Financial-Perspectives

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 724
Total Value: 292102660
Accession Number: 0002003287-25-000003
Form Type: 13F-HR
CIK: financial-perspectives
Manager Name: Financial-Perspectives

Data Enrichment

78% identified

567 identified157 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

724 positions • $292.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Frontier Communications Parent, Inc.

FYBR|35909D109

Shares:325

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$292.1M)

IDACORP INC

IDA|451107106

Shares:99

Value:$11.5K

% of Portfolio:0.0% ($11.5K/$292.1M)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:119

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$292.1M)

HP INC

HPQ|40434L105

Shares:412

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$292.1M)

Arista Networks, Inc.

ANET|040413205

Shares:144

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$292.1M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:149

Value:$11.1K

% of Portfolio:0.0% ($11.1K/$292.1M)

Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

EDD|617477104

Shares:2.4K

Value:$11.1K

% of Portfolio:0.0% ($11.1K/$292.1M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:21

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$292.1M)

301505889

Shares:289

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$292.1M)

OSHKOSH CORP

OSK|688239201

Shares:116

Value:$10.9K

% of Portfolio:0.0% ($10.9K/$292.1M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:50

Value:$10.9K

% of Portfolio:0.0% ($10.9K/$292.1M)

V F CORP

VFC|918204108

Shares:700

Value:$10.9K

% of Portfolio:0.0% ($10.9K/$292.1M)

46137Y500

Shares:417

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$292.1M)

92189F866

Shares:605

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$292.1M)

Alexander & Baldwin, Inc.

ALEX|014491104

Shares:605

Value:$10.4K

% of Portfolio:0.0% ($10.4K/$292.1M)

LENNAR CORP /NEW/

LEN|526057104

Shares:90

Value:$10.3K

% of Portfolio:0.0% ($10.3K/$292.1M)

Seagate Technology Holdings plc

STX|G7997R103

Shares:120

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$292.1M)

Smurfit Westrock plc

SW|G8267P108

Shares:224

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$292.1M)

52603BAD9

Shares:—

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$292.1M)

464288273

Shares:154

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$292.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Frontier Communications Parent, Inc.(FYBRcusip35909D109)	325	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.7K	0.0% ($11.7K/$292.1M)	QoQ +3.34% (+$377) YoY +46.36% (+$3.7K)
IDACORP INC(IDAcusip451107106)	99	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.5K	0.0% ($11.5K/$292.1M)	QoQ +6.34% (+$687) YoY +25.11% (+$2.3K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	119	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.4K	0.0% ($11.4K/$292.1M)	QoQ +4.14% (+$455) YoY +4.04% (+$445)
HP INC(HPQcusip40434L105)	412	QoQ +0.24% (-1) YoY +0.98% (-4)	All Managers (Combined)	$11.4K	0.0% ($11.4K/$292.1M)	QoQ -14.93% (-$2.0K) YoY -7.54% (-$931)
Arista Networks, Inc.(ANETcusip040413205)	144	QoQ 0.00% (-0) YoY NEW(+144)	All Managers (Combined)	$11.2K	0.0% ($11.2K/$292.1M)	QoQ -29.90% (-$4.8K) YoY NEW(+$11.2K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	149	QoQ +0.67% (-1) YoY +2.05% (+3)	All Managers (Combined)	$11.1K	0.0% ($11.1K/$292.1M)	QoQ -7.03% (-$842) YoY +2.59% (+$281)
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.(EDDcusip617477104)	2.4K	QoQ +3.60% (+82) YoY NEW(+2.4K)	All Managers (Combined)	$11.1K	0.0% ($11.1K/$292.1M)	QoQ +7.24% (+$747) YoY NEW(+$11.1K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	21	QoQ 0.00% (-0) YoY -85.61% (-125)	All Managers (Combined)	$11.0K	0.0% ($11.0K/$292.1M)	QoQ -11.50% (-$1.4K) YoY -75.82% (-$34.6K)
(cusip301505889)✕	289	QoQ 0.00% (+0) YoY +1.76% (+5)	All Managers (Combined)	$11.0K	0.0% ($11.0K/$292.1M)	QoQ +10.66% (+$1.1K) YoY +23.93% (+$2.1K)
OSHKOSH CORP(OSKcusip688239201)	116	QoQ +0.86% (-1) YoY +1.75% (-2)	All Managers (Combined)	$10.9K	0.0% ($10.9K/$292.1M)	QoQ -0.54% (-$60) YoY -23.24% (-$3.3K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	50	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$10.9K	0.0% ($10.9K/$292.1M)	QoQ +18.63% (+$1.7K) YoY +10.12% (+$1.0K)
V F CORP(VFCcusip918204108)	700	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$10.9K	0.0% ($10.9K/$292.1M)	QoQ -27.67% (-$4.2K) YoY +1.17% (+$126)
(cusip46137Y500)✕	417	QoQ +0.72% (+3) YoY +3.99% (+16)	All Managers (Combined)	$10.6K	0.0% ($10.6K/$292.1M)	QoQ +1.77% (+$185) YoY +2.71% (+$280)
(cusip92189F866)✕	605	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$292.1M)	QoQ +12.41% (+$1.2K) YoY +19.35% (+$1.7K)
Alexander & Baldwin, Inc.(ALEXcusip014491104)	605	QoQ 0.00% (-0) YoY NEW(+605)	All Managers (Combined)	$10.4K	0.0% ($10.4K/$292.1M)	QoQ -2.87% (-$309) YoY NEW(+$10.4K)
LENNAR CORP /NEW/(LENcusip526057104)	90	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$10.3K	0.0% ($10.3K/$292.1M)	QoQ -15.83% (-$1.9K) YoY -33.26% (-$5.1K)
Seagate Technology Holdings plc(STXcusipG7997R103)	120	QoQ +0.84% (-1) YoY +2.56% (-3)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$292.1M)	QoQ -0.78% (-$81) YoY -6.02% (-$656)
Smurfit Westrock plc(SWcusipG8267P108)	224	QoQ 0.00% (-0) YoY NEW(+224)	All Managers (Combined)	$10.1K	0.0% ($10.1K/$292.1M)	QoQ -16.34% (-$2.0K) YoY NEW(+$10.1K)
(cusip52603BAD9)✕	—	QoQ - YoY NEW	All Managers (Combined)	$9.8K	0.0% ($9.8K/$292.1M)	QoQ +2.77% (+$265) YoY NEW(+$9.8K)
(cusip464288273)✕	154	QoQ -4.93% (-8) YoY +3.35% (+5)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$292.1M)	QoQ -0.57% (-$57) YoY +3.86% (+$364)