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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 9 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VEU VANGUARD INTL EQUITY INDEX F 2,657.0 $222K 0.05% NEW $83.74 +2.5%
162 PEP PEPSICO INC Consumer Defensive 1,637.0 $222K 0.05% NEW $135.39 +2.1%
163 WM WASTE MGMT INC DEL Industrials 987.0 $220K 0.05% NEW $222.88 +0.5%
164 PAGS PAGSEGURO DIGITAL LTD Technology 23,575.0 $213K 0.05% NEW $9.05 -4.3%
165 JEPI J P MORGAN EXCHANGE TRADED F 3,777.0 $213K 0.05% NEW $56.48 +2.3%
166 SPGI S&P GLOBAL INC Financial Services 519.0 $212K 0.05% NEW $407.64 +0.7%
167 DTE DTE ENERGY CO Utilities 1,381.0 $210K 0.05% NEW $152.33 -7.3%
168 BA BOEING CO Industrials 964.0 $209K 0.05% NEW $216.47 +4.4%
169 CGMU CAPITAL GRP FIXED INCM ETF T 7,442.0 $204K 0.05% NEW $27.47 -1.4%
170 SOLV SOLVENTUM CORP Healthcare 2,629.0 $203K 0.05% NEW $77.15 +12.5%
171 VUSB VANGUARD BD INDEX FDS 4,042.0 $201K 0.05% NEW $49.78 -0.1%
172 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 2,608.0 $199K 0.05% NEW $76.40 +6.4%
173 VTEB VANGUARD MUN BD FDS 3,921.0 $198K 0.05% NEW $50.58 -1.9%
174 HBAN HUNTINGTON BANCSHARES INC Financial Services 10,865.0 $193K 0.05% NEW $17.73 +1.2%
175 KO COCA COLA CO Consumer Defensive 2,355.0 $191K 0.05% NEW $81.27 +7.0%
176 VXF VANGUARD INDEX FDS 768.0 $189K 0.05% NEW $246.29 +1.5%
177 MRK MERCK & CO INC Healthcare 1,468.0 $189K 0.05% NEW $128.48 +5.8%
178 IVE ISHARES TR 827.0 $188K 0.05% NEW $227.15 +4.2%
179 CEG CONSTELLATION ENERGY CORP Utilities 750.0 $186K 0.04% NEW $248.37 +12.0%
180 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 3,637.0 $186K 0.04% NEW $51.05 +9.6%
Page 9 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%