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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  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ECL ECOLAB INC Basic Materials 1,938.0 $540K 0.12% NEW $278.61 +4.3%
22 FNDF SCHWAB STRATEGIC TR 10,094.0 $533K 0.12% NEW $52.76 +5.5%
23 AMD ADVANCED MICRO DEVICES INC Technology 1,072.0 $507K 0.11% NEW $472.53 +1.8%
24 MDT MEDTRONIC PLC Healthcare 6,322.0 $495K 0.11% NEW $78.23 +17.6%
25 AZN ASTRAZENECA PLC Healthcare 2,450.0 $465K 0.10% NEW $189.62 -12.3%
26 ICLN ISHARES TR 21,945.0 $450K 0.10% NEW $20.49 -13.7%
27 FENI FIDELITY COVINGTON TRUST 10,921.0 $438K 0.10% NEW $40.13 +3.8%
28 VIG VANGUARD SPECIALIZED FUNDS 1,845.0 $436K 0.10% NEW $236.58 +3.2%
29 ETN EATON CORP PLC Industrials 970.0 $413K 0.09% NEW $426.12 -1.6%
30 SCHF SCHWAB STRATEGIC TR 14,710.0 $407K 0.09% NEW $27.70 +2.7%
31 VGSH VANGUARD SCOTTSDALE FDS 6,813.0 $397K 0.09% NEW $58.20 -0.1%
32 SCHX SCHWAB STRATEGIC TR 12,729.0 $375K 0.08% NEW $29.43 +2.6%
33 DVA DAVITA INC Healthcare 1,500.0 $334K 0.07% NEW $222.48 -19.1%
34 EFV ISHARES TR 4,173.0 $319K 0.07% NEW $76.55 +7.4%
35 WY WEYERHAEUSER CO Real Estate 12,888.0 $309K 0.07% NEW $23.94 +0.6%
36 VRTX VERTEX PHARMACEUTICALS INC Healthcare 583.0 $290K 0.06% NEW $496.73 +10.2%
37 AMAT APPLIED MATLS INC Technology 395.0 $286K 0.06% NEW $723.00 -33.6%
38 EWY ISHARES INC 1,365.0 $276K 0.06% NEW $201.90 -11.3%
39 NYT NEW YORK TIMES CO MTN BE Communication Services 3,758.0 $263K 0.06% NEW $69.98 -2.2%
40 SCHA SCHWAB STRATEGIC TR 7,097.0 $256K 0.06% NEW $36.13 -3.9%
Page 2 of 3  ·  57 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%