Data as of Q4 2025 (Dec 31, 2025)

New Perspectives, Inc

•CIK: 1909565•Filing: Q4 2025

**New Perspectives, Inc.** manages $288M across a diversified portfolio of 42 positions. The fund exhibits significant concentration in technology and sector-specific ETFs, notably holding WCPB at $71.0M and SPYM at $59.0M. Further allocations include substantial exposure to international and broad market indices, such as IEFA ($28.2M) and NDQ ($27.7M). This structure suggests a tactical, growth-oriented mandate with deep conviction in specific market segments.

Total AUM
$288.4M
QoQ Performance
+29.1%
Positions
32
Top 10 Concentration
92.6%
Latest Filing
Q4 2025

Top Holdings Allocation

WCPB
SPYM
IEFA
NDQ
USFR
SPMD
IWM
WCPB24.6%
SPYM20.5%
IEFA9.8%
NDQ9.6%
USFR7.3%
SPMD5.7%
IWM5.2%
GLDM4.7%

📈 Biggest Buys

WCPB
NORTHERN LTS FD TR II
+388.7%
24.6% of portfolio
QQQM
INVESCO EXCH TRADED FD TR II
+19.0%
2.3% of portfolio
IEFA
ISHARES TR
+2.2%
9.8% of portfolio
IWM
ISHARES TR
+2.5%
5.2% of portfolio
SPYM
SPDR SERIES TRUST
+0.6%
20.5% of portfolio

📉 Biggest Sells

NDQ
INVESCO QQQ TR
-2.3%
9.6% of portfolio
LLY
ELI LILLY & CO
-7.6%
0.4% of portfolio
EES
WISDOMTREE TR
-6.2%
0.4% of portfolio
SHW
SHERWIN WILLIAMS CO
-6.9%
0.4% of portfolio
VHT
VANGUARD WORLD FD
-10.9%
0.1% of portfolio

Sector Breakdown

Other96.6%
Technology1.4%
Financial0.8%
Healthcare0.6%
Materials0.4%
ETF0.1%
Industrial0.1%

🚪 Exited Positionssold since Q3 2025

ORCL
ORACLE CORP
SOLD
$281.2K

Changes from Q3 2025

NEW3 new positions
↑13 increased
↓7 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

📌 Top Holdings

WCPB24.6%
NORTHERN LTS FD TR II
$71.0M
SPYM20.5%
SPDR SERIES TRUST
$59.0M
IEFA9.8%
ISHARES TR
$28.2M
NDQ9.6%
INVESCO QQQ TR
$27.7M
USFR7.3%
WISDOMTREE TR
$21.0M

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