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Portfolio (Quarterly) Guide ↗

Peregrine Asset Advisers, Inc.

· CIK 0001535227
13F Portfolio $333M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 177 New
Page 4 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACWI ISHARES TR 10,412.0 $1.4M 0.43% NEW $138.24 +12.6%
62 XOM EXXON MOBIL CORP Energy 12,215.0 $1.4M 0.41% NEW $112.75 +38.6%
63 EWQ ISHARES INC 28,951.0 $1.3M 0.38% NEW $43.93 +3.6%
64 IGSB ISHARES TR 23,849.0 $1.3M 0.38% NEW $53.03 -1.3%
65 AVGO BROADCOM INC Technology 3,708.0 $1.2M 0.37% NEW $329.91 +25.7%
66 MRK MERCK & CO INC Healthcare 14,315.0 $1.2M 0.36% NEW $83.93 +38.1%
67 B BARRICK MNG CORP Basic Materials 36,361.0 $1.2M 0.36% NEW $32.77 +25.9%
68 IJT ISHARES TR 8,316.0 $1.2M 0.35% NEW $141.50 +13.5%
69 DVYE ISHARES INC 39,494.0 $1.2M 0.35% NEW $29.69 +15.4%
70 JCI JOHNSON CTLS INTL PLC Industrials 10,626.0 $1.2M 0.35% NEW $109.95 +23.2%
71 VIRT VIRTU FINL INC Financial Services 32,750.0 $1.2M 0.35% NEW $35.50 +51.5%
72 WM WASTE MGMT INC DEL Industrials 5,046.0 $1.1M 0.33% NEW $220.83 -0.6%
73 NFLX NETFLIX INC Communication Services 928.0 $1.1M 0.33% NEW $1198.92 -92.6%
74 VCSH VANGUARD SCOTTSDALE FDS 13,421.0 $1.1M 0.32% NEW $79.93 -1.3%
75 HSY HERSHEY CO Consumer Defensive 5,565.0 $1.0M 0.31% NEW $187.07 +1.8%
76 ABBV ABBVIE INC Healthcare 4,437.0 $1.0M 0.31% NEW $231.54 -7.3%
77 IJS ISHARES TR 9,272.0 $1.0M 0.31% NEW $110.59 +16.0%
78 IDV ISHARES TR 27,618.0 $1.0M 0.30% NEW $36.55 +24.1%
79 HD HOME DEPOT INC Consumer Cyclical 2,690.0 $1.0M 0.30% NEW $375.06 -16.3%
80 NOC NORTHROP GRUMMAN CORP Industrials 1,646.0 $1.0M 0.30% NEW $609.32 -9.5%
Page 4 of 9  ·  177 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 27.5%
Financial Services 22.1%
Industrials 12.0%
Consumer Cyclical 11.2%
Consumer Defensive 7.2%
Communication Services 6.4%
Energy 5.2%
Healthcare 4.0%
Basic Materials 3.8%
Utilities 0.5%