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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 7 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 QCOM QUALCOMM INC Technology 2,097.0 $387K 0.09% NEW $184.75 -12.2%
122 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 11,251.0 $381K 0.09% NEW $33.88 +7.6%
123 IXN ISHARES TR 2,530.0 $366K 0.09% NEW $144.49 -0.3%
124 EFA ISHARES TR 3,503.0 $364K 0.09% NEW $103.89 +4.4%
125 T AT&T INC Communication Services 17,492.0 $362K 0.09% NEW $20.70 +19.2%
126 CGCP CAPITAL GRP FIXED INCM ETF T 16,098.0 $359K 0.09% NEW $22.29 -1.3%
127 SCHY SCHWAB STRATEGIC TR 11,100.0 $352K 0.09% NEW $31.73 +4.0%
128 ECL ECOLAB INC Basic Materials 1,238.0 $345K 0.08% NEW $278.65 -1.0%
129 XLE SELECT SECTOR SPDR TR 6,331.0 $336K 0.08% NEW $53.11 +17.8%
130 HONEYWELL INTL INC 1,475.0 $330K 0.08% NEW $223.90
131 IWP ISHARES TR 2,227.0 $326K 0.08% NEW $146.44 +0.9%
132 HONEYWELL AEROSPACE INC 1,475.0 $326K 0.08% NEW $221.08
133 SNOW SNOWFLAKE INC Technology 1,281.0 $326K 0.08% NEW $254.50 +29.7%
134 GEV GE VERNOVA INC Utilities 276.0 $325K 0.08% NEW $1176.05 -8.3%
135 FDVV FIDELITY COVINGTON TRUST 5,369.0 $324K 0.08% NEW $60.29 +5.6%
136 ASB ASSOCIATED BANC-CORP Financial Services 10,403.0 $320K 0.08% NEW $30.77 +4.2%
137 IAU ISHARES GOLD TR Financial Services 4,217.0 $318K 0.08% NEW $75.51 +10.1%
138 MCD MCDONALDS CORP Consumer Cyclical 1,177.0 $318K 0.08% NEW $270.32 -1.8%
139 GLD SPDR GOLD TR Financial Services 838.0 $309K 0.07% NEW $368.38 +10.1%
140 BND VANGUARD BD INDEX FDS 4,139.0 $304K 0.07% NEW $73.41 -1.7%
Page 7 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%