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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 9 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 T AT&T INC Communication Services 9,252.0 $230K 0.07% +858.0 +10.2% $24.84 +0.4%
162 USB US BANCORP DEL Financial Services 4,247.0 $227K 0.06% -100.0 -2.3% $53.36 +2.1%
163 VTWO VANGUARD SCOTTSDALE FDS 2,268.0 $226K 0.06% $99.52 +14.7%
164 VWO VANGUARD INTL EQUITY INDEX F 4,159.0 $224K 0.06% $53.76 +9.2%
165 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,700.0 $222K 0.06% $130.50 -5.1%
166 CEG CONSTELLATION ENERGY CORP Utilities 613.0 $217K 0.06% NEW $353.27 -19.1%
167 NEE NEXTERA ENERGY INC Utilities 2,667.0 $214K 0.06% -57.0 -2.1% $80.28 +11.7%
168 MDB MONGODB INC Technology 500.0 $210K 0.06% NEW $419.69 -24.3%
169 EMO CLEARBRIDGE ENERGY MIDSTRM O Financial Services 4,670.0 $209K 0.06% $44.65 +16.3%
170 VEGN ETF SER SOLUTIONS 3,371.0 $205K 0.06% $60.81 +20.3%
171 RIO RIO TINTO PLC Basic Materials 2,555.0 $204K 0.06% NEW $80.03 +29.1%
172 MOD MODINE MFG CO Consumer Cyclical 1,527.0 $204K 0.06% -550.0 -26.5% $133.47 +87.4%
173 RF REGIONS FINANCIAL CORP NEW Financial Services 7,500.0 $203K 0.06% NEW $27.10 +1.6%
174 MMM 3M CO Industrials 1,267.0 $203K 0.06% NEW $160.10 -5.3%
175 CTMX CYTOMX THERAPEUTICS INC Healthcare 10,000.0 $43K 0.01% $4.26 -11.7%
Page 9 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%