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New Economy Fund

What this fund reported holding in its latest quarterly NPORT-P. Positions are ordered by share of the fund rather than by size, because that is what separates a conviction from a rounding error.

Positions
89
matched to a ticker
Fund size
$50.2B
the filing's own figure
Matched value
$33.1B
of the positions below
As of
2026-08-31
S000009598

What it holds

Largest share of the fund first.

Company% of fundValue
AVGOBroadcom Inc5.24%$2.6B
MUMicron Technology Inc4.56%$2.3B
AMZNAmazon.com Inc3.88%$1.9B
GOOGLAlphabet Inc3.32%$1.7B
MSFTMicrosoft Corp2.82%$1.4B
TSMTaiwan Semiconductor Manufacturing Co Ltd2.77%$1.4B
WDCWestern Digital Corp2.54%$1.3B
NVDANVIDIA Corp2.26%$1.1B
GOOGAlphabet Inc2.05%$1B
VRTXVertex Pharmaceuticals Inc1.76%$881.4M
ARGXargenx SE1.60%$799.8M
MELIMercadoLibre Inc1.36%$680M
LLYEli Lilly and Co1.31%$657M
APPApplovin Corp1.29%$647.1M
VVisa Inc1.19%$595.3M
SHOPShopify Inc1.12%$557.8M
TDGTransDigm Group Inc1.05%$526.2M
ILMNIllumina Inc0.97%$484.3M
CTVACorteva Inc0.91%$453.9M
ANETArista Networks Inc0.90%$451M
CIENCiena Corp0.87%$437.2M
KLACKLA Corp0.81%$405.6M
PMPhilip Morris International Inc0.80%$398.5M
METAMeta Platforms Inc0.79%$396.7M
GEVGE Vernova Inc0.74%$371.3M
DEDeere & Co0.71%$354.9M
TSLATesla Inc0.69%$343.6M
TMOThermo Fisher Scientific Inc0.66%$329.8M
IBKRInteractive Brokers Group Inc0.62%$311.3M
NETCloudflare Inc0.59%$297M
SWKSSkyworks Solutions Inc0.59%$295M
IONSIonis Pharmaceuticals Inc0.59%$293.9M
APHAmphenol Corp0.58%$291.2M
CVNACarvana Co0.54%$269.7M
ALNYAlnylam Pharmaceuticals Inc0.54%$268.1M
PWRQuanta Services Inc0.52%$262.1M
BRK.ABerkshire Hathaway Inc0.49%$247.4M
UNHUnitedHealth Group Inc0.49%$247.4M
VNOMViper Energy Inc0.49%$246.5M
URIUnited Rentals Inc0.47%$235.9M
KKRKKR & Co Inc0.47%$233.6M
DASHDoorDash Inc0.46%$227.9M
RSGRepublic Services Inc0.46%$227.6M
BKRBaker Hughes Co0.43%$213.4M
FTNTFortinet Inc0.41%$205.2M
WELLWelltower Inc0.41%$203M
MSTRStrategy Inc0.39%$195.9M
ALGNAlign Technology Inc0.39%$195.7M
FIXComfort Systems USA Inc0.39%$193.4M
PHParker-Hannifin Corp0.34%$170.6M
SPXCSPX Technologies Inc0.33%$164.1M
PFGCPerformance Food Group Co0.32%$158.5M
GEGeneral Electric Co0.28%$141.6M
AZOAutozone Inc0.27%$136M
HPEHewlett Packard Enterprise Co0.27%$136M
CNSWFConstellation Software Inc0.27%$135.2M
KNSLKinsale Capital Group, Inc.0.26%$128.3M
SPCXSpace Exploration Technologies Corp0.25%$123.9M
WPMWheaton Precious Metals Corp0.22%$108.2M
ARESAres Management Corp0.20%$100.8M
RBLXRoblox Corp0.20%$99.7M
TCOMTrip.com Group Ltd0.20%$99.6M
LYVLive Nation Entertainment Inc0.20%$98.3M
BSXBoston Scientific Corp0.17%$85.7M
CRMSalesforce Inc0.17%$85.5M
BNBrookfield Corporation Class A Limited Voting Shares0.16%$80M
BABoeing Co0.16%$78.6M
BWXTBWX Technologies Inc0.16%$77.7M
ICEIntercontinental Exchange Inc0.15%$76.5M
ZZillow Group Inc0.15%$75.5M
AJGArthur J. Gallagher & Co.0.15%$74.4M
UUnity Software Inc0.15%$73.8M
BKNGBooking Holdings Inc0.15%$73.3M
XPOXPO Inc0.14%$70.6M
FICOFair Isaac Corp0.14%$69.8M
MDBMongoDB Inc0.14%$69.7M
AAPLApple Inc0.13%$67.3M
COINCoinbase Global Inc0.13%$63.6M
CNMCore & Main Inc0.13%$63.5M
AFRMAffirm Holdings Inc0.13%$62.7M
CMGChipotle Mexican Grill Inc0.13%$62.6M
TEAMAtlassian Corp0.11%$54.8M
DKNGDraftKings Inc. - Class A Common Stock0.11%$54.1M
MSCIMSCI Inc0.10%$47.8M
NFLXNetflix Inc0.08%$40.3M
TWLOTwilio Inc0.07%$35.6M
RKLBRocket Lab USA, Inc.0.07%$33.2M
QNTQuantinuum Inc0.05%$26.7M
OWLBlue Owl Capital Inc0.05%$25.9M

Source: NPORT-P filings, via EDGAR. Positions arrive by CUSIP, and only a CUSIP verified against a ticker is kept — so this is what we could match, not everything the fund holds, and the matched value is therefore below the fund's own size. A balance is shares where the filing says `NS` and a principal amount where it says `PA`, which is why it is not labelled shares in both cases.

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