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Institutional Investment Manager
Perigon Wealth Management, LLC
Perigon Wealth Management, LLC (CIK: 0001575239) incorporated in Delaware, located at 201 Mission Street, San Francisco, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q3)
Portfolio Summary: 207 holdings with a total value of $337,010,000.
#
Name
Shares
Value ($)
%
Options
Notes
201 GENUINE PARTS CO 2,620 219,000 0.06%
202 CDK GLOBAL INC 4,481 214,000 0.06%
203 ISHARES TR 2,481 211,000 0.06%
204 AVALONBAY COMM 1,194 210,000 0.06%
205 GARTNER INC 2,500 210,000 0.06%
206 SPDR SERIES TRUST 3,995 208,000 0.06%
207 VANGUARD INDEX FDS 1,866 203,000 0.06%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001575239-15-000006, filed 2015.12.02).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.