New Perspectives, Inc
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 79.3% | $43,498,941 |
| Technology | 8.4% | $4,623,289 |
| Healthcare | 3.7% | $2,038,124 |
| Financial Services | 2.4% | $1,337,092 |
| Basic Materials | 2.1% | $1,153,472 |
| Real Estate | 1.3% | $695,690 |
| Utilities | 1.0% | $553,780 |
| Energy | 0.7% | $377,269 |
| Industrials | 0.6% | $343,808 |
| Communication Services | 0.4% | $243,368 |
Last Quarter's Activity
Export CSVSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 43,452 | $31,998,052 | 58.32% | |
| GLDM |
World Gold Trust
|
Reduced | 144,811 | $11,500,889 | 20.96% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 10,720 | $3,101,939 | 5.65% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 1,014 | $1,216,222 | 2.22% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 3,350 | $1,153,472 | 2.10% | |
| EGP |
Eastgroup Properties Inc
Real Estate
|
Added | 3,435 | $695,690 | 1.27% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,522 | $567,736 | 1.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,704 | $557,770 | 1.02% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 2,213 | $442,799 | 0.81% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,276 | $377,269 | 0.69% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 1,264 | $343,808 | 0.63% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 920 | $333,150 | 0.61% | |
| RF |
Regions Financial Corp
Financial Services
|
Held | 10,282 | $310,516 | 0.57% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 2,250 | $307,822 | 0.56% | |
| ADSK |
Autodesk, Inc.
Technology
|
Held | 1,400 | $272,188 | 0.50% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,041 | $261,957 | 0.48% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 762 | $259,643 | 0.47% | |
| LNT |
Alliant Energy Corp
Utilities
|
Held | 3,224 | $245,958 | 0.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 681 | $243,368 | 0.44% | |
| INTC |
Intel Corp
Technology
|
NEW | 1,709 | $238,627 | 0.43% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 893 | $226,795 | 0.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 418 | $209,163 | 0.38% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.