New Perspectives, Inc
Annual return '25
+14.0%
SPY '25
+17.7%
Alpha
-3.7ptsvs SPY
Invested
$577.5M
Holdings
44
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WCPB
NORTHERN LTS FD TR II
Q1 2026: Exited (was 2.78M shares)
25.1%
02
$SPYM
SPDR SERIES TRUST
Q1 2026: Sold 99.3% (735.2k → 5.4k shares)
19.4%
03
$IEFA
ISHARES TR
Q1 2026: Sold 31.3% (315.5k → 216.7k shares)
10.3%
04
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +115.5% (45.1k → 97.2k shares)
8.9%
05
$USFR
WISDOMTREE TR
Q1 2026: Exited (was 416.5k shares)
7.3%
06
$SPMD
SPDR SERIES TRUST
Q1 2026: Sold 96.0% (282.7k → 11.3k shares)
6.0%
07
$IWM
ISHARES TR
Q1 2026: Sold 63.9% (60.4k → 21.8k shares)
5.4%
08
$GLDM
WORLD GOLD TR
Q1 2026: Sold 96.9% (159.5k → 5.0k shares)
5.1%
09
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Increased +14478.1% (39.5k → 5.76M shares)
2.9%
10
$QQQM
INVESCO EXCH TRADED FD TR II
Q1 2026: Sold 92.7% (26.3k → 1.9k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:46 UTC.