PERIGON WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FDMT | 146K | $1.27M |
 | PL | 141K | $1.83M |
 | KO | 138K | $9.17M |
 | JPM | 131K | $41.33M |
 | NEE | 130K | $9.81M |
 | XOM | 128K | $14.44M |
 | V | 126K | $43.07M |
 | CORZ | 116K | $2.09M |
 | ABBV | 111K | $25.73M |
 | HD | 107K | $43.24M |
 | CMCSA | 107K | $3.35M |
 | RF | 104K | $2.75M |
 | TSLA | 100K | $44.43M |
 | EPD | 98K | $3.07M |
 | UBER | 95K | $9.28M |
 | KIND | 91K | $190.72K |
 | DIS | 87K | $9.95M |
 | EQR | 83K | $5.39M |
 | RKT | 77K | $1.49M |
 | AES | 76K | $1.00M |
4D Molecular Therapeutics, Inc.
FDMT
Shares Held
146K
Value
$1.27M
Planet Labs PBC
PL
Shares Held
141K
Value
$1.83M
The Coca-Cola Company
KO
Shares Held
138K
Value
$9.17M
JPMorgan Chase & Co.
JPM
Shares Held
131K
Value
$41.33M
NextEra Energy, Inc.
NEE
Shares Held
130K
Value
$9.81M
Exxon Mobil Corporation
XOM
Shares Held
128K
Value
$14.44M
Visa Inc.
V
Shares Held
126K
Value
$43.07M
Core Scientific, Inc.
CORZ
Shares Held
116K
Value
$2.09M
AbbVie Inc.
ABBV
Shares Held
111K
Value
$25.73M
The Home Depot, Inc.
HD
Shares Held
107K
Value
$43.24M
Comcast Corporation
CMCSA
Shares Held
107K
Value
$3.35M
Regions Financial Corporation
RF
Shares Held
104K
Value
$2.75M
Tesla, Inc.
TSLA
Shares Held
100K
Value
$44.43M
Enterprise Products Partners L.P.
EPD
Shares Held
98K
Value
$3.07M
Uber Technologies, Inc.
UBER
Shares Held
95K
Value
$9.28M
Nextdoor Holdings, Inc.
KIND
Shares Held
91K
Value
$190.72K
The Walt Disney Company
DIS
Shares Held
87K
Value
$9.95M
Equity Residential
EQR
Shares Held
83K
Value
$5.39M
Rocket Companies, Inc.
RKT
Shares Held
77K
Value
$1.49M
The AES Corporation
AES
Shares Held
76K
Value
$1.00M