New Perspectives, Inc: 13F holdings
CIK 19095652026Q2
| Positions | 49 |
|---|
| Reported value | $325.9m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 49 (+5 vs prior quarter) |
|---|
| Reported value | $325.9m (+12.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NORTHERN LTS FD TR II | 3,091,982 | $78.4m | 24.1% |
| SPYM SPDR SERIES TRUST | 733,557 | $64.5m | 19.8% |
| IEFA ISHARES TR | 342,517 | $33.1m | 10.2% |
| QQQ INVESCO QQQ TR | 43,452 | $32.0m | 9.8% |
| USFR WISDOMTREE TR | 438,385 | $22.1m | 6.8% |
| SPMD SPDR SERIES TRUST | 306,457 | $20.7m | 6.4% |
| IWM ISHARES TR | 64,653 | $19.4m | 6.0% |
| GLDM WORLD GOLD TR | 144,811 | $11.5m | 3.5% |
| QQQM INVESCO EXCH TRADED FD TR II | 33,221 | $10.1m | 3.1% |
| VIG VANGUARD SPECIALIZED FUNDS | 38,494 | $9.1m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1909565")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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