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Equibles

Financial Perspectives, Inc

CIK
2003287
City
MINNEAPOLIS
State / Country
MN

Top Portfolio Positions

475 positions · $168,287,824 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open
MDT
Medtronic plc
Healthcare 		218,905 $18,968,118 11.27%
AAPL
Apple Inc.
Technology 		65,530 $16,630,858 9.88%
MSFT
Microsoft Corp
Technology 		33,429 $12,374,412 7.35%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology 		33,198 $11,219,264 6.67%
AVGO
Broadcom Inc.
Technology 		32,404 $10,029,362 5.96%
BSX
Boston Scientific Corp
Healthcare 		134,570 $8,444,267 5.02%
NVDA
Nvidia Corp
Technology 		45,075 $7,861,080 4.67%
SPY
Spdr S&P 500 ETF Trust
 7,182 $4,670,741 2.78%
AMZN
Amazon Com Inc
Consumer Cyclical 		22,088 $4,600,267 2.73%
TSLA
Tesla, Inc.
Consumer Cyclical 		8,627 $3,207,087 1.91%

Portfolio Trend

25 quarters · across all stocks

Holdings in MSB

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $3,150 100
2025-12-31 $3,852 100
2025-09-30 $2,927 100
2025-06-30 $2,396 100
2025-03-31 $2,720 100
2024-12-31 $2,811 100
2024-09-30 $2,265 100
2024-06-30 $1,723 100
2024-03-31 $1,770 100
2023-12-31 $2,047 100
2023-09-30 $2,007 100
2023-06-30 $2,041 100
2023-03-31 $2,518 100
2022-12-31 $1,802 100
2022-09-30 $2,151 100
2022-06-30 $2,452 100
2022-03-31 $2,664 100
2021-12-31 $2,642 100
2021-09-30 $2,971 100
2021-06-30 $3,540 100
2021-03-31 $90,480 3,008
2020-12-31 $2,805 100
2020-09-30 $2,122 100
2020-06-30 $1,751 100
2020-03-31 $1,430 100

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