New Perspectives, Inc Portfolio Holdings

New Perspectives, Inc

  • $201 Million
  • Q2 2025

New Perspectives, Inc has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $201 Million distributed in 36 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 $56.2M, Invesco Qqq Trust, Series 1 with a value of $26.6M, Ishares Tr with a value of $25.5M, Wisdomtree Floating Rate Treas with a value of $25.4M, and Spdr Portfolio with a value of $14.8M.

Examining the 13F form we can see an increase of $14.5M in the current position value, from $187M to 201M.

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 $201 Million
ETFs: $191 Million
Technology: $3.94 Million
Financial Services: $2.41 Million
Basic Materials: $1.24 Million
Healthcare: $1.11 Million
Real Estate: $573,000
Industrials: $290,000
Consumer Defensive: $205,000
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.32B
$573,000 0.28% of portfolio
3,434
Q4 2024 Added 0.03%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $201 Million
  • Prior Value $187 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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