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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 2 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,238.0 $5.4M 1.32% NEW $746.75 +3.5%
22 MU MICRON TECHNOLOGY INC Technology 3,642.0 $4.2M 1.02% NEW $1154.35 -12.4%
23 CGGO CAPITAL GROUP GBL GROWTH EQT 90,788.0 $3.8M 0.94% NEW $42.33 -2.1%
24 VOO VANGUARD INDEX FDS 5,535.0 $3.8M 0.93% NEW $686.84 +3.4%
25 TSLA TESLA INC Consumer Cyclical 8,877.0 $3.7M 0.91% NEW $420.59 -19.3%
26 ASML ASML HLDG NV Technology 1,757.0 $3.5M 0.85% NEW $1989.48 -5.3%
27 JPM JPMORGAN CHASE & CO Financial Services 10,646.0 $3.5M 0.85% NEW $327.33 +10.3%
28 VDC VANGUARD WORLD FD 14,815.0 $3.3M 0.81% NEW $225.49 +2.1%
29 ABBV ABBVIE INC Healthcare 13,220.0 $3.3M 0.81% NEW $251.63 -0.5%
30 IYW ISHARES TR 12,996.0 $3.3M 0.80% NEW $252.24 +1.0%
31 META META PLATFORMS INC Communication Services 5,703.0 $3.2M 0.78% NEW $563.28 +1.0%
32 MELI MERCADOLIBRE INC Consumer Cyclical 1,806.0 $3.1M 0.75% NEW $1696.93 +5.3%
33 SCHD SCHWAB STRATEGIC TR 96,608.0 $3.1M 0.75% NEW $31.71 +8.1%
34 CGGR CAPITAL GROUP GROWTH ETF 56,715.0 $2.7M 0.65% NEW $47.20 -0.3%
35 IDV ISHARES TR 63,096.0 $2.6M 0.64% NEW $41.43 +7.7%
36 SHOP SHOPIFY INC Technology 22,676.0 $2.6M 0.63% NEW $114.18 +30.2%
37 QQQ INVESCO QQQ TR Financial Services 3,448.0 $2.5M 0.62% NEW $736.51 -0.9%
38 MMM 3M CO Industrials 13,927.0 $2.3M 0.55% NEW $161.90 +11.3%
39 IWF ISHARES TR 16,577.0 $2.1M 0.50% NEW $124.17 +0.7%
40 JNJ JOHNSON & JOHNSON Healthcare 8,020.0 $2.0M 0.50% NEW $253.97 +3.3%
Page 2 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%