IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Perigon Wealth Management, LLC

Q3 2017 Holdings

Filed 2017-12-05 | 666 holdings | $8.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
iShares Core High Dividend ETF(HDV)COM46429B663$1822,1180.0%
Pepsico(PEP)COM713448108$1871,6810.0%
iShares iBoxx $ Investment Grade Corporate Bond ETF(LQD)COM464287242$1881,5500.0%
Schwab US Small-Cap Equity ETF(SCHA)COM808524607$1932,8640.0%
Anadarko Petroleum(APC3EUR)COM032511107$1954,0000.0%
Monster Beverage Corp(MNST)COM61174X109$1953,5220.0%
General Mills Inc(GIS)COM370334104$1973,8030.0%
Texas Instruments Inc(TXN)COM882508104$1972,1950.0%
Lilly Eli & Company(LLY)COM532457108$2022,3660.0%
Regeneron Pharms Inc(REGN)COM75886F107$2074640.0%
J M Smucker Co New(SJM)COM832696405$2102,0010.0%
Equinix Inc(EQIX)COM29444U700$2124740.0%
Qualcomm Inc(QCOM)COM747525103$2134,1050.0%
iShares iBoxx $ Hi.YLD. Cprt.bd.fd.etf(HYG)COM464288513$2162,4310.0%
Claymore ExchangeCOM18383M266$22510,5280.0%
Enterprise Products Partners LP(EPD)COM293792107$2298,7700.0%
Mercadolibre Inc(MELI)COM58733R102$2359080.0%
iShares S&P Smcap Growth(IJT)COM464287887$2361,4380.0%
Time Warner Inc NewCOM887317303$2412,3560.0%
Borg Warner Inc(BWA)COM099724106$2434,7510.0%
Guggenheim Bulls 2019 High Bond ETFCOM18383M373$2469,9530.0%
Claymore ExchangeCOM18383M258$24611,4790.0%
Claymore ExchangeCOM18383M241$24611,6490.0%
Spdr S&P Dividend ETF(SDY)COM78464A763$2462,6970.0%
Spdr Series Trust(XHS)COM78464A573$2484,0710.0%
Unitedhealth Group(UNH)COM91324P102$2501,2770.0%
Cogent Communication(CCOI)COM19239V302$2525,1450.0%
Twitter Inc(TWTRUSD)COM90184L102$25615,1690.0%
Vanguard Emerging Markets ETF(VWO)COM922042858$2626,0170.0%
H C P IncCOM40414L109$2649,4950.0%
iShares S&P 100 ETF(OEF)COM464287101$2652,3820.0%
Ingredion Inc(INGR)COM457187102$2652,1850.0%
Schlumberger(SLB)COM806857108$2693,8230.0%
Schwab Emerging Market Equity ETF(SCHE)COM808524706$27110,0620.0%
Schwab U.S. Broad Market Index ETF(SCHB)COM808524102$2734,4780.0%
iShares Russell Mid Cap(IWP)COM464287481$2752,4300.0%
Berkshire Hathaway(BRK/A)COM084670108$27510.0%
United Parcel Ser(UPS)COM911312106$2772,3080.0%
iShares S&P Global Energy(IXC)COM464287341$2818,2600.0%
iShares Gold Trust(IAUUSD)COM464285105$28222,9260.0%
iShares Msci Emu(EZU)COM464286608$2856,5870.0%
AT&T(T)COM00206R102$2897,3830.0%
Spdr Dow Jones REIT(RWR)COM78464A607$2893,1240.0%
Albemarle Corp(ALB)COM012653101$2912,1320.0%
iShares Core Msci Eafe ETF(IEFA)COM46432F842$2914,5420.0%
Cognex Corp(CGNX)COM192422103$2922,6470.0%
iShares Core Msci Emerging Markets ETF(IEMG)COM46434G103$2965,4710.0%
Procter & Gamble(PG)COM742718109$3013,3070.0%
iShares S&P 500(IVW)COM464287309$3042,1230.0%
Fidelity Nasdaq(ONEQ)COM315912808$3051,1960.0%
PreviousPage 10 of 14Next