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Portfolio (Quarterly) Guide ↗

Peregrine Asset Advisers, Inc.

· CIK 0001535227
13F Portfolio $354M AUM 175 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 43 Added 49 Reduced 22 Exited
Page 4 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACWI ISHARES TR 10,180.0 $1.4M 0.41% -232.0 -2.2% $141.49 +10.0%
62 CVX CHEVRON CORP NEW Energy 9,303.0 $1.4M 0.40% -227.0 -2.4% $152.42 +25.3%
63 CBSH COMMERCE BANCSHARES INC Financial Services 26,451.0 $1.4M 0.39% +1K +5.0% $52.34 -0.3%
64 BMY BRISTOL-MYERS SQUIBB CO Healthcare 24,687.0 $1.3M 0.38% +5K +25.6% $53.94 +10.4%
65 AVGO BROADCOM INC Technology 3,827.0 $1.3M 0.37% +119.0 +3.2% $346.10 +19.8%
66 ORCL ORACLE CORP Technology 6,719.0 $1.3M 0.37% -17K -71.2% $194.91 -2.6%
67 EWQ ISHARES INC 28,459.0 $1.3M 0.36% -492.0 -1.7% $44.99 +1.1%
68 IGSB ISHARES TR 23,723.0 $1.3M 0.35% -126.0 -0.5% $52.88 -1.1%
69 ECH ISHARES INC 28,700.0 $1.2M 0.33% +10K +54.8% $40.40 +0.9%
70 IJT ISHARES TR 8,167.0 $1.2M 0.33% -149.0 -1.8% $141.17 +13.8%
71 WM WASTE MGMT INC DEL Industrials 5,046.0 $1.1M 0.31% $219.71 -0.1%
72 VIRT VIRTU FINL INC Financial Services 32,750.0 $1.1M 0.31% $33.32 +61.4%
73 IDV ISHARES TR 27,208.0 $1.1M 0.30% -410.0 -1.5% $39.45 +15.0%
74 VCSH VANGUARD SCOTTSDALE FDS 13,222.0 $1.1M 0.30% -199.0 -1.5% $79.73 -1.0%
75 IJS ISHARES TR 9,093.0 $1.0M 0.29% -179.0 -1.9% $113.73 +12.8%
76 ABBV ABBVIE INC Healthcare 4,437.0 $1.0M 0.29% $228.49 -6.1%
77 HSY HERSHEY CO Consumer Defensive 5,566.0 $1.0M 0.29% $181.97 +4.6%
78 CWB SPDR SERIES TRUST 10,407.0 $928K 0.26% +459.0 +4.6% $89.20 +18.1%
79 META META PLATFORMS INC Communication Services 1,372.0 $906K 0.26% +135.0 +10.9% $660.09 -8.0%
80 NKE NIKE INC Consumer Cyclical 14,045.0 $895K 0.25% +1K +8.8% $63.71 -30.3%
Page 4 of 9  ·  175 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
Industrials 19.8%
Technology 19.4%
Financial Services 16.9%
Consumer Cyclical 10.3%
Consumer Defensive 9.7%
Healthcare 8.4%
Communication Services 7.6%
Basic Materials 3.9%
Energy 3.6%
Utilities 0.5%