Institutions / New Perspectives, Inc
New Perspectives, Inc
CIK 1909565 · Institution · as of Dec 31, 2025
Portfolio value
$288.38M
Positions
42
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 42 →
| Company | Value | % of portfolio |
|---|---|---|
| Northern Lts Fd Tr II | $70.98M | 24.6% |
| SPDR Series Trust | $58.98M | 20.5% |
| iShares Tr | $28.23M | 9.8% |
| Invesco Qqq Tr | $27.71M | 9.6% |
| WisdomTree Tr | $20.96M | 7.3% |
| SPDR Series Trust | $16.37M | 5.7% |
| iShares Tr | $14.86M | 5.2% |
| World Gold Tr | $13.62M | 4.7% |
| Vanguard Specialized Funds | $8.69M | 3.0% |
| Invesco Exch Traded Fd Tr II | $6.66M | 2.3% |
| Apple Inc. | $3.02M | 1.0% |
| Vanguard Index Fds | $2.60M | 0.9% |
| Berkshire Hathaway Inc Del | $1.51M | 0.5% |
| WisdomTree Tr | $1.25M | 0.4% |
| Vanguard Intl Equity Index F | $1.23M | 0.4% |
| ELI LILLY & Co | $1.09M | 0.4% |
| Sherwin Williams Co | $1.09M | 0.4% |
| Vanguard Index Fds | $892.3K | 0.3% |
| Microsoft Corp | $735.8K | 0.3% |
| Eastgroup Properties Inc | $611.8K | 0.2% |
| JPMorgan Chase & Co | $548.9K | 0.2% |
| iShares Tr | $500.3K | 0.2% |
| Vanguard World Fd | $423.7K | 0.1% |
| Autodesk, Inc. | $414.4K | 0.1% |
| NVIDIA Corp | $408.1K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.