Financial Perspectives, Inc reported 475 positions worth $192.65M for the quarter ended Jun 30, 2026, up 12.9% on the prior quarter. It opened 12 new positions, added to 60, trimmed 40 and exited 4. Its largest holding is Apple Inc. at 9.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MELI Mercadolibre Inc | +483 | +36.5% | $819.62K | 1.59% |
| META Meta Platforms, Inc. | +1,299 | +29.5% | $731.70K | 1.67% |
| MSFT Microsoft Corp | +1,725 | +5.2% | $643.45K | 6.81% |
| UI Ubiquiti Inc. | +1,203 | +584.0% | $642.45K | 0.391% |
| CNQ CANADIAN NATURAL RESOURCES Ltd | +16.1K | +48.1% | $637.80K | 1.02% |
| UBER Uber Technologies, Inc | +7,649 | +301.3% | $551.97K | 0.382% |
| AMZN Amazon Com Inc | +1,951 | +8.8% | $465.00K | 2.97% |
| SHOP Shopify Inc. | +3,818 | +20.2% | $435.94K | 1.34% |
| GOOG Alphabet Inc. | +1,032 | +3.7% | $364.63K | 5.25% |
| HONA Honeywell Aerospace Inc. | +1,475 | – | $326.09K | 0.169% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | -1,267 | -25.8% | $1.46M | 2.18% |
| AVGO Broadcom Inc. | -1,909 | -5.9% | $721.13K | 5.98% |
| MDT Medtronic plc | -6,681 | -3.1% | $522.66K | 8.62% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -748 | -2.3% | $357.22K | 8.04% |
| RBRK Rubrik, Inc. | -3,753 | -50.0% | $301.29K | 0.156% |
| AAPL Apple Inc. | -918 | -1.4% | $265.63K | 9.7% |
| WM Waste Management Inc | -865 | -46.7% | $192.79K | 0.114% |
| MA Mastercard Inc | -295 | -25.7% | $151.46K | 0.227% |
| NVDA Nvidia Corp | -467 | -1.0% | $93.44K | 4.63% |
| CVX Chevron Corp | -411 | -42.8% | $68.08K | 0.047% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +1,475 | $326.09K | 0.169% |
| TMDX TransMedics Group, Inc. | +1,000 | $66.42K | 0.034% |
| SPCX Space Exploration Technologies Corp | +200 | $34.17K | 0.018% |
| EME EMCOR Group, Inc. | +38 | $31.54K | 0.016% |
| ZS Zscaler, Inc. | +167 | $23.57K | 0.012% |
| VRT Vertiv Holdings Co | +32 | $10.71K | <0.01% |
| VICI Vici Properties Inc. | +322 | $8.55K | <0.01% |
| SUZ Suzano S.A. | +1,000 | $7.76K | <0.01% |
| ASTS AST SpaceMobile, Inc. | +65 | $5.78K | <0.01% |
| FDXF FedEx Freight Holding Company, Inc. | +27 | $4.08K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 64.6K | $18.70M | 9.7% | -918 | -1.4% | Reduced | 0% |
| 2 | MDT Medtronic plc | Healthcare | 212.2K | $16.60M | 8.62% | -6,681 | -3.1% | Reduced | 0.02% |
| 3 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 32.5K | $15.50M | 8.04% | -748 | -2.3% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 35.2K | $13.11M | 6.81% | +1,725 | +5.2% | Added | 0% |
| 5 | AVGO Broadcom Inc. | Technology | 30.5K | $11.52M | 5.98% | -1,909 | -5.9% | Reduced | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 28.6K | $10.11M | 5.25% | +1,032 | +3.7% | Added | 0% |
| 7 | NVDA Nvidia Corp | Technology | 44.6K | $8.93M | 4.63% | -467 | -1.0% | Reduced | 0% |
| 8 | BSX Boston Scientific Corp | Healthcare | 139.7K | $5.96M | 3.09% | +5,127 | +3.8% | Added | 0.01% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 24.0K | $5.73M | 2.97% | +1,951 | +8.8% | Added | 0% |
| 10 | MU Micron Technology Inc | Technology | 3,642 | $4.20M | 2.18% | -1,267 | -25.8% | Reduced | 0% |
| 11 | TSLA Tesla, Inc. | Consumer Discretionary | 8,877 | $3.73M | 1.94% | +250 | +2.9% | Added | 0% |
| 12 | ASML Asml Holding Nv | Technology | 1,757 | $3.50M | 1.81% | 0 | 0.0% | Unchanged | 0% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 10.6K | $3.48M | 1.81% | +3 | +0.0% | Added | 0% |
| 14 | ABBV AbbVie Inc. | Healthcare | 13.2K | $3.33M | 1.73% | +3 | +0.0% | Added | 0% |
| 15 | META Meta Platforms, Inc. | Technology | 5,703 | $3.21M | 1.67% | +1,299 | +29.5% | Added | 0% |
Tip. Select a row to see that position’s full history at Financial Perspectives.
As of its Q2 2026 13F filing, Financial Perspectives, Inc’s five largest positions were Apple Inc. (AAPL) at 9.7%, Medtronic plc (MDT) at 8.6%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 8.0%, Microsoft Corp (MSFT) at 6.8%, Broadcom Inc. (AVGO) at 6.0% of the reported portfolio.
Financial Perspectives, Inc reported a 13F portfolio worth $192.65M across 475 positions for Q2 2026. That is up 12.9% from the previous quarter.
Its largest purchases by value were Mercadolibre Inc ($819.62K), Meta Platforms, Inc. ($731.70K), Microsoft Corp ($643.45K). It opened 12 new positions.
Its largest sales by value were Micron Technology Inc ($1.46M), Broadcom Inc. ($721.13K), Medtronic plc ($522.66K). It exited 4 positions entirely.
From the Form 13F-HR reports Financial Perspectives, Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.