Perigon-Wealth-Management
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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Perigon-Wealth-Management
Data Enrichment
65% identified665 identified366 unidentified
Holdings
1,031 positions • $3.9B total value
Manager:
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Page 21 of 52
Shares:3.0K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.9B)
92189F486
Shares:49.0K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.9B)
46138E362
Shares:24.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.9B)
316092840
Shares:24.0K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.9B)
381430230
Shares:23.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.9B)
52468L505
Shares:36.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.9B)
33740F755
Shares:38.8K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.9B)
33738D788
Shares:54.6K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.9B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.0K | QoQ 0.00% (-0)YoY -2.12% (-65) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.9B) | ||
(cusip92189F486)✕ | 49.0K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$3.9B) | ||
GARTNER INC(ITcusip366651107) | 3.0K | QoQ -3.78% (-117)YoY -1.16% (-35) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | |
HERSHEY CO(HSYcusip427866108) | 7.3K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | ||
| 21.1K | QoQ 0.00% (+0)YoY NEW(+21.1K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | YoY NEW(+$1.2M) | |
Medtronic plc(MDTcusipG5960L103) | 13.7K | QoQ +7.45% (+953)YoY -2.81% (-398) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | |
(cusip46138E362)✕ | 24.4K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | ||
| 35.2K | YoY NEW(+35.2K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | YoY NEW(+$1.2M) | |
| 7.5K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | |||
(cusip316092840)✕ | 24.0K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | ||
| 28.5K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | |||
(cusip381430230)✕ | 23.5K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | ||
| 5.3K | QoQ -4.16% (-232)YoY +7.62% (-378) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | ||
ASML HOLDING NV(ASMLcusipN07059210) | 1.8K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | ||
| 17.2K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | |||
(cusip52468L505)✕ | 36.2K | YoY NEW(+36.2K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | YoY NEW(+$1.2M) |
| 19.5K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | |||
| 23.9K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | |||
(cusip33740F755)✕ | 38.8K | QoQ +1.53% (-588)YoY NEW(+38.8K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$3.9B) | YoY NEW(+$1.2M) |
(cusip33738D788)✕ | 54.6K | YoY NEW(+54.6K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.9B) | YoY NEW(+$1.1M) |