Position in UI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$752,448
+$589,649 QoQ
Shares Held
1,409
+584.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#142
of 353 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Financial Perspectives, Inc holds $1,323,857 across 9 Communication Equipment names. UI ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UI |
Ubiquiti Inc.
This page
|
1,409 | $752,448 | |
| 2 | CSCO |
Cisco Systems, Inc.
|
3,405 | $399,951 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
66 | $56,631 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
125 | $51,911 | |
| 5 | ERIC |
Ericsson Lm Telephone Co
|
4,603 | $51,323 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
65 | $5,775 | |
| 7 | HPE |
Hewlett Packard Enterprise Co
|
114 | $5,142 | |
| 8 | NOK |
Nokia Corp
|
48 | $637 |
All Filings in UI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,448 | 1,409 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $162,799 | 206 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $113,990 | 206 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $136,079 | 206 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $84,799 | 206 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $52,413 | 169 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $56,096 | 169 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $14,855 | 67 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $9,759 | 67 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||