Peregrine Asset Advisers, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Peregrine Asset Advisers, Inc. reported 168 stock positions worth $320.5 million. Its top holding was Intech SP Larg Div Alpha ETF (LGDX) at 5.8% of the portfolio, followed by Quanta Services (PWR, 4.0%) and Carpenter Technology (CRS, 3.8%). Compared with Q1 2025, it opened 17 new positions, sold out of 10, added to 47 and reduced 61. The biggest buy was a new position in Capital One Financial (COF) and the biggest sale iShares 20+ Year Treasury BD (TLT, shares −86%).

Most Recent 13F
Q2 2026
Location
Portland, OR
CIK
0001535227
Portfolio Value
$320.5M (Q2 2025)
SEC Filing
0001941040-25-000421 ↗ filed Aug 5, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $250.5M Q1 2024 Q2 2024: $253.6M Q2 2024 Q3 2024: $290.7M Q3 2024 Q4 2024: $271.4M Q4 2024 Q1 2025: $267.3M Q1 2025 Q2 2025: $320.5M $320.5M Q2 2025 Q3 2025: $333.5M Q3 2025 Q4 2025: $354.2M Q4 2025 Q1 2026: $371.3M Q1 2026 Q2 2026: $461.1M Q2 2026

Holdings 168 stocks · $320.5M
LGDX Intech SP Larg Div Alpha ETF 5.82% 871,944 $18.7M No change
PWR Quanta Services Inc. 4.00% 33,949 $12.8M Add +74.3%
CRS Carpenter Technology 3.81% 44,155 $12.2M Add +197.4%
MSFT Microsoft Corp. 3.69% 23,800 $11.8M Reduce -1.0%
COF Capital One Financial Corp. 3.21% 48,290 $10.3M New
ITRI Itron Inc. 3.20% 77,998 $10.3M Add +81.8%
NVDA Nvidia Corp. 3.19% 64,748 $10.2M Add +4.2%
SPY SS SPDR S&P 500 ETF Trust-US 2.53% 13,117 $8.1M Reduce -13.0%
CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC 2.26% 56,954 $7.2M Reduce -4.5%
BA The Boeing Co. 2.15% 32,889 $6.9M Add +121.7%
VOO Vanguard S&P 500 ETF 2.03% 11,439 $6.5M Add +10.6%
SHW The Sherwin-Williams Co. 1.96% 18,332 $6.3M Add +0.0%
META Meta Platforms Inc. Class A 1.92% 8,343 $6.2M Add +64.9%
NTNX Nutanix Inc. Class A 1.82% 76,240 $5.8M Add +20.5%
LYV Live Nation Entertainment Inc. 1.68% 35,620 $5.4M New
FBTC Fidelity Wise Origin Bitcoin 1.58% 53,759 $5.1M Add +47.6%
AAPL Apple Inc. 1.57% 25,138 $5.0M Reduce -2.3%
VST Vistra Corp. 1.46% 24,204 $4.7M Add +76.4%
LTH Life Time Group Holdings Inc. 1.44% 151,935 $4.6M Reduce -54.9%
GE General Electric filed as GE AEROSPACE 1.43% 17,774 $4.6M Add +482.0%
ETR Entergy Corp. 1.42% 54,762 $4.6M Add +99.6%
FCX Freeport-McMoran Inc. 1.39% 102,610 $4.4M Reduce -0.7%
OKE Oneok Inc. 1.38% 54,311 $4.4M Reduce -2.0%
UAL United Airlines Holdings Inc. 1.36% 54,677 $4.4M Reduce -3.4%
GLD SPDR Gold Shares 1.36% 14,281 $4.4M Add +46.3%
UPS United Parcel Service Class B 1.34% 42,451 $4.3M New
V Visa Inc. Class A 1.32% 11,938 $4.2M Reduce -0.1%
ISVL iShares International Develo 1.31% 99,743 $4.2M New
IVW iShares S&P 500 Growth ETF 1.17% 33,926 $3.7M Reduce -0.2%
RKT Rocket Cos Inc. Class A 1.04% 233,985 $3.3M New
IVE iShares S&P 500 Value ETF 0.96% 15,703 $3.1M Reduce -0.1%
SGOV iShares 0-3 Month Treasury B 0.89% 28,241 $2.8M Add +50.0%
VGT Vanguard Info Tech ETF 0.87% 4,182 $2.8M Add +2.2%
BRK.B Berkshire Hathaway Inc. Class B 0.80% 5,298 $2.6M Add +4.1%
GOOGL Alphabet Inc. Class A 0.78% 14,167 $2.5M Reduce -47.8%
COST Costco Wholesale Corp. 0.75% 2,623 $2.4M Add +2.3%
AMZN Amazon.com Inc. 0.71% 10,439 $2.3M Reduce -69.5%
MINT PIMCO Enhanced Short Maturit 0.70% 22,360 $2.2M Reduce -4.0%
DVY iShares Select Dividend ETF 0.69% 16,711 $2.2M Add +4.3%
LLY Eli Lilly & Co. 0.68% 2,796 $2.2M Add +0.0%
IWM iShares Russell 2000 ETF 0.67% 9,976 $2.2M No change
QQQ Invesco QQQ Trust Series 1 0.64% 3,746 $2.1M Reduce -10.8%
PG The Procter & Gamble Co. 0.64% 12,940 $2.1M Reduce -38.1%
SCHD Schwab US DVD Equity ETF 0.62% 75,082 $2.0M Add +57.1%
PEP Pepsico Inc. 0.59% 14,332 $1.9M Add +199.7%
AOA iShares Core 80/20 Aggressiv 0.59% 22,549 $1.9M Reduce -0.8%
GOOG Alphabet Inc. Class C 0.58% 10,462 $1.9M Reduce -0.8%
TSLA Tesla Inc. 0.57% 5,720 $1.8M Add +5.2%
CRWV Coreweave Inc. Class A 0.56% 11,067 $1.8M New
VTI VG Morningstar TS MKT ETF-US 0.52% 5,462 $1.7M Add +45.2%
JCI Johnson Controls Internation 0.52% 15,713 $1.7M No change
JNJ Johnson & Johnson 0.50% 10,402 $1.6M Add +0.1%
IJK iShares S&P Mid-Cap 400 Grow 0.49% 17,374 $1.6M Reduce -1.0%
CBSH Commerce Bancshares Inc. 0.49% 25,192 $1.6M No change
BSV Vanguard Short-Term Bond ETF 0.48% 19,486 $1.5M Reduce -3.4%
RSP Invesco S&P 500 Equal Weight 0.47% 8,245 $1.5M No change
VIRT Virtu Financial Inc. Class A 0.46% 32,750 $1.5M Reduce -0.3%
IJJ iShares S&P Mid-Cap 400 Valu 0.45% 11,586 $1.4M Reduce -0.6%
JPM JPMorgan Chase & Co. 0.44% 4,891 $1.4M Reduce -3.4%
CVX Chevron Corp. 0.44% 9,803 $1.4M Reduce -1.4%
ACWI iShares MSCI Acwi ETF 0.42% 10,471 $1.3M Reduce -0.1%
XOM Exxon Mobil Corp. 0.41% 12,215 $1.3M Add +5.0%
IGSB iShares 1-5Y Inv Grade Corp. 0.40% 24,273 $1.3M Reduce -4.1%
EWQ iShares MSCI France ETF 0.39% 29,361 $1.3M Reduce -3.2%
ORCL Oracle Corp. 0.39% 5,727 $1.3M Reduce -2.5%
NFLX Netflix Inc. 0.39% 928 $1.2M Reduce -8.1%
MRK Merck & Co. Inc. 0.37% 15,165 $1.2M Reduce -2.3%
TLT iShares 20+ Year Treasury BD 0.37% 13,409 $1.2M Reduce -85.6%
IJT iShares S&P Small-Cap 600 GR 0.35% 8,382 $1.1M Reduce -0.6%
DVYE iShares Emerging Markets Div 0.35% 38,705 $1.1M Reduce -0.9%
VCSH Vanguard S/T Corp. Bond ETF 0.33% 13,444 $1.1M Reduce -8.2%
CL Colgate-Palmolive Co. 0.31% 10,921 $993K No change
IDV iShares International Select 0.30% 27,929 $964K Reduce -0.6%
IJS iShares S&P Small-Cap 600 Va 0.29% 9,329 $928K Reduce -0.6%
HD Home Depot Inc. 0.29% 2,720 $924K Reduce -0.2%
NKE Nike Inc. Class B 0.29% 12,863 $914K Reduce -14.9%
BMY Bristol-Myers Squibb Co. 0.28% 19,726 $913K Reduce -0.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.28% 18,022 $884K Reduce -4.6%
NOC Northrop Grumman Corp. 0.27% 1,718 $859K Add +0.7%
BLW BlackRock Ltd. Durat Inc. TR 0.26% 58,983 $836K Add +0.0%
ABBV Abbvie Inc. 0.26% 4,437 $824K Reduce -2.2%
CWB SS SPDR BB Conv Sec ETF 0.26% 9,948 $822K Reduce -0.7%
CAT Caterpillar Inc. 0.24% 1,967 $763K Reduce -86.6%
B Barrick Mining Corp. 0.24% 36,361 $757K New
MUB iShares National Muni Bond E 0.24% 7,225 $755K Reduce -0.3%
AXP American Express Co. 0.23% 2,279 $727K New
NTR Nutrien Ltd. 0.23% 12,475 $727K Add +2.5%
AMGN Amgen Inc. 0.23% 2,800 $726K Add +3.7%
AVGO Broadcom Inc. 0.22% 2,538 $700K Reduce -15.3%
GS Goldman Sachs Group Inc. 0.20% 923 $653K Reduce -37.5%
MCD McDonald's Corp. 0.20% 2,227 $651K Add +0.9%
GNRC Generac Holdings Inc. 0.20% 4,495 $644K No change
ANET Arista Networks Inc. 0.20% 6,220 $636K No change
DXJ Wisdomtree Japan Hedged Eq 0.20% 5,555 $635K Reduce -8.3%
RTX RTX Corp. 0.19% 4,156 $607K No change
ECH iShares MSCI Chile ETF 0.18% 18,686 $588K New
UL Unilever PLC 0.18% 9,175 $561K No change
IVV iShares Core S&P 500 ETF 0.17% 878 $545K Reduce -10.2%
NXPI NXP Semiconductors NV 0.17% 2,485 $543K No change
WMT Walmart Inc. 0.17% 5,494 $537K Reduce -6.2%
PSX Phillips 66 0.16% 4,430 $528K No change
PM Philip Morris International 0.16% 2,801 $510K No change
ABT Abbott Laboratories 0.16% 3,681 $501K Reduce -5.2%
VB Vanguard Most SM-Cap ETF-Usd 0.15% 2,070 $491K Reduce -1.3%
SUSA iShares ESG Optimized MSCI U 0.15% 3,787 $480K No change
SPYD SS SPDR P S&P 500 Hi Div ETF 0.15% 11,276 $479K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.15% 4,313 $473K Add +0.0%
SHEL Shell PLC-ADR 0.15% 6,635 $467K Add +13.2%
TT Trane Technologies PLC 0.13% 986 $431K No change
GEV GE Vernova Inc. 0.13% 787 $416K Add +6.8%
IJH iShares Core S&P Midcap ETF 0.13% 6,642 $412K Add +0.2%
NEM Newmont Corp. 0.12% 6,723 $392K No change
DSL Doubleline Income Solutions 0.12% 31,832 $390K Add +0.0%
MO Altria Group Inc. 0.12% 6,595 $387K No change
AGG iShares Core U.S. Aggregate 0.12% 3,853 $382K Reduce -11.3%
IDXX Idexx Laboratories Inc. 0.12% 712 $382K No change
DBEU Xtrackers MSCI Europe Hedged 0.12% 8,535 $376K No change
IBB iShares Biotechnology ETF 0.12% 2,916 $369K No change
SMR Nuscale Power Corp. 0.11% 9,277 $367K New
KO The Coca-Cola Co. 0.11% 5,157 $365K Add +1.1%
VLO Valero Energy Corp. 0.11% 2,700 $363K No change
GDX Vaneck Gold Miners ETF 0.11% 6,963 $362K Reduce -0.7%
SPMO Invesco S&P 500 Momentum ETF 0.11% 3,140 $353K New
BABA Alibaba Group Holding-SP ADR 0.11% 3,100 $352K Reduce -13.9%
AOR iShares Core 60/40 Balanced 0.11% 5,613 $346K No change
CSCO Cisco Systems Inc. 0.11% 4,966 $345K Reduce -0.7%
HON Honeywell International Inc. 0.11% 1,473 $343K Reduce -0.9%
AZN Astrazeneca PLC-Spons ADR 0.11% 4,900 $342K No change
CSX CSX Corp. 0.10% 10,200 $333K No change
CP Canadian Pacific Kansas City 0.10% 4,087 $324K No change
QCOM Qualcomm Inc. 0.10% 1,978 $315K No change
VZ Verizon Communications Inc. 0.10% 7,224 $313K No change
ADP Automatic Data Processing 0.10% 989 $305K No change
GIS General Mills Inc. 0.09% 5,783 $300K Reduce -29.1%
MFC Manulife Financial Corp. 0.09% 9,350 $299K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.09% 678 $297K Add +5.6%
ESGV Vanguard ESG US Stock ETF 0.09% 2,709 $297K New
COP Conocophillips 0.09% 3,225 $289K Reduce -0.7%
MPC Marathon Petroleum Corp. 0.09% 1,742 $289K Add +5.8%
IJR iShares Core S&P Small-Cap E 0.09% 2,632 $288K Add +1.0%
LOW Lowe's Cos Inc. 0.09% 1,280 $284K Add +1.3%
CI The Cigna Group 0.09% 853 $282K No change
RSG Republic Services Inc. 0.09% 1,140 $281K No change
ASML ASML Holding NV-NY Reg SHS 0.09% 351 $281K Add +0.3%
FDN First Trust DJ Internet Ind 0.08% 1,000 $269K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 2,170 $269K Add +0.4%
VHT Vanguard Health Care ETF 0.08% 1,062 $264K No change
UNP Union Pacific Corp. 0.08% 1,111 $256K Reduce -1.0%
IEFA iShares Core MSCI Eafe ETF 0.08% 2,974 $248K No change
WM Waste Management Inc. 0.08% 1,068 $244K Add +9.2%
T AT&T Inc. 0.08% 8,394 $243K Add +2.4%
TSM Taiwan Semiconductor-SP ADR 0.07% 1,048 $237K New
MOD Modine Manufacturing Co. 0.07% 2,407 $237K Reduce -17.5%
AWK American Water Works Co. Inc. 0.07% 1,700 $236K No change
XLV SS Health Care Select Sector 0.07% 1,739 $234K No change
TDG Transdigm Group Inc. 0.07% 153 $233K No change
C Citigroup Inc. 0.07% 2,696 $229K New
EMO Clearbridge Energy Midstream 0.07% 4,670 $224K No change
SYK Stryker Corp. 0.07% 554 $219K Add +0.4%
INTC Intel Corp. 0.07% 9,755 $219K Reduce -90.2%
CTSH Cognizant Tech Solutions-A 0.07% 2,800 $218K No change
COLB Columbia Banking System Inc. 0.07% 9,317 $218K No change
DVA Davita Inc. 0.07% 1,500 $214K No change
ETN Eaton Corp. PLC 0.07% 596 $213K New
ACN Accenture PLC Class A 0.07% 703 $210K Add +0.1%
VWO Vanguard Ftse Emerging Marke 0.06% 4,152 $205K New
WY Weyerhaeuser Co. 0.06% 7,888 $203K No change
CTMX Cytomx Therapeutics Inc. 0.01% 10,000 $23K No change

Portfolio Sells Q1 2025 → Q2 2025
TLT iShares 20+ Year Treasury BD Reduce -85.6% 0.37% −2.81
LTH Life Time Group Holdings Inc. Reduce -54.9% 1.44% −2.36
AMZN Amazon.com Inc. Reduce -69.5% 0.71% −1.72
FEZ State Street SPDR Euro Stoxx Sold out 0.00% −1.64
CAT Caterpillar Inc. Reduce -86.6% 0.24% −1.57
TFC Truist Financial Corp. Sold out 0.00% −1.51
RBRK Rubrik Inc. Class A Sold out 0.00% −1.20
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −0.93
GOOGL Alphabet Inc. Class A Reduce -47.8% 0.78% −0.79
INTC Intel Corp. Reduce -90.2% 0.07% −0.77
PG The Procter & Gamble Co. Reduce -38.1% 0.64% −0.69
OKE Oneok Inc. Reduce -2.0% 1.38% −0.67
SPY SS SPDR S&P 500 ETF Trust-US Reduce -13.0% 2.53% −0.63
AAPL Apple Inc. Reduce -2.3% 1.57% −0.57
GROY Gold Royalty Corp. Sold out 0.00% −0.26
V Visa Inc. Class A Reduce -0.1% 1.32% −0.24
CVX Chevron Corp. Reduce -1.4% 0.44% −0.18
MINT PIMCO Enhanced Short Maturit Reduce -4.0% 0.70% −0.18
BMY Bristol-Myers Squibb Co. Reduce -0.5% 0.28% −0.17
IVE iShares S&P 500 Value ETF Reduce -0.1% 0.96% −0.16
MRK Merck & Co. Inc. Reduce -2.3% 0.37% −0.15
PSN Parsons Corp. Sold out 0.00% −0.14
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.11
BSV Vanguard Short-Term Bond ETF Reduce -3.4% 0.48% −0.11
UAL United Airlines Holdings Inc. Reduce -3.4% 1.36% −0.10
VCSH Vanguard S/T Corp. Bond ETF Reduce -8.2% 0.33% −0.10
ABBV Abbvie Inc. Reduce -2.2% 0.26% −0.10
GS Goldman Sachs Group Inc. Reduce -37.5% 0.20% −0.10
NEE Nextera Energy Inc. Sold out 0.00% −0.10
IGSB iShares 1-5Y Inv Grade Corp. Reduce -4.1% 0.40% −0.10
QQQ Invesco QQQ Trust Series 1 Reduce -10.8% 0.64% −0.09
GIS General Mills Inc. Reduce -29.1% 0.09% −0.09
HD Home Depot Inc. Reduce -0.2% 0.29% −0.09
ICSH iShares Ultra Short Duration Sold out 0.00% −0.08
MMM 3M Co. Sold out 0.00% −0.08
FCX Freeport-McMoran Inc. Reduce -0.7% 1.39% −0.08
IJJ iShares S&P Mid-Cap 400 Valu Reduce -0.6% 0.45% −0.08
VTEB Vanguard Tax-Exempt Bond ETF Reduce -4.6% 0.28% −0.07
BABA Alibaba Group Holding-SP ADR Reduce -13.9% 0.11% −0.07
NKE Nike Inc. Class B Reduce -14.9% 0.29% −0.06
AOA iShares Core 80/20 Aggressiv Reduce -0.8% 0.59% −0.06
EWQ iShares MSCI France ETF Reduce -3.2% 0.39% −0.06
IJK iShares S&P Mid-Cap 400 Grow Reduce -1.0% 0.49% −0.05
DVYE iShares Emerging Markets Div Reduce -0.9% 0.35% −0.05
IJS iShares S&P Small-Cap 600 Va Reduce -0.6% 0.29% −0.05
DXJ Wisdomtree Japan Hedged Eq Reduce -8.3% 0.20% −0.05
MUB iShares National Muni Bond E Reduce -0.3% 0.24% −0.05
IJT iShares S&P Small-Cap 600 GR Reduce -0.6% 0.35% −0.04
AGG iShares Core U.S. Aggregate Reduce -11.3% 0.12% −0.04
COP Conocophillips Reduce -0.7% 0.09% −0.04

Portfolio Buys Q1 2025 → Q2 2025
COF Capital One Financial Corp. New 3.21% +3.21
CRS Carpenter Technology Add +197.4% 3.81% +2.80
PWR Quanta Services Inc. Add +74.3% 4.00% +2.15
LYV Live Nation Entertainment Inc. New 1.68% +1.68
ITRI Itron Inc. Add +81.8% 3.20% +1.52
UPS United Parcel Service Class B New 1.34% +1.34
ISVL iShares International Develo New 1.31% +1.31
BA The Boeing Co. Add +121.7% 2.15% +1.20
GE General Electric Add +482.0% 1.43% +1.20
RKT Rocket Cos Inc. Class A New 1.04% +1.04
VST Vistra Corp. Add +76.4% 1.46% +0.86
META Meta Platforms Inc. Class A Add +64.9% 1.92% +0.83
NVDA Nvidia Corp. Add +4.2% 3.19% +0.67
FBTC Fidelity Wise Origin Bitcoin Add +47.6% 1.58% +0.60
CRWV Coreweave Inc. Class A New 0.56% +0.56
ETR Entergy Corp. Add +99.6% 1.42% +0.54
PEP Pepsico Inc. Add +199.7% 0.59% +0.32
GLD SPDR Gold Shares Add +46.3% 1.36% +0.31
B Barrick Mining Corp. New 0.24% +0.24
AXP American Express Co. New 0.23% +0.23
ECH iShares MSCI Chile ETF New 0.18% +0.18
SGOV iShares 0-3 Month Treasury B Add +50.0% 0.89% +0.18
NTNX Nutanix Inc. Class A Add +20.5% 1.82% +0.17
SPYD SS SPDR P S&P 500 Hi Div ETF New 0.15% +0.15
VTI VG Morningstar TS MKT ETF-US Add +45.2% 0.52% +0.13
SCHD Schwab US DVD Equity ETF Add +57.1% 0.62% +0.12
SMR Nuscale Power Corp. New 0.11% +0.11
SPMO Invesco S&P 500 Momentum ETF New 0.11% +0.11
ESGV Vanguard ESG US Stock ETF New 0.09% +0.09
TSM Taiwan Semiconductor-SP ADR New 0.07% +0.07
C Citigroup Inc. New 0.07% +0.07
ETN Eaton Corp. PLC New 0.07% +0.07
VWO Vanguard Ftse Emerging Marke New 0.06% +0.06
GEV GE Vernova Inc. Add +6.8% 0.13% +0.05
TSLA Tesla Inc. Add +5.2% 0.57% +0.04
VOO Vanguard S&P 500 ETF Add +10.6% 2.03% +0.04
VGT Vanguard Info Tech ETF Add +2.2% 0.87% +0.04
DIS The Walt Disney Co. Add +0.4% 0.08% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +5.6% 0.09% +0.00
ASML ASML Holding NV-NY Reg SHS Add +0.3% 0.09% +0.00
MPC Marathon Petroleum Corp. Add +5.8% 0.09% +0.00
NTR Nutrien Ltd. Add +2.5% 0.23% +0.00
SYK Stryker Corp. Add +0.4% 0.07% −0.01
WM Waste Management Inc. Add +9.2% 0.08% −0.01
T AT&T Inc. Add +2.4% 0.08% −0.01
IJR iShares Core S&P Small-Cap E Add +1.0% 0.09% −0.01
SHEL Shell PLC-ADR Add +13.2% 0.15% −0.01
IJH iShares Core S&P Midcap ETF Add +0.2% 0.13% −0.02
ACN Accenture PLC Class A Add +0.1% 0.07% −0.02
LOW Lowe's Cos Inc. Add +1.3% 0.09% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 218$461.1MSGOV, LGDX, PWR, AAPL, NVDA
Q1 2026 189$371.3MSGOV, LGDX, AAPL, PWR, FIX
Q4 2025 175$354.2MLGDX, AAPL, GOOGL, NVDA, MSFT
Q3 2025 177$333.5MLGDX, NVDA, MSFT, AAPL, CVSA
Q2 2025 168$320.5MLGDX, PWR, CRS, MSFT, COF
Q1 2025 161$267.3MLGDX, LTH, MSFT, TLT, SPY
Q4 2024 167$271.4MNVDA, MSFT, SPY, CVSA, AAPL
Q3 2024 181$290.7MMSFT, NVDA, OKE, AAPL, SPY
Q2 2024 164$253.6MNVDA, MSFT, SPY, AAPL, LLY
Q1 2024 170$250.5MNVDA, MSFT, TRV, DUK, MOD