7.31%
$103.61 - $132.04 $145K - $185K
20.6K $2.31M
Activity Summary
Buys All Purchases 807 New Holdings 192 Increased Positions 615 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 10 Puts 0
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email