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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 8 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VZ VERIZON COMMUNICATIONS INC Communication Services 6,843.0 $301K 0.09% NEW $43.95 +8.8%
142 IJR ISHARES TR 2,514.0 $299K 0.09% NEW $118.83 +14.7%
143 PLTR PALANTIR TECHNOLOGIES INC Technology 1,624.0 $296K 0.09% NEW $182.42 -24.8%
144 MOD MODINE MFG CO Consumer Cyclical 2,077.0 $295K 0.09% NEW $142.13 +76.0%
145 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,050.0 $293K 0.09% NEW $279.30 +43.8%
146 MFC MANULIFE FINL CORP Financial Services 9,350.0 $291K 0.09% NEW $31.15 +25.3%
147 ADP AUTOMATIC DATA PROCESSING IN Industrials 989.0 $290K 0.09% NEW $293.50 -25.0%
148 FDN FIRST TR EXCHANGE-TRADED FD 1,000.0 $280K 0.08% NEW $279.84 -2.9%
149 C CITIGROUP INC Financial Services 2,728.0 $277K 0.08% NEW $101.48 +23.4%
150 VHT VANGUARD WORLD FD 1,062.0 $276K 0.08% NEW $259.60 +6.5%
151 SMR NUSCALE PWR CORP Utilities 7,450.0 $268K 0.08% NEW $36.00 -71.1%
152 RSG REPUBLIC SVCS INC Industrials 1,140.0 $262K 0.08% NEW $229.48 -7.5%
153 UNP UNION PAC CORP Industrials 1,106.0 $261K 0.08% NEW $236.37 +12.5%
154 COLB COLUMBIA BKG SYS INC Financial Services 9,774.0 $252K 0.07% NEW $25.74 +15.1%
155 AMD ADVANCED MICRO DEVICES INC Technology 1,540.0 $249K 0.07% NEW $161.79 +177.9%
156 IEFA ISHARES TR 2,851.0 $249K 0.07% NEW $87.31 +11.4%
157 XLV SELECT SECTOR SPDR TR 1,739.0 $242K 0.07% NEW $139.17 +6.5%
158 BWXT BWX TECHNOLOGIES INC Industrials 1,300.0 $240K 0.07% NEW $184.37 +9.8%
159 T AT&T INC Communication Services 8,394.0 $237K 0.07% NEW $28.24 -11.7%
160 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,700.0 $237K 0.07% NEW $139.19 -11.0%
Page 8 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%