Capital International Investors

CIK

1562230

Location

Los Angeles, CA

Portfolio Value

Mega $469,933,060,615

Diversification

Diversified

Reports for

CAPITAL GROUP COMPANIES INC CAPITAL RESEARCH & MANAGEMENT CO

Filing Date

Global Rank

#28 / 8,650 ▼ 3

Top Industry

Semiconductors 16.0%

3Y Alpha vs SPY

+36.5%

Period ended 56 days ago

Filed Aug 12, 2026 · 13d

25 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

+284.7%

SPY

+73.5%

Annualised alpha

+36.5%

Max drawdown

−18.6%

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; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

6.6%

+0.3 pts

Top 5

22.7%

−0.3 pts

Top 10

34.3%

+0.9 pts

HHI

183

Diversified+6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.9%	$154,778,863,470	64
Industrials	12.2%	$57,364,222,756	81
Financial Services	10.7%	$50,372,739,243	68
Healthcare	10.3%	$48,529,030,837	42
Consumer Cyclical	8.6%	$40,259,008,721	45
Communication Services	8.6%	$40,197,638,451	17
Consumer Defensive	5.7%	$26,628,068,452	19
Energy	3.0%	$14,229,756,371	19
Real Estate	3.0%	$14,001,169,112	12
Basic Materials	2.1%	$10,055,976,394	22
Utilities	2.0%	$9,336,732,220	12
Unclassified	0.9%	$4,179,854,588	15

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
KLAC	Kla Corp	+32,830,078	35,558,216	$10,728,269,349
GOOGL	Alphabet Inc.	+31,684,336	102,973,474	$24,145,132,490
INTC	Intel Corp	+31,386,582	38,567,084	$5,385,121,938
RKT	Rocket Companies, Inc.	+29,754,919	33,407,832	$526,173,354
CVNA	Carvana Co.	+19,929,759	23,257,742	$1,530,824,578
MRK	Merck & Co., Inc.	+14,516,428	15,386,689	$1,977,189,536
TSCO	Tractor Supply Co /De/	+13,579,472	25,833,709	$816,603,541
CGCB	Capital Group Core Bond ETF	+11,931,191	41,788,400	$1,094,020,312
TFC	Truist Financial Corp	+8,827,825	93,340,762	$4,650,236,762
CNP	Centerpoint Energy Inc	+8,063,454	44,148,583	$1,944,303,595
APH	Amphenol Corp /De/	+7,702,416	43,036,258	$0
TCOM	Trip.com Group Ltd	+5,701,202	6,079,452	$242,205,367
SHOP	Shopify Inc.	+4,833,553	54,893,641	$6,267,755,929
DE	Deere & Co	+4,706,513	6,410,022	$4,066,069,255
OKE	Oneok Inc /New/	+4,087,240	17,204,063	$1,495,721,237
EQT	EQT Corp	+3,699,615	7,146,523	$379,980,627
WELL	Welltower Inc.	+3,682,689	39,500,055	$8,965,327,483
TBBB	Bbb Foods Inc	+3,286,287	7,526,848	$313,643,756
MSTR	Strategy Inc	+3,156,471	36,120,913	$3,105,727,378
PSA	Public Storage	+3,134,621	9,498,439	$3,023,448,118
ZBH	Zimmer Biomet Holdings, Inc.	+3,064,392	12,183,614	$1,048,887,329
KDP	Keurig Dr Pepper Inc.	+2,697,745	22,732,737	$744,042,482
INSM	INSMED Inc	+2,642,930	8,238,124	$878,348,780
WPM	Wheaton Precious Metals Corp.	+1,980,999	6,011,768	$675,241,781
SBUX	Starbucks Corp	+1,780,300	15,793,593	$1,613,947,268
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CPNG	Coupang, Inc.	−40,801,741	3,507,366	$60,922,947
DB	Deutsche Bank Aktiengesellschaft	−23,309,466	239,379	$8,081,435
IP	International Paper Co /New/	−17,109,071	19,562,612	$745,335,517
NCLH	Norwegian Cruise Line Holdings Ltd.	−15,943,598	14,038,301	$296,348,534
RBLX	Roblox Corp	−13,091,014	16,086,049	$874,759,344
CMG	Chipotle Mexican Grill Inc	−12,675,888	30,126,283	$1,024,293,622
CARR	CARRIER GLOBAL Corp	−10,412,423	303,639	$22,271,920
EXC	Exelon Corp	−10,001,140	5,344,162	$249,144,832
CMCSA	Comcast Corp	−9,384,509	4,676,352	$114,804,441
RKLB	Rocket Lab Corp	−6,694,910	6,230	$633,279
APO	Apollo Global Management, Inc.	−6,538,945	3,377,554	$399,598,413
PBR	Petrobras - Petroleo Brasileiro SA	−6,174,372	38,068,192	$615,181,982
AMGN	Amgen Inc	−5,453,497	1,668,778	$604,297,889
SLB	Slb Limited/Nv	−5,217,397	7,220,351	$335,674,117
TTE	TotalEnergies SE	−5,123,078	47,370,538	$3,683,533,034
NVDA	Nvidia Corp	−4,731,254	92,952,010	$18,598,767,680
CRM	Salesforce, Inc.	−4,472,425	8,152,033	$1,277,097,489
AMX	America Movil Sab De Cv/	−4,394,190	5,824,597	$151,381,276
SRE	Sempra	−4,228,861	14,525,687	$1,346,676,441
TOST	Toast, Inc.	−3,858,933	26,744,340	$744,027,538
SOBO	South Bow Corp	−3,459,141	854,458	$30,111,099
IR	Ingersoll Rand Inc.	−3,260,215	9,958,937	$816,533,244
BZ	Kanzhun Ltd	−3,228,770	214,094	$2,755,389
TMUS	T-Mobile US, Inc.	−3,175,030	2,858,077	$479,385,255
TIGR	UP Fintech Holding Ltd	−3,085,273	2,190,703	$9,639,093
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CSCO	Cisco Systems, Inc.	22,677,729	$2,663,726,048
COHR	Coherent Corp.	3,600,561	$1,420,313,297
WDC	Western Digital Corp	1,803,588	$1,151,987,727
STX	Seagate Technology Holdings plc	1,032,054	$995,932,110
WSE	Wise Group plc	45,988,256	$547,720,128
AUR	Aurora Innovation, Inc.	77,638,388	$529,493,806
HOOD	Robinhood Markets, Inc.	5,117,119	$513,144,693
CMS	Cms Energy Corp	5,302,655	$405,653,107
GPC	Genuine Parts Co	2,875,076	$339,201,466
IESC	IES Holdings, Inc.	205,596	$302,086,314
ANET	Arista Networks, Inc.	1,471,591	$249,993,879
TER	Teradyne, Inc	486,704	$235,486,863
ICHR	Ichor Holdings, Ltd.	2,043,596	$229,454,958
SPCX	Space Exploration Technologies Corp	1,320,559	$225,630,710
INIO	Innio N.V.	5,693,751	$225,187,852
PANW	Palo Alto Networks Inc	654,390	$223,160,077
ARXS	Arxis, Inc.	3,603,927	$166,285,191
CIFR	Cipher Digital Inc.	5,931,216	$145,314,792
DFTX	Definium Therapeutics, Inc.	2,963,410	$139,398,806
COAG	Hemab Therapeutics Holdings, Inc.	3,603,876	$132,370,365
ALSN	Allison Transmission Holdings Inc	845,961	$95,373,643
C	Citigroup Inc	589,897	$82,561,984
COHU	Cohu Inc	1,093,376	$80,811,420
ACMR	ACM Research, Inc.	623,429	$79,106,905
QNT	Quantinuum Inc.	961,428	$78,587,124
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
RSG	Republic Services, Inc.	5,333,574	$1,168,159,377
FLUT	Flutter Entertainment plc	3,553,062	$362,234,670
IT	Gartner Inc	2,022,839	$320,296,327
UBER	Uber Technologies, Inc	3,124,656	$224,756,506
CHTR	Charter Communications, Inc. /Mo/	1,001,011	$216,098,254
TRU	TransUnion	2,828,091	$195,675,616
USFD	US Foods Holding Corp.	1,862,651	$171,755,048
CPRT	Copart Inc	5,011,050	$166,366,860
BKR	Baker Hughes Co	2,127,857	$129,905,669
QGEN	Qiagen N.V.	2,436,169	$97,544,206
EXR	Extra Space Storage Inc.	739,070	$96,914,249
CHDN	Churchill Downs Inc	981,809	$88,195,902
LMB	Limbach Holdings, Inc.	823,702	$64,289,941
TEAM	Atlassian Corp	811,090	$55,356,892
BR	Broadridge Financial Solutions, Inc.	297,785	$48,384,106
NMIH	NMI Holdings, Inc.	1,150,000	$43,136,500
NATL	NCR Atleos Corp	978,077	$42,624,595
GKOS	GLAUKOS Corp	373,343	$40,194,107
DDOG	Datadog, Inc.	322,570	$38,079,388
SW	Smurfit Westrock plc	947,319	$37,750,662
FSS	Federal Signal Corp /De/	262,944	$28,434,764
GGG	Graco Inc	310,000	$26,241,500
CAE	Cae Inc	964,743	$25,131,555
SHW	Sherwin Williams Co	77,055	$24,699,980
AFRM	Affirm Holdings, Inc.	492,821	$22,581,058
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

416 tracked positions · $469,933,060,615 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 416 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	81,822,766	-2,224,023	$30,908,549,856	+18.8%	6.58%
GOOGL	Alphabet Inc. Communication Services	Added	102,973,474	+31,684,336	$24,145,132,490	+18.0%	5.14%
MSFT	Microsoft Corp Technology	Reduced	53,774,299	-1,063,223	$20,058,889,012	−1.2%	4.27%
NVDA	Nvidia Corp Technology	Reduced	92,952,010	-4,731,254	$18,598,767,680	+9.2%	3.96%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	72,252,261	-509,051	$13,071,156,537	+8.7%	2.78%
MU	Micron Technology Inc Technology	Added	10,384,128	+1,452,513	$11,986,295,109	+297.2%	2.55%
AAPL	Apple Inc. Technology	Added	37,238,709	+942,160	$10,775,392,836	+17.0%	2.29%
KLAC	Kla Corp Technology	Added	35,558,216	+32,830,078	$10,728,269,349	+167.1%	2.28%
META	Meta Platforms, Inc. Communication Services	Added	18,612,353	+831,554	$10,484,152,321	+3.1%	2.23%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	43,113,914	-820,157	$10,275,770,262	+12.3%	2.19%
WELL	Welltower Inc. Real Estate	Added	39,500,055	+3,682,689	$8,965,327,483	+26.6%	1.91%
V	Visa Inc. Financial Services	Added	24,443,349	+733,786	$8,386,268,608	+17.0%	1.78%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	24,493,815	-557,582	$7,777,521,076	+12.8%	1.66%
LLY	ELI LILLY & Co Healthcare	Reduced	5,734,768	-381,924	$6,878,453,355	+22.3%	1.46%
GE	General Electric Co Industrials	Reduced	18,310,646	-908,763	$6,843,237,729	+25.5%	1.46%
TDG	TransDigm Group INC Industrials	Reduced	5,062,682	-432,013	$6,743,694,931	+5.9%	1.44%
AZN	Astrazeneca PLC Healthcare	Added	34,576,070	+183,057	$6,556,314,393	−3.3%	1.40%
SHOP	Shopify Inc. Technology	Added	54,893,641	+4,833,553	$6,267,755,929	+5.6%	1.33%
MA	Mastercard Inc Financial Services	Added	10,973,547	+292,580	$5,636,013,739	+5.6%	1.20%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,676,869	+370,216	$5,576,522,328	+45.9%	1.19%
INTC	Intel Corp Technology	Added	38,567,084	+31,386,582	$5,385,121,938	+1599.4%	1.15%
ASML	Asml Holding NV Technology	Added	2,439,219	+671,772	$4,852,679,603	+107.9%	1.03%
TFC	Truist Financial Corp Financial Services	Added	93,340,762	+8,827,825	$4,650,236,762	+19.7%	0.99%
RTX	RTX Corp Industrials	Reduced	22,098,385	-1,811,994	$4,192,726,586	−9.1%	0.89%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,663,449	+58,280	$4,145,126,761	+11.8%	0.88%
DE	Deere & Co Industrials	Added	6,410,022	+4,706,513	$4,066,069,255	+323.7%	0.87%
ABBV	AbbVie Inc. Healthcare	Added	15,638,631	+1,219,638	$3,935,305,104	+25.5%	0.84%
TTE	TotalEnergies SE Energy	Reduced	47,370,538	-5,123,078	$3,683,533,034	−22.9%	0.78%
FTAI	FTAI Aviation Ltd. Industrials	Added	12,382,822	+551,595	$3,349,924,835	+15.6%	0.71%
KKR	KKR & Co. Inc. Financial Services	Added	36,389,402	+1,255,361	$3,339,819,315	+2.8%	0.71%
UNH	Unitedhealth Group Inc Healthcare	Reduced	7,789,028	-1,212,284	$3,237,353,707	+32.9%	0.69%
MELI	Mercadolibre Inc Consumer Cyclical	Added	1,873,498	+135,939	$3,180,056,770	+5.9%	0.68%
ABT	Abbott Laboratories Healthcare	Reduced	34,654,113	-2,844,114	$3,144,514,213	−18.3%	0.67%
CEG	Constellation Energy Corp Utilities	Added	12,657,149	+1,048,362	$3,143,656,097	−3.0%	0.67%
MSTR	Strategy Inc Technology	Added	36,120,913	+3,156,471	$3,105,727,378	−23.0%	0.66%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	49,134,401	+318,831	$3,034,540,605	+6.3%	0.65%
PSA	Public Storage Real Estate	Added	9,498,439	+3,134,621	$3,023,448,118	+75.4%	0.64%
COP	Conocophillips Energy	Reduced	28,905,122	-2,210,425	$3,004,976,483	−26.8%	0.64%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	5,852,674	-1,243,791	$2,980,825,394	−38.4%	0.63%
DHR	Danaher Corp /De/ Healthcare	Added	15,504,420	+1,489,707	$2,953,281,921	+11.1%	0.63%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	50,549,498	+529,676	$2,923,782,964	+1.4%	0.62%
PAYX	Paychex Inc Technology	Reduced	28,840,445	-1,108,241	$2,835,880,956	+2.8%	0.60%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	9,567,173	-368,505	$2,804,903,780	−2.8%	0.60%
BAC	Bank Of America Corp /De/ Financial Services	Added	48,225,217	+1,353,479	$2,747,872,864	+20.3%	0.58%
YUM	Yum Brands Inc Consumer Cyclical	Added	16,961,198	+135,269	$2,711,417,112	+3.6%	0.58%
NET	Cloudflare, Inc. Technology	Added	10,981,005	+87,840	$2,693,420,906	+19.8%	0.57%
CSCO	Cisco Systems, Inc. Technology	NEW	22,677,729	NEW	$2,663,726,048	NEW	0.57%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	15,729,457	+15,604	$2,621,628,598	−3.8%	0.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,770,728	+21,187	$2,591,932,922	−5.4%	0.55%
B	Barrick Mining Corp Basic Materials	Added	65,544,397	+1,234,561	$2,407,445,701	−8.2%	0.51%

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.