New Perspectives, Inc

CIK

1909565

Location

TOUGALOO, MS

Portfolio Value

Micro $50,509,677

Diversification

Highly concentrated

Filing Date

Global Rank

#6,823 / 8,605 ▲ 94 · as of Mar 2026

Top Industry

Consumer Electronics 28.1%

3Y Alpha vs SPY

+2.3%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

16 quarters · since Jun 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+86.0%

SPY

+76.5%

Annualised alpha

+2.1%

Max drawdown

−22.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

50.8%

−3.1 pts

Top 5

89.7%

−0.8 pts

Top 10

94.7%

−1.1 pts

HHI

3,490

Highly concentrated−169

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	80.1%	$40,468,336	2
Technology	8.1%	$4,101,574	4
Healthcare	3.4%	$1,701,039	4
Basic Materials	2.1%	$1,073,842	1
Financial Services	2.0%	$1,018,171	3
Real Estate	1.3%	$635,599	1
Utilities	1.0%	$526,284	2
Energy	0.9%	$470,904	1
Industrials	0.6%	$306,671	1
Consumer Defensive	0.4%	$207,257	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+25	2,213	$385,947
ABBV	AbbVie Inc.	+4	1,041	$226,407
JPM	Jpmorgan Chase & Co	+1	1,704	$501,248
MSFT	Microsoft Corp	+1	1,522	$563,398
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−608	44,498	$25,683,355
CVX	Chevron Corp	−23	2,276	$470,904
GLDM	World Gold Trust	−1	159,510	$14,784,981
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
JNJ	Johnson & Johnson	893	$218,284
COST	Costco Wholesale Corp /New	208	$207,257
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

20 positions · $50,509,677 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	44,498	-608	$25,683,355	−7.3%	50.85%
GLDM	World Gold Trust	Reduced	159,510	-1	$14,784,981	+8.6%	29.27%
AAPL	Apple Inc. Technology	Held	11,100	0	$2,817,069	−6.6%	5.58%
SHW	Sherwin Williams Co Basic Materials	Held	3,350	0	$1,073,842	−1.1%	2.13%
LLY	ELI LILLY & Co Healthcare	Held	1,014	0	$932,646	−14.4%	1.85%
EGP	Eastgroup Properties Inc Real Estate	Held	3,434	0	$635,599	+3.9%	1.26%
MSFT	Microsoft Corp Technology	Added	1,522	+1	$563,398	−23.4%	1.12%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,704	+1	$501,248	−8.7%	0.99%
CVX	Chevron Corp Energy	Reduced	2,276	-23	$470,904	+34.4%	0.93%
NVDA	Nvidia Corp Technology	Added	2,213	+25	$385,947	−5.4%	0.76%
ADSK	Autodesk, Inc. Technology	Held	1,400	0	$335,160	−19.1%	0.66%
AMGN	Amgen Inc Healthcare	Held	920	0	$323,702	+7.5%	0.64%
UNP	Union Pacific Corp Industrials	Held	1,264	0	$306,671	+4.9%	0.61%
AEP	American Electric Power Co Inc Utilities	Held	2,250	0	$294,930	+13.7%	0.58%
RF	Regions Financial Corp Financial Services	Held	10,282	0	$268,565	−3.6%	0.53%
CB	Chubb Ltd Financial Services	Held	762	0	$248,358	+4.4%	0.49%
LNT	Alliant Energy Corp Utilities	Held	3,224	0	$231,354	+10.4%	0.46%
ABBV	AbbVie Inc. Healthcare	Added	1,041	+4	$226,407	−4.4%	0.45%
JNJ	Johnson & Johnson Healthcare	NEW	893	NEW	$218,284	NEW	0.43%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	208	NEW	$207,257	NEW	0.41%