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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 7 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PLTR PALANTIR TECHNOLOGIES INC Technology 1,728.0 $202K 0.03% -681.0 -28.3% $116.67 +54.2%
122 KVUE KENVUE INC Consumer Defensive 10,483.0 $200K 0.03% +131.0 +1.3% $19.11 -0.3%
123 EQIX EQUINIX INC Real Estate 192.0 $200K 0.03% NEW $1042.39 +2.2%
124 IMMUNITYBIO INC 21,815.0 $191K 0.03% NEW $8.76
125 UAA UNDER ARMOUR INC Consumer Cyclical 13,794.0 $88K 0.01% +519.0 +3.9% $6.39 -15.6%
Page 7 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%