CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 55.1%; sector active share 18.7% against the combined 13F book's sector weights.
Over time 15 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
143 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.3% | $216,804,488 |
| Healthcare | 14.6% | $98,300,786 |
| Consumer Cyclical | 14.4% | $96,987,431 |
| Communication Services | 12.2% | $81,663,851 |
| Industrials | 9.7% | $64,905,157 |
| Financial Services | 7.9% | $53,106,545 |
| Consumer Defensive | 2.8% | $18,864,454 |
| Basic Materials | 2.7% | $18,157,591 |
| Energy | 2.1% | $14,335,662 |
| Real Estate | 1.2% | $7,938,502 |
| Utilities | 0.1% | $988,752 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTC | Intel Corp | +46,036 | 61,301 | $8,559,458 | |
| KLAC | Kla Corp | +40,951 | 44,190 | $13,332,564 | |
| BKNG | Booking Holdings Inc. | +17,756 | 18,362 | $3,272,842 | |
| WELL | Welltower Inc. | +12,159 | 34,976 | $7,938,502 | |
| NFLX | Netflix Inc | +11,683 | 79,184 | $5,653,737 | |
| SHOP | Shopify Inc. | +9,072 | 98,744 | $11,274,589 | |
| AAPL | Apple Inc. | +7,875 | 30,824 | $8,919,232 | |
| AZN | Astrazeneca PLC | +7,651 | 106,664 | $20,225,627 | |
| AMZN | Amazon Com Inc | +6,708 | 71,379 | $17,012,470 | |
| ARM | Arm Holdings PLC /Uk | +6,624 | 12,102 | $4,291,006 | |
| APH | Amphenol Corp /De/ | +5,365 | 47,156 | $16,629,091 | |
| TSLA | Tesla, Inc. | +5,171 | 71,228 | $29,958,496 | |
| NVDA | Nvidia Corp | +4,489 | 168,884 | $33,791,999 | |
| DE | Deere & Co | +4,293 | 14,061 | $8,919,314 | |
| WYNN | Wynn Resorts Ltd | +3,290 | 20,467 | $1,987,141 | |
| PFE | Pfizer Inc | +3,068 | 94,728 | $2,281,050 | |
| NKE | NIKE, Inc. | +2,827 | 32,949 | $1,352,556 | |
| NET | Cloudflare, Inc. | +2,640 | 36,270 | $8,896,305 | |
| BMY | Bristol Myers Squibb Co | +2,273 | 15,400 | $887,348 | |
| TCOM | Trip.com Group Ltd | +2,269 | 79,701 | $3,175,287 | |
| RPRX | Royalty Pharma plc | +2,054 | 126,078 | $7,069,193 | |
| KKR | KKR & Co. Inc. | +2,037 | 26,221 | $2,406,563 | |
| COP | Conocophillips | +1,969 | 14,933 | $1,552,434 | |
| CDNS | Cadence Design Systems Inc | +1,730 | 10,442 | $3,919,091 | |
| HPE | Hewlett Packard Enterprise Co | +1,705 | 70,916 | $3,199,020 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | −66,121 | 86,062 | $4,903,812 | |
| DB | Deutsche Bank Aktiengesellschaft | −41,503 | 106,078 | $3,581,193 | |
| ABT | Abbott Laboratories | −14,601 | 15,062 | $1,366,725 | |
| CPRT | Copart Inc | −14,200 | 40,096 | $1,130,306 | |
| MSFT | Microsoft Corp | −8,264 | 59,097 | $22,044,362 | |
| AJG | Arthur J. Gallagher & Co. | −7,173 | 9,935 | $2,280,777 | |
| IR | Ingersoll Rand Inc. | −6,793 | 16,159 | $1,324,876 | |
| BSX | Boston Scientific Corp | −6,417 | 26,800 | $1,143,824 | |
| C | Citigroup Inc | −5,684 | 41,175 | $5,762,853 | |
| CARR | CARRIER GLOBAL Corp | −4,570 | 45,339 | $3,325,615 | |
| EPAM | EPAM Systems, Inc. | −3,871 | 6,232 | $494,509 | |
| CB | Chubb Ltd | −3,727 | 7,872 | $2,682,305 | |
| LHX | L3harris Technologies, Inc. /De/ | −3,560 | 3,218 | $935,118 | |
| MNST | Monster Beverage Corp | −3,473 | 14,531 | $1,396,719 | |
| DAL | Delta Air Lines, Inc. | −3,409 | 12,117 | $1,134,878 | |
| MDLZ | Mondelez International, Inc. | −2,745 | 32,149 | $1,859,498 | |
| HEI | Heico Corp | −2,686 | 6,015 | $2,142,482 | |
| NOC | Northrop Grumman Corp /De/ | −2,541 | 10,583 | $5,390,027 | |
| CAT | Caterpillar Inc | −2,389 | 1,089 | $1,159,676 | |
| AEM | Agnico Eagle Mines Ltd | −2,278 | 14,840 | $2,302,129 | |
| RTX | RTX Corp | −2,239 | 1,370 | $259,930 | |
| AMGN | Amgen Inc | −1,883 | 4,068 | $1,473,104 | |
| SLB | Slb Limited/Nv | −1,841 | 40,488 | $1,882,287 | |
| FTAI | FTAI Aviation Ltd. | −1,638 | 17,027 | $4,606,314 | |
| BRK-B | Berkshire Hathaway Inc | −1,494 | 767 | $383,799 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CSCO | Cisco Systems, Inc. | 27,479 | $3,227,683 | |
| WSE | Wise Group plc | 203,078 | $2,418,658 | |
| ANET | Arista Networks, Inc. | 10,320 | $1,753,161 | |
| TIGO | Millicom International Cellular SA | 15,108 | $1,371,202 | |
| WDC | Western Digital Corp | 1,751 | $1,118,398 | |
| GLW | Corning Inc /Ny | 4,194 | $1,071,273 | |
| NOK | Nokia Corp | 69,247 | $919,600 | |
| COHR | Coherent Corp. | 2,322 | $915,959 | |
| AMD | Advanced Micro Devices Inc | 1,459 | $847,547 | |
| SPCX | Space Exploration Technologies Corp | 4,400 | $751,784 | |
| STX | Seagate Technology Holdings plc | 590 | $569,350 | |
| DASH | DoorDash, Inc. | 3,018 | $556,911 | |
| ATI | Ati Inc | 2,030 | $400,113 | |
| HLT | Hilton Worldwide Holdings Inc. | 641 | $211,824 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GS | Goldman Sachs Group Inc | 2,493 | $2,109,053 | |
| HD | Home Depot, Inc. | 6,242 | $2,052,931 | |
| COO | Cooper Companies, Inc. | 22,731 | $1,625,266 | |
| ECL | Ecolab Inc. | 4,435 | $1,179,798 | |
| WLK | Westlake Corp | 7,693 | $898,696 | |
| LYB | LyondellBasell Industries N.V. | 7,018 | $565,370 | |
| SOBO | South Bow Corp | 15,099 | $503,098 | |
| MRSH | Marsh & Mclennan Companies, Inc. | 2,673 | $463,631 | |
| BP | Bp PLC | 7,000 | $329,000 | |
| TEAM | Atlassian Corp | 3,860 | $263,445 | |
| ACN | Accenture plc | 1,091 | $216,334 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 62,280 | $35,081,701 | 5.22% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 168,884 | $33,791,999 | 5.03% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 88,904 | $33,583,486 | 5.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 71,228 | $29,958,496 | 4.46% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 59,097 | $22,044,362 | 3.28% | |
| AZN |
Astrazeneca PLC
Healthcare
|
Added | 106,664 | $20,225,627 | 3.01% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 15,758 | $18,900,619 | 2.81% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 16,189 | $18,686,800 | 2.78% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 48,464 | $17,123,785 | 2.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 71,379 | $17,012,470 | 2.53% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 47,156 | $16,629,091 | 2.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 44,647 | $15,955,498 | 2.37% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Added | 42,636 | $13,538,209 | 2.01% | |
| KLAC |
Kla Corp
Technology
|
Added | 44,190 | $13,332,564 | 1.98% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 98,744 | $11,274,589 | 1.68% | |
| TTE |
TotalEnergies SE
Energy
|
Reduced | 140,187 | $10,900,941 | 1.62% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 21,388 | $10,624,061 | 1.58% | |
| GE |
General Electric Co
Industrials
|
Added | 24,385 | $9,113,406 | 1.36% | |
| DE |
Deere & Co
Industrials
|
Added | 14,061 | $8,919,314 | 1.33% | |
| AAPL |
Apple Inc.
Technology
|
Added | 30,824 | $8,919,232 | 1.33% | |
| NET |
Cloudflare, Inc.
Technology
|
Added | 36,270 | $8,896,305 | 1.32% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 25,916 | $8,891,520 | 1.32% | |
| INTC |
Intel Corp
Technology
|
Added | 61,301 | $8,559,458 | 1.27% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 34,976 | $7,938,502 | 1.18% | |
| ASML |
Asml Holding NV
Technology
|
Added | 3,986 | $7,929,907 | 1.18% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 8,402 | $7,859,818 | 1.17% | |
| RPRX |
Royalty Pharma plc
Healthcare
|
Added | 126,078 | $7,069,193 | 1.05% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 68,713 | $7,021,781 | 1.04% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 14,527 | $5,777,097 | 0.86% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 41,175 | $5,762,853 | 0.86% | |
| QSR |
Restaurant Brands International Inc.
Consumer Cyclical
|
Held | 78,994 | $5,727,854 | 0.85% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 79,184 | $5,653,737 | 0.84% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 10,707 | $5,556,290 | 0.83% | |
| RYAAY |
Ryanair Holdings PLC
Industrials
|
Added | 84,932 | $5,499,347 | 0.82% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 10,637 | $5,463,163 | 0.81% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Reduced | 10,583 | $5,390,027 | 0.80% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Reduced | 2,891 | $4,907,154 | 0.73% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 86,062 | $4,903,812 | 0.73% | |
| ONC |
BeOne Medicines Ltd.
Healthcare
|
Added | 16,840 | $4,798,894 | 0.71% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 9,208 | $4,616,522 | 0.69% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
Reduced | 17,027 | $4,606,314 | 0.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 13,428 | $4,395,387 | 0.65% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Added | 12,102 | $4,291,006 | 0.64% | |
| TDG |
TransDigm Group INC
Industrials
|
Reduced | 3,156 | $4,203,918 | 0.63% | |
| MTD |
Mettler Toledo International Inc/
Healthcare
|
Added | 3,269 | $4,176,180 | 0.62% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 10,442 | $3,919,091 | 0.58% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 11,140 | $3,835,724 | 0.57% | |
| DB |
Deutsche Bank Aktiengesellschaft
Financial Services
|
Reduced | 106,078 | $3,581,193 | 0.53% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Reduced | 45,339 | $3,325,615 | 0.49% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 18,362 | $3,272,842 | 0.49% |
Showing the top 50 of 143 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.