Perigon Wealth Management, LLC
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
- CIK
- 0001575239
- Manager Name
- Perigon Wealth Management, LLC
Data Enrichment
65% identified665 identified366 unidentified
Holdings
1,031 positions
Manager:
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Page 8 of 52
92206C409
Shares:
70869(+11.1%)
Value:
$5.6B(+12.2%)
808524888
Shares:
154691(+2.4%)
Value:
$5.6B(+7.2%)
35473P595
Shares:
230005(-0.6%)
Value:
$5.5B(-1.8%)
46641Q274
Shares:
109645(+23.6%)
Value:
$5.2B(+25.0%)
381430529
Shares:
51092(+11.1%)
Value:
$5.1B(+11.3%)
78463X509
Shares:
128751(+574.9%)
Value:
$5.1B(+600.5%)
46137V597
Shares:
132839(-2.5%)
Value:
$5.0B(-13.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
60.1K | All Managers (Combined) | $5.7M | |||
49.0K | All Managers (Combined) | $5.7M | |||
Pepsico Inc(PEPcusip713448108) | 37.7K | All Managers (Combined) | $5.7M | ||
27.3K | All Managers (Combined) | $5.6M | |||
54.7K | All Managers (Combined) | $5.6M | |||
(cusip92206C409)✕ | 70.9K | All Managers (Combined) | $5.6M | ||
(cusip808524888)✕ | 154.7K | All Managers (Combined) | $5.6M | ||
(cusip35473P595)✕ | 230.0K | All Managers (Combined) | $5.5M | ||
22.1K | QoQ +0.41% (+91)YoY +3.78% (+804) | All Managers (Combined) | $5.5M | ||
92.0K | All Managers (Combined) | $5.4M | |||
20.8K | All Managers (Combined) | $5.4M | |||
9.8K | All Managers (Combined) | $5.4M | |||
65.3K | All Managers (Combined) | $5.3M | |||
190.1K | All Managers (Combined) | $5.3M | |||
Caterpillar Inc(CATcusip149123101) | 15.7K | All Managers (Combined) | $5.2M | ||
(cusip46641Q274)✕ | 109.6K | YoY NEW(+109.6K) | All Managers (Combined) | $5.2M | YoY NEW(+$5.2M) |
(cusip381430529)✕ | 51.1K | All Managers (Combined) | $5.1M | ||
(cusip78463X509)✕ | 128.8K | All Managers (Combined) | $5.1M | ||
(cusip46137V597)✕ | 132.8K | All Managers (Combined) | $5.0M | ||
Resmed Inc(RMDcusip761152107) | 22.4K | All Managers (Combined) | $5.0M |