PERIGON WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AXP | 60K | $19.95M |
 | MCD | 60K | $18.22M |
 | BRK-B | 60K | $29.95M |
 | BMY | 59K | $2.67M |
 | MO | 57K | $3.79M |
 | AMD | 57K | $9.18M |
 | OSCR | 57K | $1.07M |
 | FCX | 56K | $2.22M |
 | MCO | 56K | $26.45M |
 | VRT | 55K | $8.23M |
 | ACM | 52K | $6.79M |
 | VMEO | 51K | $393.17K |
 | PEP | 50K | $6.97M |
 | ASPN | 49K | $343.27K |
 | FITB | 49K | $2.18M |
 | FLO | 49K | $637.54K |
 | NVO | 48K | $2.68M |
 | CRM | 48K | $11.41M |
 | CME | 48K | $12.88M |
 | PCG | 47K | $715.68K |
American Express Company
AXP
Shares Held
60K
Value
$19.95M
McDonald's Corporation
MCD
Shares Held
60K
Value
$18.22M
Berkshire Hathaway Inc.
BRK-B
Shares Held
60K
Value
$29.95M
Bristol-Myers Squibb Company
BMY
Shares Held
59K
Value
$2.67M
Altria Group, Inc.
MO
Shares Held
57K
Value
$3.79M
Advanced Micro Devices, Inc.
AMD
Shares Held
57K
Value
$9.18M
Oscar Health, Inc.
OSCR
Shares Held
57K
Value
$1.07M
Freeport-McMoRan Inc.
FCX
Shares Held
56K
Value
$2.22M
Moody's Corporation
MCO
Shares Held
56K
Value
$26.45M
Vertiv Holdings Co
VRT
Shares Held
55K
Value
$8.23M
Aecom
ACM
Shares Held
52K
Value
$6.79M
Vimeo, Inc.
VMEO
Shares Held
51K
Value
$393.17K
PepsiCo, Inc.
PEP
Shares Held
50K
Value
$6.97M
Aspen Aerogels, Inc.
ASPN
Shares Held
49K
Value
$343.27K
Fifth Third Bancorp
FITB
Shares Held
49K
Value
$2.18M
Flowers Foods, Inc.
FLO
Shares Held
49K
Value
$637.54K
Novo Nordisk A/S
NVO
Shares Held
48K
Value
$2.68M
Salesforce, Inc.
CRM
Shares Held
48K
Value
$11.41M
CME Group Inc.
CME
Shares Held
48K
Value
$12.88M
Pacific Gas & Electric Co.
PCG
Shares Held
47K
Value
$715.68K