New Perspectives, Inc reported 48 holdings worth US$329M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
New Perspectives, Inc reported 48 holdings worth US$329M as of Sep 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Eli Lilly And Company. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$329M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 10,370 | US$3.45M | 1.0% |
| Berkshire Hathaway Inc. | 420 | US$1.7M | 0.52% |
| Eli Lilly And Company | 1,021 | US$1.18M | 0.36% |
| Sherwin-williams Company (the) | 3,350 | US$1.08M | 0.33% |
| Microsoft Corp. | 1,522 | US$781K | 0.24% |
| Eastgroup Properties, Inc. | 3,435 | US$678K | 0.21% |
| Chevron Corporation | 3,188 | US$651K | 0.20% |
| Jp Morgan Chase & Co. | 1,704 | US$564K | 0.17% |
| Nvidia Corporation | 2,216 | US$506K | 0.15% |
| Amgen Inc. | 920 | US$388K | 0.12% |
| Union Pacific Corporation | 1,264 | US$344K | 0.10% |
| Autodesk, Inc. | 1,400 | US$293K | 0.09% |
| Regions Financial Corporation | 10,282 | US$276K | 0.08% |
| Abbvie Inc. | 1,041 | US$272K | 0.08% |
| American Electric Power Company, Inc. | 2,250 | US$267K | 0.08% |
| Johnson & Johnson | 893 | US$236K | 0.07% |
| Alphabet Inc (google) Class C | 661 | US$227K | 0.07% |
| Intel Corporation | 1,709 | US$205K | 0.06% |
| Alliant Energy Corporation | 3,224 | US$204K | 0.06% |