Perigon Wealth Management, LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "VSGX",
  null,
  null,
  null,
  "SE",
  "KRYS",
  "HOOD",
  "MPWR",
  "GRAB",
  "MQ",
  "GDX",
  "NLY",
  "AES",
  "ARW",
  "AKAM",
  null,
  "EXAS",
  null,
  "RF",
  "SMCI",
  "ARM",
  "ASPN",
  "SNOW",
  "MU",
  null,
  null,
  "FNDF",
  "FNDA",
  null,
  "MPLX",
  "ACN",
  null,
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "BABA",
  "MATX",
  "MAIN",
  null,
  null,
  null,
  "JLL",
  "VONG",
  null,
  null,
  "ALL",
  null,
  "GOOGL",
  null,
  "AXP",
  "AEG",
  "SCHH",
  null,
  "AIG",
  null,
  "TEAM",
  "ASML",
  "BGY",
  "T",
  "BLK",
  "GLTR",
  null,
  null,
  "CAT",
  "AVDE",
  "AVGO",
  "APP",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "ABR",
  "CP.TO",
  null,
  "BDJ",
  "ROCK",
  "ARCC",
  null,
  "SAN",
  null,
  null,
  "BOH",
  "BST",
  null,
  "BSX",
  "HTZ",
  null,
  null,
  null,
  null,
  null,
  null,
  "DBEF",
  null,
  "COF",
  "CMI",
  null,
  null,
  "DUK",
  "D",
  null,
  "PFS",
  "ESS",
  "RDFN",
  "EBAY",
  "PL",
  null,
  null,
  null,
  "EQNR",
  null,
  null,
  "EOG",
  null,
  "UEC",
  null,
  null,
  null,
  "XFLT",
  "FFIN",
  "FCX",
  "FITB",
  "ARKB",
  null,
  "RWAY",
  "GD",
  null,
  "GILD",
  "GIS",
  "HLT",
  "ARIS",
  null,
  "MUC",
  "BGB",
  "HON",
  "BITB",
  "HD",
  "ETHW",
  "HPQ",
  "CRVO",
  null,
  "AZN",
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  "FNV",
  null,
  null,
  "UNP",
  null,
  "QCOM",
  "GLPI",
  "GENI",
  "OSCR",
  null,
  "FSCO",
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  "ACI",
  null,
  "HSBC",
  "EMXC",
  null,
  "HNNA",
  "HWM",
  "LEN",
  "ITW",
  "IDA",
  null,
  "GSIE",
  "INGR",
  "AMAT",
  null,
  "RIVN",
  "EMR",
  "BKNG",
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "IVT",
  "HEFA",
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NAC",
  null,
  "IQV",
  "LAC.TO",
  null,
  "IONQ",
  null,
  null,
  null,
  null,
  null,
  null,
  "NKX",
  "BBUS",
  null,
  null,
  null,
  "KMI",
  null,
  "PIM",
  null,
  "LHX",
  "LRCX",
  "IWS",
  "LBTYK",
  "LIN",
  null,
  null,
  "L",
  null,
  "MPC",
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "CORZ",
  "MS",
  "TMUS",
  "DOCS",
  null,
  "EQIX",
  null,
  "EXC",
  "FICO",
  "FHN",
  "FIS",
  "HCAT",
  "GE",
  "GPC",
  "HIG",
  "HES",
  null,
  "NVS",
  "NU",
  "OXY",
  null,
  "ILMN",
  "OMC",
  "ODFL",
  "ORLY",
  "PCAR",
  "DLN",
  "DIBS",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  null,
  "NOC",
  "OKE",
  null,
  "EOS",
  null,
  "DASH",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  "IRT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FPAY",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  null,
  "PEP",
  null,
  null,
  "PNC",
  "IRM",
  null,
  "VGSH",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  null,
  null,
  null,
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "BXSL",
  null,
  null,
  "ECL",
  null,
  "NVDA",
  "GS",
  "HPE",
  null,
  null,
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  null,
  null,
  null,
  null,
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  null,
  null,
  null,
  "VZ",
  null,
  "KB",
  null,
  "PSTG",
  "KEYS",
  null,
  "MAN",
  "MGA",
  null,
  "LPLA",
  "MKC",
  "MDB",
  "MPW",
  "NRO",
  "KIND",
  "NMR",
  null,
  null,
  "NN",
  null,
  null,
  null,
  "JPC",
  "AMGN",
  null,
  "KVUE",
  "MAS",
  null,
  null,
  "PKG",
  "ORA",
  "MSTR",
  null,
  "NYT",
  "PARA",
  null,
  "PDO",
  null,
  "DGX",
  "PPG",
  null,
  "REGN",
  "IOT",
  null,
  "FNDX",
  null,
  null,
  null,
  null,
  "SERA",
  null,
  null,
  null,
  null,
  null,
  "ROK",
  null,
  null,
  "SLVM",
  null,
  null,
  null,
  "TFSL",
  "TMDX",
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  "RELX",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  null,
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SAP",
  null,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "VXF",
  "AGNC",
  "VV",
  "RCL",
  "VOE",
  "MBLY",
  "SCHW",
  "MNST",
  "EWBC",
  "FDMT",
  "BMRC",
  "ALC",
  "AB",
  null,
  null,
  "ACWV",
  "VWO",
  null,
  "VSS",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  "NJR",
  null,
  "LPX",
  null,
  null,
  "PRF",
  null,
  null,
  "MYD",
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  "EXP",
  null,
  "EME",
  "VIG",
  "LYG",
  "TTE",
  "TRGP",
  "TENB",
  "TSCO",
  null,
  "FTHY",
  "IWO",
  "XLB",
  "PTON",
  "MTD",
  "IWN",
  "PATH",
  null,
  "GDDY",
  "SNY",
  "IEF",
  "GL",
  null,
  "TSM",
  "IT",
  "LRN",
  "GSK",
  null,
  "GPN",
  null,
  null,
  "RMD",
  null,
  null,
  null,
  "ETR",
  "FSK",
  null,
  "VYM",
  "AHR",
  null,
  "DD",
  "VRTX",
  null,
  null,
  "EA",
  "GRAL",
  "K",
  "EW",
  "TT",
  "VRSK",
  "AGCO",
  "VRT",
  "HASI",
  null,
  "NFG",
  null,
  "UGI",
  "ADSK",
  "AON",
  "SSB",
  "SFM",
  "GM",
  "SF",
  "TEX",
  null,
  null,
  "AFL",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "VFC",
  "SDY",
  "FI",
  "DRI",
  "DOV",
  "WAB",
  "WSO",
  "DLTR",
  "F",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "HSIC",
  "FOUR",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "SGOL",
  "ENTX",
  "ES",
  "IAUX",
  null,
  null,
  "LTRN",
  null,
  "IDXX",
  null,
  null,
  null,
  "UA",
  null,
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "NIO",
  null,
  null,
  null,
  null,
  null,
  "TTWO",
  null,
  "IVE",
  "HCA",
  null,
  null,
  null,
  null,
  null,
  "ESGD",
  null,
  "DKS",
  null,
  "TPL",
  "HIMS",
  null,
  "CEF",
  "ABEV",
  "TDC",
  "SG",
  null,
  null,
  "RGA",
  null,
  "ACM",
  "VEU",
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  null,
  "VNQI",
  "VYMI",
  "VALE",
  "VMI",
  null,
  "MGK",
  null,
  null,
  "VXUS",
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "VXRT",
  "VTRS",
  "V",
  "VMEO",
  null,
  "VST",
  "WBD",
  "WMT",
  "WBA",
  "WABC",
  "WBS",
  "WFC",
  "WST",
  "WELL",
  null,
  null,
  "WIT",
  "WPM",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  "WPC",
  "WYNN",
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "XYL",
  null,
  "IUSG",
  null,
  null,
  "SOLV",
  null,
  null,
  null,
  "BBEU",
  "ESTC",
  "DTE",
  null,
  "GRMN",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHF",
  "SCHA",
  "MSCI",
  null,
  "NSC",
  "KEY",
  null,
  "JCI",
  "KDP",
  "MKL",
  null,
  "SO",
  null,
  "TTD",
  "SJM",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "SYY",
  "DIA",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  null,
  null,
  null,
  "IUSV",
  null,
  "GEV",
  "MELI",
  "OLED",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  null,
  "GWW",
  null,
  "ESGU",
  null,
  null,
  "NUE",
  "NRG",
  null,
  "EG",
  "FDX",
  "AME",
  null,
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  null,
  "BBVA",
  "BCS",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  null,
  "BYND",
  "BNTX",
  null,
  null,
  null,
  "BA",
  null,
  "BMY",
  "BRX",
  "BLDR",
  "BNL",
  "BR",
  "AI",
  "BCAL",
  "CDNS",
  "CARR",
  "CBOE",
  "CBRE",
  "CAVA",
  "CNC",
  "CF",
  "CVX",
  "LNG",
  "CHTR",
  "CB",
  "CHRD",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CLOV",
  "NET",
  "C",
  "CLX",
  "CME",
  "KO",
  "CGNX",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "CFLT",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DDOG",
  "DELL",
  "DAR",
  "DE",
  "DVN",
  "DAL",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DCI",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VOD",
  "WULF",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

1,031 positions • $3,895,161.744K total value

1,031 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 32 of 52

Sort by:

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:6.2K

Value:$540.6K

33734X143

Shares:5.2K

Value:$539.1K

78468R663

Shares:5.8K

Value:$532.4K

61774R205

Shares:7.5K

Value:$519.0K

97717W307

DLN|97717W307

Shares:6.5K

Value:$517.3K

92189H409

Shares:10.1K

Value:$517.1K

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:2.9K

Value:$515.0K

78463X418

Shares:4.0K

Value:$514.3K

46138E263

Shares:9.2K

Value:$510.7K

Elastic N.V.

ESTC|N14506104

Shares:5.7K

Value:$510.1K

ANSYS INC

ANSS|03662Q105

Shares:1.6K

Value:$509.0K

25434V666

Shares:16.6K

Value:$508.0K

25434V500

Shares:8.5K

Value:$507.7K

VEEVA SYSTEMS INC

VEEV|922475108

Shares:2.2K

Value:$506.8K

381430107

GSIE|381430107

Shares:14.2K

Value:$505.6K

Motorola Solutions, Inc.

MSI|620076307

Shares:1.2K

Value:$504.4K

GARMIN LTD

GRMN|H2906T109

Shares:2.3K

Value:$504.3K

Main Street Capital CORP

MAIN|56035L104

Shares:8.9K

Value:$504.0K

46435G532

Shares:6.9K

Value:$501.2K

921932828

Shares:5.2K

Value:$499.8K

Instrument	Shares		Other Manager	Value
American International Group, Inc.(AIGcusip026874784)	6.2K	QoQ -5.37% (-353) YoY +10.44% (+588)	All Managers (Combined)	$540.6K	QoQ +10.26% (-$50.3K) YoY +22.83% (+$100.5K)
(cusip33734X143)✕	5.2K	QoQ +0.01% (-1) YoY -11.51% (-677)	All Managers (Combined)	$539.1K	QoQ -3.97% (-$22.3K) YoY -16.34% (-$105.3K)
(cusip78468R663)✕	5.8K	QoQ -4.93% (-301) YoY -32.25% (-2.8K)	All Managers (Combined)	$532.4K	QoQ -4.76% (-$26.6K) YoY -32.30% (-$254.0K)
(cusip61774R205)✕	7.5K	QoQ 0.00% (-0) YoY NEW(+7.5K)	All Managers (Combined)	$519.0K	QoQ -7.09% (-$39.6K) YoY NEW(+$519.0K)
(DLNcusip97717W307)	6.5K	QoQ -0.94% (-62) YoY NEW(+6.5K)	All Managers (Combined)	$517.3K	QoQ -0.38% (-$2.0K) YoY NEW(+$517.3K)
(cusip92189H409)✕	10.1K	QoQ -8.16% (-898) YoY -24.95% (-3.4K)	All Managers (Combined)	$517.1K	QoQ -8.94% (-$50.8K) YoY -26.50% (-$186.4K)
Iqvia Holdings Inc.(IQVcusip46266C105)	2.9K	QoQ -2.85% (-86) YoY -0.71% (-21)	All Managers (Combined)	$515.0K	QoQ -13.35% (-$79.4K) YoY -30.78% (-$229.0K)
(cusip78463X418)✕	4.0K	QoQ -3.05% (-127) YoY NEW(+4.0K)	All Managers (Combined)	$514.3K	QoQ -0.84% (-$4.4K) YoY NEW(+$514.3K)
(cusip46138E263)✕	9.2K	QoQ -2.94% (-278) YoY -12.92% (-1.4K)	All Managers (Combined)	$510.7K	QoQ -0.34% (-$1.8K) YoY -12.67% (-$74.1K)
Elastic N.V.(ESTCcusipN14506104)	5.7K	QoQ +16.90% (+828) YoY NEW(+5.7K)	All Managers (Combined)	$510.1K	QoQ +4.19% (+$20.5K) YoY NEW(+$510.1K)
Ansys Inc(ANSScusip03662Q105)	1.6K	QoQ -2.07% (-34) YoY -5.96% (-102)	All Managers (Combined)	$509.0K	QoQ -10.01% (-$56.7K) YoY -14.27% (-$84.8K)
(cusip25434V666)✕	16.6K	QoQ NEW(+16.6K) YoY NEW(+16.6K)	All Managers (Combined)	$508.0K	QoQ NEW(+$508.0K) YoY NEW(+$508.0K)
(cusip25434V500)✕	8.5K	QoQ +0.04% (-4) YoY NEW(+8.5K)	All Managers (Combined)	$507.7K	QoQ -10.47% (-$59.4K) YoY NEW(+$507.7K)
Veeva Systems Inc(VEEVcusip922475108)	2.2K	QoQ +4.94% (+103) YoY NEW(+2.2K)	All Managers (Combined)	$506.8K	QoQ +13.18% (+$59.1K) YoY NEW(+$506.8K)
(GSIEcusip381430107)	14.2K	QoQ -14.34% (-2.4K) YoY -21.73% (-3.9K)	All Managers (Combined)	$505.6K	QoQ -9.12% (-$50.8K) YoY -18.62% (-$115.7K)
Motorola Solutions, Inc.(MSIcusip620076307)	1.2K	QoQ -10.69% (-138) YoY +38.46% (+320)	All Managers (Combined)	$504.4K	QoQ -15.50% (-$92.5K) YoY +70.77% (+$209.0K)
Garmin Ltd(GRMNcusipH2906T109)	2.3K	QoQ +25.16% (+467) YoY +54.45% (+819)	All Managers (Combined)	$504.3K	QoQ +26.67% (+$106.2K) YoY +125.32% (+$280.5K)
Main Street Capital Corp(MAINcusip56035L104)	8.9K	QoQ +0.01% (-1) YoY +7.09% (+590)	All Managers (Combined)	$504.0K	QoQ -6.46% (-$34.9K) YoY +28.03% (+$110.4K)
(cusip46435G532)✕	6.9K	QoQ -3.92% (-283) YoY NEW(+6.9K)	All Managers (Combined)	$501.2K	QoQ -2.05% (-$10.5K) YoY NEW(+$501.2K)
(cusip921932828)✕	5.2K	QoQ 0.00% (-0) YoY +32.99% (+1.3K)	All Managers (Combined)	$499.8K	QoQ -10.71% (-$60.0K) YoY +26.46% (+$104.6K)