Institutional Fund
New Perspectives, Inc
Tougaloo, MSCIK 19095655 filings on record
Portfolio Value
$288.75M
Q1 2026
Holdings
44
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+0.1%
from $288.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Northern Lts Fd Tr II25.1%
- Spdr Series Trust19.4%
- Ishares Tr10.3%
- Invesco Qqq Tr8.9%
- Wisdomtree Tr7.3%
- Spdr Series Trust6.0%
- Other23.1%
Portfolio Holdings
44 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Northern Lts Fd Tr II | 2.87M | $72.50M | 25.1% | +87.6K | Added |
| 2 | Spdr Series Trust | 730.6K | $55.92M | 19.4% | −4.6K | Reduced |
| 3 | Ishares Tr | 327.2K | $29.62M | 10.3% | +11.7K | Added |
| 4 | Invesco Qqq Tr | 44.5K | $25.68M | 8.9% | −608 | Reduced |
| 5 | Wisdomtree Tr | 416.3K | $20.96M | 7.3% | −219 | Reduced |
| 6 | Spdr Series Trust | 292.4K | $17.32M | 6.0% | +9.8K | Added |
| 7 | Ishares Tr | 62.6K | $15.52M | 5.4% | +2.2K | Added |
| 8 | World Gold Tr | 159.5K | $14.78M | 5.1% | −1 | Reduced |
| 9 | Vanguard Specialized Funds | 38.9K | $8.38M | 2.9% | −590 | Reduced |
| 10 | Invesco Exch Traded Fd Tr II | 30.6K | $7.28M | 2.5% | +4.3K | Added |
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