Stock Taper

FINANCIAL PERSPECTIVES, INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Avista CorporationAVA768$31.42K
Xcel Energy Inc.XEL767$61.6K
Solstice Advanced Materials Inc.SOLS764$67.69K
Asana, Inc.ASAN755$5.29K
Figma, Inc.FIG755$13.66K
Constellation Energy CorporationCEG750$186.28K
Palo Alto Networks, Inc.PANW732$249.63K
Atlassian CorporationTEAM718$55.85K
Fastenal CompanyFAST711$34.14K
CVS Health Corp.CVS708$73.25K
V.F. CorporationVFC700$11.68K
Healthpeak Properties, Inc.DOC688$14.72K
Bunge Global S.A.BG685$73.11K
BP p.l.c.BP680$25.13K
SS&C Technologies Holdings, Inc.SSNC670$41.57K
Caterpillar Inc.CAT648$690.05K
Brunswick CorporationBC645$54.34K
NIKE, Inc.NKE644$26.42K
DT Midstream, Inc.DTM643$94.37K
Eli Lilly and CompanyLLY641$768.84K