IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Perigon Wealth Management, LLC

Q1 2017 Holdings

Filed 2017-06-06 | 620 holdings | $15.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
A10 Networks Inc(ATEN)COM002121101$616,6660.0%
Sensata Tech Hldgs NV F(ST)COMN7902X106$641,4760.0%
JP Morgan Alerian MLP Index ETN(AMJEUR)COM46625H365$641,9660.0%
Anthem Inc(ELV)COM036752103$653930.0%
Schwab International Mid l-Cap Equity ETF(SCHC)COM808524888$662,1220.0%
Otter Tail Corp(OTTR)COM689648103$661,7460.0%
Aetna IncCOM00817Y108$665200.0%
Applied Materials Inc(AMAT)COM038222105$661,6980.0%
Tanger Factory Outlet Centers Inc Com(SKT)COM875465106$672,0550.0%
Extra Space Storage Inc Com(EXR)COM30225T102$689150.0%
Macerich Company(MAC)COM554382101$691,0750.0%
Donaldson Company Inc(DCI)COM257651109$691,5140.0%
Retail Opportunity Invts Corp Com(ROICUSD)COM76131N101$693,2750.0%
Spdr Nuveen Barclays(SHM)COM78468R739$691,4300.0%
Xilinx Inc(XLNXEUR)COM983919101$701,2050.0%
Cousins Pptys Inc ComCOM222795106$708,4500.0%
Canadian Natl RY Co F(CNI)COM136375102$719640.0%
Tyson Foods Inc(TSN)COM902494103$711,1490.0%
Monsanto Co New DelCOM61166W101$716300.0%
Realty Income Corp(O)COM756109104$721,2120.0%
Prudential Financial Inc(PRU)COM744320102$726780.0%
Equity Residential(EQR)COM29476L107$721,1500.0%
Independence Rlty TR Inc Com(IRT)COM45378A106$737,7000.0%
Regency Ctrs Corp Com(REG)COM758849103$731,1000.0%
California Resources(CRCEUR)COM13057Q206$744,9360.0%
PNM Resources Inc(TXNM)COM69349H107$742,0000.0%
Middlesex Water Co(MSEX)COM596680108$742,0000.0%
Alps Trust ETF(AMLPUSD)COM00162Q866$745,8450.0%
iShares Micro Cap ETF(IWC)COM464288869$748640.0%
Host Hotels & Resort(HST)COM44107P104$764,0500.0%
Edison Int'l(EIX)COM281020107$789760.0%
Bank Montreal Quebec F(BMO)COM063671101$781,0480.0%
Medtronic PLC F(MDT)COMG5960L103$789650.0%
Metlife Inc(MET)COM59156R108$781,4690.0%
Bank Of Nova Scotia F(BNS)COM064149107$791,3310.0%
Eastgroup Pptys Inc Com(EGP)COM277276101$791,0750.0%
Alps Sector Dividend(SDOG)COM00162Q858$791,8390.0%
CSM.Discrtny.SLT.Sect. Spdr Fd.(XLY)COM81369Y407$799000.0%
Novo-Nordisk A-S F(NVO)COM670100205$792,2660.0%
Main Street Capital(MAIN)COM56035L104$802,1000.0%
L3 Technologies IncCOM502413107$804820.0%
Armada Hoffler Pptys Inc Com(AHH)COM04208T108$815,7750.0%
Pimco Dynamic Income CF(PDI)COM72201Y101$812,8000.0%
WGL Holdings IncCOM92924F106$831,0000.0%
Wisdomtree TR(DWM)COM97717W703$831,6680.0%
Idex Corp(IEX)COM45167R104$889450.0%
Morgan Stanley(MS)COM617446448$892,0700.0%
Verisk Analytics Inc Cla(VRSK)COM92345Y106$891,0940.0%
Weingarten Realty Investors Shares Of Beneficial Interest(WRI)COM948741103$902,7000.0%
Fortive Corporation(FTV)COM34959J108$901,5000.0%
PreviousPage 6 of 13Next