Peregrine Asset Advisers, Inc. Q2 2025 Filing

Filed August 5, 2025

Portfolio Value

$320.5B

Holdings

168

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (168 positions)

#StockSharesValue% PortfolioType
1
LGDXTIDAL TRUST III
871,944$18.7B5.82%
2
PWRQUANTA SVCS INC
33,949$12.8B4.00%
3
CRSCARPENTER TECHNOLOGY CORP
44,155$12.2B3.81%
4
MSFTMICROSOFT CORP
23,800$11.8B3.69%
5
COFCAPITAL ONE FINL CORP
48,290$10.3B3.21%
6
ITRIITRON INC
77,998$10.3B3.20%
7
NVDANVIDIA CORPORATION
64,748$10.2B3.19%
8
SPYSPDR S&P 500 ETF TR
13,117$8.1B2.53%
9
ATGEADTALEM GLOBAL ED INC
56,954$7.2B2.26%
10
BABOEING CO
32,889$6.9B2.15%
11
VOOVANGUARD INDEX FDS
11,439$6.5B2.03%
12
SHWSHERWIN WILLIAMS CO
18,332$6.3B1.96%
13
METAMETA PLATFORMS INC
8,343$6.2B1.92%
14
NTNXNUTANIX INC
76,240$5.8B1.82%
15
LYVLIVE NATION ENTERTAINMENT IN
35,620$5.4B1.68%
16
FBTCFIDELITY WISE ORIGIN BITCOIN
53,759$5.1B1.58%
17
AAPLAPPLE INC
25,138$5.0B1.57%
18
VSTVISTRA CORP
24,204$4.7B1.46%
19
LTHLIFE TIME GROUP HOLDINGS INC
151,935$4.6B1.44%
20
GEGE AEROSPACE
17,774$4.6B1.43%
21
ETRENTERGY CORP NEW
54,762$4.6B1.42%
22
FCXFREEPORT-MCMORAN INC
102,610$4.4B1.39%
23
OKEONEOK INC NEW
54,311$4.4B1.38%
24
UALUNITED AIRLS HLDGS INC
54,677$4.4B1.36%
25
GQ9SPDR GOLD TR
14,281$4.4B1.36%
26
UPSUNITED PARCEL SERVICE INC
42,451$4.3B1.34%
27
VVISA INC
11,938$4.2B1.32%
28
ISVLISHARES TR
99,743$4.2B1.31%
29
IVWISHARES TR
33,926$3.7B1.17%
30
RKTROCKET COS INC
233,985$3.3B1.04%
31
IVEISHARES TR
15,703$3.1B0.96%
32
SGOVISHARES TR
28,241$2.8B0.89%
33
VGTVANGUARD WORLD FD
4,182$2.8B0.87%
34
BRK/BBERKSHIRE HATHAWAY INC DEL
5,298$2.6B0.80%
35
GOOGLALPHABET INC
14,167$2.5B0.78%
36
COSTCOSTCO WHSL CORP NEW
2,623$2.4B0.75%
37
AMZNAMAZON COM INC
10,439$2.3B0.71%
38
MINTPIMCO ETF TR
22,360$2.2B0.70%
39
AQLTISHARES TR
16,711$2.2B0.69%
40
LLYELI LILLY & CO
2,796$2.2B0.68%
41
IWMISHARES TR
9,976$2.2B0.67%
42
NDQINVESCO QQQ TR
3,746$2.1B0.64%
43
PGPROCTER AND GAMBLE CO
12,940$2.1B0.64%
44
SCHDSCHWAB STRATEGIC TR
75,082$2.0B0.62%
45
PEPPEPSICO INC
14,332$1.9B0.59%
46
AOAISHARES TR
22,549$1.9B0.59%
47
GOOGALPHABET INC
10,462$1.9B0.58%
48
TSLATESLA INC
5,720$1.8B0.57%
49
CRWVCOREWEAVE INC
11,067$1.8B0.56%
50
VTIVANGUARD INDEX FDS
5,462$1.7B0.52%
51
JCIJOHNSON CTLS INTL PLC
15,713$1.7B0.52%
52
JNJJOHNSON & JOHNSON
10,402$1.6B0.50%
53
IJKISHARES TR
17,374$1.6B0.49%
54
CBSHCOMMERCE BANCSHARES INC
25,192$1.6B0.49%
55
BSVVANGUARD BD INDEX FDS
19,486$1.5B0.48%
56
RSPINVESCO EXCHANGE TRADED FD T
8,245$1.5B0.47%
57
VIRTVIRTU FINL INC
32,750$1.5B0.46%
58
IJJISHARES TR
11,586$1.4B0.45%
59
JPMJPMORGAN CHASE & CO.
4,891$1.4B0.44%
60
CVXCHEVRON CORP NEW
9,803$1.4B0.44%
61
ACWIISHARES TR
10,471$1.3B0.42%
62
XOMEXXON MOBIL CORP
12,215$1.3B0.41%
63
IGSBISHARES TR
24,273$1.3B0.40%
64
EWQISHARES INC
29,361$1.3B0.39%
65
ORCLORACLE CORP
5,727$1.3B0.39%
66
NFLXNETFLIX INC
928$1.2B0.39%
67
MRKMERCK & CO INC
15,165$1.2B0.37%
68
TLTISHARES TR
13,409$1.2B0.37%
69
IJTISHARES TR
8,382$1.1B0.35%
70
DVYEISHARES INC
38,705$1.1B0.35%
71
VCSHVANGUARD SCOTTSDALE FDS
13,444$1.1B0.33%
72
CLCOLGATE PALMOLIVE CO
10,921$992.7M0.31%
73
IDV*ISHARES TR
27,929$963.8M0.30%
74
IJSISHARES TR
9,329$928.1M0.29%
75
HDHOME DEPOT INC
2,720$923.9M0.29%
76
NKENIKE INC
12,863$913.8M0.29%
77
BMYBRISTOL-MYERS SQUIBB CO
19,726$913.1M0.28%
78
VTEBVANGUARD MUN BD FDS
18,022$883.6M0.28%
79
NOCNORTHROP GRUMMAN CORP
1,718$859.0M0.27%
80
BLWBLACKROCK LTD DURATION INCOM
58,983$836.4M0.26%
81
ABBVABBVIE INC
4,437$823.6M0.26%
82
CWBSPDR SERIES TRUST
9,948$822.3M0.26%
83
CATCATERPILLAR INC
1,967$763.5M0.24%
84
BBARRICK MNG CORP
36,361$757.0M0.24%
85
MUBISHARES TR
7,225$754.9M0.24%
86
AXPAMERICAN EXPRESS CO
2,279$727.0M0.23%
87
NTRNUTRIEN LTD
12,475$726.5M0.23%
88
AMGNAMGEN INC
2,800$725.9M0.23%
89
AVGOBROADCOM INC
2,538$699.6M0.22%
90
GSGOLDMAN SACHS GROUP INC
923$653.3M0.20%
91
MCDMCDONALDS CORP
2,227$650.8M0.20%
92
GNRCGENERAC HLDGS INC
4,495$643.7M0.20%
93
ANETARISTA NETWORKS INC
6,220$636.4M0.20%
94
DXJWISDOMTREE TR
5,555$634.8M0.20%
95
RTXRTX CORPORATION
4,156$606.9M0.19%
96
ECHISHARES INC
18,686$587.7M0.18%
97
ULUNILEVER PLC
9,175$561.2M0.18%
98
IVVISHARES TR
878$545.1M0.17%
99
NXPINXP SEMICONDUCTORS N V
2,485$542.9M0.17%
100
WMTWALMART INC
5,494$537.2M0.17%
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