IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Perigon Wealth Management, LLC

Q1 2015 Holdings

Filed 2015-05-11 | 214 holdings | $9.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
AT&T(T)COM00206R102$84725,9490.0%
iShares S&P Global Industrials(EXI)COM464288729$84711,7490.0%
iShares MortgageCOM464288539$86574,0060.0%
Enterprise Prds.ptns.lp.(EPD)COM293792107$87126,4600.0%
CreeCOM225447101$87824,7350.0%
iShares Msci Emrg.MKTS. Idx.FD.(EEM)COM464287234$88021,9190.0%
Cme Group(CME)COM12572Q105$8819,2980.0%
Tesla Motors Inc(TSLA)COM88160R101$8824,6720.0%
Bristol Myers Squibb(BMY)COM110122108$88913,7800.0%
Colgate-Palmolive Co(CL)COM194162103$89012,8350.0%
Sempra En.(SRE)COM816851109$8928,1800.0%
Fortinet Inc(FTNT)COM34959E109$90225,8000.0%
Wells Fargo & Co(WFC)COM949746101$92416,9910.0%
iShares TST.Russell 2000 Idx.FD.(IWM)COM464287655$9527,6580.0%
Schwab US Aggregate Bond ETF(SCHZ)COM808524839$95518,0560.0%
iShares S&P Global Financial Services(IXG)COM464287333$1.0K17,5630.0%
Pandora Media IncCOM698354107$1.0K62,3440.0%
SCH Intm US Trsr ETF(SCHR)COM808524854$1.0K18,8050.0%
Intel(INTC)COM458140100$1.0K33,0360.0%
iShars S&P Global Consumer Defensive(KXI)COM464288737$1.0K11,3950.0%
Avago TechnologiesCOMY0486S104$1.0K8,2100.0%
Isis Pharmaceuticals IncCOM464330109$1.1K16,6500.0%
Honeywell International(HON)COM438516106$1.1K10,1620.0%
Seattle Genetics IncCOM812578102$1.1K30,0000.0%
Intuitive Surgical New(ISRG)COM46120E602$1.1K2,1220.0%
iShares Barclays Agg.BF.(AGG)COM464287226$1.1K9,7270.0%
iShares S&P Global Consumer Cyclical(RXI)COM464288745$1.1K12,1170.0%
Pfizer Incorporated(PFE)COM717081103$1.1K31,7500.0%
Auto Data Processing(ADP)COM053015103$1.2K13,4450.0%
First Solar Inc(FSLR)COM336433107$1.2K19,3950.0%
iShares TR Barclays Bond(IEI)COM464288661$1.3K10,1840.0%
iShares S&P Global Healthcare(IXJ)COM464287325$1.3K11,7700.0%
iShares TR Bond(IEF)COM464287440$1.3K11,9410.0%
Ross Stores Inc(ROST)COM778296103$1.3K12,2800.0%
General ElectricCOM369604103$1.3K53,1280.0%
Schwab US Large-Cap Equity ETF(SCHX)COM808524201$1.4K27,6470.0%
Vanguard Bond Index Fund(BSV)COM921937827$1.4K17,3740.0%
iShares S&P Midcap Growth(IJK)COM464287606$1.4K8,2790.0%
Lockheed Martin Corp(LMT)COM539830109$1.4K7,0010.0%
Merck & Co Inc New(MRK)COM58933Y105$1.5K25,3730.0%
PraxairCOM74005P104$1.5K12,0950.0%
Verizon Communications(VZ)COM92343V104$1.5K30,2650.0%
Salesforce Com(CRM)COM79466L302$1.5K22,2850.0%
IShares Msci Eafe(EFA)COM464287465$1.5K23,7520.0%
iShares S&P Global Technology(IXN)COM464287291$1.5K15,9330.0%
Caterpillar(CAT)COM149123101$1.6K20,2400.0%
BP Prudhoe Bay RTY(BMI)COM055630107$1.7K28,4580.0%
Twitter Inc(TWTRUSD)COM90184L102$1.7K33,1350.0%
Frontier CommunicationsCOM35906A108$1.7K247,6390.0%
Emerson Electric(EMR)COM291011104$1.8K32,0280.0%
PreviousPage 3 of 5Next