Institutional Fund
Financial Perspectives, Inc
Minneapolis, MNCIK 20032875 filings on record
Portfolio Value
$358.19M
Q1 2026
Holdings
715
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-3.5%
from $371.17M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Whitehall Fds6.0%
- Vanguard World Fd5.4%
- Medtronic PLC5.3%
- Apple Inc4.6%
- Vanguard Whitehall Fds3.6%
- Microsoft Corp3.5%
- Other71.5%
Portfolio Holdings
715 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall Fds | 145.1K | $21.49M | 6.0% | +795 | Added |
| 2 | Vanguard World Fd | 27.9K | $19.49M | 5.4% | +135 | Added |
| 3 | Medtronic PLC | 218.9K | $18.97M | 5.3% | +1.6K | Added |
| 4 | Apple Inc | 65.5K | $16.63M | 4.6% | +1.6K | Added |
| 5 | Vanguard Whitehall Fds | 137.7K | $12.98M | 3.6% | +4.0K | Added |
| 6 | Microsoft Corp | 33.4K | $12.37M | 3.5% | +204 | Added |
| 7 | Taiwan Semiconductor Mfg Ltd | 33.2K | $11.22M | 3.1% | −348 | Reduced |
| 8 | Ishares Tr | 98.9K | $11.19M | 3.1% | +244 | Added |
| 9 | Ishares Tr | 74.8K | $10.16M | 2.8% | +644 | Added |
| 10 | Broadcom Inc | 32.4K | $10.03M | 2.8% | −79 | Reduced |
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