PERIGON WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PANW | 30K | $6.01M |
 | SYM | 30K | $1.59M |
 | HASI | 29K | $895.59K |
 | SHEL | 29K | $2.06M |
 | CHRD | 29K | $2.86M |
 | CRVO | 29K | $232.43K |
 | NET | 29K | $6.15M |
 | FSCO | 28K | $191.62K |
 | ESS | 27K | $7.35M |
 | TMO | 27K | $13.31M |
 | ZTS | 27K | $3.93M |
 | SLB | 26K | $892.12K |
 | GM | 26K | $1.58M |
 | LYFT | 26K | $569.64K |
 | CSX | 26K | $907.34K |
 | RMD | 24K | $6.70M |
 | AMAT | 24K | $5.01M |
 | TTD | 24K | $1.18M |
 | PTON | 24K | $213.65K |
 | PSKY | 24K | $447.00K |
Palo Alto Networks, Inc.
PANW
Shares Held
30K
Value
$6.01M
Symbotic Inc.
SYM
Shares Held
30K
Value
$1.59M
HA Sustainable Infrastructure Capital, Inc.
HASI
Shares Held
29K
Value
$895.59K
Shell plc
SHEL
Shares Held
29K
Value
$2.06M
Chord Energy Corporation
CHRD
Shares Held
29K
Value
$2.86M
CervoMed Inc.
CRVO
Shares Held
29K
Value
$232.43K
Cloudflare, Inc.
NET
Shares Held
29K
Value
$6.15M
FS Credit Opportunities Corp.
FSCO
Shares Held
28K
Value
$191.62K
Essex Property Trust, Inc.
ESS
Shares Held
27K
Value
$7.35M
Thermo Fisher Scientific Inc.
TMO
Shares Held
27K
Value
$13.31M
Zoetis Inc.
ZTS
Shares Held
27K
Value
$3.93M
SLB N.V.
SLB
Shares Held
26K
Value
$892.12K
General Motors Company
GM
Shares Held
26K
Value
$1.58M
Lyft, Inc.
LYFT
Shares Held
26K
Value
$569.64K
CSX Corporation
CSX
Shares Held
26K
Value
$907.34K
ResMed Inc.
RMD
Shares Held
24K
Value
$6.70M
Applied Materials, Inc.
AMAT
Shares Held
24K
Value
$5.01M
The Trade Desk, Inc.
TTD
Shares Held
24K
Value
$1.18M
Peloton Interactive, Inc.
PTON
Shares Held
24K
Value
$213.65K
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
24K
Value
$447.00K