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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 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ODFL OLD DOMINION FREIGHT LINE IN Industrials 11,374.0 $2.5M 0.53% -6K -32.9% $216.60 -8.4%
22 AMZN AMAZON COM INC Consumer Cyclical 10,306.0 $2.5M 0.53% -20K -66.0% $238.34 +9.5%
23 MU MICRON TECHNOLOGY INC Technology 2,037.0 $2.4M 0.51% -309.0 -13.2% $1154.29 -19.2%
24 MINT PIMCO ETF TR 20,506.0 $2.1M 0.45% -838.0 -3.9% $100.81 -0.0%
25 IJK ISHARES TR 16,909.0 $2.0M 0.43% -144.0 -0.8% $117.50 -2.6%
26 VIRT VIRTU FINL INC Financial Services 32,250.0 $1.9M 0.42% -500.0 -1.5% $59.57 +9.5%
27 AOA ISHARES TR 19,223.0 $1.9M 0.41% -1K -5.0% $97.60 +1.7%
28 PG PROCTER & GAMBLE CO Consumer Defensive 12,006.0 $1.8M 0.38% -497.0 -4.0% $146.64 -0.8%
29 RSP INVESCO EXCHANGE TRADED FD T 8,046.0 $1.7M 0.37% -85.0 -1.1% $212.77 +4.2%
30 IJJ ISHARES TR 11,196.0 $1.7M 0.36% -103.0 -0.9% $147.73 +0.0%
31 XOM EXXON MOBIL CORP Energy 11,736.0 $1.6M 0.35% -479.0 -3.9% $136.72 +17.5%
32 ACWI ISHARES TR 10,070.0 $1.6M 0.34% -110.0 -1.1% $156.96 +2.6%
33 IJT ISHARES TR 8,099.0 $1.4M 0.31% -68.0 -0.8% $178.60 -3.0%
34 AVGO BROADCOM INC Technology 3,650.0 $1.4M 0.30% -177.0 -4.6% $377.75 -5.6%
35 IJS ISHARES TR 9,019.0 $1.2M 0.27% -74.0 -0.8% $136.67 +0.8%
36 EWQ ISHARES INC 26,570.0 $1.2M 0.26% -2K -6.6% $45.43 +3.3%
37 WMT WALMART INC Consumer Defensive 10,518.0 $1.2M 0.26% -36K -77.5% $113.26 -7.0%
38 JCI JOHNSON CONTROLS INTERNATION Industrials 7,894.0 $1.2M 0.25% -7K -48.2% $146.11 -2.9%
39 TLT ISHARES TR 13,254.0 $1.1M 0.25% -23K -63.2% $86.42 -3.4%
40 ECH ISHARES INC 27,865.0 $1.1M 0.24% -835.0 -2.9% $39.70 +5.6%
Page 2 of 4  ·  71 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%