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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 9 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AGG ISHARES TR 3,578.0 $354K 0.08% -107.0 -2.9% $98.97 -1.0%
162 IJR ISHARES TR 2,370.0 $351K 0.08% -144.0 -5.7% $148.31 -1.1%
163 CANADIAN PACIFIC KANSAS CITY 4,000.0 $347K 0.07% $86.65
164 COP CONOCOPHILLIPS Energy 3,256.0 $338K 0.07% +28.0 +0.9% $103.95 +26.8%
165 DVA DAVITA INC Healthcare 1,500.0 $334K 0.07% NEW $222.48 -20.1%
166 IDXX IDEXX LABS INC Healthcare 632.0 $333K 0.07% -50.0 -7.3% $526.44 +4.5%
167 VHT VANGUARD WORLD FD 1,084.0 $324K 0.07% +22.0 +2.1% $299.01 +10.0%
168 IEFA ISHARES TR 3,319.0 $321K 0.07% +468.0 +16.4% $96.59 +5.0%
169 EFV ISHARES TR 4,173.0 $319K 0.07% NEW $76.55 +7.9%
170 PH PARKER-HANNIFIN CORP Industrials 325.0 $318K 0.07% +48.0 +17.3% $978.12 +3.9%
171 COLB COLUMBIA BKG SYS INC Financial Services 9,774.0 $313K 0.07% $32.05 -4.7%
172 WY WEYERHAEUSER CO Real Estate 12,888.0 $309K 0.07% NEW $23.94 +2.0%
173 UNP UNION PAC CORP Industrials 1,120.0 $305K 0.07% +14.0 +1.3% $272.00 +13.8%
174 ABT ABBOTT LABORATORIES Healthcare 3,294.0 $299K 0.07% -400.0 -10.8% $90.74 +28.0%
175 BNS BANK NOVA SCOTIA B C Financial Services 3,340.0 $290K 0.06% $86.84 +7.2%
176 VRTX VERTEX PHARMACEUTICALS INC Healthcare 583.0 $290K 0.06% NEW $496.73 +11.3%
177 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,200.0 $288K 0.06% +100.0 +3.2% $89.99 +32.7%
178 AMAT APPLIED MATLS INC Technology 395.0 $286K 0.06% NEW $723.00 -33.6%
179 LOW LOWES COS INC Consumer Cyclical 1,264.0 $279K 0.06% $220.49 -2.7%
180 XLV SELECT SECTOR SPDR TR 1,739.0 $276K 0.06% $158.66 +10.5%
Page 9 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%