New-Perspectives
AI_NATIVE detailed information: This accession holds the following tickers:[ "RF", "ABBV", null, "UNP", "MSFT", null, "VHT", "IWF", "UNH", "AAPL", "NVDA", "AMGN", "IEFA", "SHW", "SPDW", null, "SPLG", "VO", "VXF", null, "VIG", "ADSK", null, "SCHB", "EGP", "VEU", "VUG", "VTV", null, "LNT", null, null, "BRK-A", "CB", "QQQ", "IWM", "LLY", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-25
- Total Holdings
- 38
- Total Value
- 187403739
- Accession Number
- 0001909565-25-000004
- Form Type
- 13F-HR
- Manager Name
- New-Perspectives
Data Enrichment
79% identified30 identified8 unidentified
Holdings
38 positions • $187.4M total value
Manager:
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78468R739
Shares:6.5K
Value:$309.0K
% of Portfolio:0.2% ($309.0K/$187.4M)
97717W703
Shares:4.2K
Value:$242.8K
% of Portfolio:0.1% ($242.8K/$187.4M)
02072L565
Shares:1.8K
Value:$200.7K
% of Portfolio:0.1% ($200.7K/$187.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.6K | QoQ 0.00% (+0)YoY NEW(+1.6K) | All Managers (Combined) | $390.7K | 0.2% ($390.7K/$187.4M) | YoY NEW(+$390.7K) | |
| 1.1K | All Managers (Combined) | $381.7K | 0.2% ($381.7K/$187.4M) | |||
Autodesk, Inc.(ADSKcusip052769106) | 1.4K | QoQ 0.00% (-0)YoY NEW(+1.4K) | All Managers (Combined) | $366.5K | 0.2% ($366.5K/$187.4M) | YoY NEW(+$366.5K) |
(cusip78468R739)✕ | 6.5K | QoQ NEW(+6.5K) YoY NEW(+6.5K) | All Managers (Combined) | $309.0K | 0.2% ($309.0K/$187.4M) | QoQ NEW(+$309.0K) YoY NEW(+$309.0K) |
| 1.8K | All Managers (Combined) | $304.2K | 0.2% ($304.2K/$187.4M) | |||
| 1.3K | All Managers (Combined) | $298.6K | 0.2% ($298.6K/$187.4M) | |||
| 1.7K | All Managers (Combined) | $291.3K | 0.2% ($291.3K/$187.4M) | |||
| 920 | All Managers (Combined) | $286.6K | 0.2% ($286.6K/$187.4M) | |||
| 13.1K | QoQ 0.00% (-0) | All Managers (Combined) | $281.8K | 0.2% ($281.8K/$187.4M) | ||
| 7.0K | QoQ +9.31% (+592)YoY +9.00% (+574) | All Managers (Combined) | $253.1K | 0.1% ($253.1K/$187.4M) | ||
(cusip97717W703)✕ | 4.2K | All Managers (Combined) | $242.8K | 0.1% ($242.8K/$187.4M) | ||
NVIDIA CORP(NVDAcusip67066G104) | 2.2K | YoY NEW(+2.2K) | All Managers (Combined) | $237.1K | 0.1% ($237.1K/$187.4M) | YoY NEW(+$237.1K) |
| 444 | QoQ 0.00% (+0)YoY NEW(+444) | All Managers (Combined) | $232.5K | 0.1% ($232.5K/$187.4M) | YoY NEW(+$232.5K) | |
| 762 | QoQ 0.00% (+0)YoY NEW(+762) | All Managers (Combined) | $230.1K | 0.1% ($230.1K/$187.4M) | YoY NEW(+$230.1K) | |
| 10.3K | QoQ 0.00% (-0)YoY -4.37% (-470) | All Managers (Combined) | $223.4K | 0.1% ($223.4K/$187.4M) | ||
AbbVie Inc.(ABBVcusip00287Y109) | 1.0K | QoQ NEW(+1.0K) YoY NEW(+1.0K) | All Managers (Combined) | $214.5K | 0.1% ($214.5K/$187.4M) | QoQ NEW(+$214.5K) YoY NEW(+$214.5K) |
| 3.2K | QoQ NEW(+3.2K) YoY NEW(+3.2K) | All Managers (Combined) | $207.5K | 0.1% ($207.5K/$187.4M) | QoQ NEW(+$207.5K) YoY NEW(+$207.5K) | |
(cusip02072L565)✕ | 1.8K | QoQ NEW(+1.8K) YoY NEW(+1.8K) | All Managers (Combined) | $200.7K | 0.1% ($200.7K/$187.4M) | QoQ NEW(+$200.7K) YoY NEW(+$200.7K) |