Financial Perspectives, Inc
Financial Perspectives, Inc reported 728 holdings worth US$411M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Financial Perspectives, Inc reported 728 holdings worth US$411M as of Jun 30, 2026. Largest: Apple Inc, Taiwan Semiconductor Manufacturing Co., Ltd. and Microsoft Corp. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 728
- Value as reported
- US$411M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 64,612 | US$18.7M | 4.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 32,450 | US$15.5M | 3.8% |
| Microsoft Corp. | 35,154 | US$13.1M | 3.2% |
| Broadcom Inc. | 30,495 | US$11.5M | 2.8% |
| Alphabet Inc (google) Class C | 32,215 | US$11.5M | 2.8% |
| Nvidia Corporation | 44,608 | US$8.93M | 2.2% |
| Boston Scientific Corporation | 140K | US$5.96M | 1.5% |
| Amazon.com, Inc. | 24,039 | US$5.73M | 1.4% |
| Micron Technology, Inc. | 3,642 | US$4.2M | 1.0% |
| Tesla, Inc. | 8,877 | US$3.73M | 0.91% |
| Asml Holding Nv | 1,757 | US$3.5M | 0.85% |
| Jp Morgan Chase & Co. | 10,646 | US$3.48M | 0.85% |
| Abbvie Inc. | 13,220 | US$3.33M | 0.81% |
| Meta Platforms, Inc. | 5,703 | US$3.21M | 0.78% |
| Mercadolibre, Inc. | 1,806 | US$3.06M | 0.75% |
| Shopify Inc. | 22,676 | US$2.59M | 0.63% |
| 3m Company | 13,927 | US$2.25M | 0.55% |
| Johnson & Johnson | 8,020 | US$2.04M | 0.50% |
| Canadian Natural Resources Limited | 49,700 | US$1.96M | 0.48% |
| Unitedhealth Group Incorporated | 4,284 | US$1.78M | 0.43% |
| Berkshire Hathaway Inc. | 3,015 | US$1.51M | 0.37% |
| Advanced Micro Devices Inc | 2,451 | US$1.42M | 0.35% |
| Amgen Inc. | 3,675 | US$1.33M | 0.32% |
| U.s. Bancorp | 20,193 | US$1.22M | 0.30% |
| Costco Wholesale Corporation | 1,238 | US$1.16M | 0.28% |
| Gilead Sciences, Inc. | 8,055 | US$1.02M | 0.25% |
| Abbott Laboratories | 8,568 | US$777K | 0.19% |
| Eli Lilly And Company | 641 | US$769K | 0.19% |
| Nu Holdings Ltd. | 57,533 | US$769K | 0.19% |
| Ubiquiti Inc. | 1,409 | US$752K | 0.18% |
| Uber Technologies, Inc. | 10,188 | US$735K | 0.18% |
| Intel Corporation | 5,196 | US$726K | 0.18% |
| Caterpillar, Inc. | 648 | US$690K | 0.17% |
| Oracle Corporation | 4,533 | US$664K | 0.16% |
| Home Depot, Inc. (the) | 1,870 | US$659K | 0.16% |
| Ge Aerospace | 1,679 | US$628K | 0.15% |
| Applied Materials, Inc. | 839 | US$607K | 0.15% |
| Comcast Corporation | 24,456 | US$600K | 0.15% |
| Hdfc Bank Limited | 23,119 | US$597K | 0.15% |
| Brookfield Corporation | 14,014 | US$597K | 0.15% |
| Vale S.a. | 39,456 | US$593K | 0.14% |
| Carrier Global Corporation | 7,828 | US$574K | 0.14% |
| Dba Sempra | 6,162 | US$571K | 0.14% |
| Walt Disney Company (the) | 5,779 | US$556K | 0.14% |
| Novo Nordisk A/s Class B | 11,256 | US$540K | 0.13% |
| Walmart Inc. | 4,618 | US$523K | 0.13% |
| Target Corporation | 3,847 | US$503K | 0.12% |
| Deere & Company | 790 | US$501K | 0.12% |
| Cloudflare, Inc. | 2,028 | US$497K | 0.12% |
| Brookfield Infrastructure Corporation Class A | 12,674 | US$488K | 0.12% |
| General Mills, Inc. | 13,538 | US$471K | 0.11% |
| Visa Inc. | 1,368 | US$469K | 0.11% |
| Pfizer, Inc. | 18,621 | US$448K | 0.11% |
| Mastercard Incorporated | 852 | US$437K | 0.11% |
| Intuitive Surgical, Inc. | 1,091 | US$434K | 0.11% |
| Bank Of America Corporation | 7,192 | US$410K | 0.10% |
| Cisco Systems, Inc. | 3,405 | US$400K | 0.10% |
| Mongodb, Inc. | 1,172 | US$394K | 0.10% |
| Qualcomm Incorporated | 2,097 | US$387K | 0.09% |
| Teva Pharmaceutical Industries Limited | 11,251 | US$381K | 0.09% |
| At&t Inc. | 17,492 | US$362K | 0.09% |
| Ecolab Inc. | 1,238 | US$345K | 0.08% |
| Snowflake Inc. | 1,281 | US$326K | 0.08% |
| Ge Vernova Inc. | 276 | US$325K | 0.08% |
| Associated Banc-corp | 10,403 | US$320K | 0.08% |
| Mcdonald's Corporation | 1,177 | US$318K | 0.08% |
| Palantir Technologies Inc. | 2,597 | US$303K | 0.07% |
| Rubrik, Inc. | 3,752 | US$301K | 0.07% |
| Blackrock, Inc. | 312 | US$300K | 0.07% |
| Novartis Ag | 1,774 | US$278K | 0.07% |
| Servicenow, Inc. | 2,725 | US$271K | 0.07% |
| Zoom Communications, Inc. | 3,018 | US$260K | 0.06% |
| Iron Mountain Incorporated (delaware) | 2,000 | US$253K | 0.06% |
| Palo Alto Networks, Inc. | 732 | US$250K | 0.06% |
| Delta Air Lines, Inc. | 2,591 | US$243K | 0.06% |
| Exxon Mobil Corporation | 1,733 | US$237K | 0.06% |
| Thermo Fisher Scientific Inc | 460 | US$230K | 0.06% |
| Brookfield Infrastructure Partners Lp Limited Partnership | 6,154 | US$225K | 0.05% |
| Pepsico, Inc. | 1,637 | US$222K | 0.05% |
| Waste Management, Inc. | 987 | US$220K | 0.05% |
| Pagseguro Digital Ltd. | 23,575 | US$213K | 0.05% |
| S&p Global Inc. | 519 | US$212K | 0.05% |
| Dte Energy Company | 1,381 | US$210K | 0.05% |
| Boeing Company (the) | 964 | US$209K | 0.05% |
| Solventum Corporation | 2,629 | US$203K | 0.05% |
| Archer-daniels-midland Company | 2,608 | US$199K | 0.05% |
| Huntington Bancshares Incorporated | 10,865 | US$193K | 0.05% |
| Coca-cola Company (the) | 2,355 | US$191K | 0.05% |
| Merck & Company, Inc. | 1,468 | US$189K | 0.05% |
| Constellation Energy Corporation | 750 | US$186K | 0.05% |
| Block, Inc. | 2,300 | US$175K | 0.04% |
| Verizon Communications Inc. | 4,037 | US$171K | 0.04% |
| Beone Medicines Ltd. Class A | 588 | US$168K | 0.04% |
| East West Bancorp, Inc. | 1,297 | US$167K | 0.04% |
| Procter & Gamble Company (the) | 1,086 | US$159K | 0.04% |
| The Travelers Companies, Inc. | 480 | US$158K | 0.04% |
| Wec Energy Group, Inc. | 1,338 | US$156K | 0.04% |
| Ameriprise Financial, Inc. | 338 | US$155K | 0.04% |
| Airbnb, Inc. | 1,070 | US$153K | 0.04% |
| Stoneco Ltd. | 14,082 | US$153K | 0.04% |
Every holding of Financial Perspectives, Inc
Source
View original at SEC
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