New Perspectives, Inc Portfolio Holdings

New Perspectives, Inc

  • $212 Million
  • Q4 2025

New Perspectives, Inc has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $212 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $58.1M, Ishares Tr with a value of $28M, Invesco Qqq Trust, Series 1 with a value of $27.2M, Wisdomtree Floating Rate Treas with a value of $21M, and Spdr Portfolio with a value of $15.9M.

Examining the 13F form we can see an increase of $4.77M in the current position value, from $207M to 212M.

New Perspectives, Inc is based out at Tougaloo, MS

Below you can find more details about New Perspectives, Inc portfolio as well as his latest detailed transactions.

Portfolio value $212 Million
ETFs: $201 Million
Technology: $4.49 Million
Financial Services: $2.5 Million
Healthcare: $1.59 Million
Basic Materials: $1.11 Million
Real Estate: $606,000
Utilities: $489,000
Energy: $355,000
Other: $279,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$2.97 Million 1.4% of portfolio
11,100
Q2 2025 Reduced 11.02%
$453B
$1.51 Million 0.71% of portfolio
2
Q1 2025 New
$971B
$1.04 Million 0.49% of portfolio
1,014
Q4 2025 Reduced 7.57%
$3.78T
$771,000 0.36% of portfolio
1,521
Q3 2025 Added 0.07%
$881B
$511,000 0.24% of portfolio
1,703
Q2 2025 Added 6.91%
$465B
$408,000 0.19% of portfolio
2,188
Q1 2025 Reduced 21.1%
$303B
$355,000 0.17% of portfolio
2,299
Q4 2025 Added 0.09%
$414B
$242,000 0.11% of portfolio
1,037
Q4 2025 Added 0.39%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $212 Million
  • Prior Value $207 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track New Perspectives, Inc Portfolio

Follow New Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on New Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email