New Perspectives, Inc
All 13F Filings
- Location
- Tougaloo, MS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 288,384
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 42 | 288,384 | 13F-HR | New Perspectives, Inc |
| Q3 2025 | 10/22/2025 | 40 | 223,385 | 13F-HR | New Perspectives, Inc |
| Q2 2025 | 7/17/2025 | 36 | 202,175 | 13F-HR | New Perspectives, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 238.8 K | 82.8% | 60.97 K | 0 | 60.97 K |
| ETFs | 49.58 K | 17.2% | 4.028 K | 0 | 4.028 K |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
288,384
Holdings
42
QoQ value change ($000)
64,999
(29.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.