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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 5 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EWQ ISHARES INC 26,570.0 $1.2M 0.26% -2K -6.6% $45.43 +3.3%
82 WMT WALMART INC Consumer Defensive 10,518.0 $1.2M 0.26% -36K -77.5% $113.26 -8.0%
83 IDV ISHARES TR 28,302.0 $1.2M 0.25% +1K +4.0% $41.43 +8.7%
84 JCI JOHNSON CONTROLS INTERNATION Industrials 7,894.0 $1.2M 0.25% -7K -48.2% $146.11 -1.2%
85 TLT ISHARES TR 13,254.0 $1.1M 0.25% -23K -63.2% $86.42 -3.7%
86 CWB SPDR SERIES TRUST 10,407.0 $1.1M 0.24% $107.82 -4.0%
87 ECH ISHARES INC 27,865.0 $1.1M 0.24% -835.0 -2.9% $39.70 +4.1%
88 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,181.0 $1.1M 0.23% NEW $338.15 +1.3%
89 VCSH VANGUARD SCOTTSDALE FDS 13,502.0 $1.1M 0.23% +280.0 +2.1% $79.03 -0.4%
90 ELF E L F BEAUTY INC Consumer Defensive 14,388.0 $1.1M 0.23% -21K -59.3% $74.00 +44.1%
91 AMGN AMGEN INC Healthcare 2,901.0 $1.1M 0.23% -13K -81.5% $362.12 +21.6%
92 WM WASTE MGMT INC DEL Industrials 4,678.0 $1.0M 0.23% -368.0 -7.3% $222.88 -0.4%
93 ANET ARISTA NETWORKS INC Technology 5,847.0 $993K 0.21% -375.0 -6.0% $169.88 +15.9%
94 HSY HERSHEY CO Consumer Defensive 5,468.0 $959K 0.21% -98.0 -1.8% $175.45 +6.2%
95 HD HOME DEPOT INC Consumer Cyclical 2,681.0 $946K 0.20% +88.0 +3.4% $352.68 -4.3%
96 GS GOLDMAN SACHS GROUP INC Financial Services 919.0 $929K 0.20% $1011.37 +3.3%
97 ORCL ORACLE CORP Technology 5,935.0 $870K 0.19% -784.0 -11.7% $146.55 +1.5%
98 SCHI SCHWAB STRATEGIC TR 38,308.0 $867K 0.19% NEW $22.64 -1.5%
99 CL COLGATE PALMOLIVE CO Consumer Defensive 9,421.0 $864K 0.19% $91.68 +0.4%
100 SPHY SPDR SERIES TRUST 36,219.0 $849K 0.18% +9K +32.0% $23.44 -0.4%
Page 5 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%