IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Perigon Wealth Management, LLC

Q1 2018 Holdings

Filed 2018-05-15 | 685 holdings | $6.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
General Mills Inc(GIS)COM370334104$1713,8030.0%
iShares Short Term National AMT Free Municipal Bond ETF(SUB)ETF464288158$1721,6390.0%
Vanguard Information Technology Equity ETF(VGT)ETF92204A702$1741,0180.0%
Lilly Eli & Company(LLY)COM532457108$1772,2870.0%
Nvidia Corp(NVDA)COM67066G104$1797750.0%
Target(TGT)COM87612E106$1792,5760.0%
New York Times Co Com CL A(NYT)COM650111107$1817,5200.0%
Sensata Technologies Holding PLC Registered SHS(ST)COMG8060N102$1833,5400.0%
Barclays ETN Shiller(CAPEUSD)COM06742A669$1861,5900.0%
Air Prod & Chemicals Inc(APD)COM009158106$1921,2000.0%
Medtronic PLC F(MDT)COMG5960L103$1962,4250.0%
Delphi Technologies PLC SHSCOMG2709G107$1974,1300.0%
iShares iBoxx $ Hi.YLD. Cprt.bd.fd.etf(HYG)ETF464288513$1982,3100.0%
Schwab Emerging Market Equity ETF(SCHE)ETF808524706$2006,9560.0%
Altria Group(MO)COM02209S103$2003,1800.0%
Fidelity Msci(FMAT)ETF316092881$2016,1020.0%
AT&T(T)COM00206R102$2095,8540.0%
Prologis Inc Com(PLD)COM74340W103$2103,3300.0%
Parker-Hannifin Corp(PH)COM701094104$2111,2360.0%
Vanguard Health Care Equity ETF(VHT)ETF92204A504$2151,4000.0%
Alliance Data System(BFH)COM018581108$2211,0390.0%
Vanguard S&P 500 ETF(VOO)ETF922908363$2249270.0%
Pfizer Incorporated(PFE)COM717081103$2266,3670.0%
Boeing Co(BA)COM097023105$2317050.0%
Vanguard High Dividend Yield ETF(VYM)ETF921946406$2322,8140.0%
Analog Devices(ADI)COM032654105$2332,5560.0%
iShares S&P Global Healthcare(IXJ)ETF464287325$2362,1220.0%
Anadarko Petroleum(APC3EUR)COM032511107$2424,0000.0%
J M Smucker Co New(SJM)COM832696405$2482,0010.0%
iShares TR Bond(IEF)ETF464287440$2532,4550.0%
Ryanair Hldgs PLC F Sponsored ADR(RYAAY)COM783513203$2542,0700.0%
Schlumberger(SLB)COM806857108$2563,9300.0%
Spdr Series Trust(XHS)ETF78464A573$2564,0710.0%
Vanguard Mid Cap Growth(VOT)ETF922908538$2571,9800.0%
GlaxoSmithKline PLC AdrfCOM37733W105$2616,5660.0%
Pimco Enhanced Shrt Maturty Actv ETF(MINT)ETF72201R833$2642,6000.0%
iShares U.S. Real Estate ETF(IYR)ETF464287739$2703,5840.0%
Unitedhealth Group(UNH)COM91324P102$2731,2770.0%
Splunk Inc(SPLKCHF)COM848637104$2742,7820.0%
Ingredion Inc(INGR)COM457187102$2832,1850.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$2833,0990.0%
Devon Energy(DVN)COM25179M103$2879,0300.0%
iShares Gold Trust(IAUUSD)ETF464285105$28922,6760.0%
Spdr Barclays Investment(FLRN)ETF78468R200$2919,4670.0%
Aes Corp(AES)COM00130H105$29325,7600.0%
Gartner 'a'(IT)COM366651107$2942,5000.0%
Berkshire Hathaway(BRK/A)COM084670108$29910.0%
iShares Russell Mid Cap(IWP)ETF464287481$2992,4300.0%
American Tower Corp(AMT)COM03027X100$3002,0610.0%
Vanguard SML.Cap ETF(VB)ETF922908751$3052,0790.0%
PreviousPage 11 of 14Next