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Portfolio (Quarterly) Guide ↗

New World Advisors LLC

· CIK 0001767724
13F Portfolio $568.8B AUM 83 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 14 Added 56 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 1,208.0 $515K 0.09% NEW $426.40 -70.8%
2 AMAT APPLIED MATLS INC Technology 927.0 $317K 0.06% NEW $341.79 +27.7%
3 GEV GE VERNOVA INC Utilities 335.0 $292K 0.05% NEW $872.90 +24.9%
4 LRCX LAM RESEARCH CORP Technology 1,228.0 $262K 0.05% NEW $213.66 +40.0%
5 ETN EATON CORP PLC Industrials 664.0 $237K 0.04% NEW $357.67 +14.1%
6 VRTX VERTEX PHARMACEUTICALS INC Healthcare 515.0 $230K 0.04% NEW $446.54 +0.9%
7 UNP UNION PAC CORP Industrials 901.0 $219K 0.04% NEW $242.62 +11.0%
8 APH AMPHENOL CORP Technology 1,684.0 $213K 0.04% NEW $126.35 -1.1%

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 90.2%
Technology 4.7%
Communication Services 1.3%
Financial Services 1.1%
Healthcare 0.7%
Industrials 0.6%
Energy 0.6%
Consumer Defensive 0.6%
Utilities 0.2%
Basic Materials 0.0%