Peregrine Asset Advisers, Inc.
Peregrine Asset Advisers, Inc. is a Portland, Oregon-based independent investment adviser established in 1997. The firm manages equity and fixed-income portfolios for individuals, families, trusts, and small institutions, offering personalized investment management and advisory services. Peregrine Asset Advisers is SEC-registered and reports hundreds of millions in assets under management. The firm is known for its boutique approach and client-centric service.
Investment Strategy
Peregrine Asset Advisers employs active portfolio management, balancing equity and fixed income allocations across diversified sectors. The firm focuses on individual security selection, emphasizing large-cap growth stocks, ETFs, and fixed-income instruments. Investment strategies are tailored to client objectives and risk tolerance, with ongoing adjustments for market conditions and macroeconomic trends. Their approach is hands-on and adaptive, favoring high-conviction positions and risk management.
Top Holdings
Equity Positions (167)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PWR | QUANTA SVCS INC | 4.00% | $12.8M | 33,949 | $290.56 | $378.08 | +$7.9M |
C CRS | CARPENTER TECHNOLOGY CORP | 3.81% | $12.2M | 44,155 | $244.36 | $276.38 | +$9.5M |
M MSFT | MICROSOFT CORP | 3.69% | $11.8M | 23,800 | $314.94 | $497.41 | +$2.9M |
C COF | CAPITAL ONE FINL CORP | 3.21% | $10.3M | 48,290 | $212.76 | $212.76 | +$10.3M |
I ITRI | ITRON INC | 3.20% | $10.3M | 77,998 | $116.11 | $131.63 | +$5.8M |