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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 12 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VO VANGUARD INDEX FDS 1,563.0 $126K 0.03% NEW $80.59 +4.3%
222 NEE NEXTERA ENERGY INC Utilities 1,426.0 $125K 0.03% NEW $87.77 -1.8%
223 O REALTY INCOME CORP Real Estate 2,011.0 $125K 0.03% NEW $61.96 +0.7%
224 XLF SELECT SECTOR SPDR TR 2,268.0 $122K 0.03% NEW $53.61 +7.4%
225 RPRX ROYALTY PHARMA PLC Healthcare 2,155.0 $121K 0.03% NEW $56.07 +6.0%
226 UNP UNION PAC CORP Industrials 438.0 $119K 0.03% NEW $271.94 +10.3%
227 REGN REGENERON PHARMACEUTICALS Healthcare 191.0 $119K 0.03% NEW $623.54 +29.3%
228 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 123.0 $119K 0.03% NEW $965.04 +3.1%
229 LIN LINDE PLC Basic Materials 226.0 $117K 0.03% NEW $518.94 -8.6%
230 ON ON SEMICONDUCTOR CORP Technology 1,240.0 $117K 0.03% NEW $94.54 -11.8%
231 INCY INCYTE CORP Healthcare 1,000.0 $113K 0.03% NEW $113.36 +8.9%
232 TT TRANE TECHNOLOGIES PLC Industrials 225.0 $111K 0.03% NEW $491.16 -3.2%
233 MFC MANULIFE FINL CORP Financial Services 2,728.0 $111K 0.03% NEW $40.51 +9.2%
234 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,139.0 $109K 0.03% NEW $96.02 +29.9%
235 IJT ISHARES TR 610.0 $109K 0.03% NEW $178.57 -0.2%
236 ICLN ISHARES TR 5,146.0 $105K 0.03% NEW $20.49 -11.6%
237 CI THE CIGNA GROUP Healthcare 380.0 $105K 0.03% NEW $275.74 -0.1%
238 OTTR OTTER TAIL CORP Utilities 1,155.0 $104K 0.03% NEW $89.98 +2.9%
239 SLYG SPDR SERIES TRUST 868.0 $103K 0.03% NEW $119.13 -0.2%
240 KKR KKR & CO INC Financial Services 1,120.0 $103K 0.03% NEW $91.78 +18.6%
Page 12 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%