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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 7 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DBEU DBX ETF TR 8,535.0 $393K 0.12% NEW $46.05 +12.9%
122 GLD SPDR GOLD TR Financial Services 1,099.0 $391K 0.12% NEW $355.47 +17.3%
123 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 31,673.0 $389K 0.12% NEW $12.28 -11.6%
124 SPMO INVESCO EXCH TRADED FD TR II 3,190.0 $386K 0.12% NEW $121.08 +19.5%
125 AGG ISHARES TR 3,843.0 $385K 0.12% NEW $100.24 -1.9%
126 ASTRAZENECA PLC 4,900.0 $376K 0.11% NEW $76.72
127 CSX CSX CORP Industrials 10,200.0 $362K 0.11% NEW $35.51 +29.3%
128 AOR ISHARES TR 5,538.0 $357K 0.11% NEW $64.38 +6.7%
129 KO COCA COLA CO Consumer Defensive 5,219.0 $346K 0.10% NEW $66.32 +22.4%
130 PM PHILIP MORRIS INTL INC Consumer Defensive 2,119.0 $344K 0.10% NEW $162.20 +16.3%
131 CSCO CISCO SYS INC Technology 4,966.0 $340K 0.10% NEW $68.42 +72.8%
132 VUG VANGUARD INDEX FDS 691.0 $331K 0.10% NEW $479.62 -81.8%
133 MU MICRON TECHNOLOGY INC Technology 1,980.0 $331K 0.10% NEW $167.32 +355.5%
134 QCOM QUALCOMM INC Technology 1,978.0 $329K 0.10% NEW $166.36 +21.7%
135 INTC INTEL CORP Technology 9,787.0 $328K 0.10% NEW $33.55 +253.2%
136 ESGV VANGUARD WORLD FD 2,753.0 $326K 0.10% NEW $118.44 +10.6%
137 LOW LOWES COS INC Consumer Cyclical 1,264.0 $318K 0.10% NEW $251.31 -13.5%
138 HON HONEYWELL INTL INC Industrials 1,473.0 $310K 0.09% NEW $210.50 +6.3%
139 COP CONOCOPHILLIPS Energy 3,226.0 $305K 0.09% NEW $94.60 +27.4%
140 CANADIAN PACIFIC KANSAS CITY 4,087.0 $304K 0.09% NEW $74.49
Page 7 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%