FINANCIAL PERSPECTIVES, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OTTR | 1K | $94.67K |
 | CAT | 1K | $547.77K |
 | MA | 1K | $652.16K |
 | BABA | 1K | $203.65K |
 | WFC | 1K | $93.98K |
 | KKR | 1K | $145.54K |
 | PYPL | 1K | $74.10K |
 | ISRG | 1K | $487.93K |
 | ABNB | 1K | $129.92K |
 | BMY | 1K | $48.08K |
 | MCD | 1K | $312.11K |
 | INCY | 1K | $84.81K |
 | LRN | 994 | $148.05K |
 | AMAT | 952 | $194.98K |
 | MDLZ | 944 | $58.95K |
 | MSTR | 912 | $293.86K |
 | HRL | 900 | $22.27K |
 | UHAL-B | 855 | $43.52K |
 | PG | 835 | $128.28K |
 | ECL | 833 | $228.09K |
Otter Tail Corporation
OTTR
Shares Held
1K
Value
$94.67K
Caterpillar Inc.
CAT
Shares Held
1K
Value
$547.77K
Mastercard Incorporated
MA
Shares Held
1K
Value
$652.16K
Alibaba Group Holding Limited
BABA
Shares Held
1K
Value
$203.65K
Wells Fargo & Company
WFC
Shares Held
1K
Value
$93.98K
KKR & Co. Inc.
KKR
Shares Held
1K
Value
$145.54K
PayPal Holdings, Inc.
PYPL
Shares Held
1K
Value
$74.10K
Intuitive Surgical, Inc.
ISRG
Shares Held
1K
Value
$487.93K
Airbnb, Inc.
ABNB
Shares Held
1K
Value
$129.92K
Bristol-Myers Squibb Company
BMY
Shares Held
1K
Value
$48.08K
McDonald's Corporation
MCD
Shares Held
1K
Value
$312.11K
Incyte Corporation
INCY
Shares Held
1K
Value
$84.81K
Stride, Inc.
LRN
Shares Held
994
Value
$148.05K
Applied Materials, Inc.
AMAT
Shares Held
952
Value
$194.98K
Mondelez International, Inc.
MDLZ
Shares Held
944
Value
$58.95K
MicroStrategy Incorporated
MSTR
Shares Held
912
Value
$293.86K
Hormel Foods Corporation
HRL
Shares Held
900
Value
$22.27K
U-Haul Holding Company
UHAL-B
Shares Held
855
Value
$43.52K
The Procter & Gamble Company
PG
Shares Held
835
Value
$128.28K
Ecolab Inc.
ECL
Shares Held
833
Value
$228.09K