Financial-Perspectives

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PINS",
  "SE",
  "FIBK",
  "SPSC",
  "PIPR",
  "FLEX",
  "MPWR",
  "RNG",
  "ARGX",
  null,
  "ASB",
  null,
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  "AAL",
  "BEP",
  "QTWO",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  "DTM",
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  "ALC",
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "XEL",
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  null,
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  null,
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  "POST",
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  null,
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  null,
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  null,
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  null,
  "SO",
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  "ON",
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  "PENN",
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  "ORI",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
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  null,
  "IUSV",
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  "ZBH",
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  null,
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  null,
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  null,
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  "AN",
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  null,
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  null,
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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

Page 26 of 37

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Lumen Technologies, Inc.

LUMN|550241103

Shares:2.5K

Value:$9.8K

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

MEXICAN ECONOMIC DEVELOPMENT INC

FMX|344419106

Shares:100

Value:$9.8K

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

PDD Holdings Inc.

PDD|722304102

Shares:64

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$292.1M)

BrandywineGLOBAL-Global Income Opportunities Fund Inc

BWG|10537L104

Shares:1.1K

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$292.1M)

KLA CORP

KLAC|482480100

Shares:14

Value:$9.5K

% of Portfolio:0.0% ($9.5K/$292.1M)

SOUTHERN COPPER CORP/

SCCO|84265V105

Shares:101

Value:$9.4K

% of Portfolio:0.0% ($9.4K/$292.1M)

Celanese Corp

CE|150870103

Shares:164

Value:$9.3K

% of Portfolio:0.0% ($9.3K/$292.1M)

87918AAF2

Shares:—

Value:$9.2K

% of Portfolio:0.0% ($9.2K/$292.1M)

46137V134

Shares:581

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$292.1M)

ALLSTATE CORP

ALL|020002101

Shares:44

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$292.1M)

Kontoor Brands, Inc.

KTB|50050N103

Shares:142

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$292.1M)

233051200

DBEF|233051200

Shares:210

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$292.1M)

WHIRLPOOL CORP /DE/

WHR|963320106

Shares:100

Value:$9.0K

% of Portfolio:0.0% ($9.0K/$292.1M)

BCE INC

BCE|05534B760

Shares:390

Value:$9.0K

% of Portfolio:0.0% ($9.0K/$292.1M)

78464A607

Shares:90

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$292.1M)

Pampa Energy Inc.

PAM|697660207

Shares:114

Value:$8.8K

% of Portfolio:0.0% ($8.8K/$292.1M)

EXACT SCIENCES CORP

EXAS|30063P105

Shares:202

Value:$8.7K

% of Portfolio:0.0% ($8.7K/$292.1M)

Allegion plc

ALLE|G0176J109

Shares:66

Value:$8.6K

% of Portfolio:0.0% ($8.6K/$292.1M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:52

Value:$8.6K

% of Portfolio:0.0% ($8.6K/$292.1M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:133

Value:$8.6K

% of Portfolio:0.0% ($8.6K/$292.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Lumen Technologies, Inc.(LUMNcusip550241103)	2.5K	QoQ 0.00% (-0) YoY -1.92% (-49)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$292.1M)	QoQ -26.17% (-$3.5K) YoY +146.45% (-$5.8K)
MEXICAN ECONOMIC DEVELOPMENT INC(FMXcusip344419106)	100	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$292.1M)	QoQ +14.14% (+$1.2K) YoY -25.09% (-$3.3K)
PDD Holdings Inc.(PDDcusip722304102)	64	QoQ -20.98% (-17) YoY -20.98% (-17)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$292.1M)	QoQ +22.02% (-$1.7K) YoY +1.80% (-$170)
BrandywineGLOBAL-Global Income Opportunities Fund Inc(BWGcusip10537L104)	1.1K	QoQ +1.86% (+21) YoY NEW(+1.1K)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$292.1M)	QoQ +6.38% (+$575) YoY NEW(+$9.6K)
KLA CORP(KLACcusip482480100)	14	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$9.5K	0.0% ($9.5K/$292.1M)	QoQ +8.13% (+$713) YoY -1.84% (-$178)
SOUTHERN COPPER CORP/(SCCOcusip84265V105)	101	QoQ 0.00% (+0) YoY +1.00% (-1)	All Managers (Combined)	$9.4K	0.0% ($9.4K/$292.1M)	QoQ +2.55% (+$235) YoY -11.38% (-$1.2K)
Celanese Corp(CEcusip150870103)	164	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$9.3K	0.0% ($9.3K/$292.1M)	QoQ -17.97% (-$2.0K) YoY -66.96% (-$18.9K)
(cusip87918AAF2)✕	—	QoQ - YoY NEW	All Managers (Combined)	$9.2K	0.0% ($9.2K/$292.1M)	QoQ +4.92% (+$430) YoY NEW(+$9.2K)
(cusip46137V134)✕	581	QoQ 0.00% (-0) YoY +1.04% (-6)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$292.1M)	QoQ -21.33% (-$2.5K) YoY -31.00% (-$4.1K)
ALLSTATE CORP(ALLcusip020002101)	44	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$292.1M)	QoQ +7.40% (+$628) YoY +19.69% (+$1.5K)
Kontoor Brands, Inc.(KTBcusip50050N103)	142	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$292.1M)	QoQ -24.91% (-$3.0K) YoY +6.42% (+$550)
(DBEFcusip233051200)	210	QoQ 0.00% (+0) YoY +40.00% (+60)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$292.1M)	QoQ +4.58% (+$399) YoY +48.09% (+$3.0K)
WHIRLPOOL CORP /DE/(WHRcusip963320106)	100	QoQ 0.00% (-0) YoY NEW(+100)	All Managers (Combined)	$9.0K	0.0% ($9.0K/$292.1M)	QoQ -21.27% (-$2.4K) YoY NEW(+$9.0K)
BCE INC(BCEcusip05534B760)	390	QoQ 0.00% (-0) YoY NEW(+390)	All Managers (Combined)	$9.0K	0.0% ($9.0K/$292.1M)	QoQ -0.95% (-$86) YoY NEW(+$9.0K)
(cusip78464A607)✕	90	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.9K	0.0% ($8.9K/$292.1M)	QoQ +0.26% (+$24) YoY +5.16% (+$438)
Pampa Energy Inc.(PAMcusip697660207)	114	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$8.8K	0.0% ($8.8K/$292.1M)	QoQ -12.20% (-$1.2K) YoY +78.95% (+$3.9K)
EXACT SCIENCES CORP(EXAScusip30063P105)	202	QoQ 0.00% (-0) YoY NEW(+202)	All Managers (Combined)	$8.7K	0.0% ($8.7K/$292.1M)	QoQ -22.95% (-$2.6K) YoY NEW(+$8.7K)
Allegion plc(ALLEcusipG0176J109)	66	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$8.6K	0.0% ($8.6K/$292.1M)	QoQ -0.17% (-$15) YoY -3.16% (-$281)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	52	QoQ 0.00% (-0) YoY NEW(+52)	All Managers (Combined)	$8.6K	0.0% ($8.6K/$292.1M)	QoQ -3.56% (-$317) YoY NEW(+$8.6K)
ALLIANT ENERGY CORP(LNTcusip018802108)	133	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.6K	0.0% ($8.6K/$292.1M)	QoQ +8.81% (+$693) YoY +27.68% (+$1.9K)