StockDriftsStockDriftsTop 48 New Perspectives INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WCPB | NORTHERN LTS FD TR II | 23.62% | 3.21M | $77.7M | +3.82%(+118.01K) | $25.45(-4.06%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 20.37% | 746.5K | $67.0M | +1.77%(+12.98K) | $50.27(+79.49%) | 2026-09-30 | |
| IEFA | ISHARES TR | 10.34% | 351.1K | $34.0M | +2.52%(+8.63K) | $74.17(+29.38%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 9.67% | 43.0K | $31.8M | -1.05%(-455) | $338.73(+112.07%) | 2026-09-30 | |
| USFR | WISDOMTREE TR | 6.86% | 447.7K | $22.6M | +2.11%(+9.27K) | $50.29(+0.43%) | 2026-09-30 | |
| SPMD | SPDR SERIES TRUST | 6.11% | 318.9K | $20.1M | +4.05%(+12.42K) | $49.06(+29.28%) | 2026-09-30 | |
| IWM | ISHARES TR | 5.63% | 66.6K | $18.5M | +3.04%(+1.97K) | $221.78(+22.32%) | 2026-09-30 | |
| GLDM | WORLD GOLD TR | 3.58% | 143.2K | $11.8M | -1.09%(-1.58K) | $60.99(+34.36%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.4% | 36.7K | $11.2M | +10.61%(+3.52K) | $224.90(+31.52%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.72% | 38.3K | $8.9M | -0.41%(-158) | $152.78(+57.77%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.52% | +38.71% | — | — | +14.80% |
| Top 20 Holdings Unweighted | +11.50% | +38.63% | — | — | +15.76% |
New Perspectives INC reports $329.04M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are WCPB (23.6%), SPYM (20.4%) and IEFA (10.3%). The top 20 holdings account for 96.94% of reported assets. Its disclosed equity book has returned +38.71% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from New Perspectives INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909565). View New Perspectives INC’s 13F filings on SEC