New Perspectives, Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists Joshua Ryder Taff as the Chief Operating Officer responsible for managing the firm's holdings.
The portfolio is concentrated in exchange-traded funds (ETFs) and large-cap equity securities. The top holdings include the Invesco Exchange Traded Fund Trust II NASDAQ 100 ETF, which is held in 36,746 shares, and the SPDR Series Trust S&P 500 ETF, held in 746,537 shares. Other significant ETF positions include the WisdomTree Trust Floating Rate Treasury ETF, held in 447,656 shares, and the Invesco QQQ Trust Unit Series 1, held in 42,997 shares.
Among individual stock holdings, Berkshire Hathaway Inc. Class A is listed with 1,494,010 shares, while Berkshire Hathaway Inc. Class B is held in 208,143 shares. Other notable individual positions include Apple Inc., held in 3,453,311 shares; Microsoft Corporation, held in 780,871 shares; and Eli Lilly & Co., held in 1,181,379 shares. The filing also includes positions in Alphabet Inc., NVIDIA Corporation, and Johnson & Johnson.
The portfolio also includes various specialized funds and regional holdings, such as the Vanguard World Fund Health Care ETF, the Regions Financial Corp., and the Sherwin-Williams Co.
