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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 8 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PLTR PALANTIR TECHNOLOGIES INC Technology 2,597.0 $303K 0.07% NEW $116.67 +47.9%
142 RBRK RUBRIK INC. Technology 3,752.0 $301K 0.07% NEW $80.28 +25.8%
143 BLK BLACKROCK INC Financial Services 312.0 $300K 0.07% NEW $962.27 +19.2%
144 IJS ISHARES TR 2,044.0 $279K 0.07% NEW $136.71 +2.2%
145 CGMS CAPITAL GRP FIXED INCM ETF T 10,190.0 $278K 0.07% NEW $27.33 -0.7%
146 NVS NOVARTIS AG Healthcare 1,774.0 $278K 0.07% NEW $156.72 -3.0%
147 NOW SERVICENOW INC Technology 2,725.0 $271K 0.07% NEW $99.28 +18.6%
148 BOTZ GLOBAL X FDS 6,963.0 $264K 0.06% NEW $37.94 -0.3%
149 ZM ZOOM COMMUNICATIONS INC Technology 3,018.0 $260K 0.06% NEW $86.31 +22.3%
150 IRM IRON MTN INC DEL Real Estate 2,000.0 $253K 0.06% NEW $126.31 +2.8%
151 PANW PALO ALTO NETWORKS INC Technology 732.0 $250K 0.06% NEW $341.02 +10.2%
152 DAL DELTA AIR LINES INC Industrials 2,591.0 $243K 0.06% NEW $93.67 -6.5%
153 IWO ISHARES TR 616.0 $243K 0.06% NEW $393.87 +0.2%
154 UBS UBS GROUP AG Financial Services 4,894.0 $243K 0.06% NEW $49.56 +7.8%
155 XOM EXXON MOBIL CORP Energy 1,733.0 $237K 0.06% NEW $136.75 +18.1%
156 VOT VANGUARD INDEX FDS 770.0 $236K 0.06% NEW $306.30 +2.0%
157 NTES NETEASE COM INC Technology 1,821.0 $233K 0.06% NEW $128.10 -2.9%
158 TMO THERMO FISHER SCIENTIFIC INC Healthcare 460.0 $230K 0.06% NEW $501.00 +16.9%
159 CGIE CAPITAL GROUP INTERNATIONAL 6,224.0 $229K 0.06% NEW $36.78 +3.9%
160 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 6,154.0 $225K 0.06% NEW $36.49 +6.6%
Page 8 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%