Peregrine Asset Advisers, Inc.
RIA/Wealth
Peregrine Asset Advisers, Inc. is a RIA/Wealth based in Portland, OR led by Daniel Stewart Botti, reporting $575.6M in AUM as of Q3 2025 with NVDA as the largest holding (5% allocation).
PresidentDaniel Stewart Botti
- Portfolio Value
- $313.8M
- Positions
- 176
- Top Holding
- NVDA at 4.59%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Peregrine Asset Advisers, Inc.'s portfolio (30.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $14.4M | 4.59% | +$2.3M Bought | 0.00% 77.2K shares | |
Software - Infrastructure Technology | $12.4M | 3.96% | +$88.6K Bought | 0.00% 24.0K shares | |
Consumer Electronics Technology | $12.0M | 3.81% | +$5.6M Bought | 0.00% 47.0K shares | |
Education & Training Services Consumer Defensive | $10.7M | 3.40% | +$1.9M Bought | 0.19% 69.0K shares | |
ETF ETF | $8.8M | 2.81% | +$91.3K Bought | — 13.3K shares | |
Insurance - Property & Casualty Financial Services | $8.0M | 2.54% | +$8.0M Bought | 0.01% 28.5K shares | |
Financial - Credit Services Financial Services | $7.9M | 2.51% | -$2.4M Sold | 0.01% 37.1K shares | |
Regulated Electric Utilities | $7.5M | 2.39% | +$2.4M Bought | 0.02% 80.6K shares | |
ETF ETF | $7.1M | 2.27% | +$2.6M Bought | — 157.6K shares | |
Aerospace & Defense Industrials | $7.1M | 2.25% | -$24.2K Sold | 0.00% 32.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Peregrine Asset Advisers, Inc.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Peregrine Asset Advisers, Inc.
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