Financial Perspectives, Inc
Top Portfolio Positions
442 positions ·
$182,364,158 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MDT |
Medtronic plc
Healthcare
|
217,302 | $20,874,030 | 11.45% |
| AAPL |
Apple Inc.
Technology
|
63,890 | $17,369,135 | 9.52% |
| MSFT |
Microsoft Corp
Technology
|
33,225 | $16,068,274 | 8.81% |
| BSX |
Boston Scientific Corp
Healthcare
|
135,167 | $12,888,173 | 7.07% |
| AVGO |
Broadcom Inc.
Technology
|
32,483 | $11,242,366 | 6.16% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
33,546 | $10,194,293 | 5.59% |
| NVDA |
Nvidia Corp
Technology
|
45,051 | $8,402,011 | 4.61% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,181 | $5,119,818 | 2.81% |
| SPY |
Spdr S&P 500 Etf Trust
|
7,112 | $4,849,815 | 2.66% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,627 | $3,879,734 | 2.13% |
Portfolio Trend
Holdings in CRESY
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,389 | 110 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $987 | 110 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,154 | 110 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,185 | 110 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,355 | 110 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $927 | 110 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $882 | 110 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $958 | 110 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,008 | 109 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $656 | 109 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $759 | 109 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $600 | 107 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $630 | 107 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $515 | 107 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $475 | 107 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $773 | 107 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $445 | 107 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $457 | 107 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $564 | 107 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $2,572 | 559 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $451 | 107 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $265 | 107 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $279 | 107 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $328 | 107 | Shares | Sole | 2024-01-10 | |
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