New Perspectives, Inc reported 22 positions worth $25.33M for the quarter ended Sep 30, 2026, up 4.0% on the prior quarter. It opened 0 new positions, added to 3, trimmed 3 and exited 0. Its largest holding is World Gold Trust at 46.5% 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.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLDM World Gold Trust | Others | 143.2K | $11.77M | 46.47% | -1,577 | -1.1% | Reduced | 0.04% |
| 2 | AAPL Apple Inc. | Technology | 10.4K | $3.45M | 13.63% | -350 | -3.3% | Reduced | 0% |
| 3 | BRK-A Berkshire Hathaway Inc | Financial Services | 2 | $1.49M | 5.9% | 0 | 0.0% | Unchanged | 0% |
| 4 | LLY ELI LILLY & Co | Healthcare | 1,021 | $1.18M | 4.66% | +7 | +0.7% | Added | 0% |
| 5 | SHW Sherwin Williams Co | Basic Materials | 3,350 | $1.08M | 4.28% | 0 | 0.0% | Unchanged | 0% |
| 6 | MSFT Microsoft Corp | Technology | 1,522 | $780.87K | 3.08% | 0 | 0.0% | Unchanged | 0% |
| 7 | EGP Eastgroup Properties Inc | Real Estate | 3,435 | $678.21K | 2.68% | 0 | 0.0% | Unchanged | 0.01% |
| 8 | CVX Chevron Corp | Energy | 3,188 | $651.06K | 2.57% | +912 | +40.1% | Added | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 1,704 | $563.68K | 2.23% | 0 | 0.0% | Unchanged | 0% |
| 10 | NVDA Nvidia Corp | Technology | 2,216 | $506.09K | 2% | +3 | +0.1% | Added | 0% |
| 11 | AMGN Amgen Inc | Healthcare | 920 | $387.79K | 1.53% | 0 | 0.0% | Unchanged | 0% |
| 12 | UNP Union Pacific Corp | Industrials | 1,264 | $343.97K | 1.36% | 0 | 0.0% | Unchanged | 0% |
| 13 | ADSK Autodesk, Inc. | Technology | 1,400 | $292.60K | 1.16% | 0 | 0.0% | Unchanged | 0% |
| 14 | RF Regions Financial Corp | Financial Services | 10.3K | $276.38K | 1.09% | 0 | 0.0% | Unchanged | 0% |
| 15 | ABBV AbbVie Inc. | Healthcare | 1,041 | $272.24K | 1.07% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at New Perspectives.
As of its Q3 2026 13F filing, New Perspectives, Inc’s five largest positions were World Gold Trust (GLDM) at 46.5%, Apple Inc. (AAPL) at 13.6%, Berkshire Hathaway Inc (BRK-A) at 5.9%, ELI LILLY & Co (LLY) at 4.7%, Sherwin Williams Co (SHW) at 4.3% of the reported portfolio.
New Perspectives, Inc reported a 13F portfolio worth $25.33M across 22 positions for Q3 2026. That is up 4.0% from the previous quarter.
Its largest purchases by value were Chevron Corp ($186.25K), ELI LILLY & Co ($8.10K), Nvidia Corp ($685.14). It opened 0 new positions.
Its largest sales by value were World Gold Trust ($129.60K), Apple Inc. ($116.55K), Alphabet Inc. ($6.88K). It exited 0 positions entirely.
From the Form 13F-HR reports New 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.