Financial Perspectives, Inc quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Financial Perspectives, Inc opened 15 positions, added to 58, reduced 36, sold out of 9 and left 319 unchanged. The largest increase in value was MU (+$2,545,713); the largest decrease was BSX (-$2,481,997).
- MU: Country of operation United States; Class COM; Shares 2026-03-31 4,909; Shares 2026-06-30 3,642.
- MDT: Country of operation Ireland; Class SHS; Shares 2026-03-31 218,905; Shares 2026-06-30 212,224.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 65,530; Shares 2026-06-30 64,612.
- AVGO: Country of operation United States; Class COM; Shares 2026-03-31 32,404; Shares 2026-06-30 30,495.
Two Form 13F-HR filings compared (SEC CIK 2003287): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 4,909 | 3,642 | -1,267 | $1,658,437 | $4,204,150 | +$2,545,713 |
|---|
MDT
MEDTRONIC PLC | Ireland | SHS | 218,905 | 212,224 | -6,681 | $18,968,104 | $16,602,306 | -$2,365,798 |
|---|
AAPL
APPLE INC | United States | COM | 65,530 | 64,612 | -918 | $16,630,860 | $18,696,038 | +$2,065,178 |
|---|
AVGO
BROADCOM INC | United States | COM | 32,404 | 30,495 | -1,909 | $10,029,357 | $11,519,635 | +$1,490,278 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 45,075 | 44,608 | -467 | $7,861,110 | $8,925,621 | +$1,064,511 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 2,456 | 2,451 | -5 | $499,624 | $1,423,810 | +$924,186 |
|---|
INTC
INTEL CORP | United States | COM | 5,448 | 5,196 | -252 | $240,426 | $725,535 | +$485,109 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,937 | 3,915 | -22 | $1,131,992 | $1,399,071 | +$267,079 |
|---|
WM
WASTE MGMT INC DEL | United States | COM | 1,852 | 987 | -865 | $425,571 | $219,983 | -$205,588 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 1,700 | 1,679 | -21 | $482,437 | $627,545 | +$145,108 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 1,147 | 852 | -295 | $572,934 | $437,438 | -$135,496 |
|---|
CSCO
CISCO SYS INC | United States | COM | 3,645 | 3,405 | -240 | $282,837 | $399,984 | +$117,147 |
|---|
QCOM
QUALCOMM INC | United States | COM | 2,104 | 2,097 | -7 | $270,976 | $387,421 | +$116,445 |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 960 | 549 | -411 | $198,542 | $90,937 | -$107,605 |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 1,252 | 1,238 | -14 | $1,247,731 | $1,158,447 | -$89,284 |
|---|
GEV
GE VERNOVA INC | United States | COM | 282 | 276 | -6 | $246,393 | $324,590 | +$78,197 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 1,850 | 1,733 | -117 | $313,924 | $236,985 | -$76,939 |
|---|
RBRK
RUBRIK INC. | United States | CL A | 7,505 | 3,752 | -3,753 | $367,520 | $301,211 | -$66,309 |
|---|
BAC
BANK OF AMER CORP | United States | COM | 7,216 | 7,192 | -24 | $351,768 | $409,818 | +$58,050 |
|---|
IAU
ISHARES GOLD TR | United States | ISHARES NEW | 4,259 | 4,217 | -42 | $375,473 | $318,426 | -$57,047 |
|---|
ASB
ASSOCIATED BANC-CORP | United States | COM | 10,927 | 10,403 | -524 | $282,568 | $320,114 | +$37,546 |
|---|
HD
HOME DEPOT INC | United States | COM | 1,894 | 1,870 | -24 | $622,799 | $659,354 | +$36,555 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 4,100 | 4,037 | -63 | $205,836 | $170,925 | -$34,911 |
|---|
DOCN
DIGITALOCEAN HLDGS INC | United States | COM | 420 | 400 | -20 | $36,028 | $62,812 | +$26,784 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 1,515 | 1,426 | -89 | $140,741 | $125,160 | -$15,581 |
|---|
THG
HANOVER INS GROUP INC | United States | COM | 320 | 200 | -120 | $55,472 | $42,824 | -$12,648 |
|---|
SOLS
SOLSTICE ADVANCED MATLS INC | United States | COM SHS | 773 | 764 | -9 | $58,872 | $67,690 | +$8,818 |
|---|
EOG
EOG RES INC | United States | COM | 455 | 440 | -15 | $65,779 | $57,081 | -$8,698 |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 89 | 37 | -52 | $17,355 | $11,029 | -$6,326 |
|---|
MET
METLIFE INC | United States | COM | 164 | 113 | -51 | $11,598 | $9,561 | -$2,037 |
|---|
VSNT
VERSANT MEDIA GROUP INC | United States | COM CL A | 622 | 592 | -30 | $23,026 | $21,333 | -$1,693 |
|---|
AEP
AMERICAN ELEC PWR CO INC | United States | COM | 137 | 119 | -18 | $17,958 | $16,280 | -$1,678 |
|---|
CNP
CENTERPOINT ENERGY INC | United States | COM | 426 | 382 | -44 | $18,386 | $16,823 | -$1,563 |
|---|
WOLF
WOLFSPEED INC | United States | COMMON STOCK | 23 | 22 | -1 | $375 | $1,062 | +$687 |
|---|
WELL
WELLTOWER INC | United States | COM | 223 | 197 | -26 | $44,089 | $44,713 | +$624 |
|---|
SPG
SIMON PPTY GROUP INC NEW | United States | COM | 52 | 46 | -6 | $9,629 | $10,203 | +$574 |
|---|