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Portfolio (Quarterly) Guide ↗

Peregrine Asset Advisers, Inc.

· CIK 0001535227
13F Portfolio $461M AUM 218 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 57 New 54 Added 71 Reduced 14 Exited
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 6,008.0 $1.5M 0.33% +2K +35.4% $251.65 +4.4%
22 IDV ISHARES TR 28,302.0 $1.2M 0.25% +1K +4.0% $41.43 +8.5%
23 VCSH VANGUARD SCOTTSDALE FDS 13,502.0 $1.1M 0.23% +280.0 +2.1% $79.03 -0.4%
24 HD HOME DEPOT INC Consumer Cyclical 2,681.0 $946K 0.20% +88.0 +3.4% $352.68 -5.1%
25 SPHY SPDR SERIES TRUST 36,219.0 $849K 0.18% +9K +32.0% $23.44 -0.3%
26 VB VANGUARD INDEX FDS 2,561.0 $776K 0.17% +490.0 +23.7% $303.07 +0.3%
27 SPYD SPDR SERIES TRUST 15,129.0 $722K 0.16% +4K +34.2% $47.71 +5.7%
28 VUG VANGUARD INDEX FDS 8,306.0 $715K 0.15% +8K +988.6% $86.14 +1.5%
29 MO ALTRIA GROUP INC Consumer Defensive 9,790.0 $704K 0.15% +3K +48.5% $71.95 -3.9%
30 IVV ISHARES TR 896.0 $671K 0.14% +98.0 +12.3% $748.55 +2.8%
31 NFLX NETFLIX INC. Communication Services 9,565.0 $669K 0.14% +515.0 +5.7% $69.91 +16.5%
32 NKE NIKE INC Consumer Cyclical 16,345.0 $663K 0.14% +2K +16.4% $40.55 -4.8%
33 SUSA ISHARES TR 4,039.0 $623K 0.14% +252.0 +6.7% $154.30 +2.4%
34 TT TRANE TECHNOLOGIES PLC Industrials 1,236.0 $607K 0.13% +250.0 +25.4% $491.16 -5.7%
35 PSI INVESCO EXCHANGE TRADED FD T 3,072.0 $577K 0.12% +72.0 +2.4% $187.82 -27.3%
36 MPC MARATHON PETE CORP Energy 2,217.0 $567K 0.12% +100.0 +4.7% $255.67 +41.7%
37 SPMO INVESCO EXCH TRADED FD TR II 3,282.0 $530K 0.12% +100.0 +3.1% $161.56 -8.7%
38 ESGV VANGUARD WORLD FD 3,797.0 $502K 0.11% +1K +37.1% $132.24 +2.6%
39 PM PHILIP MORRIS INTL INC Consumer Defensive 2,553.0 $462K 0.10% +234.0 +10.1% $180.95 +7.3%
40 KO COCA COLA CO Consumer Defensive 5,356.0 $435K 0.09% +82.0 +1.6% $81.27 +10.9%
Page 2 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Industrials 22.4%
Financial Services 12.3%
Healthcare 9.8%
Consumer Defensive 7.2%
Basic Materials 6.7%
Energy 5.5%
Consumer Cyclical 4.9%
Communication Services 4.4%
Utilities 0.4%