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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 29 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BNS BANK NOVA SCOTIA B C Financial Services 100.0 $9K 0.00% NEW $86.84 +5.2%
562 PNW PINNACLE WEST CAP CORP Utilities 81.0 $9K 0.00% NEW $107.00 -6.2%
563 FCG FIRST TR EXCHANGE-TRADED FD 324.0 $9K 0.00% NEW $26.61 +14.2%
564 BMO BANK MONTREAL MEDIUM Financial Services 49.0 $9K 0.00% NEW $175.53 +5.6%
565 VICI VICI PPTYS INC Real Estate 322.0 $9K 0.00% NEW $26.55 -2.2%
566 AMT AMERICAN TOWER CORP Real Estate 50.0 $8K 0.00% NEW $163.58 +5.3%
567 LEN LENNAR CORP Consumer Cyclical 90.0 $8K 0.00% NEW $90.49 -4.4%
568 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 100.0 $8K 0.00% NEW $79.22 +3.3%
569 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 79.0 $8K 0.00% NEW $100.08 +5.5%
570 MAR MARRIOTT INTL INC NEW Consumer Cyclical 21.0 $8K 0.00% NEW $370.57 -3.8%
571 SUZ SUZANO S A Basic Materials 1,000.0 $8K 0.00% NEW $7.76 +1.3%
572 LQD ISHARES TR 71.0 $8K 0.00% NEW $109.24 -3.2%
573 CE CELANESE CORP DEL Basic Materials 164.0 $8K 0.00% NEW $46.00 -2.2%
574 HOOD ROBINHOOD MKTS INC Financial Services 75.0 $8K 0.00% NEW $100.28 -4.0%
575 BKH BLACK HILLS CORP Utilities 100.0 $7K 0.00% NEW $74.40 -1.4%
576 DRAM ROUNDHILL ETF TRUST 100.0 $7K 0.00% NEW $73.85 -18.2%
577 EEMV ISHARES INC 98.0 $7K 0.00% NEW $75.22 +0.6%
578 SCHA SCHWAB STRATEGIC TR 204.0 $7K 0.00% NEW $36.05 -0.7%
579 PATK PATRICK INDS INC Consumer Cyclical 80.0 $7K 0.00% NEW $90.22 -6.0%
580 LNT ALLIANT ENERGY CORP Utilities 92.0 $7K 0.00% NEW $76.29 -7.8%
Page 29 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%