New Perspectives, Inc
All 13F Filings
- Location
- Tougaloo, MS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 325,852
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 49 | 325,852 | 13F-HR | New Perspectives, Inc |
| Q1 2026 | 4/21/2026 | 44 | 288,753 | 13F-HR | New Perspectives, Inc |
| 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 | 115.3 K | 35.4% | 8.895 K | 0 | 8.895 K |
| ETFs | 210.5 K | 64.6% | 28.21 K | 0 | 28.21 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
325,852
Holdings
49
QoQ value change ($000)
37,099
(12.8%)
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.