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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 8 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 981.0 $469K 0.10% -69.0 -6.6% $477.59 -12.4%
142 AZN ASTRAZENECA PLC Healthcare 2,450.0 $465K 0.10% NEW $189.62 -12.7%
143 PM PHILIP MORRIS INTL INC Consumer Defensive 2,553.0 $462K 0.10% +234.0 +10.1% $180.95 +7.2%
144 DBEU DBX ETF TR 8,505.0 $459K 0.10% $53.96 +2.1%
145 UNILEVER PLC 7,550.0 $454K 0.10% $60.12
146 ICLN ISHARES TR 21,945.0 $450K 0.10% NEW $20.49 -14.1%
147 CSCO CISCO SYS INC Technology 3,732.0 $438K 0.10% -1K -25.2% $117.45 -4.5%
148 FENI FIDELITY COVINGTON TRUST 10,921.0 $438K 0.10% NEW $40.13 +3.8%
149 VIG VANGUARD SPECIALIZED FUNDS 1,845.0 $436K 0.10% NEW $236.58 +3.2%
150 KO COCA COLA CO Consumer Defensive 5,356.0 $435K 0.09% +82.0 +1.6% $81.27 +11.2%
151 LQD ISHARES TR 3,855.0 $420K 0.09% -95.0 -2.4% $109.07 -2.2%
152 ETN EATON CORP PLC Industrials 970.0 $413K 0.09% NEW $426.12 -2.1%
153 SCHF SCHWAB STRATEGIC TR 14,710.0 $407K 0.09% NEW $27.70 +2.7%
154 QCOM QUALCOMM INC Technology 2,195.0 $406K 0.09% +217.0 +11.0% $184.79 -12.1%
155 VGSH VANGUARD SCOTTSDALE FDS 6,813.0 $397K 0.09% NEW $58.20 -0.1%
156 ROK ROCKWELL AUTOMATION INC Industrials 790.0 $391K 0.09% +194.0 +32.5% $495.08 -12.7%
157 AOR ISHARES TR 5,518.0 $384K 0.08% $69.50 +0.7%
158 C CITIGROUP INC Financial Services 2,728.0 $382K 0.08% $139.93 -4.6%
159 MFC MANULIFE FINL CORP Financial Services 9,350.0 $379K 0.08% $40.51 +6.9%
160 SCHX SCHWAB STRATEGIC TR 12,729.0 $375K 0.08% NEW $29.43 +2.6%
Page 8 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%