New Perspectives, Inc Top Holdings and 13F Report (2026) About New Perspectives, IncInvestment ActivityNew Perspectives, Inc has $288.75 million in total holdings as of March 31, 2026.New Perspectives, Inc owns shares of 44 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.04% of the portfolio was purchased this quarter.About 0.37% of the portfolio was sold this quarter.This quarter, New Perspectives, Inc has purchased 42 new stocks and bought additional shares in 12 stocks.New Perspectives, Inc sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings NORTHERN LTS FD TR II $72,504,938SPDR Portfolio S&P 500 ETF $55,920,704iShares Core MSCI EAFE ETF $29,623,136Invesco QQQ $25,683,119WisdomTree Floating Rate Treasury Fund $20,957,409 Largest New Holdings this Quarter 478160104 - Johnson & Johnson $218,363 Holding22160K105 - Costco Wholesale $207,257 Holding Largest Purchases this Quarter NORTHERN LTS FD TR II 87,628 shares (about $2.22M)iShares Core MSCI EAFE ETF 11,700 shares (about $1.06M)Invesco NASDAQ 100 ETF 4,277 shares (about $1.02M)SPDR Portfolio S&P 400 Mid Cap ETF 9,771 shares (about $578.64K)iShares Russell 2000 ETF 2,232 shares (about $553.54K) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 4,611 shares (about $352.93K)Invesco QQQ 608 shares (about $350.92K)Vanguard Dividend Appreciation ETF 590 shares (about $126.89K)WisdomTree U.S. SmallCap Fund 1,015 shares (about $58.92K)Vanguard FTSE All-World ex-US ETF 600 shares (about $45.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew Perspectives, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNORTHERN LTS FD TR II$72,504,938$2,216,112 ▲3.2%2,866,94125.1%WEITZ CORE PLUSSPLGSPDR Portfolio S&P 500 ETF$55,920,704$352,926 ▼-0.6%730,60819.4%ETFIEFAiShares Core MSCI EAFE ETF$29,623,136$1,059,201 ▲3.7%327,21910.3%ETFQQQInvesco QQQ$25,683,119$350,922 ▼-1.3%44,4988.9%FinanceUSFRWisdomTree Floating Rate Treasury Fund$20,957,409$11,024 ▼-0.1%416,3177.3%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$17,317,325$578,638 ▲3.5%292,4246.0%ETFIWMiShares Russell 2000 ETF$15,521,346$553,537 ▲3.7%62,5865.4%FinanceGLDMSPDR Gold MiniShares Trust$14,784,977$93 ▼0.0%159,5105.1%FinanceVIGVanguard Dividend Appreciation ETF$8,375,724$126,885 ▼-1.5%38,9462.9%ETFQQQMInvesco NASDAQ 100 ETF$7,275,212$1,016,301 ▲16.2%30,6172.5%ETFAAPLApple$2,816,9880.0%11,1001.0%Computer and TechnologyVOVanguard Mid-Cap ETF$2,540,709$27,570 ▼-1.1%8,8470.9%ETFBRK.ABerkshire Hathaway$1,436,2800.0%20.5%FinanceEESWisdomTree U.S. SmallCap Fund$1,213,970$58,919 ▼-4.6%20,9130.4%FinanceVEUVanguard FTSE All-World ex-US ETF$1,212,114$45,060 ▼-3.6%16,1400.4%ETFSHWSherwin-Williams$1,073,8430.0%3,3500.4%Basic MaterialsLLYEli Lilly and Company$932,6470.0%1,0140.3%MedicalVUGVanguard Growth ETF$798,8890.0%1,8290.3%ETFEGPEastGroup Properties$635,6880.0%3,4340.2%FinanceMSFTMicrosoft$563,570$370 ▲0.1%1,5220.2%Computer and TechnologyJPMJPMorgan Chase & Co.$501,116$294 ▲0.1%1,7040.2%FinanceCVXChevron$470,939$4,759 ▼-1.0%2,2760.2%EnergyIWFiShares Russell 1000 Growth ETF$423,842$26,863 ▼-6.0%9940.1%ETFVHTVanguard Health Care ETF$387,253$13,616 ▼-3.4%1,4220.1%ETFNVDANVIDIA$385,947$4,360 ▲1.1%2,2130.1%Computer and TechnologyVTVVanguard Value ETF$345,5080.0%1,7610.1%ETFVXFVanguard Extended Market ETF$343,2740.0%1,6680.1%ETFADSKAutodesk$335,1600.0%1,4000.1%Computer and TechnologyAMGNAmgen$323,7020.0%9200.1%MedicalSCHBSchwab US Broad Market ETF$318,494$10,040 ▼-3.1%12,6890.1%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$310,4650.0%6,4910.1%FinanceUNPUnion Pacific$306,6720.0%1,2640.1%TransportationVOOVanguard S&P 500 ETF$304,206$1,195 ▲0.4%5090.1%ETFAEPAmerican Electric Power$294,9300.0%2,2500.1%UtilitiesDWMWisdomTree International Equity Fund$291,7930.0%4,1750.1%FinanceSPXLDirexion Daily S&P 500 Bull 3x Shares$286,580$23,111 ▲8.8%1,5500.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$273,444$43,368 ▼-13.7%5,9900.1%ETFRFRegions Financial$268,5660.0%10,2820.1%FinanceVOOGVanguard S&P 500 Growth ETF$261,239$408 ▲0.2%6410.1%ETFCBChubb$248,3590.0%7620.1%FinanceLNTAlliant Energy$231,3540.0%3,2240.1%UtilitiesABBVAbbVie$226,344$870 ▲0.4%1,0410.1%MedicalJNJJohnson & Johnson$218,363$218,363 ▲New Holding8930.1%MedicalCOSTCostco Wholesale$207,257$207,257 ▲New Holding2080.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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