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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 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 2,579.0 $1.1M 0.18% +102.0 +4.1% $420.60 -13.7%
22 VIG VANGUARD SPECIALIZED FUNDS 4,544.0 $1.1M 0.18% +775.0 +20.6% $236.62 +3.1%
23 V VISA INC Financial Services 3,005.0 $1.0M 0.17% +52.0 +1.8% $343.09 +8.1%
24 LLY ELI LILLY & CO Healthcare 851.0 $1.0M 0.17% +69.0 +8.8% $1199.43 +4.6%
25 META META PLATFORMS INC Communication Services 1,601.0 $902K 0.15% -565.0 -26.1% $563.29 -2.4%
26 HD HOME DEPOT INC Consumer Cyclical 2,470.0 $871K 0.15% -274.0 -10.0% $352.68 -4.8%
27 AMD ADVANCED MICRO DEVICES INC Technology 1,497.0 $870K 0.15% +131.0 +9.6% $580.91 -18.5%
28 CAT CATERPILLAR INC Industrials 757.0 $806K 0.14% -21.0 -2.7% $1064.90 -22.3%
29 MMM 3M CO Industrials 4,680.0 $758K 0.13% +91.0 +2.0% $161.91 +10.5%
30 AMAT APPLIED MATLS INC Technology 949.0 $686K 0.12% +22.0 +2.4% $723.00 -31.9%
31 IVW ISHARES TR 4,613.0 $634K 0.11% $137.53 +0.9%
32 INTC INTEL CORP Technology 4,422.0 $617K 0.10% NEW $139.63 -35.5%
33 IWF ISHARES TR 4,964.0 $616K 0.10% +4K +310.9% $124.17 -1.4%
34 LRCX LAM RESEARCH CORP Technology 1,343.0 $582K 0.10% +115.0 +9.4% $433.33 -27.5%
35 BAC BANK OF AMER CORP Financial Services 9,789.0 $558K 0.10% -61.0 -0.6% $56.98 +8.3%
36 GEV GE VERNOVA INC Utilities 470.0 $552K 0.09% +135.0 +40.3% $1174.86 -18.6%
37 IBM INTERNATIONAL BUSINESS MACHS Technology 1,936.0 $544K 0.09% +141.0 +7.9% $281.21 -16.2%
38 CSCO CISCO SYS INC Technology 4,610.0 $541K 0.09% +370.0 +8.7% $117.46 -5.5%
39 CVX CHEVRON CORPORATION Energy 3,066.0 $508K 0.09% +879.0 +40.2% $165.76 +23.8%
40 MA MASTERCARD INCORPORATED Financial Services 977.0 $502K 0.09% -115.0 -10.5% $513.60 +13.1%
Page 2 of 7  ·  125 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%