PERIGON WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | F | 36K | $426.81K |
 | KDP | 35K | $889.53K |
 | UPS | 35K | $2.90M |
 | ORCL | 34K | $9.70M |
 | ARCC | 34K | $697.07K |
 | TSCO | 34K | $1.94M |
 | CVS | 34K | $2.55M |
 | LYB | 34K | $1.65M |
 | SMCI | 34K | $1.61M |
 | MS | 33K | $5.29M |
 | CARR | 33K | $1.99M |
 | ANET | 33K | $4.82M |
 | NKE | 33K | $2.30M |
 | SO | 33K | $3.08M |
 | SBUX | 32K | $2.74M |
 | MNST | 32K | $2.16M |
 | MMM | 32K | $4.96M |
 | KMI | 32K | $902.21K |
 | WMB | 30K | $1.93M |
 | OBDC | 30K | $383.56K |
Ford Motor Company
F
Shares Held
36K
Value
$426.81K
Keurig Dr Pepper Inc.
KDP
Shares Held
35K
Value
$889.53K
United Parcel Service, Inc.
UPS
Shares Held
35K
Value
$2.90M
Oracle Corporation
ORCL
Shares Held
34K
Value
$9.70M
Ares Capital Corporation
ARCC
Shares Held
34K
Value
$697.07K
Tractor Supply Company
TSCO
Shares Held
34K
Value
$1.94M
CVS Health Corporation
CVS
Shares Held
34K
Value
$2.55M
LyondellBasell Industries N.V.
LYB
Shares Held
34K
Value
$1.65M
Super Micro Computer, Inc.
SMCI
Shares Held
34K
Value
$1.61M
Morgan Stanley
MS
Shares Held
33K
Value
$5.29M
Carrier Global Corporation
CARR
Shares Held
33K
Value
$1.99M
Arista Networks, Inc.
ANET
Shares Held
33K
Value
$4.82M
NIKE, Inc.
NKE
Shares Held
33K
Value
$2.30M
The Southern Company
SO
Shares Held
33K
Value
$3.08M
Starbucks Corporation
SBUX
Shares Held
32K
Value
$2.74M
Monster Beverage Corporation
MNST
Shares Held
32K
Value
$2.16M
3M Company
MMM
Shares Held
32K
Value
$4.96M
Kinder Morgan, Inc.
KMI
Shares Held
32K
Value
$902.21K
The Williams Companies, Inc.
WMB
Shares Held
30K
Value
$1.93M
Blue Owl Capital Corporation
OBDC
Shares Held
30K
Value
$383.56K