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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
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC Industrials 778.0 $551K 0.10% -65.0 -7.7% $708.46 +24.9%
22 MA MASTERCARD INCORPORATED Financial Services 1,092.0 $546K 0.10% -142.0 -11.5% $499.66 -1.4%
23 NEE NEXTERA ENERGY INC Utilities 5,489.0 $510K 0.09% -361.0 -6.2% $92.88 -3.7%
24 MU MICRON TECHNOLOGY INC Technology 1,441.0 $487K 0.09% -59.0 -3.9% $337.84 +122.4%
25 BAC BANK AMERICA CORP Financial Services 9,850.0 $480K 0.08% -902.0 -8.4% $48.75 +2.7%
26 IEFA ISHARES TR 5,223.0 $473K 0.08% -856.0 -14.1% $90.53 +5.9%
27 MRK MERCK & CO INC Healthcare 3,792.0 $456K 0.08% -166.0 -4.2% $120.29 -7.5%
28 ORCL ORACLE CORP Technology 3,100.0 $456K 0.08% -612.0 -16.5% $147.11 +27.9%
29 CVX CHEVRON CORPORATION Energy 2,187.0 $452K 0.08% -321.0 -12.8% $206.90 -8.5%
30 IBM INTERNATIONAL BUSINESS MACHS Technology 1,795.0 $435K 0.08% -45.0 -2.5% $242.39 -9.6%
31 KO COCA COLA CO Consumer Defensive 5,673.0 $431K 0.08% -580.0 -9.3% $76.05 +5.8%
32 AMGN AMGEN INC Healthcare 1,083.0 $381K 0.07% -50.0 -4.4% $351.85 -8.4%
33 ABBV ABBVIE INC Healthcare 1,717.0 $373K 0.07% -382.0 -18.2% $217.49 -3.8%
34 DWM WISDOMTREE TR 5,299.0 $370K 0.07% -407.0 -7.1% $69.89 +5.0%
35 PLTR PALANTIR TECHNOLOGIES INC Technology 2,409.0 $352K 0.06% -267.0 -10.0% $146.28 -9.3%
36 SHOP SHOPIFY INC Technology 2,885.0 $342K 0.06% -188.0 -6.1% $118.62 -16.0%
37 VZ VERIZON COMMUNICATIONS INC Communication Services 6,346.0 $319K 0.06% -318.0 -4.8% $50.20 -7.7%
38 GS GOLDMAN SACHS GROUP INC Financial Services 369.0 $312K 0.06% -31.0 -7.8% $845.99 +12.8%
39 RTX RTX CORPORATION Industrials 1,529.0 $295K 0.05% -141.0 -8.4% $192.90 -11.0%
40 WFC WELLS FARGO & CO Financial Services 3,456.0 $275K 0.05% -352.0 -9.2% $79.61 -7.5%
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 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%