New Perspectives, Inc Portfolio Holdings by Sector
New Perspectives, Inc
- $201 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG QQQ IEFA USFR SPMD IWM GLDM VIG 21 stocks |
$191,394
95.15% of portfolio
|
  5  
|
  7  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,277
1.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$1,457
0.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$1,236
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY AMGN 2 stocks |
$1,111
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$974
0.48% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
EGP 1 stocks |
$573
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$493
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$345
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
ADSK 1 stocks |
$344
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$290
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
RF 1 stocks |
$241
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$220
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$205
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|