Financial Perspectives, Inc

CIK

2003287

Location

MINNEAPOLIS, MN

Portfolio Value

Small $169,684,085

Diversification

Diversified

Filing Date

Global Rank

#4,577 / 8,605 ▼ 74 · as of Mar 2026

Top Industry

Semiconductors 19.8%

3Y Alpha vs SPY

-3.7%

Period ended 3 months ago

Filed May 11, 2026 · 59d

25 quarters · since Mar 2020

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

+61.5%

SPY

+76.5%

Annualised alpha

-3.5%

Max drawdown

−19.2%

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

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

Top Position

11.2%

−0.1 pts

Top 5

40.8%

−1.5 pts

Top 10

57.8%

−2.1 pts

HHI

446

Diversified−26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	41.9%	$71,020,543	86
Healthcare	24.6%	$41,763,020	68
Consumer Cyclical	8.0%	$13,634,704	59
Financial Services	6.7%	$11,384,713	54
Unclassified	4.6%	$7,804,250	16
Industrials	4.1%	$6,961,901	55
Communication Services	3.4%	$5,832,589	24
Consumer Defensive	2.5%	$4,183,945	36
Energy	1.6%	$2,713,507	16
Utilities	1.4%	$2,414,071	25
Basic Materials	0.8%	$1,362,478	21
Real Estate	0.4%	$608,364	18

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+1,640	65,530	$16,630,858
MDT	Medtronic plc	+1,603	218,905	$18,968,118
IAU	Ishares Gold Trust	+1,268	4,259	$375,473
INTC	Intel Corp	+1,000	5,448	$240,420
MU	Micron Technology Inc	+648	4,909	$1,658,456
BA	Boeing Co	+500	964	$191,864
WMT	Walmart Inc.	+450	4,618	$573,925
FIG	Figma, Inc.	+416	755	$15,960
MMM	3M Co	+402	13,926	$2,022,472
KO	Coca Cola Co	+360	2,353	$178,945
VZ	Verizon Communications Inc	+307	4,100	$205,820
PG	PROCTER & GAMBLE Co	+250	1,085	$156,717
PFE	Pfizer Inc	+226	18,594	$522,119
MSFT	Microsoft Corp	+204	33,429	$12,374,412
DIS	Walt Disney Co	+201	5,779	$556,980
T	At&T Inc.	+166	17,442	$505,643
RTX	RTX Corp	+150	512	$98,764
MRK	Merck & Co., Inc.	+150	1,468	$176,585
MCD	Mcdonalds Corp	+150	1,177	$365,799
QCOM	Qualcomm Inc/De	+150	2,104	$270,953
HON	Honeywell International Inc	+147	2,997	$677,411
VALE	Vale S.A.	+140	39,456	$627,744
HD	Home Depot, Inc.	+136	1,894	$622,917
BDX	Becton Dickinson & Co	+100	109	$17,138
TRV	Travelers Companies, Inc.	+100	480	$140,006
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	−1,292	1,850	$313,871
CVX	Chevron Corp	−810	960	$198,624
BSX	Boston Scientific Corp	−597	134,570	$8,444,267
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−348	33,198	$11,219,264
ASB	Associated Banc-Corp	−174	10,927	$282,572
ASML	Asml Holding NV	−136	1,757	$2,320,698
AMAT	Applied Materials Inc /De	−113	839	$286,761
AMZN	Amazon Com Inc	−93	22,088	$4,600,267
GEHC	GE HealthCare Technologies Inc.	−84	419	$29,824
AVGO	Broadcom Inc.	−79	32,404	$10,029,362
JNJ	Johnson & Johnson	−68	8,020	$1,960,408
GEV	GE Vernova Inc.	−66	282	$246,157
BRK-B	Berkshire Hathaway Inc	−41	2,952	$1,414,598
USB	US Bancorp De	−31	20,174	$1,049,249
WFC	Wells Fargo & Company/Mn	−29	1,082	$86,138
BAC	Bank Of America Corp /De/	−21	7,216	$351,780
NEE	Nextera Energy Inc	−16	1,515	$140,713
TDOC	Teladoc Health, Inc.	−13	84	$457
STNE	StoneCo Ltd.	−10	13,678	$193,133
UNH	Unitedhealth Group Inc	−9	4,283	$1,158,936
WELL	Welltower Inc.	−8	223	$44,089
ITW	Illinois Tool Works Inc	−6	248	$64,551
LOW	Lowes Companies Inc	−5	365	$86,242
LLY	ELI LILLY & Co	−4	641	$589,572
SHW	Sherwin Williams Co	−4	50	$16,027
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	932	$183,809
VSNT	Versant Media Group, Inc.	622	$23,026
SIVR	abrdn Silver ETF Trust	242	$17,329
VRTX	Vertex Pharmaceuticals Inc / Ma	11	$4,911
WAT	Waters Corp /De/	14	$4,169
GRO	Brazil Potash Corp.	1,000	$3,240
PENN	PENN Entertainment, Inc.	11	$165
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	202	$20,515
PIPR	Piper Sandler Companies	103	$8,747
TGNA	TEGNA INC	200	$3,882
BBUC	Brookfield Business Corp	20	$717
SSKN	STRATA Skin Sciences, Inc.	101	$127
CGC	Canopy Growth Corp	5	$5
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

478 positions · $169,684,085 total · as of Mar 31, 2026

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

Showing 1–50 of 478 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MDT	Medtronic plc Healthcare	Added	218,905	+1,603	$18,968,118	−9.1%	11.18%
AAPL	Apple Inc. Technology	Added	65,530	+1,640	$16,630,858	−4.3%	9.80%
MSFT	Microsoft Corp Technology	Added	33,429	+204	$12,374,412	−23.0%	7.29%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	33,198	-348	$11,219,264	+10.1%	6.61%
AVGO	Broadcom Inc. Technology	Reduced	32,404	-79	$10,029,362	−10.8%	5.91%
BSX	Boston Scientific Corp Healthcare	Reduced	134,570	-597	$8,444,267	−34.5%	4.98%
NVDA	Nvidia Corp Technology	Added	45,075	+24	$7,861,080	−6.4%	4.63%
SPY	Spdr S&P 500 ETF Trust	Added	7,182	+70	$4,670,741	−3.7%	2.75%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	22,088	-93	$4,600,267	−10.1%	2.71%
TSLA	Tesla, Inc. Consumer Cyclical	Held	8,627	0	$3,207,087	−17.3%	1.89%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,643	+99	$3,130,744	−7.9%	1.85%
ABBV	AbbVie Inc. Healthcare	Added	13,217	+3	$2,874,565	−4.8%	1.69%
META	Meta Platforms, Inc. Communication Services	Added	4,404	+1	$2,519,660	−13.3%	1.48%
ASML	Asml Holding NV Technology	Reduced	1,757	-136	$2,320,698	+14.6%	1.37%
MELI	Mercadolibre Inc Consumer Cyclical	Held	1,323	0	$2,287,493	−14.2%	1.35%
SHOP	Shopify Inc. Technology	Held	18,858	0	$2,236,935	−26.3%	1.32%
MMM	3M Co Industrials	Added	13,926	+402	$2,022,472	−6.6%	1.19%
QQQ	Invesco Qqq Trust, Series 1	Added	3,451	+29	$1,991,848	−5.2%	1.17%
JNJ	Johnson & Johnson Healthcare	Reduced	8,020	-68	$1,960,408	+17.1%	1.16%
MU	Micron Technology Inc Technology	Added	4,909	+648	$1,658,456	+36.4%	0.98%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	33,553	+37	$1,635,037	+44.1%	0.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,952	-41	$1,414,598	−6.0%	0.83%
AMGN	Amgen Inc Healthcare	Added	3,667	+5	$1,290,233	+7.6%	0.76%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,252	+55	$1,247,530	+20.9%	0.74%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,283	-9	$1,158,936	−18.2%	0.68%
GOOGL	Alphabet Inc. Communication Services	Added	3,937	+19	$1,132,123	−7.7%	0.67%
GILD	Gilead Sciences, Inc. Healthcare	Held	8,055	0	$1,122,625	+13.5%	0.66%
SE	Sea Ltd Consumer Cyclical	Held	13,274	0	$1,099,219	−35.1%	0.65%
USB	US Bancorp De Financial Services	Reduced	20,174	-31	$1,049,249	−2.7%	0.62%
ABT	Abbott Laboratories Healthcare	Held	8,568	0	$879,676	−18.1%	0.52%
HON	Honeywell International Inc Industrials	Added	2,997	+147	$677,411	+16.2%	0.40%
ORCL	Oracle Corp Technology	Held	4,533	0	$666,849	−24.5%	0.39%
VALE	Vale S.A. Basic Materials	Added	39,456	+140	$627,744	+22.5%	0.37%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,894	+136	$622,917	+3.0%	0.37%
SRE	Sempra Utilities	Added	6,162	+4	$598,761	+10.1%	0.35%
LLY	ELI LILLY & Co Healthcare	Reduced	641	-4	$589,572	−14.9%	0.35%
HDB	Hdfc Bank Ltd Financial Services	Held	23,119	0	$575,200	−31.9%	0.34%
WMT	Walmart Inc. Consumer Defensive	Added	4,618	+450	$573,925	+23.6%	0.34%
MA	Mastercard Inc Financial Services	Held	1,147	0	$573,110	−12.5%	0.34%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	14,014	+1	$567,146	−11.8%	0.33%
DIS	Walt Disney Co Communication Services	Added	5,779	+201	$556,980	−12.2%	0.33%
NU	Nu Holdings Ltd. Financial Services	Held	37,725	0	$542,108	−14.2%	0.32%
PFE	Pfizer Inc Healthcare	Added	18,594	+226	$522,119	+14.2%	0.31%
T	At&T Inc. Communication Services	Added	17,442	+166	$505,643	+17.8%	0.30%
ISRG	Intuitive Surgical Inc Healthcare	Held	1,091	0	$502,940	−18.6%	0.30%
GIS	General Mills Inc Consumer Defensive	Added	13,507	+23	$502,730	−19.8%	0.30%
BIPC	Brookfield Infrastructure Corp Utilities	Added	12,667	+6	$500,599	−12.9%	0.30%
AMD	Advanced Micro Devices Inc Technology	Added	2,456	+14	$499,624	−4.5%	0.29%
GE	General Electric Co Industrials	Held	1,700	0	$482,409	−7.9%	0.28%
TGT	Target Corp Consumer Defensive	Added	3,847	+50	$466,256	+25.6%	0.27%