Capital World Investors

CIK

1422849

Location

LOS ANGELES, CA

Portfolio Value

Mega $842,241,308,093

Diversification

Diversified

Reports for

CAPITAL GROUP COMPANIES INC CAPITAL RESEARCH & MANAGEMENT CO

Filing Date

Global Rank

#16 / 8,675 ▼ 3

Top Industry

Semiconductors 15.5%

3Y Alpha vs SPY

+45.3%

Period ended 2 months ago

Filed Aug 12, 2026 · 18d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+340.9%

SPY

+70.6%

Annualised alpha

+44.5%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

610 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.5%

+0.5 pts

Top 5

20.4%

+1.6 pts

Top 10

31.9%

+2.4 pts

HHI

156

Diversified+19

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.1%	$236,869,332,264	103
Healthcare	13.4%	$112,894,871,525	76
Consumer Cyclical	11.4%	$95,830,795,726	70
Communication Services	10.4%	$87,956,702,614	26
Industrials	10.2%	$85,915,305,727	103
Financial Services	9.9%	$83,139,833,193	97
Consumer Defensive	5.5%	$45,925,492,889	24
Energy	4.6%	$38,829,320,806	33
Basic Materials	3.0%	$25,686,916,634	40
Utilities	2.1%	$17,739,865,314	18
Real Estate	1.2%	$10,519,005,964	16
Unclassified	0.1%	$933,865,437	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+68,056,043	178,162,883	$44,371,071,005
KLAC	Kla Corp	+41,234,042	45,318,111	$13,672,927,269
VALE	Vale S.A.	+26,668,863	131,508,037	$1,977,880,876
NKE	NIKE, Inc.	+21,578,067	72,055,429	$2,957,875,360
CNQ	CANADIAN NATURAL RESOURCES Ltd	+20,281,072	217,960,835	$8,609,452,982
BKNG	Booking Holdings Inc.	+19,844,951	20,614,112	$3,674,259,322
KDP	Keurig Dr Pepper Inc.	+19,695,419	118,725,548	$3,885,887,186
PR	Permian Resources Corp	+17,152,633	20,324,301	$374,170,381
PBR	Petrobras - Petroleo Brasileiro SA	+15,317,357	29,419,512	$475,419,313
BZ	Kanzhun Ltd	+13,668,288	13,810,699	$177,743,696
AAPL	Apple Inc.	+12,204,574	39,344,907	$11,384,842,289
CVNA	Carvana Co.	+11,594,873	14,200,258	$934,660,981
EXC	Exelon Corp	+11,187,932	51,262,524	$2,389,858,868
AMZN	Amazon Com Inc	+10,789,225	61,208,160	$14,588,352,854
KO	Coca Cola Co	+8,742,083	25,520,505	$2,074,051,441
DOW	Dow Inc.	+8,641,482	15,744,500	$430,769,520
MS	Morgan Stanley	+8,554,426	10,170,848	$2,126,114,065
PG	PROCTER & GAMBLE Co	+7,981,186	15,416,034	$2,260,607,225
WELL	Welltower Inc.	+7,306,513	20,028,842	$4,545,946,268
CTVA	Corteva, Inc.	+6,925,682	42,923,729	$3,635,210,609
GRAB	Grab Holdings Ltd	+6,021,109	27,008,778	$101,823,093
AVGO	Broadcom Inc.	+5,704,376	121,892,859	$46,045,027,487
FANG	Diamondback Energy, Inc.	+5,147,949	8,944,927	$1,572,339,268
UPS	United Parcel Service Inc	+5,053,555	8,019,194	$862,063,355
MQ	Marqeta, Inc.	+4,994,641	11,124,016	$45,163,504
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	−77,512,480	104,629,299	$2,568,649,290
T	At&T Inc.	−50,240,073	59,003,661	$1,221,375,782
CMG	Chipotle Mexican Grill Inc	−34,865,767	45,806,251	$1,557,412,534
BAC	Bank Of America Corp /De/	−28,439,414	115,849,982	$6,601,131,974
INTC	Intel Corp	−24,664,315	55,212,818	$7,709,365,777
NVDA	Nvidia Corp	−21,137,027	109,129,403	$21,835,702,246
SYF	Synchrony Financial	−14,878,053	18,918,854	$1,438,778,846
MU	Micron Technology Inc	−12,584,746	29,469,646	$34,016,517,681
SBUX	Starbucks Corp	−11,840,157	91,475,472	$9,347,878,483
NFLX	Netflix Inc	−11,767,389	87,336,163	$6,235,802,038
COF	Capital One Financial Corp	−10,749,314	7,371,325	$1,478,835,221
BP	Bp PLC	−9,721,828	6,187,067	$228,612,125
UBS	UBS Group AG	−8,950,341	14,545,505	$720,875,227
MDT	Medtronic plc	−8,134,242	8,373,074	$655,025,579
CRM	Salesforce, Inc.	−8,024,160	8,687,365	$1,360,962,600
WFC	Wells Fargo & Company/Mn	−7,368,291	7,518,425	$621,322,642
C	Citigroup Inc	−7,094,438	33,626,421	$4,706,353,883
COO	Cooper Companies, Inc.	−6,823,821	591,128	$42,389,788
MSFT	Microsoft Corp	−6,595,211	55,139,128	$20,567,997,526
CG	Carlyle Group Inc.	−6,013,418	11,813,798	$497,479,033
WPM	Wheaton Precious Metals Corp.	−5,459,901	36,626,362	$4,113,872,979
CFG	Citizens Financial Group Inc/Ri	−4,634,869	23,269,185	$1,630,471,792
LHX	L3harris Technologies, Inc. /De/	−4,403,475	6,608,133	$1,920,257,368
LKQ	Lkq Corp	−4,198,903	7,155,293	$188,398,864
MDLN	Medline Inc.	−3,775,201	535,923	$21,136,803
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	2,708,443	$1,660,604,433
ARM	Arm Holdings PLC /Uk	4,330,875	$1,535,598,348
RKT	Rocket Companies, Inc.	69,332,560	$1,091,987,820
FSLR	First Solar, Inc.	4,114,639	$970,890,218
CBRS	Cerebras Systems Inc.	3,894,458	$860,675,218
FIS	Fidelity National Information Services, Inc.	20,869,385	$811,401,688
RVMD	Revolution Medicines, Inc.	4,008,244	$750,663,936
SPCX	Space Exploration Technologies Corp	3,694,511	$631,244,149
ANET	Arista Networks, Inc.	3,707,143	$629,769,452
QNT	Quantinuum Inc.	4,558,976	$372,650,698
TWLO	Twilio Inc	1,786,989	$368,709,440
UCTT	Ultra Clean Holdings, Inc.	2,580,132	$367,901,021
NOK	Nokia Corp	25,599,787	$339,965,171
TIGO	Millicom International Cellular SA	3,659,500	$332,136,220
ORKA	Oruka Therapeutics, Inc.	3,401,639	$323,733,983
ACMR	ACM Research, Inc.	2,398,036	$304,286,788
WTS	Watts Water Technologies Inc	659,012	$257,970,247
DFTX	Definium Therapeutics, Inc.	5,367,723	$252,497,689
ARW	Arrow Electronics, Inc.	956,543	$204,135,841
COHU	Cohu Inc	2,757,413	$203,800,394
SWKS	Skyworks Solutions, Inc.	2,916,151	$197,715,037
BHP	BHP Group Ltd	2,133,461	$177,738,635
WSE	Wise Group plc	13,441,049	$160,082,893
STX	Seagate Technology Holdings plc	151,440	$146,139,600
CRS	Carpenter Technology Corp	212,183	$130,882,961
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TSCO	Tractor Supply Co /De/	15,565,779	$705,129,788
AME	Ametek Inc/	1,849,072	$396,367,073
CZR	Caesars Entertainment, Inc.	14,704,070	$388,628,570
AXON	Axon Enterprise, Inc.	781,518	$331,902,879
BURL	Burlington Stores, Inc.	896,117	$291,578,549
IDXX	Idexx Laboratories Inc /De	497,851	$279,737,498
ACN	Accenture plc	1,395,283	$276,670,666
TTWO	Take Two Interactive Software Inc	1,182,767	$233,596,482
INSM	INSMED Inc	1,362,291	$222,761,824
ARE	Alexandria Real Estate Equities, Inc.	3,228,259	$149,855,782
GOLF	Acushnet Holdings Corp.	1,010,000	$94,414,800
DXCM	Dexcom Inc	1,384,000	$86,915,200
CHKP	Check Point Software Technologies Ltd	485,968	$69,420,528
HLNE	Hamilton Lane INC	640,782	$63,693,730
MTRN	MATERION Corp	415,000	$60,029,750
DOCS	Doximity, Inc.	2,430,679	$56,634,820
HALO	Halozyme Therapeutics, Inc.	871,902	$56,351,026
GGG	Graco Inc	644,000	$54,514,600
DG	Dollar General Corp	438,673	$52,083,645
MDLZ	Mondelez International, Inc.	813,911	$46,913,830
EPAC	Enerpac Tool Group Corp	1,236,679	$45,101,683
DMC	Del Monte Corp	1,028,000	$41,387,280
MC	Moelis & Co	719,000	$40,983,000
PAYX	Paychex Inc	440,000	$40,532,800
VFC	V F Corp	2,380,695	$40,448,008
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

610 tracked positions · $842,241,308,093 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 610 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Added	121,892,859	+5,704,376	$46,045,027,487	+28.0%	5.47%
GOOGL	Alphabet Inc. Communication Services	Added	178,162,883	+68,056,043	$44,371,071,005	+40.3%	5.27%
MU	Micron Technology Inc Technology	Reduced	29,469,646	-12,584,746	$34,016,517,681	+139.4%	4.04%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	133,152,391	-298,113	$24,088,599,055	+9.2%	2.86%
META	Meta Platforms, Inc. Communication Services	Reduced	40,876,883	-178,539	$23,025,539,425	−2.0%	2.73%
NVDA	Nvidia Corp Technology	Reduced	109,129,403	-21,137,027	$21,835,702,246	−3.9%	2.59%
MSFT	Microsoft Corp Technology	Reduced	55,139,128	-6,595,211	$20,567,997,526	−10.0%	2.44%
TSLA	Tesla, Inc. Consumer Cyclical	Added	45,735,669	+2,831,596	$19,236,422,381	+20.6%	2.28%
LLY	ELI LILLY & Co Healthcare	Added	15,902,642	+280,829	$19,074,107,484	+32.7%	2.26%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	34,372,274	+1,485,337	$16,415,166,894	+47.7%	1.95%
AMZN	Amazon Com Inc Consumer Cyclical	Added	61,208,160	+10,789,225	$14,588,352,854	+38.9%	1.73%
KLAC	Kla Corp Technology	Added	45,318,111	+41,234,042	$13,672,927,269	+127.4%	1.62%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	26,115,014	+746,890	$12,972,110,904	+14.5%	1.54%
UNH	Unitedhealth Group Inc Healthcare	Added	29,887,932	+2,104,517	$12,422,321,177	+65.2%	1.47%
AAPL	Apple Inc. Technology	Added	39,344,907	+12,204,574	$11,384,842,289	+65.3%	1.35%
WDC	Western Digital Corp Technology	Added	16,598,211	+4,718,173	$10,601,609,329	+229.9%	1.26%
AMGN	Amgen Inc Healthcare	Reduced	29,075,329	-213,014	$10,528,758,137	+2.2%	1.25%
V	Visa Inc. Financial Services	Added	28,269,307	+3,091,106	$9,698,916,538	+27.5%	1.15%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	91,475,472	-11,840,157	$9,347,878,483	+1.0%	1.11%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	217,960,835	+20,281,072	$8,609,452,982	−10.6%	1.02%
CVS	CVS HEALTH Corp Healthcare	Reduced	74,951,955	-2,296,687	$7,753,779,744	+39.8%	0.92%
INTC	Intel Corp Technology	Reduced	55,212,818	-24,664,315	$7,709,365,777	+118.7%	0.92%
ASML	Asml Holding NV Technology	Reduced	3,726,679	-6,706	$7,414,003,897	+50.3%	0.88%
UNP	Union Pacific Corp Industrials	Added	27,141,622	+69,388	$7,382,521,184	+12.4%	0.88%
DE	Deere & Co Industrials	Reduced	11,501,949	-770,945	$7,296,031,309	+5.5%	0.87%
EOG	Eog Resources Inc Energy	Added	55,451,748	+3,560,784	$7,193,755,268	−4.1%	0.85%
BA	Boeing Co Industrials	Added	30,665,928	+4,938,125	$6,638,253,434	+29.6%	0.79%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	115,849,982	-28,439,414	$6,601,131,974	−6.2%	0.78%
SO	Southern Co Utilities	Added	70,655,985	+2,773,540	$6,388,413,240	+6.0%	0.76%
NFLX	Netflix Inc Communication Services	Reduced	87,336,163	-11,767,389	$6,235,802,038	−34.6%	0.74%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	37,280,759	+344,653	$6,072,290,025	+19.8%	0.72%
NET	Cloudflare, Inc. Technology	Added	24,325,692	+1,590,123	$5,966,605,733	+27.2%	0.71%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	18,670,920	-1,391,351	$5,928,577,227	+7.4%	0.70%
GEV	GE Vernova Inc. Industrials	Added	5,007,405	+744,545	$5,882,999,838	+58.1%	0.70%
GE	General Electric Co Industrials	Added	15,684,572	+318,417	$5,861,795,093	+34.4%	0.70%
AZN	Astrazeneca PLC Healthcare	Added	30,075,134	+1,810,554	$5,702,846,909	+2.3%	0.68%
TDG	TransDigm Group INC Industrials	Reduced	4,274,109	-392,382	$5,693,284,152	+5.3%	0.68%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	40,988,975	-294,958	$5,178,547,101	−10.0%	0.61%
ABBV	AbbVie Inc. Healthcare	Added	19,178,966	+3,337,599	$4,826,195,004	+40.1%	0.57%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,473,602	-947,861	$4,737,644,142	+4.4%	0.56%
C	Citigroup Inc Financial Services	Reduced	33,626,421	-7,094,438	$4,706,353,883	+1.9%	0.56%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	13,174,621	-2,969,191	$4,646,425,334	−12.5%	0.55%
IBM	International Business Machines Corp Technology	Reduced	16,207,905	-854,548	$4,557,824,965	+10.2%	0.54%
WELL	Welltower Inc. Real Estate	Added	20,028,842	+7,306,513	$4,545,946,268	+80.7%	0.54%
APP	AppLovin Corp Communication Services	Added	8,150,954	+4,971,394	$4,199,616,029	+231.9%	0.50%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	36,626,362	-5,459,901	$4,113,872,979	−25.4%	0.49%
SHOP	Shopify Inc. Technology	Added	34,087,544	+390,700	$3,892,115,773	−2.6%	0.46%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	Added	118,725,548	+19,695,419	$3,885,887,186	+49.0%	0.46%
AON	Aon plc Financial Services	Added	11,711,650	+233,862	$3,884,637,188	+4.9%	0.46%
TTE	TotalEnergies SE Energy	Added	49,898,874	+1,549,684	$3,880,136,442	−11.8%	0.46%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.