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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 30 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CARNIVAL CORP LTD 240.0 $7K 0.00% NEW $28.57
582 QTUM ETF SER SOLUTIONS 41.0 $7K 0.00% NEW $165.39 -4.3%
583 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 315.0 $7K 0.00% NEW $21.11 -13.9%
584 FNDC SCHWAB STRATEGIC TR 135.0 $7K 0.00% NEW $48.56 +5.6%
585 XLU SELECT SECTOR SPDR TR 142.0 $6K 0.00% NEW $45.34 -2.6%
586 UHAL U HAUL HOLDING COMPANY Industrials 95.0 $6K 0.00% NEW $65.44 +12.7%
587 PDD PDD HOLDINGS INC Consumer Cyclical 81.0 $6K 0.00% NEW $76.28 +14.0%
588 GRAL GRAIL INC Healthcare 90.0 $6K 0.00% NEW $68.27 +2.5%
589 ELMD ELECTROMED INC Healthcare 145.0 $6K 0.00% NEW $42.30 -4.9%
590 NVT NVENT ELEC PLC Industrials 36.0 $6K 0.00% NEW $169.61 +4.5%
591 SMITHFIELD FOODS INC 250.0 $6K 0.00% NEW $24.26
592 FIS FIDELITY NATL INFORMATION SV Technology 155.0 $6K 0.00% NEW $38.79 +6.1%
593 CX CEMEX SA EURO MTN BE 144A Basic Materials 500.0 $6K 0.00% NEW $12.00 -7.4%
594 DOW DOW HLDGS INC Basic Materials 218.0 $6K 0.00% NEW $27.36 +14.6%
595 ROST ROSS STORES INC Consumer Cyclical 28.0 $6K 0.00% NEW $210.21 +11.9%
596 HLN HALEON PLC Healthcare 628.0 $6K 0.00% NEW $9.33 +2.7%
597 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 221.0 $6K 0.00% NEW $26.39 +10.1%
598 ASTS AST SPACEMOBILE INC Technology 65.0 $6K 0.00% NEW $88.86 -19.9%
599 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 325.0 $6K 0.00% NEW $17.35 -14.3%
600 EW EDWARDS LIFESCIENCES CORP Healthcare 62.0 $6K 0.00% NEW $90.47 +0.4%
Page 30 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%