Stock Taper

FINANCIAL PERSPECTIVES, INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Diageo plcDEO215$17.3K
Kimberly-Clark CorporationKMB210$23.05K
Eversource EnergyES210$15.18K
Accenture plcACN210$26.13K
Marvell Technology, Inc.MRVL209$62.26K
Public Service Enterprise Group IncorporatedPEG209$16.96K
Orion Properties Inc.ONL201$581
The Hanover Insurance Group, Inc.THG200$42.82K
Space Exploration Technologies Corp.SPCX200$34.17K
The Williams Companies, Inc.WMB200$14.87K
Toast, Inc.TOST200$5.56K
Welltower Inc.WELL197$44.71K
Vodafone Group Public Limited CompanyVOD194$2.57K
Regeneron Pharmaceuticals, Inc.REGN191$119.1K
Coca-Cola Consolidated, Inc.COKE183$34.99K
Otis Worldwide CorporationOTIS180$12.89K
Ingersoll Rand Inc.IR176$14.43K
Celularity Inc.CELU171$102
Zscaler, Inc.ZS167$23.57K
Howmet Aerospace Inc.HWM166$44.76K