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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 5 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CAT CATERPILLAR INC Industrials 648.0 $690K 0.17% NEW $1064.90 -17.2%
82 ORCL ORACLE CORP Technology 4,533.0 $664K 0.16% NEW $146.56 +0.1%
83 HD HOME DEPOT INC Consumer Cyclical 1,870.0 $659K 0.16% NEW $352.60 -4.2%
84 FELC FIDELITY COVINGTON TRUST 15,227.0 $638K 0.15% NEW $41.91 +4.9%
85 IEMG ISHARES INC 7,674.0 $636K 0.15% NEW $82.84 -1.1%
86 FESM FIDELITY COVINGTON TRUST 13,137.0 $634K 0.15% NEW $48.29 +1.0%
87 GE GE AEROSPACE Industrials 1,679.0 $628K 0.15% NEW $373.76 -1.2%
88 AMAT APPLIED MATLS INC Technology 839.0 $607K 0.15% NEW $723.28 -26.0%
89 CMCSA COMCAST CORP NEW Communication Services 24,456.0 $600K 0.15% NEW $24.55 +4.2%
90 HDB HDFC BANK LTD Financial Services 23,119.0 $597K 0.14% NEW $25.83 -10.4%
91 BN BROOKFIELD CORP Financial Services 14,014.0 $597K 0.14% NEW $42.59 +0.4%
92 KXI ISHARES TR 8,822.0 $596K 0.14% NEW $67.53 +1.1%
93 VALE VALE S A Basic Materials 39,456.0 $593K 0.14% NEW $15.04 -8.6%
94 EFAV ISHARES TR 6,746.0 $592K 0.14% NEW $87.71 +6.2%
95 CGBL CAPITAL GROUP CORE BALANCED 15,490.0 $588K 0.14% NEW $37.96 +1.1%
96 CARR CARRIER GLOBAL CORPORATION Industrials 7,828.0 $574K 0.14% NEW $73.35 -14.7%
97 SRE SEMPRA Utilities 6,162.0 $571K 0.14% NEW $92.71 -7.3%
98 DIS DISNEY WALT CO Communication Services 5,779.0 $556K 0.14% NEW $96.25 +7.5%
99 IJH ISHARES TR 7,194.0 $555K 0.14% NEW $77.10 +1.8%
100 NVO NOVO-NORDISK A S Healthcare 11,256.0 $540K 0.13% NEW $47.94 -6.4%
Page 5 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%