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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 13 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KMI KINDER MORGAN INC DEL Energy 3,192.0 $102K 0.03% NEW $31.97 +1.1%
242 MCK MCKESSON CORP Healthcare 135.0 $102K 0.03% NEW $755.60 +13.8%
243 ARKK ARK ETF TR 1,252.0 $101K 0.03% NEW $80.81 +1.2%
244 VB VANGUARD INDEX FDS 329.0 $100K 0.02% NEW $303.39 +1.5%
245 CGUS CAPITAL GROUP CORE EQUITY ET 2,214.0 $98K 0.02% NEW $44.48 +3.0%
246 FMDE FIDELITY COVINGTON TRUST 2,413.0 $98K 0.02% NEW $40.58 +5.3%
247 RTX RTX CORPORATION Industrials 512.0 $97K 0.02% NEW $189.73 +16.8%
248 ENB ENBRIDGE INC Energy 1,764.0 $96K 0.02% NEW $54.21 -6.7%
249 DTM DT MIDSTREAM INC Energy 643.0 $94K 0.02% NEW $146.76 -8.0%
250 VTWO VANGUARD SCOTTSDALE FDS 775.0 $94K 0.02% NEW $121.35 +1.3%
251 VICE ADVISORSHARES TR 2,810.0 $94K 0.02% NEW $33.32 -3.0%
252 FREL FIDELITY COVINGTON TRUST 3,181.0 $93K 0.02% NEW $29.30 +1.5%
253 FBND FIDELITY MERRIMACK STR TR 2,042.0 $93K 0.02% NEW $45.49 -1.4%
254 CVX CHEVRON CORPORATION Energy 549.0 $91K 0.02% NEW $165.64 +22.4%
255 NXPI NXP SEMICONDUCTORS N V Technology 321.0 $90K 0.02% NEW $281.46 -17.3%
256 TLT ISHARES TR 1,037.0 $90K 0.02% NEW $86.46 -5.9%
257 WFC WELLS FARGO & CO Financial Services 1,082.0 $89K 0.02% NEW $82.63 +6.0%
258 USRT ISHARES TR 1,327.0 $88K 0.02% NEW $66.45 +0.7%
259 IWN ISHARES TR 396.0 $88K 0.02% NEW $221.04 +2.5%
260 CGHM CAPITAL GRP FIXED INCM ETF T 3,380.0 $87K 0.02% NEW $25.85 -1.6%
Page 13 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%