PERIGON WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SRE | 23K | $2.09M |
 | COST | 23K | $21.22M |
 | WM | 22K | $4.97M |
 | MPW | 22K | $112.83K |
 | IBM | 22K | $6.28M |
 | CMG | 22K | $871.08K |
 | MBLY | 22K | $312.96K |
 | EMR | 22K | $2.89M |
 | USB | 22K | $1.06M |
 | AHR | 21K | $900.11K |
 | AEP | 21K | $2.38M |
 | AZN | 21K | $1.62M |
 | HON | 21K | $4.37M |
 | TMDX | 21K | $2.31M |
 | VFC | 20K | $294.05K |
 | NU | 20K | $324.51K |
 | O | 20K | $1.21M |
 | ADP | 20K | $5.81M |
 | BBVA | 20K | $380.15K |
 | WBD | 19K | $377.61K |
Sempra
SRE
Shares Held
23K
Value
$2.09M
Costco Wholesale Corporation
COST
Shares Held
23K
Value
$21.22M
Waste Management, Inc.
WM
Shares Held
22K
Value
$4.97M
Medical Properties Trust, Inc.
MPW
Shares Held
22K
Value
$112.83K
International Business Machines Corporation
IBM
Shares Held
22K
Value
$6.28M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
22K
Value
$871.08K
Mobileye Global Inc.
MBLY
Shares Held
22K
Value
$312.96K
Emerson Electric Co.
EMR
Shares Held
22K
Value
$2.89M
U.S. Bancorp
USB
Shares Held
22K
Value
$1.06M
American Healthcare REIT, Inc.
AHR
Shares Held
21K
Value
$900.11K
American Electric Power Company, Inc.
AEP
Shares Held
21K
Value
$2.38M
AstraZeneca PLC
AZN
Shares Held
21K
Value
$1.62M
Honeywell International Inc.
HON
Shares Held
21K
Value
$4.37M
TransMedics Group, Inc.
TMDX
Shares Held
21K
Value
$2.31M
V.F. Corporation
VFC
Shares Held
20K
Value
$294.05K
Nu Holdings Ltd.
NU
Shares Held
20K
Value
$324.51K
Realty Income Corporation
O
Shares Held
20K
Value
$1.21M
Automatic Data Processing, Inc.
ADP
Shares Held
20K
Value
$5.81M
Banco Bilbao Vizcaya Argentaria, S.A.
BBVA
Shares Held
20K
Value
$380.15K
Warner Bros. Discovery, Inc.
WBD
Shares Held
19K
Value
$377.61K