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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RTX CORPORATION Industrials 1,805.0 $342K 0.06% +276.0 +18.1% $189.73 +10.6%
42 JCI JOHNSON CONTROLS INTERNATION Industrials 2,330.0 $340K 0.06% +708.0 +43.6% $146.11 -2.1%
43 WFC WELLS FARGO & CO Financial Services 4,069.0 $336K 0.06% +613.0 +17.7% $82.64 +1.5%
44 PM PHILIP MORRIS INTL INC Consumer Defensive 1,710.0 $309K 0.05% +179.0 +11.7% $180.91 +4.0%
45 NEM NEWMONT CORP Basic Materials 3,085.0 $288K 0.05% +820.0 +36.2% $93.40 +40.9%
46 ETN EATON CORP PLC Industrials 671.0 $286K 0.05% +7.0 +1.1% $426.12 -1.6%
47 VZ VERIZON COMMUNICATIONS INC Communication Services 6,566.0 $278K 0.05% +220.0 +3.5% $42.34 +16.8%
48 LHX L3HARRIS TECHNOLOGIES INC Industrials 944.0 $274K 0.05% +190.0 +25.2% $290.59 -8.2%
49 CL COLGATE PALMOLIVE CO Consumer Defensive 2,877.0 $264K 0.04% +76.0 +2.7% $91.68 -0.7%
50 NDAQ NASDAQ INC Financial Services 3,337.0 $263K 0.04% +263.0 +8.6% $78.82 +24.6%
51 IGSB ISHARES TR 4,956.0 $260K 0.04% +1K +27.0% $52.40 -0.6%
52 GBDC GOLUB CAP BDC INC Financial Services 20,124.0 $259K 0.04% +4K +21.1% $12.88 +2.5%
53 UNP UNION PAC CORP Industrials 910.0 $248K 0.04% +9.0 +1.0% $272.00 +13.3%
54 PEP PEPSICO INC Consumer Defensive 1,564.0 $212K 0.04% +204.0 +15.0% $135.40 +6.0%
55 KVUE KENVUE INC Consumer Defensive 10,483.0 $200K 0.03% +131.0 +1.3% $19.11 -0.3%
56 UAA UNDER ARMOUR INC Consumer Cyclical 13,794.0 $88K 0.01% +519.0 +3.9% $6.39 -15.6%
Page 3 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%