Stock Taper

FINANCIAL PERSPECTIVES, INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AstraZeneca PLCAZN932$176.75K
Mondelez International, Inc.MDLZ944$54.63K
The Boeing CompanyBA964$208.68K
Waste Management, Inc.WM987$219.98K
Stride, Inc.LRN994$85.72K
TransMedics Group, Inc.TMDX1K$66.42K
Incyte CorporationINCY1K$113.36K
Bristol-Myers Squibb CompanyBMY1.03K$59.52K
Airbnb, Inc.ABNB1.07K$153.12K
Wells Fargo & CompanyWFC1.08K$89.41K
The Procter & Gamble CompanyPG1.09K$159.21K
Intuitive Surgical, Inc.ISRG1.09K$433.87K
PayPal Holdings, Inc.PYPL1.11K$47.74K
KKR & Co. Inc.KKR1.12K$102.79K
Alibaba Group Holding LimitedBABA1.14K$109.36K
Otter Tail CorporationOTTR1.16K$103.93K
Unity Software Inc.U1.17K$33.32K
MongoDB, Inc.MDB1.17K$393.68K
Coupang, Inc.CPNG1.17K$20.38K
McDonald's CorporationMCD1.18K$318.17K