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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 31 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 65.0 $6K 0.00% NEW $86.09 +14.1%
602 TOST TOAST INC Technology 200.0 $6K 0.00% NEW $27.82 +23.4%
603 SO SOUTHERN CO Utilities 58.0 $6K 0.00% NEW $95.60 -3.5%
604 VRTX VERTEX PHARMACEUTICALS INC Healthcare 11.0 $5K 0.00% NEW $496.73 +3.8%
605 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 42.0 $5K 0.00% NEW $128.55 -3.5%
606 RUNN STRATEGIC TRUST 165.0 $5K 0.00% NEW $32.33 +7.9%
607 ASAN ASANA INC Technology 755.0 $5K 0.00% NEW $7.00 +26.1%
608 W WAYFAIR INC Consumer Cyclical 57.0 $5K 0.00% NEW $92.42 +11.6%
609 WAT WATERS CORP Healthcare 14.0 $5K 0.00% NEW $375.07 +8.7%
610 BEP BROOKFIELD RENEWABLE ENERGY Utilities 150.0 $5K 0.00% NEW $34.73 -0.8%
611 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 407.0 $5K 0.00% NEW $12.76 +20.4%
612 CROX CROCS INC Consumer Cyclical 43.0 $5K 0.00% NEW $120.65 +7.7%
613 HPE HEWLETT PACKARD ENTERPRISE C Technology 114.0 $5K 0.00% NEW $45.02 +28.0%
614 RUM RUM GROUP INC Technology 772.0 $5K 0.00% NEW $6.34 +30.0%
615 AAL AMERICAN AIRLINES GROUP INC Industrials 262.0 $5K 0.00% NEW $18.05 -20.1%
616 APOG APOGEE ENTERPRISES INC Industrials 100.0 $5K 0.00% NEW $45.74 -7.8%
617 RBLX ROBLOX CORP Technology 82.0 $4K 0.00% NEW $54.38 -30.2%
618 HSY HERSHEY CO Consumer Defensive 25.0 $4K 0.00% NEW $178.16 +1.6%
619 JETS ETF SER SOLUTIONS 134.0 $4K 0.00% NEW $33.21 -7.1%
620 SNY SANOFI SA Healthcare 100.0 $4K 0.00% NEW $42.66 +4.1%
Page 31 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%