Perigon Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
1,031
Total Value
3895161744
Accession Number
0001951757-25-000439
Form Type
13F-HR
CIK
0001575239
Manager Name
Perigon Wealth Management, LLC
Data Enrichment
65% identified
665 identified366 unidentified

Holdings

1,031 positions
Manager:
SEC
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Page 13 of 52
Cloudflare, Inc.
NET|18915M107
Shares:
27600(+127.8%)
Value:
$3.1B(+123.6%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
28195(+0.9%)
Value:
$3.1B(-14.6%)
25434V690
25434V690
Shares:
88587(+14.2%)
Value:
$3.1B(+20.4%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
51290(-2.8%)
Value:
$3.1B(+14.0%)
808524508
808524508
Shares:
117236(-0.5%)
Value:
$3.1B(-9.2%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
8697(+7.2%)
Value:
$3.1B(+4.0%)
LAM RESEARCH CORP
LRCX|512807306
Shares:
41866(+2.6%)
Value:
$3.0B(-5.8%)
808524847
SCHH|808524847
Shares:
141492(+1.1%)
Value:
$3.0B(+3.0%)
PFIZER INC
PFE|717081103
Shares:
118361(+5.2%)
Value:
$3.0B(+0.6%)
78464A763
SDY|78464A763
Shares:
22016(-19.9%)
Value:
$3.0B(-18.4%)
808524607
SCHA|808524607
Shares:
127230(-2.3%)
Value:
$3.0B(-13.4%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
14072(-7.2%)
Value:
$3.0B(-11.8%)
LINDE PLC
LIN|G54950103
Shares:
6368(-3.1%)
Value:
$3.0B(+4.3%)
GENERAL ELECTRIC CO
GE|369604301
Shares:
14658(-2.4%)
Value:
$2.9B(+8.7%)
78464A631
78464A631
Shares:
17942(+0.6%)
Value:
$2.9B(-5.8%)
921909768
VXUS|921909768
Shares:
46197(-3.0%)
Value:
$2.9B(+1.8%)
46138G672
46138G672
Shares:
26142(-0.8%)
Value:
$2.8B(-11.4%)
Cigna Group
CI|125523100
Shares:
8439(+1.0%)
Value:
$2.8B(+18.3%)
Arista Networks, Inc.
ANET|040413205
Shares:
35735(-3.8%)
Value:
$2.8B(-36.9%)
46138G508
46138G508
Shares:
133181(-31.9%)
Value:
$2.8B(-33.3%)