Financial Perspectives, Inc

13F filer · CIK 0002003287

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$411MU.S. long equity reported on 13F

Positions50812 new · 6 closed

Net flow last quarter+$2.8MBuys minus sells

Top 10 positions weight31.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026508 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$23.2M	5.65%	Not reported	+1.3%	Q4 2019
AAPLApple Inc.	$18.7M	4.55%	0.00%	-1.4%	Q4 2019
MDTMedtronic plc	$16.6M	4.04%	0.02%	-3.1%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$15.5M	3.77%	0.00%	-2.3%	Q4 2019
MSFTMicrosoft Corp	$13.1M	3.19%	0.00%	+5.2%	Q4 2019
AVGOBroadcom Inc.	$11.5M	2.80%	0.00%	-5.9%	Q4 2019
GOOGAlphabet Inc.	$10.1M	2.46%	Not reported	+3.7%	Q4 2019
NVDANvidia Corp	$8.93M	2.17%	0.00%	-1.0%	Q4 2019
BSXBoston Scientific Corp	$5.96M	1.45%	0.01%	+3.8%	Q4 2019
AMZNAmazon Com Inc	$5.73M	1.39%	0.00%	+8.8%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$5.41M	1.32%	Not reported	+0.8%	Q4 2019
MUMicron Technology Inc	$4.2M	1.02%	0.00%	-25.8%	Q4 2019
TSLATesla, Inc.	$3.73M	0.91%	0.00%	+2.9%	Q1 2020
ASMLAsml Holding NV	$3.5M	0.85%	0.00%	Not reported	Q4 2019
JPMJPMorgan Chase & Co	$3.48M	0.85%	0.00%	0.0%	Q4 2019
ABBVAbbVie Inc.	$3.33M	0.81%	0.00%	0.0%	Q4 2019
METAMeta Platforms, Inc.	$3.21M	0.78%	Not reported	+29.5%	Q4 2019
MELIMercadolibre Inc	$3.06M	0.75%	0.00%	+36.5%	Q4 2019
SHOPShopify Inc.	$2.59M	0.63%	0.01%	+20.3%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$2.54M	0.62%	Not reported	-0.1%	Q4 2019
MMM3m Co	$2.25M	0.55%	0.00%	0.0%	Q4 2019
JNJJohnson & Johnson	$2.04M	0.50%	0.00%	Not reported	Q4 2019
CNQCANADIAN NATURAL RESOURCES Ltd	$1.96M	0.48%	0.00%	+48.1%	Q3 2022
UNHUnitedhealth Group Inc	$1.78M	0.43%	0.00%	0.0%	Q4 2019
SMHMarket Vectors ETF Trust	$1.77M	0.43%	Not reported	0.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.51M	0.37%	Not reported	+2.1%	Q4 2019
AMDAdvanced Micro Devices Inc	$1.42M	0.35%	0.00%	-0.2%	Q4 2019
GOOGLAlphabet Inc.	$1.4M	0.34%	0.00%	-0.6%	Q4 2019
AMGNAmgen Inc	$1.33M	0.32%	0.00%	+0.2%	Q4 2019
FNDFSchwab Strategic Trust	$1.28M	0.31%	Not reported	Not reported	Q3 2022
SESea Ltd	$1.27M	0.31%	0.01%	Not reported	Q1 2020
USBUS Bancorp \de\	$1.22M	0.30%	0.00%	+0.1%	Q4 2019
COSTCostco Wholesale Corp	$1.16M	0.28%	0.00%	-1.1%	Q4 2019
GILDGilead Sciences, Inc.	$1.02M	0.25%	0.00%	Not reported	Q4 2019
IMCBIntermountain Community Bancorp	$931K	0.23%	0.01%	+12.2%	Q4 2020
ABTAbbott Laboratories	$777K	0.19%	0.00%	Not reported	Q4 2019
LLYELI LILLY & Co	$769K	0.19%	0.00%	Not reported	Q4 2019
NUNu Holdings Ltd.	$769K	0.19%	Not reported	+52.5%	Q1 2022
UIUbiquiti Inc.	$752K	0.18%	0.00%	+584.0%	Q2 2024
UBERUber Technologies, Inc	$735K	0.18%	0.00%	+301.3%	Q3 2021
INTCIntel Corp	$726K	0.18%	0.00%	-4.6%	Q4 2019
CATCaterpillar Inc	$690K	0.17%	0.00%	Not reported	Q4 2019
ORCLOracle Corp	$664K	0.16%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$659K	0.16%	0.00%	-1.3%	Q4 2019
GEGeneral Electric Co	$628K	0.15%	0.00%	-1.2%	Q3 2021
AMATApplied Materials Inc	$607K	0.15%	0.00%	Not reported	Q4 2019
CMCSAComcast Corp	$600K	0.15%	0.00%	+54.4%	Q4 2019
HDBHDFC Bank Ltd	$597K	0.15%	0.00%	Not reported	Q4 2019
BNBROOKFIELD Corp	$597K	0.15%	Not reported	Not reported	Q4 2022
VALEVale S.A.	$593K	0.14%	0.00%	Not reported	Q4 2019

Q1 2026Reported May 11, 2026500 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$21.5M	6.00%	Not reported	+0.6%	Q4 2019
MDTMedtronic plc	$19M	5.30%	0.02%	+0.7%	Q4 2019
AAPLApple Inc.	$16.6M	4.64%	0.00%	+2.6%	Q4 2019
MSFTMicrosoft Corp	$12.4M	3.45%	0.00%	+0.6%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$11.2M	3.13%	0.00%	-1.0%	Q4 2019
AVGOBroadcom Inc.	$10M	2.80%	0.00%	-0.2%	Q4 2019
BSXBoston Scientific Corp	$8.44M	2.36%	0.01%	-0.4%	Q4 2019
GOOGAlphabet Inc.	$7.92M	2.21%	Not reported	-0.1%	Q4 2019
NVDANvidia Corp	$7.86M	2.19%	0.00%	+0.1%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$4.67M	1.30%	Not reported	+1.0%	Q4 2019
AMZNAmazon Com Inc	$4.6M	1.28%	0.00%	-0.4%	Q4 2019
TSLATesla, Inc.	$3.21M	0.90%	0.00%	Not reported	Q1 2020
JPMJPMorgan Chase & Co	$3.13M	0.87%	0.00%	+0.9%	Q4 2019
ABBVAbbVie Inc.	$2.87M	0.80%	0.00%	0.0%	Q4 2019
METAMeta Platforms, Inc.	$2.52M	0.70%	Not reported	0.0%	Q4 2019
ASMLAsml Holding NV	$2.32M	0.65%	0.00%	-7.2%	Q4 2019
MELIMercadolibre Inc	$2.29M	0.64%	0.00%	Not reported	Q4 2019
SHOPShopify Inc.	$2.24M	0.62%	0.00%	Not reported	Q1 2022
MMM3m Co	$2.02M	0.56%	0.00%	+3.0%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$1.99M	0.56%	Not reported	+0.9%	Q4 2019
JNJJohnson & Johnson	$1.96M	0.55%	0.00%	-0.8%	Q4 2019
MUMicron Technology Inc	$1.66M	0.46%	0.00%	+15.2%	Q4 2019
CNQCANADIAN NATURAL RESOURCES Ltd	$1.64M	0.46%	0.00%	+0.1%	Q3 2022
BRK.BBerkshire Hathaway Inc	$1.41M	0.39%	Not reported	-1.4%	Q4 2019
AMGNAmgen Inc	$1.29M	0.36%	0.00%	+0.1%	Q4 2019
COSTCostco Wholesale Corp	$1.25M	0.35%	0.00%	+4.6%	Q4 2019
FNDFSchwab Strategic Trust	$1.19M	0.33%	Not reported	Not reported	Q3 2022
UNHUnitedhealth Group Inc	$1.16M	0.32%	0.00%	-0.2%	Q4 2019
GOOGLAlphabet Inc.	$1.13M	0.32%	0.00%	+0.5%	Q4 2019
GILDGilead Sciences, Inc.	$1.12M	0.31%	0.00%	Not reported	Q4 2019
SESea Ltd	$1.1M	0.31%	0.01%	Not reported	Q1 2020
USBUS Bancorp \de\	$1.05M	0.29%	0.00%	-0.2%	Q4 2019
SMHMarket Vectors ETF Trust	$1.03M	0.29%	Not reported	Not reported	Q4 2022
ABTAbbott Laboratories	$880K	0.25%	0.00%	Not reported	Q4 2019
IMCBIntermountain Community Bancorp	$717K	0.20%	0.01%	+6.9%	Q4 2020
HONHoneywell International Inc	$677K	0.19%	0.00%	+5.2%	Q4 2019
ORCLOracle Corp	$667K	0.19%	0.00%	Not reported	Q4 2019
VALEVale S.A.	$628K	0.18%	0.00%	+0.4%	Q4 2019
HDHome Depot, Inc.	$623K	0.17%	0.00%	+7.7%	Q4 2019
SRESempra	$599K	0.17%	0.00%	+0.1%	Q4 2019
LLYELI LILLY & Co	$590K	0.16%	0.00%	-0.6%	Q4 2019
HDBHDFC Bank Ltd	$575K	0.16%	0.00%	Not reported	Q4 2019
WMTWalmart Inc.	$574K	0.16%	0.00%	+10.8%	Q4 2019
MAMastercard Inc	$573K	0.16%	0.00%	Not reported	Q4 2019
BNBROOKFIELD Corp	$567K	0.16%	Not reported	0.0%	Q4 2022
DISWalt Disney Co	$557K	0.16%	0.00%	+3.6%	Q4 2019
NUNu Holdings Ltd.	$542K	0.15%	Not reported	Not reported	Q1 2022
PFEPfizer Inc	$522K	0.15%	0.00%	+1.2%	Q4 2019
TAt&T Inc.	$506K	0.14%	0.00%	+1.0%	Q4 2019
ISRGIntuitive Surgical Inc	$503K	0.14%	0.00%	Not reported	Q4 2019

Q4 2025Reported Jan 28, 2026502 positions
MDTMedtronic plc	$20.9M	5.62%	0.02%	+0.2%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$20.7M	5.58%	Not reported	+0.6%	Q4 2019
AAPLApple Inc.	$17.4M	4.68%	0.00%	-0.1%	Q4 2019
MSFTMicrosoft Corp	$16.1M	4.33%	0.00%	-0.1%	Q4 2019
BSXBoston Scientific Corp	$12.9M	3.47%	0.01%	-0.7%	Q4 2019
AVGOBroadcom Inc.	$11.2M	3.03%	0.00%	-1.2%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$10.2M	2.75%	0.00%	-0.7%	Q4 2019
GOOGAlphabet Inc.	$8.67M	2.33%	Not reported	-0.9%	Q4 2019
NVDANvidia Corp	$8.4M	2.26%	0.00%	-0.3%	Q4 2019
AMZNAmazon Com Inc	$5.12M	1.38%	0.00%	0.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$4.85M	1.31%	Not reported	+0.8%	Q4 2019
TSLATesla, Inc.	$3.88M	1.05%	0.00%	+4.7%	Q1 2020
JPMJPMorgan Chase & Co	$3.4M	0.92%	0.00%	0.0%	Q4 2019
SHOPShopify Inc.	$3.04M	0.82%	0.00%	Not reported	Q1 2022
ABBVAbbVie Inc.	$3.02M	0.81%	0.00%	-0.1%	Q4 2019
METAMeta Platforms, Inc.	$2.91M	0.78%	Not reported	-6.0%	Q4 2019
MELIMercadolibre Inc	$2.66M	0.72%	0.00%	Not reported	Q4 2019
MMM3m Co	$2.17M	0.58%	0.00%	-2.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$2.1M	0.57%	Not reported	+4.2%	Q4 2019
ASMLAsml Holding NV	$2.03M	0.55%	0.00%	-1.9%	Q4 2019
SESea Ltd	$1.69M	0.46%	0.01%	-0.6%	Q1 2020
JNJJohnson & Johnson	$1.67M	0.45%	0.00%	-0.3%	Q4 2019
BRK.BBerkshire Hathaway Inc	$1.5M	0.41%	Not reported	Not reported	Q4 2019
UNHUnitedhealth Group Inc	$1.42M	0.38%	0.00%	-3.4%	Q4 2019
GOOGLAlphabet Inc.	$1.23M	0.33%	0.00%	-0.4%	Q4 2019
MUMicron Technology Inc	$1.22M	0.33%	0.00%	0.0%	Q4 2019
AMGNAmgen Inc	$1.2M	0.32%	0.00%	+2.0%	Q4 2019
CNQCANADIAN NATURAL RESOURCES Ltd	$1.13M	0.31%	0.00%	+29.8%	Q3 2022
FNDFSchwab Strategic Trust	$1.1M	0.30%	Not reported	Not reported	Q3 2022
USBUS Bancorp \de\	$1.08M	0.29%	0.00%	+0.1%	Q4 2019
ABTAbbott Laboratories	$1.07M	0.29%	0.00%	Not reported	Q4 2019
COSTCostco Wholesale Corp	$1.03M	0.28%	0.00%	+3.5%	Q4 2019
GILDGilead Sciences, Inc.	$989K	0.27%	0.00%	Not reported	Q4 2019
SMHMarket Vectors ETF Trust	$970K	0.26%	Not reported	Not reported	Q4 2022
ORCLOracle Corp	$884K	0.24%	0.00%	+0.1%	Q4 2019
HDBHDFC Bank Ltd	$845K	0.23%	0.00%	+7.3%	Q4 2019
LLYELI LILLY & Co	$693K	0.19%	0.00%	-4.9%	Q4 2019
IMCBIntermountain Community Bancorp	$665K	0.18%	0.01%	+25.9%	Q4 2020
MAMastercard Inc	$655K	0.18%	0.00%	Not reported	Q4 2019
BNBROOKFIELD Corp	$643K	0.17%	Not reported	0.0%	Q4 2022
DISWalt Disney Co	$635K	0.17%	0.00%	Not reported	Q4 2019
NUNu Holdings Ltd.	$632K	0.17%	Not reported	+0.6%	Q1 2022
GISGeneral Mills Inc	$627K	0.17%	0.00%	-26.6%	Q4 2019
ISRGIntuitive Surgical Inc	$618K	0.17%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$605K	0.16%	0.00%	-1.0%	Q4 2019
BIPCBrookfield Infrastructure Corp	$575K	0.15%	0.02%	+0.1%	Q1 2022
RBRKRubrik, Inc.	$574K	0.15%	Not reported	Not reported	Q4 2024
NVONovo Nordisk A S	$573K	0.15%	Not reported	-1.1%	Q4 2019
HONHoneywell International Inc	$556K	0.15%	0.00%	-1.1%	Q4 2019
SRESempra	$544K	0.15%	0.00%	-2.2%	Q4 2019

Q3 2025Reported Oct 22, 2025525 positions
MDTMedtronic plc	$20.7M	5.73%	0.02%	-0.9%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$20.2M	5.61%	Not reported	+2.4%	Q4 2019
MSFTMicrosoft Corp	$17.2M	4.78%	0.00%	-1.2%	Q4 2019
AAPLApple Inc.	$16.3M	4.52%	0.00%	-1.7%	Q4 2019
BSXBoston Scientific Corp	$13.3M	3.69%	0.01%	+1.5%	Q4 2019
AVGOBroadcom Inc.	$10.8M	3.01%	0.00%	-0.5%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.44M	2.62%	0.00%	-4.9%	Q4 2019
NVDANvidia Corp	$8.43M	2.34%	0.00%	-1.3%	Q4 2019
GOOGAlphabet Inc.	$6.78M	1.88%	Not reported	-1.1%	Q4 2019
AMZNAmazon Com Inc	$4.87M	1.35%	0.00%	-1.7%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$4.7M	1.30%	Not reported	-1.2%	Q4 2019
TSLATesla, Inc.	$3.66M	1.02%	0.00%	Not reported	Q1 2020
METAMeta Platforms, Inc.	$3.44M	0.95%	Not reported	+4.6%	Q4 2019
JPMJPMorgan Chase & Co	$3.33M	0.92%	0.00%	+8.5%	Q4 2019
MELIMercadolibre Inc	$3.09M	0.86%	0.00%	Not reported	Q4 2019
ABBVAbbVie Inc.	$3.06M	0.85%	0.00%	+0.7%	Q4 2019
SHOPShopify Inc.	$2.8M	0.78%	0.00%	-0.3%	Q1 2022
SESea Ltd	$2.39M	0.66%	0.01%	Not reported	Q1 2020
MMM3m Co	$2.14M	0.59%	0.00%	-1.5%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$1.97M	0.55%	Not reported	+3.8%	Q4 2019
ASMLAsml Holding NV	$1.87M	0.52%	0.00%	+0.1%	Q4 2019
UNHUnitedhealth Group Inc	$1.53M	0.43%	0.00%	+2.1%	Q4 2019
BRK.BBerkshire Hathaway Inc	$1.5M	0.42%	Not reported	-4.9%	Q4 2019
JNJJohnson & Johnson	$1.5M	0.42%	0.00%	+3.1%	Q4 2019
ORCLOracle Corp	$1.27M	0.35%	0.00%	-0.1%	Q4 2019
ABTAbbott Laboratories	$1.15M	0.32%	0.00%	+1.2%	Q4 2019
COSTCostco Wholesale Corp	$1.07M	0.30%	0.00%	+3.3%	Q4 2019
FNDFSchwab Strategic Trust	$1.04M	0.29%	Not reported	Not reported	Q3 2022
AMGNAmgen Inc	$1.01M	0.28%	0.00%	+0.4%	Q4 2019
USBUS Bancorp \de\	$975K	0.27%	0.00%	+0.1%	Q4 2019
GOOGLAlphabet Inc.	$956K	0.27%	0.00%	-4.0%	Q4 2019
GISGeneral Mills Inc	$926K	0.26%	0.00%	+0.6%	Q4 2019
GILDGilead Sciences, Inc.	$894K	0.25%	0.00%	0.0%	Q4 2019
SMHMarket Vectors ETF Trust	$879K	0.24%	Not reported	Not reported	Q4 2022
CNQCANADIAN NATURAL RESOURCES Ltd	$826K	0.23%	0.00%	+58.6%	Q3 2022
HDBHDFC Bank Ltd	$736K	0.20%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$720K	0.20%	0.00%	+0.1%	Q4 2019
MUMicron Technology Inc	$713K	0.20%	0.00%	+34.8%	Q4 2019
MAMastercard Inc	$652K	0.18%	0.00%	-0.1%	Q4 2019
BNBROOKFIELD Corp	$641K	0.18%	Not reported	-1.6%	Q4 2022
DISWalt Disney Co	$639K	0.18%	0.00%	-0.1%	Q4 2019
NVONovo Nordisk A S	$631K	0.18%	Not reported	+1.1%	Q4 2019
RBRKRubrik, Inc.	$617K	0.17%	Not reported	Not reported	Q4 2024
HONHoneywell International Inc	$607K	0.17%	0.00%	-3.1%	Q4 2019
NUNu Holdings Ltd.	$601K	0.17%	Not reported	Not reported	Q1 2022
SRESempra	$566K	0.16%	0.00%	+0.7%	Q4 2019
CATCaterpillar Inc	$548K	0.15%	0.00%	+9.5%	Q4 2019
MOAltria Group, Inc.	$537K	0.15%	0.00%	+0.7%	Q4 2019
IMCBIntermountain Community Bancorp	$530K	0.15%	0.01%	+4.0%	Q4 2020
BIPCBrookfield Infrastructure Corp	$520K	0.14%	0.02%	-1.6%	Q1 2022

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