Arkolith/Funds/Peregrine Asset Advisers, Inc.

Peregrine Asset Advisers, Inc.

CIK 1535227
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Peregrine Asset Advisers, Inc. holds a diversified book of 218 stocks worth $461.1M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Eog Resources Inc and trimmed Intech SP Larg Div Alpha ETF. Their largest long position is Ishares 0-3 Month Treasury B at 6% of the equity book.

Opened
114
bought for the first time
Added to
50
already held, bought more
Trimmed
87
sold some, still holds it
Sold out
12
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
29%
Top 20 holdings
46%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

60% mapped to company sectors

ETF / fund or unclassified
40%
Information Technology
19%
Industrials
13%
Health Care
6%
Financials
5%
Consumer Discretionary
5%
Materials
4%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Peregrine Asset Advisers, Inc.

Manager / fundShared namesTheir $ in those
UBS Group AG79 / 80$145.9B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC79 / 80$13.3B
MORGAN STANLEY78 / 80$568.2B
JPMORGAN CHASE & CO78 / 80$516.5B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$18.3B
OSAIC HOLDINGS, INC.78 / 80$17.3B
NewEdge Advisors, LLC78 / 80$10.0B
Integrated Wealth Concepts LLC78 / 80$3.5B

Ranked by how many of Peregrine Asset Advisers, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

218 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
0-3 MTH TREASURY
$25.8M255.9K
5.6%
+25%
Added · +51K sh
2Tidal Trust III
INT S&P LAR ETF
$19.5M786.0K
4.2%
−9.8%
Reduced · −86K sh
3Quanta Svcs Inc
COM
$13.1M18.1K
2.8%
+6.2%
Added · +1K sh
4Apple Inc
COM
$12.7M43.9K
2.8%
−0.3%
Reduced · −123 sh
5Nvidia Corporation
COM
$12.1M60.6K
2.6%
+38%
Added · +17K sh
6SPDR Series Trust
ST STR BLO 1 ETF
$10.7M116.7K
2.3%
+125%
Added · +65K sh
7Alphabet Inc
CAP STK CL A
$10.2M28.7K
2.2%
−2.6%
Reduced · −773 sh
8State STR SPDR S&P 500 ETF T
TR UNIT
$9.3M12.4K
2.0%
+4.1%
Added · +493 sh
9Microsoft Corp
COM
$9.1M24.4K
2.0%
−0.3%
Reduced · −62 sh
10Merck & Co Inc
COM
$9.0M70.1K
2.0%
+391%
Added · +56K sh
11Vanguard Index FDS
S&P 500 ETF SHS
$8.9M13.0K
1.9%
+2.7%
Added · +337 sh
12ASML Hldg NV
N Y REGISTRY SHS
$8.9M4.5K
1.9%
21×
Added · +4K sh
13Lam Research Corp
COM NEW
$8.9M20.5K
1.9%
+64%
Added · +8K sh
14Eli Lilly & Co
COM
$8.7M7.2K
1.9%
+151%
Added · +4K sh
15SPDR Series Trust
ST STR SP BIOT
$7.8M49.0K
1.7%
16×
Added · +46K sh
16Ishares TR
INTL DEV SML CP
$7.6M150.1K
1.6%
−4.3%
Reduced · −7K sh
17Comfort Sys USA Inc
COM
$7.5M3.8K
1.6%
−45%
Reduced · −3K sh
18Pepsico Inc
COM
$7.4M55.0K
1.6%
−1.9%
Reduced · −1K sh
19Eog Res Inc
COM
$7.0M53.8K
1.5%
New
New position
20Boeing Co
COM
$6.8M31.4K
1.5%
−1.4%
Reduced · −439 sh
21Ceco Environmental Corp
COM
$6.6M72.8K
1.4%
−1.5%
Reduced · −1K sh
22Ge Aerospace
COM NEW
$6.5M17.4K
1.4%
−8.3%
Reduced · −2K sh
23Ishares Inc
EM MKTS DIV ETF
$6.4M198.4K
1.4%
−4.2%
Reduced · −9K sh
24Sherwin Williams Co
COM
$6.3M18.2K
1.4%
−0.5%
Reduced · −98 sh
25SPDR Gold TR
GOLD SHS
$5.6M15.3K
1.2%
13×
Added · +14K sh
26Tesla Inc
COM
$5.5M13.2K
1.2%
−0.5%
Reduced · −60 sh
27Vanguard World FD
INF TECH ETF
$5.0M41.6K
1.1%
+815%
Added · +37K sh
28Steel Dynamics Inc
COM
$5.0M21.6K
1.1%
New
New position
29J P Morgan Exchange Traded F
EQUITY PREMIUM
$4.9M86.6K
1.1%
−3.3%
Reduced · −3K sh
30Entergy Corp New
COM
$4.8M42.0K
1.0%
−1.6%
Reduced · −690 sh
31Wisdomtree TR
ITL HIGH DIV FD
$4.5M83.3K
1.0%
−3.3%
Reduced · −3K sh
32Ishares TR
S&P 500 GRWT ETF
$4.4M32.0K
1.0%
−0.6%
Reduced · −205 sh
33Intel Corp
COM
$4.3M31.1K
0.9%
+231%
Added · +22K sh
34Visa Inc
COM CL A
$4.1M11.9K
0.9%
−0.4%
Reduced · −44 sh
35Element Solutions Inc
COM
$3.8M79.5K
0.8%
New
New position
36Berkshire Hathaway Inc Del
CL B NEW
$3.7M7.5K
0.8%
+9.2%
Added · +629 sh
37Alphabet Inc
CAP STK CL C
$3.7M10.5K
0.8%
−1.4%
Reduced · −151 sh
38Schwab Strategic TR
US DIVIDEND EQ
$3.6M114.4K
0.8%
+18%
Added · +17K sh
39Cummins Inc
COM
$3.5M4.9K
0.8%
New
New position
40Ishares TR
S&P 500 VAL ETF
$3.4M15.1K
0.7%
−0.6%
Reduced · −85 sh
41Chevron Corporation
COM
$3.3M19.9K
0.7%
−2.0%
Reduced · −405 sh
42Ishares TR
RUSSELL 2000 ETF
$3.0M9.9K
0.6%
Held
43Rocket Cos Inc
COM CL A
$3.0M189.0K
0.6%
−3.6%
Reduced · −7K sh
44Credo Technology Group Holdi
ORDINARY SHARES
$2.9M10.8K
0.6%
New
New position
45Space Exploration Techn Corp
CLASS A COM STK
$2.9M17.0K
0.6%
New
New position
46Caterpillar Inc
COM
$2.8M2.7K
0.6%
−8.8%
Reduced · −256 sh
47Archer Daniels Midland Co
COM
$2.8M36.7K
0.6%
New
New position
48Flex Ltd
ORD
$2.7M16.5K
0.6%
New
New position
49Johnson & Johnson
COM
$2.7M10.5K
0.6%
−0.5%
Reduced · −54 sh
50Marriott Intl Inc New
CL A
$2.6M7.1K
0.6%
New
New position
Showing 50 of 218 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026218$461.1M13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026189$371.3M13F-HR
Q4 2025Dec 31, 2025Feb 2, 2026175$354.2M13F-HR
Q3 2025Sep 30, 2025Nov 4, 2025177$333.5M13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025168$320.5M13F-HR
Q1 2025Mar 31, 2025May 5, 2025161$267.3M13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025167$271.4M13F-HR
Q3 2024Sep 30, 2024Nov 4, 2024181$290.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.