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New Perspectives, Inc 13F holdings

Filed 2026-07-22 · New Perspectives, Inc · 49 positions · $325.9M

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TickerCompanySharesValue% of portfolio
—NORTHERN LTS FD TR II3.1M$78.4M24.1%
SPYMSPDR SERIES TRUST733.6K$64.5M19.8%
IEFAISHARES TR342.5K$33.1M10.2%
QQQINVESCO QQQ TR43.5K$32.0M9.8%
USFRWISDOMTREE TR438.4K$22.1M6.8%
SPMDSPDR SERIES TRUST306.5K$20.7M6.4%
IWMISHARES TR64.7K$19.4M6.0%
GLDMWORLD GOLD TR144.8K$11.5M3.5%
QQQMINVESCO EXCH TRADED FD TR II33.2K$10.1M3.1%
VIGVANGUARD SPECIALIZED FUNDS38.5K$9.1M2.8%
AAPLAPPLE INC10.7K$3.1M1.0%
VOVANGUARD INDEX FDS35.1K$2.8M0.9%
BRK-BBERKSHIRE HATHAWAY INC DEL2$1.5M0.5%
EESWISDOMTREE TR20.5K$1.4M0.4%
VEUVANGUARD INTL EQUITY INDEX F15.2K$1.3M0.4%
LLYELI LILLY & CO1.0K$1.2M0.4%
SHWSHERWIN WILLIAMS CO3.4K$1.2M0.4%
—ALLSPRING EXCHANGE TRADED FU40.9K$1.0M0.3%
VUGVANGUARD INDEX FDS11.0K$945,3000.3%
EGPEASTGROUP PPTYS INC3.4K$695,6240.2%
MSFTMICROSOFT CORP1.5K$567,9090.2%
JPMJPMORGAN CHASE & CO1.7K$557,6730.2%
IWFISHARES TR3.8K$477,8060.1%
SPXLDIREXION SHARES ETF TRUST1.8K$473,6730.1%
NVDANVIDIA CORPORATION2.2K$442,7990.1%
VHTVANGUARD WORLD FD1.4K$425,1920.1%
VXFVANGUARD INDEX FDS1.7K$410,6780.1%
VOOGVANGUARD ADMIRAL FDS INC4.7K$391,1050.1%
VTVVANGUARD INDEX FDS1.8K$383,7750.1%
CVXCHEVRON CORPORATION2.3K$377,2970.1%
SCHBSCHWAB STRATEGIC TR12.7K$367,4730.1%
VOOVANGUARD INDEX FDS509$349,6470.1%
UNPUNION PAC CORP1.3K$343,8080.1%
AMGNAMGEN INC920$333,1500.1%
BOXXEA SERIES TRUST2.8K$323,2850.1%
SHMSPDR SERIES TRUST6.5K$311,3410.1%
RFREGIONS FINANCIAL CORP NEW10.3K$310,5160.1%
AEPAMERICAN ELEC PWR CO INC2.2K$307,8230.1%
DWMWISDOMTREE TR4.2K$305,6700.1%
SPDWSPDR INDEX SHS FDS6.0K$301,8360.1%
ADSKAUTODESK INC1.4K$272,1880.1%
ABBVABBVIE INC1.0K$261,8850.1%
CBCHUBB LIMITED762$259,6440.1%
LNTALLIANT ENERGY CORP3.2K$245,9590.1%
GOOGLALPHABET INC681$243,3690.1%
INTCINTEL CORP1.7K$238,6280.1%
JNJJOHNSON & JOHNSON893$226,8770.1%
BRK-BBERKSHIRE HATHAWAY INC DEL418$209,1630.1%
VBVANGUARD INDEX FDS674$204,3030.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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