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,
  "OSK",
  "AAL",
  "BEP",
  "QTWO",
  "FROG",
  "EXAS",
  "BNT",
  "HUM",
  "BEPC",
  "BCE",
  null,
  "SNOW",
  "MU",
  null,
  "PATK",
  null,
  "FNDF",
  "FNDA",
  "ACN",
  "OTTR",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  null,
  "KTB",
  "VONG",
  "ALL",
  "GOOGL",
  "VDE",
  "ASIX",
  null,
  "VTS",
  null,
  null,
  "AXP",
  "UNIT",
  null,
  "ASAN",
  "ACT",
  null,
  "APOG",
  null,
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BILI",
  "BLK",
  null,
  null,
  "CAT",
  "AVGO",
  null,
  "LOW",
  null,
  "CP.TO",
  "FCPT",
  "GMAB",
  null,
  null,
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CRON",
  null,
  null,
  null,
  "DBEF",
  "CCI",
  "JMIA",
  null,
  null,
  "DEA",
  "NICE",
  "EDIT",
  "NLOP",
  "EFC",
  "RUM",
  "QS",
  "PII",
  "FUN",
  null,
  "EOG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "U",
  "STNE",
  null,
  "CRESY",
  "PNR",
  "LOGI",
  null,
  "MMYT",
  null,
  "FITB",
  null,
  null,
  "GD",
  "GILD",
  "ALEX",
  "GIS",
  "HON",
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  "CELU",
  "CPHC",
  "HPQ",
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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,
  null,
  null,
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  null,
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  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,
  null,
  null,
  "SSKN",
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  "SRDX",
  "UHAL",
  null,
  null,
  null,
  "PDX",
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  null,
  null,
  null,
  "ASG",
  "KMI",
  null,
  null,
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  "IWS",
  null,
  "LIN",
  null,
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  null,
  null,
  null,
  "EDD",
  "MMC",
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  "MA",
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  "UI",
  "MDT",
  "ALE",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DXC",
  "EPR",
  "EXC",
  "ETSY",
  null,
  "FIS",
  null,
  "FYBR",
  "GE",
  "THG",
  null,
  "ICUI",
  "INCY",
  "HAS",
  "HRL",
  "NVS",
  "TEVA",
  "NU",
  null,
  "ILMN",
  "ORLY",
  "ADM",
  "DLN",
  "ALK",
  "BX",
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  "AMP",
  "FAST",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  null,
  "VHT",
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  "IRM",
  "IEMG",
  "IJK",
  null,
  "IVV",
  "PBR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "OGN",
  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "MDB",
  "AMGN",
  "MAS",
  "MSTR",
  "PARA",
  "PPG",
  "REGN",
  "ROK",
  "SLVM",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "SRE",
  "O",
  "ROST",
  "RIO",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "SSNC",
  "SBUX",
  "ERIC",
  "TEL",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "UBS",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "LAZR",
  "MET",
  "UHAL-B",
  "DTM",
  "VXF",
  "AGNC",
  "RCL",
  "VOE",
  "OGE",
  "MRNA",
  "EWBC",
  "ALC",
  null,
  null,
  null,
  "PNW",
  "VWO",
  "SUPN",
  "VSS",
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  "NGG",
  "VIG",
  "TTE",
  "TOST",
  null,
  "NXT",
  "FTHY",
  "IWO",
  "PTON",
  "SKX",
  "SU",
  "WY",
  "GMED",
  "IWN",
  "PATH",
  "SNY",
  null,
  "TSM",
  "LRN",
  "GSK",
  null,
  null,
  "BN.TO",
  null,
  "VYM",
  "DD",
  null,
  "GRAL",
  "K",
  "EW",
  "TT",
  "GTN",
  "SRPT",
  "ST",
  "LITE",
  "MAT",
  "SWX",
  "VNT",
  "GM",
  "ACGL",
  "ALB",
  "AFL",
  "AXON",
  "AMD",
  "SONY",
  "ALLE",
  "VFC",
  "EL",
  "FI",
  "CHN",
  "DRI",
  "WAB",
  "IP",
  "F",
  "WEC",
  "DEO",
  "WM",
  "IWP",
  "IWR",
  "IR",
  "NCLH",
  null,
  null,
  "AEP",
  null,
  "ES",
  "GILT",
  "HTHT",
  null,
  "IFF",
  "PCYO",
  "BIPC",
  "UA",
  "PEG",
  "NVO",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  "NIO",
  "IVE",
  "LCID",
  null,
  "PFG",
  null,
  null,
  "PLUG",
  "LI",
  null,
  "AL",
  "KD",
  null,
  null,
  null,
  null,
  null,
  "NWSA",
  "HDB",
  "NTES",
  null,
  null,
  null,
  "HBAN",
  "PDD",
  null,
  "DKNG",
  "VEU",
  null,
  "VGT",
  "USB",
  "VUG",
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  "VYMI",
  "VALE",
  "VXUS",
  "VOOG",
  "VTWO",
  "VBK",
  "VTEB",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VTV",
  "VEEV",
  "VTRS",
  "V",
  "VST",
  "W",
  "WBD",
  "WMT",
  "WBA",
  null,
  "WDC",
  "WFC",
  "WST",
  "WELL",
  "HOWL",
  "WHR",
  "WMB",
  null,
  null,
  "WDS",
  "KLG",
  "XPEV",
  "XEL",
  "WDAY",
  null,
  "IUSG",
  "ZIMV",
  "SOLV",
  null,
  "LNT",
  "DTE",
  "AVNS",
  "NXST",
  "POST",
  "FOXA",
  "CNQ",
  "SCHD",
  "SOFI",
  "DVY",
  null,
  "SCHA",
  "JD",
  "LADR",
  null,
  "NOK",
  "LUMN",
  null,
  "NXPI",
  "MOH",
  "MFC",
  null,
  "SO",
  "TAK",
  "TTD",
  "ON",
  "SJM",
  "TDOC",
  "TGNA",
  "OKTA",
  "OTIS",
  "ONL",
  "SW",
  "PSX",
  "TCOM",
  "CRM",
  "PENN",
  "RPRX",
  "RBLX",
  "RBRK",
  "ORI",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "HBI",
  null,
  "IUSV",
  "GEV",
  "MELI",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  null,
  "NVT",
  "SPCE",
  "IRTC",
  "ESGU",
  "PSA",
  "FDX",
  null,
  "STLA",
  null,
  "STE",
  "KMB",
  "LULU",
  "AN",
  "AVA",
  "BAC",
  "BNS",
  "BMO",
  "BRK-B",
  "BDX",
  "BRBR",
  null,
  "BHP",
  "BKH",
  "BA",
  null,
  "OWL",
  "BMY",
  "BTI",
  "BBU",
  "BC",
  "BBUC",
  "BF-A",
  "BIP",
  "BLDR",
  "BAM.TO",
  "BG",
  "CARR",
  "CCL",
  "CE",
  "CSR",
  "CVE",
  "CNP",
  "CHGG",
  "CVX",
  "CHTR",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CME",
  "COKE",
  "KO",
  "CCEP",
  "COIN",
  "CMCSA",
  "CTSH",
  "COP",
  "STZ",
  "CEG",
  "COST",
  "CTVA",
  "CPNG",
  "CROX",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
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  "DELL",
  "DAY",
  "DE",
  "DAL",
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  "DCI",
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  null,
  "IJJ",
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  "VOD",
  "USMV",
  "NEE",
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  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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 29 of 37

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Rumble Inc.

RUM|78137L105

Shares:772

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$292.1M)

464287473

IWS|464287473

Shares:43

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$292.1M)

CARNIVAL CORP

CCL|143658300

Shares:274

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$292.1M)

48817R870

Shares:165

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$292.1M)

SOUTHERN CO

SO|842587107

Shares:58

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$292.1M)

FASTENAL CO

FAST|311900104

Shares:68

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$292.1M)

Paramount Global

PARA|92556H206

Shares:432

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$292.1M)

808524748

Shares:135

Value:$4.9K

% of Portfolio:0.0% ($4.9K/$292.1M)

46438F101

Shares:103

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$292.1M)

BANK OF NOVA SCOTIA

BNS|064149107

Shares:100

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$292.1M)

808524607

SCHA|808524607

Shares:201

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$292.1M)

APOGEE ENTERPRISES, INC.

APOG|037598109

Shares:100

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$292.1M)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:10

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$292.1M)

Crocs, Inc.

CROX|227046109

Shares:43

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$292.1M)

26922A842

Shares:218

Value:$4.5K

% of Portfolio:0.0% ($4.5K/$292.1M)

78464A409

SPYG|78464A409

Shares:56

Value:$4.5K

% of Portfolio:0.0% ($4.5K/$292.1M)

Edwards Lifesciences Corp

EW|28176E108

Shares:62

Value:$4.5K

% of Portfolio:0.0% ($4.5K/$292.1M)

BANK OF MONTREAL /CAN/

BMO|063671101

Shares:47

Value:$4.5K

% of Portfolio:0.0% ($4.5K/$292.1M)

HERSHEY CO

HSY|427866108

Shares:25

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$292.1M)

78464A631

Shares:26

Value:$4.2K

% of Portfolio:0.0% ($4.2K/$292.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Rumble Inc.(RUMcusip78137L105)	772	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$292.1M)	QoQ -45.65% (-$4.6K) YoY -12.50% (-$780)
(IWScusip464287473)	43	QoQ -41.89% (-31) YoY -41.89% (-31)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$292.1M)	QoQ -43.40% (-$4.2K) YoY -41.58% (-$3.9K)
CARNIVAL CORP(CCLcusip143658300)	274	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$292.1M)	QoQ -21.63% (-$1.5K) YoY +19.52% (+$874)
(cusip48817R870)✕	165	QoQ 0.00% (-0) YoY NEW(+165)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$292.1M)	QoQ -1.03% (-$56) YoY NEW(+$5.3K)
SOUTHERN CO(SOcusip842587107)	58	QoQ -81.46% (-255) YoY -77.34% (-198)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$292.1M)	QoQ -79.35% (-$20.5K) YoY -70.99% (-$13.0K)
FASTENAL CO(FASTcusip311900104)	68	QoQ +1.49% (+1) YoY +3.03% (+2)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$292.1M)	QoQ +8.46% (+$410) YoY +2.77% (+$142)
Paramount Global(PARAcusip92556H206)	432	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$292.1M)	QoQ +14.33% (+$648) YoY +1.61% (+$82)
(cusip808524748)✕	135	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.9K	0.0% ($4.9K/$292.1M)	QoQ +6.03% (+$278) YoY +2.06% (+$99)
(cusip46438F101)✕	103	QoQ +14.44% (+13) YoY +14.44% (+13)	All Managers (Combined)	$4.8K	0.0% ($4.8K/$292.1M)	QoQ +0.96% (+$46) YoY +32.37% (+$1.2K)
BANK OF NOVA SCOTIA(BNScusip064149107)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$292.1M)	QoQ -11.70% (-$629) YoY -8.40% (-$435)
(SCHAcusip808524607)	201	QoQ +0.50% (-1) YoY +103.03% (-102)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$292.1M)	QoQ -9.18% (-$475) YoY -3.35% (-$163)
APOGEE ENTERPRISES, INC.(APOGcusip037598109)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$292.1M)	QoQ -35.12% (-$2.5K) YoY -21.73% (-$1.3K)
DOMINOS PIZZA INC(DPZcusip25754A201)	10	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$292.1M)	QoQ +9.45% (+$397) YoY -7.52% (-$374)
Crocs, Inc.(CROXcusip227046109)	43	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$292.1M)	QoQ -3.03% (-$143) YoY -26.13% (-$1.6K)
(cusip26922A842)✕	218	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.5K	0.0% ($4.5K/$292.1M)	QoQ -18.07% (-$1.0K) YoY -1.15% (-$53)
(SPYGcusip78464A409)	56	QoQ +3.70% (-2) YoY NEW(+56)	All Managers (Combined)	$4.5K	0.0% ($4.5K/$292.1M)	QoQ -5.05% (-$240) YoY NEW(+$4.5K)
Edwards Lifesciences Corp(EWcusip28176E108)	62	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.5K	0.0% ($4.5K/$292.1M)	QoQ -2.09% (-$96) YoY -24.15% (-$1.4K)
BANK OF MONTREAL /CAN/(BMOcusip063671101)	47	QoQ 0.00% (-0) YoY +4.44% (+2)	All Managers (Combined)	$4.5K	0.0% ($4.5K/$292.1M)	QoQ -0.79% (-$36) YoY +1.42% (+$63)
HERSHEY CO(HSYcusip427866108)	25	QoQ 0.00% (+0) YoY NEW(+25)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$292.1M)	QoQ +1.80% (+$77) YoY NEW(+$4.3K)
(cusip78464A631)✕	26	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.2K	0.0% ($4.2K/$292.1M)	QoQ -3.08% (-$133) YoY +14.37% (+$525)