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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 27 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CVY INVESCO EXCHANGE TRADED FD T 441.0 $13K 0.00% NEW $28.84 +4.7%
522 BLOK AMPLIFY ETF TR 203.0 $13K 0.00% NEW $62.63 -5.5%
523 FETH FIDELITY ETHEREUM FD Financial Services 804.0 $13K 0.00% NEW $15.74 +21.1%
524 VRP INVESCO EXCH TRADED FD TR II 505.0 $12K 0.00% NEW $24.31 -0.9%
525 FXN FIRST TR EXCHANGE-TRADED FD 600.0 $12K 0.00% NEW $20.23 +15.5%
526 SPYG SPDR SERIES TRUST 101.0 $12K 0.00% NEW $119.30 +1.3%
527 KTB KONTOOR BRANDS INC Consumer Cyclical 142.0 $12K 0.00% NEW $83.34 -1.2%
528 DUPONT DE NEMOURS INC 87.0 $12K 0.00% NEW $135.64
529 AXON AXON ENTERPRISE INC Industrials 21.0 $12K 0.00% NEW $560.62 +10.6%
530 QTEC FIRST TR EXCHANGE-TRADED FD 35.0 $12K 0.00% NEW $334.69 -5.4%
531 VFC V F CORP Consumer Cyclical 700.0 $12K 0.00% NEW $16.68 -14.2%
532 ACGL ARCH CAP GROUP LTD Financial Services 119.0 $12K 0.00% NEW $97.06 +1.9%
533 DBEF DBX ETF TR 210.0 $11K 0.00% NEW $54.63 +2.1%
534 TXN TEXAS INSTRS INC Technology 37.0 $11K 0.00% NEW $298.08 -8.7%
535 FXL FIRST TR EXCHANGE-TRADED FD 50.0 $11K 0.00% NEW $217.22 -0.1%
536 VRT VERTIV HOLDINGS CO Industrials 32.0 $11K 0.00% NEW $334.81 -18.6%
537 SLV ISHARES SILVER TR Financial Services 200.0 $11K 0.00% NEW $53.47 +7.4%
538 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 272.0 $11K 0.00% NEW $38.73 +49.2%
539 ALL ALLSTATE CORP Financial Services 44.0 $10K 0.00% NEW $237.93 +9.8%
540 FXH FIRST TR EXCHANGE-TRADED FD 85.0 $10K 0.00% NEW $122.40 +7.9%
Page 27 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%