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Portfolio (Quarterly) Guide ↗

Financial Perspectives, Inc

· CIK 0002003287
13F Portfolio $411M AUM 728 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 728 New
Page 33 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ONEQ FIDELITY COMWLTH TR 24.0 $2K 0.00% NEW $103.21 -0.7%
642 HOWL WEREWOLF THERAPEUTICS INC Healthcare 6,750.0 $2K 0.00% NEW $0.36 +172.3%
643 SUPN SUPERNUS PHARMACEUTICALS Healthcare 52.0 $2K 0.00% NEW $46.52 -11.3%
644 BILI BILIBILI INC Technology 139.0 $2K 0.00% NEW $17.03 -9.2%
645 SRPT SAREPTA THERAPEUTICS INC Healthcare 128.0 $2K 0.00% NEW $17.97 +15.3%
646 CGDG CAPITAL GROUP DIVIDEND GROWE 59.0 $2K 0.00% NEW $37.51 +1.2%
647 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 126.0 $2K 0.00% NEW $17.41 +10.1%
648 FROG JFROG LTD Technology 24.0 $2K 0.00% NEW $90.88 +4.3%
649 GRO BRAZIL POTASH CORP Basic Materials 1,000.0 $2K 0.00% NEW $2.15 +8.8%
650 SIX FLAGS ENTERTAINMENT CORP 100.0 $2K 0.00% NEW $21.30
651 ALK ALASKA AIR GROUP INC Industrials 40.0 $2K 0.00% NEW $52.20 -23.5%
652 MTUM ISHARES TR 6.0 $2K 0.00% NEW $342.83 -12.6%
653 TTD THE TRADE DESK INC Technology 110.0 $2K NEW $18.08 -17.0%
654 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 76.0 $2K NEW $25.95 +29.6%
655 EL LAUDER ESTEE COS INC Consumer Defensive 25.0 $2K NEW $78.76 +22.2%
656 PPG PPG INDS INC Basic Materials 16.0 $2K NEW $119.44 -12.2%
657 SYM SYMBOTIC INC Industrials 40.0 $2K NEW $44.95 -4.8%
658 BROOKFIELD BUSINESS CORP 60.0 $2K NEW $29.85
659 IONQ IONQ INC Technology 32.0 $2K NEW $53.25 -30.4%
660 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 50.0 $2K NEW $34.00 +2.4%
Page 33 of 37  ·  728 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.4%
Healthcare 20.3%
Financial Services 10.5%
Consumer Cyclical 8.6%
Industrials 3.6%
Communication Services 3.5%
Consumer Defensive 2.1%
Utilities 1.5%
Energy 1.5%
Basic Materials 0.7%