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
TTC
Toro CO

Industrials
3.4K
New
$72.64 - $82.54 $247K - $281K
3.4K $259K
JOBY
Joby Aviation, Inc.

Industrials
16K
New
$9.81 - $20.39 $157K - $326K
16K $258K
UAMY
United States Antimony Corp

Basic Materials
41.6K
New
$1.97 - $7.3 $82K - $304K
41.6K $257K
DEO
Diageo PLC

Consumer Defensive
2.65K
New
$93.64 - $115.33 $248K - $306K
2.65K $252K
EXEL
Exelixis, Inc.

Healthcare
6.1K
New
$36.22 - $46.25 $221K - $282K
6.1K $251K
PPC
Pilgrims Pride Corp

Consumer Defensive
6.16K
New
$40.22 - $50.41 $248K - $311K
6.16K $250K
TFX
Teleflex Inc

Healthcare
1.98K
New
$109.79 - $132.5 $218K - $263K
1.98K $242K
BRO
Brown & Brown, Inc.

Financial Services
2.57K
New
$90.88 - $108.93 $234K - $280K
2.57K $241K
HAL
Halliburton CO

Energy
9.82K
New
$20.5 - $25.11 $201K - $247K
9.82K $241K
STRL
Sterling Construction CO Inc

Industrials
692
New
$222.54 - $371.84 $154K - $257K
692 $235K
BWXT
Bwx Technologies, Inc.

Industrials
1.26K
New
$136.45 - $184.37 $172K - $232K
1.26K $232K
TDIV
First Trust Nasdaq Technology

ETFs
2.36K
New
$89.27 - $100.33 $211K - $237K
2.36K $232K
NAK
Northern Dynasty Minerals LTD

Basic Materials
190K
New
$0.75 - $2.3 $143K - $437K
190K $226K
DUOL
Duolingo, Inc.

Technology
703
New
$271.18 - $403.06 $191K - $283K
703 $226K
BKR
Baker Hughes CO

Energy
4.65K
New
$38.68 - $50.55 $180K - $235K
4.65K $226K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4.84K
New
$45.54 - $48.43 $220K - $234K
4.84K $225K
FCFS
First Cash Holdings, Inc.

Financial Services
1.4K
New
$120.08 - $158.42 $168K - $222K
1.4K $222K
ROL
Rollins Inc

Consumer Cyclical
3.78K
New
$55.05 - $58.74 $208K - $222K
3.78K $222K
HUM
Humana Inc

Healthcare
844
New
$220.41 - $312.0 $186K - $263K
844 $219K
MUSA
Murphy Usa Inc.

Consumer Cyclical
565
New
$361.83 - $435.43 $204K - $246K
565 $219K
LIT
Global X Fds Global X Lithium

ETFs
3.86K
New
$38.41 - $56.85 $148K - $220K
3.86K $219K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
5.62K
New
$37.98 - $39.81 $213K - $224K
5.62K $218K
ON
On Semiconductor Corp

Technology
4.41K
New
$46.98 - $62.45 $207K - $275K
4.41K $217K
KMX
Carmax Inc

Consumer Cyclical
4.84K
New
$44.86 - $71.57 $217K - $347K
4.84K $217K
CPNG
Coupang, Inc.

Consumer Cyclical
6.74K
New
$27.67 - $33.53 $186K - $226K
6.74K $216K
FYBR
Frontier Communications Parent, Inc.

Communication Services
5.79K
New
$36.44 - $37.53 $211K - $217K
5.79K $216K
HST
Host Hotels & Resorts, Inc.

Real Estate
12.7K
New
$15.27 - $17.68 $194K - $224K
12.7K $215K
OHI
Omega Healthcare Investors Inc

Real Estate
5.09K
New
$36.29 - $43.34 $185K - $221K
5.09K $214K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.15K
New
$92.97 - $100.18 $200K - $216K
2.15K $214K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.68K
New
$37.14 - $37.85 $211K - $215K
5.68K $214K
IR
Ingersoll Rand Inc.

Industrials
2.57K
New
$74.98 - $89.02 $193K - $229K
2.57K $212K
IXN
Ishares Global Information Tec

ETFs
2.05K
New
$91.28 - $103.32 $187K - $212K
2.05K $211K
ATO
Atmos Energy Corp

Utilities
1.24K
New
$151.51 - $170.75 $187K - $211K
1.24K $210K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
8.58K
New
$24.03 - $24.57 $206K - $211K
8.58K $209K
RHI
Robert Half International Inc.

Industrials
6.16K
New
$33.49 - $43.03 $206K - $265K
6.16K $209K
SYF
Synchrony Financial

Financial Services
2.96K
New
$67.53 - $76.86 $200K - $227K
2.96K $209K
VMC
Vulcan Materials CO

Basic Materials
676
New
$260.62 - $307.62 $176K - $208K
676 $207K
MGV
Vanguard Mega Cap Value

ETFs
1.5K
New
$129.46 - $137.85 $194K - $207K
1.5K $206K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.95K
New
$50.02 - $53.28 $198K - $211K
3.95K $206K
IVZ
Invesco Ltd.

Financial Services
8.93K
New
$16.17 - $23.0 $144K - $205K
8.93K $204K
UTG
Reaves Utility Income Fund

Financial Services
5.16K
New
$35.81 - $39.62 $185K - $204K
5.16K $204K
HII
Huntington Ingalls Industries, Inc.

Industrials
708
New
$246.31 - $287.91 $174K - $204K
708 $203K
CGNX
Cognex Corp

Technology
4.5K
New
$31.85 - $46.54 $143K - $209K
4.5K $203K
MTG
Mgic Investment Corp

Financial Services
7.16K
New
$25.06 - $28.92 $180K - $207K
7.16K $203K
EWC
Ishares Msci Canada ETF

ETFs
4K
New
$45.86 - $50.88 $183K - $204K
4K $202K
FNDC
Schwab Fundamental Intl Small

ETFs
4.56K
New
$41.81 - $45.21 $191K - $206K
4.56K $202K
GNRC
Generac Holdings Inc.

Industrials
1.21K
New
$146.61 - $202.85 $178K - $246K
1.21K $202K
CG
Carlyle Group Inc.

Financial Services
3.19K
New
$52.82 - $69.35 $168K - $221K
3.19K $200K
PEAK
Healthpeak Properties, Inc.

Real Estate
10.3K
New
N/A
10.3K $195K
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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