New Perspectives, Inc Portfolio Stock Holdings
New Perspectives, Inc disclosed 44 stock positions valued at approximately $288.8 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and INVESCO QQQ TR. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 44
- Portfolio Value
- $288.8M
Holdings by Sector
New Perspectives, Inc Portfolio Holdings in Q1 2026
43 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 19.37% | 730,608 | -4,611 | -0.63% | $55,920,704 |
| ISHARES TR | IEFA | Other | 10.26% | 327,219 | +11,700 | +3.71% | $29,623,136 |
| INVESCO QQQ TR | QQQ | Other | 8.89% | 44,498 | -608 | -1.35% | $25,683,119 |
| WISDOMTREE TR | USFR | Other | 7.26% | 416,317 | -219 | -0.05% | $20,957,409 |
| SPDR SERIES TRUST | SPMD | Other | 6.00% | 292,424 | +9,771 | +3.46% | $17,317,325 |
| ISHARES TR | IWM | Other | 5.38% | 62,586 | +2,232 | +3.70% | $15,521,346 |
| WORLD GOLD TR | GLDM | Other | 5.12% | 159,510 | -1 | -0.00% | $14,784,977 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.90% | 38,946 | -590 | -1.49% | $8,375,724 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 2.52% | 30,617 | +4,277 | +16.24% | $7,275,212 |
| APPLE INC | AAPL | Technology | 0.98% | 11,100 | - | - | $2,816,988 |
| VANGUARD INDEX FDS | VO | Other | 0.88% | 8,847 | -96 | -1.07% | $2,540,709 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.50% | 2 | - | - | $1,436,280 |
| WISDOMTREE TR | EES | Other | 0.42% | 20,913 | -1,015 | -4.63% | $1,213,970 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.42% | 16,140 | -600 | -3.58% | $1,212,114 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.37% | 3,350 | - | - | $1,073,843 |
| ELI LILLY & CO | LLY | Healthcare | 0.32% | 1,014 | - | - | $932,647 |
| VANGUARD INDEX FDS | VUG | Other | 0.28% | 1,829 | - | - | $798,889 |
| EASTGROUP PPTYS INC | EGP | Real Estate | 0.22% | 3,434 | - | - | $635,688 |
| MICROSOFT CORP | MSFT | Technology | 0.20% | 1,522 | +1 | +0.07% | $563,570 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.17% | 1,704 | +1 | +0.06% | $501,116 |
| CHEVRON CORPORATION | CVX | Energy | 0.16% | 2,276 | -23 | -1.00% | $470,939 |
| ISHARES TR | IWF | Other | 0.15% | 994 | -63 | -5.96% | $423,842 |
| VANGUARD WORLD FD | VHT | Other | 0.13% | 1,422 | -50 | -3.40% | $387,253 |
| NVIDIA CORPORATION | NVDA | Technology | 0.13% | 2,213 | +25 | +1.14% | $385,947 |
| VANGUARD INDEX FDS | VTV | Other | 0.12% | 1,761 | - | - | $345,508 |
| VANGUARD INDEX FDS | VXF | Other | 0.12% | 1,668 | - | - | $343,274 |
| AUTODESK INC | ADSK | Technology | 0.12% | 1,400 | - | - | $335,160 |
| AMGEN INC | AMGN | Healthcare | 0.11% | 920 | - | - | $323,702 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.11% | 12,689 | -400 | -3.06% | $318,494 |
| SPDR SERIES TRUST | SHM | Other | 0.11% | 6,491 | - | - | $310,465 |
| UNION PAC CORP | UNP | Industrials | 0.11% | 1,264 | - | - | $306,672 |
| VANGUARD INDEX FDS | VOO | Other | 0.11% | 509 | +2 | +0.39% | $304,206 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.10% | 2,250 | - | - | $294,930 |
| WISDOMTREE TR | DWM | Other | 0.10% | 4,175 | - | - | $291,793 |
| DIREXION SHARES ETF TRUST | SPXL | Other | 0.10% | 1,550 | +125 | +8.77% | $286,580 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.09% | 5,990 | -950 | -13.69% | $273,444 |
| REGIONS FINANCIAL CORP NEW | RF | Financial Services | 0.09% | 10,282 | - | - | $268,566 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 0.09% | 641 | +1 | +0.16% | $261,239 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.09% | 762 | - | - | $248,359 |
| ALLIANT ENERGY CORP | LNT | Utilities | 0.08% | 3,224 | - | - | $231,354 |
| ABBVIE INC | ABBV | Healthcare | 0.08% | 1,041 | +4 | +0.39% | $226,344 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 893 | +893 | +100.00% | $218,363 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.07% | 208 | +208 | +100.00% | $207,257 |