BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 22 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LOGI LOGITECH INTL S A Technology 281.0 $26K 0.01% NEW $94.04 +4.9%
422 NKE NIKE INC Consumer Cyclical 644.0 $26K 0.01% NEW $41.02 -1.9%
423 EXC EXELON CORP Utilities 564.0 $26K 0.01% NEW $46.64 -1.3%
424 FMAT FIDELITY COVINGTON TRUST 449.0 $26K 0.01% NEW $58.45 +1.7%
425 KURE KRANESHARES TRUST 1,663.0 $26K 0.01% NEW $15.75 +18.6%
426 ACN ACCENTURE PLC IRELAND Technology 210.0 $26K 0.01% NEW $124.44 +41.3%
427 SDVY FIRST TR EXCHANGE TRADED FD 600.0 $26K 0.01% NEW $43.14 +2.8%
428 AIEQ AMPLIFY ETF TR 512.0 $25K 0.01% NEW $49.44 +2.9%
429 ORI OLD REP INTL CORP Financial Services 616.0 $25K 0.01% NEW $40.95 +4.3%
430 MKC MCCORMICK & CO INC Consumer Defensive 500.0 $25K 0.01% NEW $50.42 +11.0%
431 BP BP PLC Energy 680.0 $25K 0.01% NEW $36.95 +17.7%
432 ANET ARISTA NETWORKS INC Technology 144.0 $24K 0.01% NEW $169.88 +12.6%
433 AVLV AMERICAN CENTY ETF TR 267.0 $24K 0.01% NEW $91.21 +3.7%
434 FFTY CAPITAL-FORCE ETF TR 554.0 $24K 0.01% NEW $43.51 -14.3%
435 FV FIRST TR EXCHANGE TRADED FD 317.0 $24K 0.01% NEW $75.88 -3.7%
436 JMTG J P MORGAN EXCHANGE TRADED F 473.0 $24K 0.01% NEW $50.67 -1.2%
437 ZS ZSCALER INC Technology 167.0 $24K 0.01% NEW $141.15 +32.9%
438 OGIG ALPS ETF TR 521.0 $23K 0.01% NEW $44.54 +12.5%
439 KMB KIMBERLY-CLARK CORP Consumer Defensive 210.0 $23K 0.01% NEW $109.77 -0.4%
440 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 1,437.0 $23K 0.01% NEW $16.03 +12.7%
Page 22 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%