Capital Research Global Investors
CIK
1422848
Location
Los Angeles, CA
Portfolio Value
Mega
$626,821,283,338
Diversification
Diversified
Filing Date
Global Rank
#15
/ 8,607
▲ 6
· as of Mar 2026
Top Industry
Semiconductors
13.2%
3Y Alpha vs SPY
-3.3%
Period ended 3 months ago
Filed May 14, 2026 · 58d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.2%
SPY
+76.7%
Annualised alpha
-3.4%
Max drawdown
−18.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
443 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.7%
−1.0 pts
Top 5
24.3%
−3.0 pts
Top 10
36.1%
−3.8 pts
HHI
191
Diversified−31
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.6% | $191,502,561,872 |
| Healthcare | 12.9% | $80,568,737,656 |
| Consumer Cyclical | 11.4% | $71,252,233,402 |
| Industrials | 10.1% | $63,501,621,603 |
| Financial Services | 9.7% | $60,624,473,450 |
| Communication Services | 7.9% | $49,608,067,554 |
| Energy | 5.1% | $32,059,032,933 |
| Consumer Defensive | 4.5% | $28,199,340,972 |
| Utilities | 3.4% | $21,200,849,110 |
| Basic Materials | 3.2% | $20,244,010,178 |
| Real Estate | 1.3% | $8,012,085,110 |
| Unclassified | 0.0% | $48,269,498 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ITUB | Itau Unibanco Holding S.A. | +54,250,250 | 84,609,325 | $709,026,143 | |
| OWL | Blue Owl Capital Inc. | +53,776,129 | 58,075,965 | $530,233,560 | |
| CNP | Centerpoint Energy Inc | +51,333,975 | 72,275,884 | $3,119,427,153 | |
| INTC | Intel Corp | +50,681,935 | 77,301,863 | $3,411,331,214 | |
| CARR | CARRIER GLOBAL Corp | +41,654,872 | 116,392,662 | $6,554,070,797 | |
| MDLZ | Mondelez International, Inc. | +38,782,859 | 68,304,166 | $3,937,052,128 | |
| WFC | Wells Fargo & Company/Mn | +35,472,195 | 72,893,582 | $5,803,058,063 | |
| CMCSA | Comcast Corp | +33,909,460 | 89,574,393 | $2,571,680,823 | |
| AVGO | Broadcom Inc. | +29,663,579 | 116,025,298 | $35,910,989,983 | |
| AMZN | Amazon Com Inc | +28,398,233 | 118,434,267 | $24,666,304,788 | |
| NFLX | Netflix Inc | +25,678,174 | 68,045,981 | $6,542,621,073 | |
| PM | Philip Morris International Inc. | +25,263,319 | 79,823,025 | $13,197,938,953 | |
| IP | International Paper Co /New/ | +23,960,155 | 78,495,599 | $2,802,292,884 | |
| XEL | Xcel Energy Inc | +23,727,062 | 27,258,524 | $2,165,417,146 | |
| MSFT | Microsoft Corp | +22,768,626 | 96,093,061 | $35,570,768,390 | |
| NVDA | Nvidia Corp | +21,474,958 | 193,037,700 | $33,665,774,880 | |
| SBUX | Starbucks Corp | +20,166,590 | 102,348,519 | $9,169,403,817 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | +18,101,323 | 164,432,659 | $8,012,803,473 | |
| CSX | Csx Corp | +15,451,646 | 19,669,920 | $807,450,216 | |
| APO | Apollo Global Management, Inc. | +15,179,699 | 26,182,472 | $2,917,251,030 | |
| MO | Altria Group, Inc. | +13,531,844 | 25,679,912 | $1,694,617,392 | |
| KO | Coca Cola Co | +13,522,788 | 29,476,904 | $2,241,718,549 | |
| META | Meta Platforms, Inc. | +13,036,261 | 30,909,975 | $17,684,523,996 | |
| TRP | Tc Energy Corp | +12,675,171 | 44,847,288 | $2,807,440,228 | |
| PGR | Progressive Corp/Oh/ | +11,430,114 | 22,574,142 | $4,475,097,910 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HAL | Halliburton Co | −53,881,845 | 56,339,126 | $2,196,662,522 | |
| NU | Nu Holdings Ltd. | −35,637,731 | 128,461,467 | $1,845,991,280 | |
| PYPL | PayPal Holdings, Inc. | −27,106,348 | 25,246 | $1,141,876 | |
| RTX | RTX Corp | −23,802,966 | 52,337,386 | $10,095,881,759 | |
| CVE | Cenovus Energy Inc. | −19,067,968 | 105,245,545 | $2,792,164,308 | |
| AIG | American International Group, Inc. | −18,914,593 | 7,293,854 | $548,862,513 | |
| PCG | PG&E Corp | −15,199,087 | 17,353,304 | $304,897,551 | |
| EXE | EXPAND ENERGY Corp | −14,452,519 | 6,798,764 | $746,368,311 | |
| D | Dominion Energy, Inc | −10,814,687 | 48,976,047 | $3,027,699,225 | |
| SYY | Sysco Corp | −9,371,158 | 8,876,299 | $633,146,407 | |
| FIS | Fidelity National Information Services, Inc. | −9,227,903 | 18,901,807 | $886,683,766 | |
| U | Unity Software Inc. | −8,933,640 | 5,123,630 | $112,412,442 | |
| VICI | Vici Properties Inc. | −8,885,928 | 17,966,558 | $490,846,364 | |
| SLB | Slb Limited/Nv | −8,542,076 | 1,997,896 | $102,671,875 | |
| MGNI | Magnite, Inc. | −7,900,000 | 5,020,289 | $59,641,033 | |
| SPNT | SiriusPoint Ltd | −6,700,000 | 747,968 | $16,111,230 | |
| SLM | SLM Corp | −5,959,852 | 5,308,741 | $113,660,144 | |
| WH | Wyndham Hotels & Resorts, Inc. | −5,957,320 | 2,248,498 | $182,645,492 | |
| PCAR | Paccar Inc | −5,712,809 | 303,434 | $35,046,627 | |
| DKNG | DraftKings Inc. | −4,836,955 | 1,778,766 | $38,456,920 | |
| GEHC | GE HealthCare Technologies Inc. | −4,253,599 | 21,108,753 | $1,502,521,038 | |
| CNX | CNX Resources Corp | −3,950,000 | 815,039 | $31,419,753 | |
| BKR | Baker Hughes Co | −3,794,263 | 21,963,612 | $1,340,878,512 | |
| MU | Micron Technology Inc | −3,443,362 | 4,156,259 | $1,404,150,540 | |
| HDB | Hdfc Bank Ltd | −3,434,499 | 1,192,888 | $29,679,053 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CSCO | Cisco Systems, Inc. | 63,949,104 | $4,961,810,979 | |
| CIEN | Ciena Corp | 2,750,050 | $1,067,651,911 | |
| AZN | Astrazeneca PLC | 4,611,176 | $909,416,130 | |
| WDC | Western Digital Corp | 3,309,625 | $895,220,466 | |
| ATO | Atmos Energy Corp | 4,010,550 | $740,828,796 | |
| FTAI | FTAI Aviation Ltd. | 2,871,287 | $703,465,315 | |
| WSO | Watsco Inc | 1,898,603 | $690,692,785 | |
| OKE | Oneok Inc /New/ | 6,264,969 | $566,290,547 | |
| TSCO | Tractor Supply Co /De/ | 10,634,640 | $481,749,192 | |
| TFC | Truist Financial Corp | 10,174,835 | $467,737,164 | |
| TMUS | T-Mobile US, Inc. | 1,814,581 | $381,116,447 | |
| EGO | Eldorado Gold Corp /Fi | 10,382,033 | $356,415,192 | |
| SOBO | South Bow Corp | 10,278,370 | $342,475,288 | |
| PSA | Public Storage | 1,207,605 | $327,116,042 | |
| OVV | Ovintiv Inc. | 5,361,215 | $318,241,722 | |
| BRO | Brown & Brown, Inc. | 3,891,662 | $253,775,279 | |
| RGLD | Royal Gold Inc | 856,097 | $217,868,125 | |
| HUM | Humana Inc | 1,099,839 | $190,701,084 | |
| BAP | Credicorp Ltd | 459,435 | $155,831,163 | |
| SPG | Simon Property Group Inc. | 826,812 | $154,225,242 | |
| WST | West Pharmaceutical Services Inc | 604,011 | $151,389,317 | |
| AIR | Aar Corp | 1,223,260 | $133,898,039 | |
| UAL | United Airlines Holdings, Inc. | 1,298,662 | $119,567,810 | |
| AEM | Agnico Eagle Mines Ltd | 580,559 | $117,841,865 | |
| CPA | Copa Holdings, S.A. | 1,031,398 | $117,177,126 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| COF | Capital One Financial Corp | 5,887,545 | $1,426,905,406 | |
| LVS | Las Vegas Sands Corp | 16,232,863 | $1,056,597,052 | |
| EQT | EQT Corp | 12,521,749 | $671,165,746 | |
| C | Citigroup Inc | 4,543,822 | $530,218,589 | |
| LHX | L3harris Technologies, Inc. /De/ | 1,499,577 | $440,230,819 | |
| HAS | Hasbro, Inc. | 3,225,875 | $264,521,750 | |
| FCNCA | First Citizens Bancshares Inc /De/ | 112,144 | $240,681,198 | |
| CZR | Caesars Entertainment, Inc. | 9,915,236 | $231,917,370 | |
| IQV | Iqvia Holdings Inc. | 872,634 | $196,700,429 | |
| MMYT | MakeMyTrip Ltd | 1,827,439 | $150,069,290 | |
| CBZ | CBIZ, Inc. | 2,914,541 | $147,038,593 | |
| JHG | Janus Henderson Group Ltd. | 2,771,437 | $131,837,258 | |
| GIS | General Mills Inc | 2,734,427 | $127,150,855 | |
| LW | Lamb Weston Holdings, Inc. | 2,820,000 | $118,129,800 | |
| NYT | New York Times Co | 1,694,919 | $117,661,276 | |
| GOLF | Acushnet Holdings Corp. | 1,465,000 | $116,936,300 | |
| PEGA | Pegasystems Inc | 1,796,189 | $107,268,407 | |
| STUB | StubHub Holdings, Inc. | 7,900,000 | $106,887,000 | |
| LINE | Lineage, Inc. | 2,790,338 | $97,661,830 | |
| SHOO | Steven Madden, Ltd. | 2,025,479 | $84,340,945 | |
| FA | First Advantage Corp | 4,864,471 | $70,680,763 | |
| EIX | Edison International | 1,148,661 | $68,942,633 | |
| IFF | International Flavors & Fragrances Inc | 753,785 | $50,797,571 | |
| CLBT | Cellebrite DI Ltd. | 2,405,172 | $43,365,251 | |
| CVBF | Cvb Financial Corp | 2,131,818 | $39,651,814 | |
| No positions match the current search. | ||||
443 positions ·
$626,821,283,338 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 443 positions by value
· page 1 of 9
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
Added | 116,025,298 | $35,910,989,983 | 5.73% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 96,093,061 | $35,570,768,390 | 5.67% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 193,037,700 | $33,665,774,880 | 5.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 118,434,267 | $24,666,304,788 | 3.94% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 24,632,647 | $22,656,369,731 | 3.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 30,909,975 | $17,684,523,996 | 2.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 57,546,747 | $16,548,142,567 | 2.64% | |
| AAPL |
Apple Inc.
Technology
|
Added | 64,035,728 | $16,251,627,409 | 2.59% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 79,823,025 | $13,197,938,953 | 2.11% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 52,337,386 | $10,095,881,759 | 1.61% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 29,455,424 | $10,067,569,368 | 1.61% | |
| GE |
General Electric Co
Industrials
|
Added | 34,724,628 | $9,853,807,687 | 1.57% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 21,125,964 | $9,433,587,964 | 1.50% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 102,348,519 | $9,169,403,817 | 1.46% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 116,339,639 | $8,368,310,233 | 1.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 27,413,395 | $8,063,924,273 | 1.29% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
Added | 164,432,659 | $8,012,803,473 | 1.28% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 16,051,934 | $7,957,906,799 | 1.27% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Added | 28,255,701 | $7,775,403,801 | 1.24% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 13,884,582 | $6,937,570,242 | 1.11% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 31,254,786 | $6,797,603,407 | 1.08% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Added | 116,392,662 | $6,554,070,797 | 1.05% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 68,045,981 | $6,542,621,073 | 1.04% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 72,893,582 | $5,803,058,063 | 0.93% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 33,701,474 | $5,717,792,078 | 0.91% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 49,775,362 | $5,110,436,416 | 0.82% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 63,949,104 | $4,961,810,979 | 0.79% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 14,986,308 | $4,928,846,838 | 0.79% | |
| ORCL |
Oracle Corp
Technology
|
Added | 32,139,254 | $4,728,005,655 | 0.75% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 2,717,172 | $4,698,044,731 | 0.75% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 17,112,218 | $4,630,395,068 | 0.74% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 22,574,142 | $4,475,097,910 | 0.71% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 4,610,418 | $4,433,885,094 | 0.71% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 16,906,409 | $4,101,832,951 | 0.65% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 68,304,166 | $3,937,052,128 | 0.63% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 27,127,533 | $3,780,764,274 | 0.60% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 26,056,870 | $3,767,041,695 | 0.60% | |
| TDG |
TransDigm Group INC
Industrials
|
Added | 3,143,509 | $3,643,201,190 | 0.58% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 41,926,590 | $3,632,939,023 | 0.58% | |
| INTC |
Intel Corp
Technology
|
Added | 77,301,863 | $3,411,331,214 | 0.54% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 9,989,672 | $3,376,009,652 | 0.54% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 26,630,629 | $3,364,779,974 | 0.54% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 20,270,720 | $3,335,952,390 | 0.53% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 35,659,943 | $3,312,095,505 | 0.53% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 8,624,813 | $3,206,274,232 | 0.51% | |
| ALNY |
Alnylam Pharmaceuticals, Inc.
Healthcare
|
Added | 9,471,181 | $3,133,729,657 | 0.50% | |
| CNP |
Centerpoint Energy Inc
Utilities
|
Added | 72,275,884 | $3,119,427,153 | 0.50% | |
| D |
Dominion Energy, Inc
Utilities
|
Reduced | 48,976,047 | $3,027,699,225 | 0.48% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 10,410,510 | $3,024,149,049 | 0.48% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 21,847,495 | $2,970,603,895 | 0.47% |