New Perspectives, Inc reported 49 holdings worth US$326M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
New Perspectives, Inc reported 49 holdings worth US$326M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Eli Lilly And Company. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 49
- Value as reported
- US$326M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 10,720 | US$3.1M | 0.95% |
| Berkshire Hathaway Inc. | 3,411 | US$1.71M | 0.52% |
| Eli Lilly And Company | 1,014 | US$1.22M | 0.37% |
| Sherwin-williams Company (the) | 3,350 | US$1.15M | 0.35% |
| Eastgroup Properties, Inc. | 3,435 | US$696K | 0.21% |
| Microsoft Corp. | 1,522 | US$568K | 0.17% |
| Jp Morgan Chase & Co. | 1,704 | US$558K | 0.17% |
| Nvidia Corporation | 2,213 | US$443K | 0.14% |
| Chevron Corporation | 2,276 | US$377K | 0.12% |
| Union Pacific Corporation | 1,264 | US$344K | 0.11% |
| Amgen Inc. | 920 | US$333K | 0.10% |
| Regions Financial Corporation | 10,282 | US$311K | 0.10% |
| American Electric Power Company, Inc. | 2,250 | US$308K | 0.09% |
| Autodesk, Inc. | 1,400 | US$272K | 0.08% |
| Abbvie Inc. | 1,041 | US$262K | 0.08% |
| Alliant Energy Corporation | 3,224 | US$246K | 0.08% |
| Alphabet Inc (google) Class C | 681 | US$243K | 0.07% |
| Intel Corporation | 1,709 | US$239K | 0.07% |
| Johnson & Johnson | 893 | US$227K | 0.07% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |