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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 23 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SUSA ISHARES TR 145.0 $22K 0.01% NEW $154.43 +2.6%
442 FEX FIRST TR EXCHANGE-TRADED ALP 160.0 $22K 0.01% NEW $139.88 +0.7%
443 CTVA CORTEVA INC Basic Materials 264.0 $22K 0.01% NEW $84.69 -8.3%
444 HRL HORMEL FOODS CORP Consumer Defensive 900.0 $22K 0.01% NEW $24.82 -1.5%
445 VTRS VIATRIS INC Healthcare 1,366.0 $22K 0.01% NEW $15.88 +2.9%
446 KWEB KRANESHARES TRUST 883.0 $22K 0.01% NEW $24.47 +9.3%
447 Q QNITY ELECTRONICS INC Technology 132.0 $22K 0.01% NEW $163.31 -18.5%
448 VSNT VERSANT MEDIA GROUP INC Industrials 592.0 $21K 0.01% NEW $36.04 +10.0%
449 IWV ISHARES TR 50.0 $21K 0.01% NEW $426.40 +2.7%
450 SCHB SCHWAB STRATEGIC TR 727.0 $21K 0.01% NEW $28.95 +2.7%
451 NUDV NUSHARES ETF TR 644.0 $21K 0.01% NEW $32.56 +4.9%
452 CPNG COUPANG INC Consumer Cyclical 1,173.0 $20K 0.01% NEW $17.37 -9.2%
453 OWL BLUE OWL CAPITAL INC Financial Services 2,312.0 $20K 0.01% NEW $8.75 +33.1%
454 OKTA OKTA INC Technology 147.0 $20K 0.01% NEW $136.45 +5.4%
455 CME CME GROUP INC Financial Services 91.0 $20K 0.01% NEW $220.37 +23.8%
456 ADI ANALOG DEVICES INC Technology 50.0 $20K 0.01% NEW $397.18 -6.3%
457 GM GENERAL MTRS CO Consumer Cyclical 255.0 $20K 0.01% NEW $77.08 +8.8%
458 SAP SAP SE Technology 125.0 $19K 0.01% NEW $154.11 +37.8%
459 LUMN LUMEN TECHNOLOGIES INC Communication Services 2,494.0 $19K 0.01% NEW $7.68 -20.6%
460 FNX FIRST TR EXCHANGE-TRADED ALP 130.0 $19K 0.01% NEW $146.35 +0.1%
Page 23 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%