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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 28 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SMURFIT WESTROCK PLC 224.0 $10K 0.00% NEW $46.26
542 TOTALENERGIES SE 132.0 $10K 0.00% NEW $77.76
543 SPG SIMON PPTY GROUP INC NEW Real Estate 46.0 $10K 0.00% NEW $221.80 -0.1%
544 NOC NORTHROP GRUMMAN CORP Industrials 20.0 $10K 0.00% NEW $509.30 +12.0%
545 RWR SPDR SERIES TRUST 90.0 $10K 0.00% NEW $112.97 +0.7%
546 NXT NEXTPOWER INC Technology 84.0 $10K 0.00% NEW $119.14 -16.8%
547 ZTS ZOETIS INC Healthcare 139.0 $10K 0.00% NEW $71.86 +1.5%
548 DGRW WISDOMTREE TR 104.0 $10K 0.00% NEW $95.62 +4.0%
549 WST WEST PHARMACEUTICAL SVSC INC Healthcare 27.0 $10K 0.00% NEW $362.26 -4.3%
550 TELADOC HEALTH INC 10,000.0 $10K 0.00% NEW $0.97
551 MET METLIFE INC Financial Services 113.0 $10K 0.00% NEW $84.61 +14.3%
552 QCLN FIRST TR EXCHANGE-TRADED FD 154.0 $9K 0.00% NEW $61.18 -13.1%
553 TIP ISHARES TR 86.0 $9K 0.00% NEW $109.01 -2.1%
554 XLRE SELECT SECTOR SPDR TR 213.0 $9K 0.00% NEW $43.96 +2.0%
555 PAM PAMPA ENERGIA SA Utilities 114.0 $9K 0.00% NEW $82.13 -2.8%
556 ALLE ALLEGION PLC Industrials 66.0 $9K 0.00% NEW $140.48 +15.4%
557 HPQ HP INC Technology 419.0 $9K 0.00% NEW $21.94 +34.0%
558 PL PLANET LABS PBC Industrials 275.0 $9K 0.00% NEW $33.13 -26.4%
559 EMQQ EXCHANGE TRADED CONCEPTS TRU 291.0 $9K 0.00% NEW $31.16 +9.2%
560 DG DOLLAR GEN CORP Consumer Defensive 77.0 $9K 0.00% NEW $115.10 +4.3%
Page 28 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%