New Perspectives, Inc Portfolio Holdings

New Perspectives, Inc

  • $207 Million
  • Q3 2025

New Perspectives, Inc has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $207 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $57.2M, Invesco Qqq Trust, Series 1 with a value of $27.7M, Ishares Tr with a value of $27M, Wisdomtree Floating Rate Treas with a value of $20.7M, and Spdr Portfolio with a value of $15.8M.

Examining the 13F form we can see an increase of $6.33M in the current position value, from $201M to 207M.

New Perspectives, Inc is based out at Tougaloo, MS

Below you can find more details about New Perspectives, Inc portfolio as well as his latest detailed transactions.

Portfolio value $207 Million
ETFs: $196 Million
Technology: $4.65 Million
Financial Services: $2.53 Million
Healthcare: $1.34 Million
Basic Materials: $1.25 Million
Real Estate: $581,000
Energy: $356,000
Industrials: $298,000
Other: $217,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$57.2 Million 27.59% of portfolio
730,687
Q3 2025 Reduced 5.54%
$0
$27.7 Million 13.35% of portfolio
46,152
Q3 2025 Reduced 4.22%
$0
$27 Million 12.99% of portfolio
308,739
Q3 2025 Added 0.94%
$0
$20.7 Million 9.98% of portfolio
411,925
Q3 2025 Reduced 18.55%
$0
$15.8 Million 7.63% of portfolio
276,816
Q3 2025 Added 1.57%
$0
$14.2 Million 6.86% of portfolio
58,862
Q3 2025 Added 3.58%
$11.6B
$12.1 Million 5.81% of portfolio
157,803
Q3 2025 Added 1.7%
$0
$7.02 Million 3.38% of portfolio
38,534
Q3 2025 Reduced 3.78%
$0
$5.47 Million 2.64% of portfolio
22,136
Q3 2025 Added 11.32%
$0
$2.65 Million 1.28% of portfolio
9,026
Q3 2025 Added 0.84%
$0
$1.31 Million 0.63% of portfolio
23,366
Q3 2025 Reduced 9.8%
$0
$1.19 Million 0.58% of portfolio
16,740
Q3 2025 Reduced 8.5%
$0
$872,000 0.42% of portfolio
1,819
Q1 2024 Reduced 0.27%
$0
$495,000 0.24% of portfolio
1,057
Q2 2022 Reduced 9.37%
$0
$428,000 0.21% of portfolio
1,652
Q3 2025 Reduced 9.83%
$0
$351,000 0.17% of portfolio
1,681
Q3 2025 Reduced 0.59%
$0
$328,000 0.16% of portfolio
1,761
Q1 2024 Reduced 1.23%
$0
$312,000 0.15% of portfolio
6,491
Q1 2025 New
$0
$296,000 0.14% of portfolio
6,940
Q3 2025 Reduced 0.14%
$0
$276,000 0.13% of portfolio
4,175
Q1 2024 New
$0
$201,000 0.1% of portfolio
950
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $207 Million
  • Prior Value $201 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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