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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 19 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 140.0 $41K 0.01% NEW $294.09 +3.4%
362 CGGE CAPITAL GROUP GLOBAL EQUITY 1,145.0 $40K 0.01% NEW $35.23 +0.6%
363 GD GENERAL DYNAMICS CORP Industrials 113.0 $40K 0.01% NEW $354.07 +11.1%
364 RSP INVESCO EXCHANGE TRADED FD T 185.0 $39K 0.01% NEW $212.77 +3.9%
365 IXUS ISHARES TR 410.0 $39K 0.01% NEW $95.55 +1.4%
366 ARKF ARK ETF TR 989.0 $39K 0.01% NEW $39.46 +9.0%
367 RDDT REDDIT INC Communication Services 224.0 $39K 0.01% NEW $173.58 -6.6%
368 IJJ ISHARES TR 262.0 $39K 0.01% NEW $147.73 +1.6%
369 FNCL FIDELITY COVINGTON TRUST 505.0 $39K 0.01% NEW $76.57 +7.7%
370 IYF ISHARES TR 301.0 $38K 0.01% NEW $127.70 +7.5%
371 EWJ ISHARES INC 410.0 $38K 0.01% NEW $93.27 +2.8%
372 CYRX CRYOPORT INC Industrials 2,432.0 $38K 0.01% NEW $15.70 -3.2%
373 ITB ISHARES TR 365.0 $38K 0.01% NEW $104.48 -6.8%
374 CB CHUBB LIMITED Financial Services 109.0 $37K 0.01% NEW $340.74 +2.0%
375 FBT FIRST TR EXCHANGE-TRADED FD 148.0 $37K 0.01% NEW $247.89 +5.4%
376 GMAB GENMAB A/S Healthcare 1,333.0 $37K 0.01% NEW $27.47 +19.8%
377 PRU PRUDENTIAL FINL INC Financial Services 338.0 $36K 0.01% NEW $107.93 +15.9%
378 SPSM SPDR SERIES TRUST 625.0 $36K 0.01% NEW $57.65 +0.3%
379 FTCS FIRST TR EXCHANGE-TRADED FD 381.0 $36K 0.01% NEW $93.92 +7.9%
380 IYH ISHARES TR 529.0 $35K 0.01% NEW $67.06 +6.9%
Page 19 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%