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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 11 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MMM 3M CO Industrials 1,393.0 $226K 0.05% +126.0 +9.9% $161.91 +10.8%
202 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,700.0 $224K 0.05% $131.58 +4.6%
203 AXP AMERICAN EXPRESS CO Financial Services 660.0 $223K 0.05% $338.25 -0.7%
204 ADP AUTOMATIC DATA PROCESSING IN Industrials 989.0 $221K 0.05% $223.95 +26.3%
205 XME SPDR SERIES TRUST 2,068.0 $221K 0.05% NEW $106.93 +13.1%
206 FXL FIRST TR EXCHANGE-TRADED FD 1,000.0 $217K 0.05% NEW $217.22 -2.2%
207 IWS ISHARES TR 1,292.0 $213K 0.05% NEW $164.60 +4.3%
208 SCHG SCHWAB STRATEGIC TR 6,275.0 $212K 0.05% NEW $33.84 +4.4%
209 VT VANGUARD INTL EQUITY INDEX F 1,352.0 $212K 0.05% NEW $156.91 +2.6%
210 WMB WILLIAMS COS INC Energy 2,851.0 $212K 0.05% NEW $74.34 -4.4%
211 IEMG ISHARES INC 2,508.0 $208K 0.04% NEW $82.84 -1.1%
212 KRYS KRYSTAL BIOTECH INC Healthcare 547.0 $203K 0.04% NEW $371.67 -4.2%
213 ITOT ISHARES TR 1,236.0 $203K 0.04% NEW $164.27 +2.2%
214 KMI KINDER MORGAN INC DEL Energy 6,350.0 $203K 0.04% NEW $31.97 -3.2%
215 CSIQ CANADIAN SOLAR INC Energy 12,500.0 $200K 0.04% NEW $16.02 -10.9%
216 PATH UIPATH INC Technology 11,375.0 $124K 0.03% NEW $10.87 +53.3%
217 CTMX CYTOMX THERAPEUTICS INC. Healthcare 10,200.0 $38K 0.01% +200.0 +2.0% $3.75 -10.1%
218 TNYA TENAYA THERAPEUTICS INC Healthcare 16,245.0 $12K 0.00% NEW $0.74 -5.1%
Page 11 of 11  ·  218 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%