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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 6 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WMT WALMART INC Consumer Defensive 4,618.0 $523K 0.13% NEW $113.25 +1.0%
102 VWO VANGUARD INTL EQUITY INDEX F 8,565.0 $511K 0.12% NEW $59.69 +1.2%
103 TGT TARGET CORP Consumer Defensive 3,847.0 $503K 0.12% NEW $130.62 +15.6%
104 DE DEERE & CO Industrials 790.0 $501K 0.12% NEW $634.33 -5.4%
105 IGRO ISHARES TR 5,693.0 $501K 0.12% NEW $87.94 +4.6%
106 NET CLOUDFLARE INC Technology 2,028.0 $497K 0.12% NEW $245.28 +25.2%
107 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 12,674.0 $488K 0.12% NEW $38.50 +2.6%
108 GIS GENERAL MILLS INC Consumer Defensive 13,538.0 $471K 0.12% NEW $34.80 +9.1%
109 V VISA INC Financial Services 1,368.0 $469K 0.11% NEW $343.20 +4.6%
110 CGW INVESCO EXCH TRADED FD TR II 7,009.0 $461K 0.11% NEW $65.73 -1.3%
111 PFE PFIZER INC Healthcare 18,621.0 $448K 0.11% NEW $24.08 +11.6%
112 DFE WISDOMTREE TR 6,134.0 $441K 0.11% NEW $71.97 +7.4%
113 MA MASTERCARD INCORPORATED Financial Services 852.0 $437K 0.11% NEW $513.42 +9.5%
114 ISRG INTUITIVE SURGICAL INC Healthcare 1,091.0 $434K 0.11% NEW $397.68 -1.8%
115 PWV INVESCO EXCHANGE TRADED FD T 5,461.0 $414K 0.10% NEW $75.77 +7.5%
116 BAC BANK OF AMER CORP Financial Services 7,192.0 $410K 0.10% NEW $56.98 +12.1%
117 CSCO CISCO SYS INC Technology 3,405.0 $400K 0.10% NEW $117.47 -3.9%
118 MDB MONGODB INC Technology 1,172.0 $394K 0.10% NEW $335.90 +30.6%
119 VBK VANGUARD INDEX FDS 1,076.0 $393K 0.10% NEW $365.61 +0.2%
120 IUSG ISHARES TR 2,071.0 $390K 0.10% NEW $188.13 +2.9%
Page 6 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%