Financial Perspectives, Inc

CIK

2003287

Location

MINNEAPOLIS, MN

Portfolio Value

Small $190,618,714

Diversification

Diversified

Filing Date

Global Rank

#1,329 / 3,203 ▲ 3247

Top Industry

Semiconductors 23.7%

3Y Alpha vs SPY

-3.2%

Period ended 30 days ago

Filed Jul 24, 2026 · 6d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+60.1%

SPY

+65.3%

Annualised alpha

-1.3%

Max drawdown

−19.1%

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. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

486 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.8%

−1.4 pts

Top 5

39.6%

−1.2 pts

Top 10

55.4%

−2.3 pts

HHI

411

Diversified−35

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	46.6%	$88,868,112	87
Healthcare	20.1%	$38,290,902	69
Consumer Cyclical	8.5%	$16,186,849	59
Financial Services	6.6%	$12,554,293	54
Unclassified	4.7%	$8,917,069	16
Industrials	4.2%	$7,919,523	59
Communication Services	3.6%	$6,779,619	24
Consumer Defensive	2.1%	$4,024,626	36
Energy	1.5%	$2,820,212	16
Utilities	1.2%	$2,208,707	25
Basic Materials	0.7%	$1,368,078	22
Real Estate	0.4%	$680,724	19

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	+19,808	57,533	$768,640
CNQ	CANADIAN NATURAL RESOURCES Ltd	+16,147	49,700	$1,963,150
CMCSA	Comcast Corp	+8,621	24,456	$600,394
UBER	Uber Technologies, Inc	+7,649	10,188	$735,166
BSX	Boston Scientific Corp	+5,127	139,697	$5,962,267
SHOP	Shopify Inc.	+3,818	22,676	$2,589,145
ZM	Zoom Communications, Inc.	+2,542	3,018	$260,483
AMZN	Amazon Com Inc	+1,951	24,039	$5,729,455
MSFT	Microsoft Corp	+1,725	35,154	$13,113,145
META	Meta Platforms, Inc.	+1,299	5,703	$3,212,442
UI	Ubiquiti Inc.	+1,203	1,409	$752,448
MFC	Manulife Financial Corp	+962	2,728	$110,511
MSTR	Strategy Inc	+931	1,472	$127,960
MELI	Mercadolibre Inc	+483	1,806	$3,065,486
STNE	StoneCo Ltd.	+404	14,082	$152,648
PFG	Principal Financial Group Inc	+297	535	$57,662
TSLA	Tesla, Inc.	+250	8,877	$3,733,666
KLAC	Kla Corp	+127	141	$42,541
PL	Planet Labs PBC	+110	275	$9,110
BRK-B	Berkshire Hathaway Inc	+63	3,015	$1,508,675
SPY	Spdr S&P 500 ETF Trust	+56	7,238	$5,405,121
PAGS	PagSeguro Digital Ltd.	+54	23,575	$213,353
T	At&T Inc.	+50	17,492	$362,084
GIS	General Mills Inc	+31	13,538	$471,122
V	Visa Inc.	+28	1,368	$469,347
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MDT	Medtronic plc	−6,681	212,224	$16,602,283
RBRK	Rubrik, Inc.	−3,753	3,752	$301,210
AVGO	Broadcom Inc.	−1,909	30,495	$11,519,486
HON	Honeywell International Inc	−1,522	1,475	$330,252
MU	Micron Technology Inc	−1,267	3,642	$4,203,924
AAPL	Apple Inc.	−918	64,612	$18,696,128
WM	Waste Management Inc	−865	987	$219,982
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−748	32,450	$15,497,146
ASB	Associated Banc-Corp	−524	10,403	$320,100
NVDA	Nvidia Corp	−467	44,608	$8,925,614
CVX	Chevron Corp	−411	549	$91,002
MA	Mastercard Inc	−295	852	$437,587
IQI	Invesco Quality Municipal Income Trust	−271	91	$920
INTC	Intel Corp	−252	5,196	$725,517
CSCO	Cisco Systems, Inc.	−240	3,405	$399,951
IIM	Invesco Value Municipal Income Trust	−239	80	$1,018
DD	DuPont de Nemours, Inc.	−177	87	$11,800
THG	Hanover Insurance Group, Inc.	−120	200	$42,824
XOM	ExxonMobil Holdings Corp	−117	1,733	$236,935
NEE	Nextera Energy Inc	−89	1,426	$125,160
VZ	Verizon Communications Inc	−63	4,037	$170,926
TXN	Texas Instruments Inc	−52	37	$11,028
MET	Metlife Inc	−51	113	$9,560
CNP	Centerpoint Energy Inc	−44	382	$16,823
IAU	Ishares Gold Trust	−42	4,217	$318,425
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	1,475	$325,680
TMDX	TransMedics Group, Inc.	1,000	$66,420
SPCX	Space Exploration Technologies Corp	200	$34,172
EME	EMCOR Group, Inc.	38	$31,535
ZS	Zscaler, Inc.	167	$23,572
VRT	Vertiv Holdings Co	32	$10,714
VICI	Vici Properties Inc.	322	$8,549
SUZ	Suzano S.A.	1,000	$7,760
ASTS	AST SpaceMobile, Inc.	65	$5,775
FDXF	FedEx Freight Holding Company, Inc.	27	$4,077
CRWV	CoreWeave, Inc.	25	$2,488
ALGT	Allegiant Travel CO	1	$117
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
MS	Morgan Stanley	51	$8,393
AL	SUMISHO AIR LEASE CORP	60	$3,896
TWLO	Twilio Inc	8	$1,006
SNCY	Sun Country Airlines Holdings, LLC	10	$165
KD	Kyndryl Holdings, Inc.	8	$104
SPCE	Virgin Galactic Holdings, Inc	4	$9
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

486 tracked positions · $190,618,714 total · as of Jun 30, 2026

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

Showing 1–50 of 486 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	64,612	-918	$18,696,128	+12.4%	9.81%
MDT	Medtronic plc Healthcare	Reduced	212,224	-6,681	$16,602,283	−12.5%	8.71%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	32,450	-748	$15,497,146	+38.1%	8.13%
MSFT	Microsoft Corp Technology	Added	35,154	+1,725	$13,113,145	+6.0%	6.88%
AVGO	Broadcom Inc. Technology	Reduced	30,495	-1,909	$11,519,486	+14.9%	6.04%
NVDA	Nvidia Corp Technology	Reduced	44,608	-467	$8,925,614	+13.5%	4.68%
BSX	Boston Scientific Corp Healthcare	Added	139,697	+5,127	$5,962,267	−29.4%	3.13%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,039	+1,951	$5,729,455	+24.5%	3.01%
SPY	Spdr S&P 500 ETF Trust	Added	7,238	+56	$5,405,121	+15.7%	2.84%
MU	Micron Technology Inc Technology	Reduced	3,642	-1,267	$4,203,924	+153.5%	2.21%
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,877	+250	$3,733,666	+16.4%	1.96%
ASML	Asml Holding NV Technology	Held	1,757	0	$3,495,445	+50.6%	1.83%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,646	+3	$3,484,755	+11.3%	1.83%
ABBV	AbbVie Inc. Healthcare	Added	13,220	+3	$3,326,680	+15.7%	1.75%
META	Meta Platforms, Inc. Communication Services	Added	5,703	+1,299	$3,212,442	+27.5%	1.69%
MELI	Mercadolibre Inc Consumer Cyclical	Added	1,806	+483	$3,065,486	+34.0%	1.61%
SHOP	Shopify Inc. Technology	Added	22,676	+3,818	$2,589,145	+15.7%	1.36%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,448	-3	$2,539,107	+27.5%	1.33%
MMM	3M Co Industrials	Added	13,927	+1	$2,254,920	+11.5%	1.18%
JNJ	Johnson & Johnson Healthcare	Held	8,020	0	$2,036,839	+3.9%	1.07%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	49,700	+16,147	$1,963,150	+20.1%	1.03%
UNH	Unitedhealth Group Inc Healthcare	Added	4,284	+1	$1,780,558	+53.6%	0.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,015	+63	$1,508,675	+6.7%	0.79%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,451	-5	$1,423,810	+185.0%	0.75%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,915	-22	$1,399,103	+23.6%	0.73%
AMGN	Amgen Inc Healthcare	Added	3,675	+8	$1,330,791	+3.1%	0.70%
SE	Sea Ltd Consumer Cyclical	Held	13,274	0	$1,272,047	+15.7%	0.67%
USB	US Bancorp De Financial Services	Added	20,193	+19	$1,219,657	+16.2%	0.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,238	-14	$1,158,111	−7.2%	0.61%
GILD	Gilead Sciences, Inc. Healthcare	Held	8,055	0	$1,017,668	−9.3%	0.53%
ABT	Abbott Laboratories Healthcare	Held	8,568	0	$777,460	−11.6%	0.41%
LLY	ELI LILLY & Co Healthcare	Held	641	0	$768,834	+30.4%	0.40%
NU	Nu Holdings Ltd. Financial Services	Added	57,533	+19,808	$768,640	+41.8%	0.40%
UI	Ubiquiti Inc. Technology	Added	1,409	+1,203	$752,448	+362.2%	0.39%
UBER	Uber Technologies, Inc Technology	Added	10,188	+7,649	$735,166	+302.5%	0.39%
INTC	Intel Corp Technology	Reduced	5,196	-252	$725,517	+201.8%	0.38%
CAT	Caterpillar Inc Industrials	Held	648	0	$690,055	+50.3%	0.36%
ORCL	Oracle Corp Technology	Held	4,533	0	$664,311	−0.4%	0.35%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,870	-24	$659,511	+5.9%	0.35%
GE	General Electric Co Industrials	Reduced	1,679	-21	$627,492	+30.1%	0.33%
AMAT	Applied Materials Inc /De Technology	Held	839	0	$606,597	+111.5%	0.32%
CMCSA	Comcast Corp Communication Services	Added	24,456	+8,621	$600,394	+32.1%	0.31%
HDB	Hdfc Bank Ltd Financial Services	Held	23,119	0	$597,163	+3.8%	0.31%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	14,014	0	$596,856	+5.2%	0.31%
VALE	Vale S.A. Basic Materials	Held	39,456	0	$593,418	−5.5%	0.31%
CARR	CARRIER GLOBAL Corp Industrials	Held	7,828	0	$574,183	+30.3%	0.30%
SRE	Sempra Utilities	Held	6,162	0	$571,279	−4.6%	0.30%
DIS	Walt Disney Co Communication Services	Held	5,779	0	$556,228	−0.1%	0.29%
NVO	Novo Nordisk A S Healthcare	Held	11,256	0	$539,612	+30.4%	0.28%
WMT	Walmart Inc. Consumer Defensive	Held	4,618	0	$523,034	−8.9%	0.27%

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.