Perigon Wealth Management, LLC New Holdings in Q3 2025

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HUBB
Hubbell Inc

Industrials
12.5K
New
$410.51 - $450.93 $5.15M - $5.65M
12.5K $5.4M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
46.5K
New
$32.53 - $35.69 $1.51M - $1.66M
46.5K $1.65M
RKT
Rocket Companies, Inc.

Financial Services
76.9K
New
$13.31 - $21.16 $1.02M - $1.63M
76.9K $1.49M
NEAR
Blackrock Short Maturity Bond

ETFs
27.7K
New
$50.8 - $51.32 $1.41M - $1.42M
27.7K $1.42M
HEI
Heico Corp

Industrials
4.27K
New
$304.5 - $337.56 $1.3M - $1.44M
4.27K $1.38M
ARW
Arrow Electronics Inc

Technology
9.56K
New
$114.66 - $133.24 $1.1M - $1.27M
9.56K $1.16M
EWA
Ishares Msci Australia ETF

ETFs
36.3K
New
$25.91 - $27.57 $941K - $1M
36.3K $980K
EWD
Ishares Inc Msci Sweden ETF

ETFs
18.6K
New
$43.68 - $47.85 $811K - $888K
18.6K $876K
NTAP
Net App, Inc.

Technology
7.31K
New
$101.1 - $126.36 $739K - $924K
7.31K $866K
FENY
Fidelity Covington Tr Msci Ene

ETFs
33.1K
New
$23.27 - $25.46 $771K - $843K
33.1K $818K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
13.5K
New
$52.55 - $54.37 $708K - $733K
13.5K $728K
EXPE
Expedia Group, Inc.

Consumer Cyclical
3.4K
New
$171.01 - $228.24 $581K - $775K
3.4K $725K
RBLX
Roblox Corp

Communication Services
5.21K
New
$100.65 - $141.56 $524K - $737K
5.21K $721K
PCG
Pg&E Corp

Utilities
47.5K
New
$13.0 - $15.73 $617K - $747K
47.5K $715K
VRSN
Verisign Inc

Technology
2.46K
New
$263.02 - $305.98 $648K - $753K
2.46K $688K
LYFT
Lyft, Inc.

Technology
25.9K
New
$13.41 - $22.93 $347K - $593K
25.9K $569K
FTI
Technip Fmc PLC

Energy
13.8K
New
$32.19 - $40.89 $443K - $563K
13.8K $542K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.18K
New
$311.12 - $482.13 $368K - $570K
1.18K $539K
ZS
Zscaler, Inc.

Technology
1.8K
New
$267.68 - $316.5 $482K - $570K
1.8K $539K
MOH
Molina Healthcare, Inc.

Healthcare
2.8K
New
$152.31 - $306.29 $426K - $858K
2.8K $535K
FIX
Comfort Systems Usa Inc

Industrials
621
New
$521.66 - $825.18 $324K - $512K
621 $512K
PSA
Public Storage

Real Estate
1.73K
New
$271.94 - $298.09 $470K - $515K
1.73K $499K
MEDP
Medpace Holdings, Inc.

Healthcare
938
New
$308.88 - $514.16 $290K - $482K
938 $482K
NTRA
Natera, Inc.

Healthcare
2.9K
New
$133.66 - $181.11 $387K - $524K
2.9K $466K
EIX
Edison International

Utilities
8.39K
New
$50.42 - $56.35 $423K - $473K
8.39K $463K
VTR
Ventas, Inc.

Real Estate
6.61K
New
$62.76 - $69.99 $415K - $463K
6.61K $462K
BWA
Borgwarner Inc

Consumer Cyclical
10.5K
New
$34.53 - $44.44 $364K - $468K
10.5K $462K
BBY
Best Buy CO Inc

Consumer Cyclical
6.08K
New
$64.12 - $78.46 $390K - $477K
6.08K $459K
INCY
Incyte Corp

Healthcare
5.37K
New
$67.27 - $86.96 $361K - $467K
5.37K $455K
JBHT
Hunt J B Transport Services Inc

Industrials
3.39K
New
$130.65 - $154.66 $443K - $525K
3.39K $455K
PALL
Abrdn Palladium ETF Trust

ETFs
3.95K
New
$99.79 - $117.24 $394K - $463K
3.95K $451K
MGM
Mgm Resorts International

Consumer Cyclical
12.8K
New
$34.18 - $39.77 $436K - $507K
12.8K $442K
TPR
Tapestry, Inc.

Consumer Cyclical
3.88K
New
$86.48 - $116.14 $336K - $451K
3.88K $439K
CHWY
Chewy, Inc.

Consumer Cyclical
10.9K
New
$34.27 - $42.33 $372K - $459K
10.9K $438K
FNF
Fidelity National Financial, Inc.

Financial Services
7.2K
New
$51.22 - $61.07 $369K - $440K
7.2K $435K
ORI
Old Republic International Corp

Financial Services
10.1K
New
$35.74 - $42.47 $361K - $429K
10.1K $429K
SIXA
Exchange Traded Concepts Tr Et

ETFs
8.6K
New
$48.19 - $50.0 $414K - $430K
8.6K $427K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4.65K
New
$43.07 - $91.37 $200K - $425K
4.65K $425K
THC
Tenet Healthcare Corp

Healthcare
2.07K
New
$148.38 - $203.04 $307K - $420K
2.07K $419K
DKNG
Draft Kings Inc.

Consumer Cyclical
11K
New
$37.4 - $48.23 $410K - $529K
11K $409K
OVV
Ovintiv Inc.

Energy
10.1K
New
$38.53 - $43.17 $389K - $436K
10.1K $407K
HROW
Harrow Health, Inc.

Healthcare
8.63K
New
$30.57 - $48.85 $264K - $422K
8.63K $406K
WCC
Wesco International Inc

Industrials
1.9K
New
$189.22 - $227.19 $359K - $431K
1.9K $401K
ADT
Adt Inc.

Industrials
46K
New
$8.27 - $8.85 $380K - $407K
46K $400K
MLI
Mueller Industries Inc

Industrials
3.9K
New
$82.07 - $101.7 $320K - $397K
3.9K $394K
CNC
Centene Corp

Healthcare
11K
New
$25.21 - $56.65 $277K - $622K
11K $392K
SATS
Echo Star Corp

Technology
4.92K
New
$26.33 - $83.57 $130K - $411K
4.92K $375K
CCL
Carnival Corp

Consumer Cyclical
12.8K
New
$28.37 - $32.49 $363K - $416K
12.8K $370K
TER
Teradyne, Inc

Technology
2.67K
New
$90.15 - $137.64 $241K - $367K
2.67K $367K
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
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