New Perspectives, Inc 13F Holdings

CIK 0001909565 · TOUGALOO, MS

As of Sep 30, 2025, New Perspectives, Inc reported 40 positions worth $223.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETFSPYM—730,687$57.2M25.62%
INVESCO QQQ TRUST SERIES 1QQQ—46,152$27.7M12.40%
ISHARES CORE MSCI EAFE ETFIEFA—308,739$27.0M12.07%
WISDOMTREE FLOATING RATE TREASURY FUNDUSFR—411,925$20.7M9.27%
SS SPDR P S&P 400 MIDCAP ETFSPMD—276,816 5.8M7.09%
NORTHERN LTS FD TR IIWCPB—568,723 4.5M6.48%
ISHARES RUSSELL 2000 ETFIWM—58,862 4.2M6.38%
SPDR GOLD MINISHARES TRUSTGLDM—157,803 2.1M5.40%
VANGUARD DIVIDEND APPREC ETFVIG—38,534$8.3M3.72%
INVESCO NASDAQ 100 ETFQQQM—22,136$5.5M2.45%
APPLE INCAAPLTechnology11,100$2.8M1.27%
VANGUARD MID-CAP INDEX FUNDVO—9,026$2.7M1.19%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services2 .5M0.68%
WISDOMTREE US SMALLCAP FUNDEES—23,366 .3M0.58%
SHERWIN WILLIAMS COSHWBasic Materials3,600 .2M0.56%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEU—16,740 .2M0.53%
VANGUARD GROWTH INDEX FUNDVUG—1,819$872.4K0.39%
ELI LILLY & COLLYHealthcare1,097$837.0K0.37%
MICROSOFT CORPMSFTTechnology1,521$787.6K0.35%
EASTGROUP PROPERTIES INCEGPReal Estate3,434$581.3K0.26%
JPMORGAN CHASE & COJPMFinancial Services1,703$537.3K0.24%
ISHARES RUSSELL 1000 GROWTH ETFIWF—1,057$495.1K0.22%
AUTODESK INCADSKTechnology1,400$444.7K0.20%
VANGUARD HEALTH CARE INDEX FUNDVHT—1,652$428.9K0.19%
NVIDIA CORPNVDATechnology2,188$408.2K0.18%