New Perspectives, Inc

Q4 2025 13F-HR Holdings

Location
Tougaloo, MS
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
42
Total value ($000)
$288,384
Net value change ($000)
+64,999 (29.1%)
New positions
3
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WCPB 56,504 390.2%
SPYM 1,737 3.0%
GLDM 1,553 12.9%
IEFA 1,270 4.7%
QQQM 1,192 21.8%
IWM 615 4.3%
SPMD 537 3.4%
VIG 374 4.5%
VOO 318 NEW
VOOG 284 NEW
Top Reduces (Value $000, Stocks/ETFs)
ORCL -281 -100.0%
SHW -161 -12.9%
EES -57 -4.4%
VO -55 -2.1%
MSFT -52 -6.6%
ADSK -31 -7.0%
CVX -7 -2.0%
LNT -7 -3.2%
UNP -7 -2.3%
VHT -5 -1.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type