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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 5 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DTE DTE ENERGY CO Utilities 1,816.0 $277K 0.05% NEW $152.37 -11.3%
82 FORTINET INC 1,797.0 $276K 0.05% NEW $153.62
83 LHX L3HARRIS TECHNOLOGIES INC Industrials 944.0 $274K 0.05% +190.0 +25.2% $290.59 -8.2%
84 CRS CARPENTER TECHNOLOGY CORP Industrials 443.0 $273K 0.05% NEW $616.84 -20.2%
85 BSX BOSTON SCIENTIFIC CORP Healthcare 6,333.0 $270K 0.05% NEW $42.68 +18.0%
86 REGN REGENERON PHARMACEUTICALS Healthcare 427.0 $266K 0.04% NEW $623.54 +33.8%
87 WDC WESTERN DIGITAL CORP Technology 413.0 $264K 0.04% NEW $638.72 -28.1%
88 CL COLGATE PALMOLIVE CO Consumer Defensive 2,877.0 $264K 0.04% +76.0 +2.7% $91.68 -0.7%
89 NDAQ NASDAQ INC Financial Services 3,337.0 $263K 0.04% +263.0 +8.6% $78.82 +24.6%
90 BLK BLACKROCK INC Financial Services 273.0 $263K 0.04% NEW $961.56 +20.3%
91 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,527.0 $261K 0.04% NEW $57.62 +16.3%
92 IGSB ISHARES TR 4,956.0 $260K 0.04% +1K +27.0% $52.40 -0.6%
93 GBDC GOLUB CAP BDC INC Financial Services 20,124.0 $259K 0.04% +4K +21.1% $12.88 +2.5%
94 COF CAPITAL ONE FINL CORP Financial Services 1,289.0 $259K 0.04% NEW $200.62 +8.6%
95 VLO VALERO ENERGY CORP Energy 983.0 $256K 0.04% NEW $260.44 +33.9%
96 RBRK RUBRIK INC. Technology 3,177.0 $255K 0.04% NEW $80.28 +24.7%
97 SNPS SYNOPSYS INC Technology 562.0 $251K 0.04% NEW $446.07 -10.8%
98 INTU INTUIT Technology 951.0 $248K 0.04% NEW $261.00 +40.6%
99 VRSN VERISIGN INC Technology 986.0 $248K 0.04% NEW $251.56 +12.0%
100 UNP UNION PAC CORP Industrials 910.0 $248K 0.04% +9.0 +1.0% $272.00 +13.3%
Page 5 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%