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Portfolio (Quarterly) Guide ↗

New World Advisors LLC

· CIK 0001767724
13F Portfolio $588M AUM 125 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 56 Added 20 Reduced 2 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMD ADVANCED MICRO DEVICES INC Technology 1,497.0 $870K 0.15% +131.0 +9.6% $580.91 -18.5%
22 MMM 3M CO Industrials 4,680.0 $758K 0.13% +91.0 +2.0% $161.91 +10.5%
23 AMAT APPLIED MATLS INC Technology 949.0 $686K 0.12% +22.0 +2.4% $723.00 -31.9%
24 IWF ISHARES TR 4,964.0 $616K 0.10% +4K +310.9% $124.17 -1.4%
25 LRCX LAM RESEARCH CORP Technology 1,343.0 $582K 0.10% +115.0 +9.4% $433.33 -27.5%
26 GEV GE VERNOVA INC Utilities 470.0 $552K 0.09% +135.0 +40.3% $1174.86 -18.6%
27 IBM INTERNATIONAL BUSINESS MACHS Technology 1,936.0 $544K 0.09% +141.0 +7.9% $281.21 -16.2%
28 CSCO CISCO SYS INC Technology 4,610.0 $541K 0.09% +370.0 +8.7% $117.46 -5.5%
29 CVX CHEVRON CORPORATION Energy 3,066.0 $508K 0.09% +879.0 +40.2% $165.76 +23.8%
30 MRK MERCK & CO INC Healthcare 3,835.0 $493K 0.08% +43.0 +1.1% $128.50 +18.7%
31 ORCL ORACLE CORP Technology 3,325.0 $487K 0.08% +225.0 +7.3% $146.55 -0.1%
32 KO COCA COLA CO Consumer Defensive 5,775.0 $469K 0.08% +102.0 +1.8% $81.27 +12.1%
33 DWM WISDOMTREE TR 6,352.0 $465K 0.08% +1K +19.9% $73.21 +4.7%
34 GE GE AEROSPACE Industrials 1,171.0 $438K 0.07% +336.0 +40.2% $373.73 -6.8%
35 AMGN AMGEN INC Healthcare 1,108.0 $401K 0.07% +25.0 +2.3% $362.12 +21.3%
36 GS GOLDMAN SACHS GROUP INC Financial Services 375.0 $379K 0.06% +6.0 +1.6% $1011.37 +2.8%
37 MS MORGAN STANLEY Financial Services 1,716.0 $359K 0.06% +210.0 +13.9% $209.04 +2.5%
38 QQQ INVESCO QQQ TR Financial Services 481.0 $354K 0.06% +14.0 +3.0% $736.40 -3.1%
39 C CITIGROUP INC Financial Services 2,527.0 $354K 0.06% +107.0 +4.4% $139.96 -5.9%
40 LMT LOCKHEED MARTIN CORP Industrials 676.0 $344K 0.06% +200.0 +42.0% $509.46 +10.6%
Page 2 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 86.5%
Technology 7.1%
Financial Services 1.6%
Industrials 1.2%
Communication Services 1.0%
Healthcare 1.0%
Energy 0.6%
Consumer Defensive 0.6%
Utilities 0.3%
Basic Materials 0.1%