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Portfolio (Quarterly) Guide ↗

Financial Perspectives, Inc

· CIK 0002003287
13F Portfolio $411M AUM 728 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 728 New
Page 11 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IMCG ISHARES TR 1,567.0 $154K 0.04% NEW $98.29 +1.8%
202 SGOV ISHARES TR 1,522.0 $153K 0.04% NEW $100.68 -0.1%
203 ABNB AIRBNB INC Consumer Cyclical 1,070.0 $153K 0.04% NEW $143.10 +25.3%
204 STNE STONECO LTD Technology 14,082.0 $153K 0.04% NEW $10.84 -14.5%
205 ARKW ARK ETF TR 1,048.0 $152K 0.04% NEW $144.87 +5.0%
206 FIW FIRST TR EXCHANGE-TRADED FD 1,380.0 $151K 0.04% NEW $109.54 +1.2%
207 CGXU CAPITAL GROUP INTL FOCUS EQT 4,318.0 $149K 0.04% NEW $34.62 +2.2%
208 USMV ISHARES TR 1,548.0 $149K 0.04% NEW $96.44 +4.1%
209 LRCX LAM RESEARCH CORP Technology 343.0 $149K 0.04% NEW $433.17 -20.6%
210 ITA ISHARES TR 611.0 $148K 0.04% NEW $242.42 +3.6%
211 XLP SELECT SECTOR SPDR TR 1,764.0 $147K 0.04% NEW $83.05 +2.0%
212 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 1,500.0 $138K 0.03% NEW $92.09 -2.0%
213 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 425.0 $135K 0.03% NEW $317.57 -5.0%
214 ARGX ARGENX SE Healthcare 145.0 $135K 0.03% NEW $927.77 +6.5%
215 BEPC BROOKFIELD RENEWABLE CORP Utilities 3,612.0 $134K 0.03% NEW $37.12 -5.4%
216 IWR ISHARES TR 1,214.0 $134K 0.03% NEW $110.36 +3.5%
217 IBB ISHARES TR 700.0 $133K 0.03% NEW $190.25 +6.1%
218 CRSP CRISPR THERAPEUTICS AG Healthcare 2,422.0 $132K 0.03% NEW $54.54 -0.5%
219 MSTR STRATEGY INC Technology 1,472.0 $128K 0.03% NEW $86.93 +12.4%
220 PH PARKER-HANNIFIN CORP Industrials 129.0 $127K 0.03% NEW $981.70 +7.3%
Page 11 of 37  ·  728 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.0%
Healthcare 19.2%
Financial Services 10.0%
Communication Services 8.4%
Consumer Cyclical 8.1%
Industrials 3.4%
Consumer Defensive 2.0%
Utilities 1.4%
Energy 1.4%
Basic Materials 0.7%