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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 8 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HON HONEYWELL INTL INC Industrials 1,473.0 $287K 0.08% $195.09 +14.7%
142 COLB COLUMBIA BKG SYS INC Financial Services 9,774.0 $273K 0.08% $27.95 +6.0%
143 XLV SELECT SECTOR SPDR TR 1,739.0 $269K 0.08% $154.80 -4.3%
144 FDN FIRST TR EXCHANGE-TRADED FD 1,000.0 $269K 0.08% $269.18 +0.9%
145 UNP UNION PAC CORP Industrials 1,106.0 $256K 0.07% $231.32 +14.9%
146 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 3,350.0 $255K 0.07% -34K -91.0% $76.22 -11.4%
147 IEFA ISHARES TR 2,851.0 $255K 0.07% $89.46 +8.8%
148 ADP AUTOMATIC DATA PROCESSING IN Industrials 989.0 $254K 0.07% $257.23 -14.4%
149 VZ VERIZON COMMUNICATIONS INC Communication Services 6,118.0 $249K 0.07% -725.0 -10.6% $40.73 +17.4%
150 LEU CENTRUS ENERGY CORP Energy 1,015.0 $246K 0.07% NEW $242.76 -27.0%
151 BNS BANK NOVA SCOTIA HALIFAX Financial Services 3,340.0 $246K 0.07% $73.69 +7.8%
152 AXP AMERICAN EXPRESS CO Financial Services 660.0 $244K 0.07% NEW $369.95 -16.3%
153 PH PARKER-HANNIFIN CORP Industrials 277.0 $243K 0.07% +2.0 +0.7% $878.96 -2.2%
154 RSG REPUBLIC SVCS INC Industrials 1,140.0 $242K 0.07% $211.93 +0.1%
155 COF CAPITAL ONE FINL CORP Financial Services 994.0 $241K 0.07% -36K -97.3% $242.39 -23.0%
156 PSI INVESCO EXCHANGE TRADED FD T 3,000.0 $237K 0.07% $78.86 +91.1%
157 ASML ASML HOLDING N V Technology 221.0 $236K 0.07% NEW $1069.95 +48.8%
158 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 2,800.0 $232K 0.07% NEW $83.00 -37.0%
159 CI THE CIGNA GROUP Healthcare 844.0 $232K 0.07% -100.0 -10.6% $275.23 +2.5%
160 ROK ROCKWELL AUTOMATION INC Industrials 596.0 $232K 0.07% NEW $389.07 +12.1%
Page 8 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%