# AMERICAN FUNDS NEW PERSP ECTIV FD

AMERICAN FUNDS NEW PERSP ECTIV FD is a security (CUSIP 648018778) tracked across SEC portfolio filings. 3 institutional managers reported $666K on Form 13F as of 2026-06-30; 1 registered fund positions totaling $10.6M via N-PORT as of 2026-03-31.

## Summary

- Issuer: AMERICAN FUNDS NEW PERSP ECTIV
- Class: FD
- CUSIP: 648018778
- Asset category: OTHER
- 13F holders: 3
- 13F value: $666K
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $10.6M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Mengis Capital Management, Inc. | PORTLAND, OR | $549K | 7,257 |
| [McIlrath & Eck, LLC](https://search.stillhousedata.com/firm/145252) | ARLINGTON, WA | $77K | 1,151 |
| [Vermillion Wealth Management, Inc.](https://search.stillhousedata.com/firm/281978) | ROSEMOUNT, MN | $39K | 521 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| Aspiriant Capital Appreciation Fund | Aspiriant Capital Appreciation Fund | $10.6M | 737.85% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/648018778.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.