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 14 of 52
78464A284
78464A284
Shares:
108840(-1.5%)
Value:
$2.7B(-2.4%)
Palo Alto Networks Inc
PANW|697435105
Shares:
16021(+0.6%)
Value:
$2.7B(-3.1%)
92206C573
92206C573
Shares:
35186(+2.5%)
Value:
$2.7B(+4.0%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
7708(-4.0%)
Value:
$2.7B(-5.4%)
464286525
ACWV|464286525
Shares:
22848(-1.8%)
Value:
$2.7B(+4.6%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
10808(+2.0%)
Value:
$2.6B(+15.1%)
464288158
464288158
Shares:
24967(-2.8%)
Value:
$2.6B(-2.5%)
922908553
VNQ|922908553
Shares:
29090(+1.4%)
Value:
$2.6B(+2.3%)
Intercontinental Exchange, Inc.
ICE|45866F104
Shares:
15172(+1.5%)
Value:
$2.6B(+16.6%)
VERTEX PHARMACEUTICALS INC / MA
VRTX|92532F100
Shares:
5280(+6.8%)
Value:
$2.6B(+24.2%)
808524771
FNDX|808524771
Shares:
108110(+16.3%)
Value:
$2.6B(+13.6%)
Chubb Ltd
CB|H1467J104
Shares:
8424(+4.6%)
Value:
$2.5B(+15.5%)
MICRON TECHNOLOGY INC
MU|595112103
Shares:
29224(+10.3%)
Value:
$2.5B(-6.6%)
Bitwise Bitcoin ETF
BITB|09174C104
Shares:
56242(+0.6%)
Value:
$2.5B(-17.4%)
35473P884
35473P884
Shares:
47606
Value:
$2.5B
AMETEK INC/
AME|031100100
Shares:
14476(+0.0%)
Value:
$2.5B(-4.8%)
BlackRock, Inc.
BLK|09290D101
Shares:
2592(-3.5%)
Value:
$2.5B(-8.3%)
464287176
464287176
Shares:
21562(-8.3%)
Value:
$2.4B(-4.9%)
EMERSON ELECTRIC CO
EMR|291011104
Shares:
21715(-11.9%)
Value:
$2.4B(-21.7%)
SOUTHERN CO
SO|842587107
Shares:
25557(+1.2%)
Value:
$2.3B(+10.9%)