New Perspectives, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$288.8M
Q ending 2026-03-31
Prior quarter
$288.4M
Q ending 2025-12-31
Change
+0.1% QoQ · +54.1% YoY
Positions
44
reported holdings
Largest positions
All 44 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Northern Lts Fd Tr Ii | WCPB | Shares | $72.5M | 2.9M |
| Spdr Series Trust | SPYM | Shares | $55.9M | 731K |
| Ishares Tr | IEFA | Shares | $29.6M | 327K |
| Invesco Qqq Tr | QQQ | Shares | $25.7M | 44K |
| Wisdomtree Tr | USFR | Shares | $21.0M | 416K |
| Spdr Series Trust | SPMD | Shares | $17.3M | 292K |
| Ishares Tr | IWM | Shares | $15.5M | 63K |
| World Gold Tr | GLDM | Shares | $14.8M | 160K |
| Vanguard Specialized Funds | VIG | Shares | $8.4M | 39K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $7.3M | 31K |
| Apple Inc | AAPL | Shares | $2.8M | 11K |
| Vanguard Index Fds | VO | Shares | $2.5M | 9K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Wisdomtree Tr | EES | Shares | $1.2M | 21K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.2M | 16K |
| Sherwin Williams Co | SHW | Shares | $1.1M | 3K |
| Eli Lilly & Co | LLY | Shares | $933K | 1K |
| Vanguard Index Fds | VUG | Shares | $799K | 2K |
| Eastgroup Pptys Inc | EGP | Shares | $636K | 3K |
| Microsoft Corp | MSFT | Shares | $564K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $501K | 2K |
| Chevron Corporation | CVX | Shares | $471K | 2K |
| Ishares Tr | IWF | Shares | $424K | 994 |
| Vanguard World Fd | VHT | Shares | $387K | 1K |
| Nvidia Corporation | NVDA | Shares | $386K | 2K |
| Vanguard Index Fds | VTV | Shares | $346K | 2K |
| Vanguard Index Fds | VXF | Shares | $343K | 2K |
| Autodesk Inc | ADSK | Shares | $335K | 1K |
| Amgen Inc | AMGN | Shares | $324K | 920 |
| Schwab Strategic Tr | SCHB | Shares | $318K | 13K |
| Spdr Series Trust | SHM | Shares | $310K | 6K |
| Union Pac Corp | UNP | Shares | $307K | 1K |
| Vanguard Index Fds | VOO | Shares | $304K | 509 |
| American Elec Pwr Co Inc | AEP | Shares | $295K | 2K |
| Wisdomtree Tr | DWM | Shares | $292K | 4K |
| Direxion Shares Etf Trust | SPXL | Shares | $287K | 2K |
| Spdr Index Shs Fds | SPDW | Shares | $273K | 6K |
| Regions Financial Corp New | RF | Shares | $269K | 10K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $261K | 641 |
| Chubb Ltd Switz | Shares | $248K | 762 | |
| Alliant Energy Corp | LNT | Shares | $231K | 3K |
| Abbvie Inc | ABBV | Shares | $226K | 1K |
| Johnson & Johnson | JNJ | Shares | $218K | 893 |
| Costco Wholesale Corporation | COST | Shares | $207K | 208 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.