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Portfolio (Quarterly) Guide ↗

CAPITAL INTERNATIONAL SARL

· CIK 0001065349
13F Portfolio $6.1B AUM 287 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 136 Added 103 Reduced 43 Exited
Page 3 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CNQ CANADIAN NAT RES LTD MED TER Energy 521,111.0 $25.3M 0.41% +148K +39.5% $48.63 +0.1%
42 CAT CATERPILLAR INC Industrials 35,563.0 $25.2M 0.41% +28K +393.0% $708.46 +22.2%
43 HEI HEICO CORP NEW Industrials 90,747.0 $24.9M 0.41% +11K +14.2% $274.20 +9.8%
44 HD HOME DEPOT INC Consumer Cyclical 73,806.0 $24.3M 0.40% +10K +16.1% $328.89 -4.6%
45 RBLX ROBLOX CORP Technology 421,964.0 $23.9M 0.39% +50K +13.6% $56.56 -19.0%
46 ABBV ABBVIE INC Healthcare 108,363.0 $23.6M 0.39% +43K +64.6% $217.49 -1.3%
47 AON AON PLC Financial Services 72,301.0 $23.3M 0.38% +6K +8.5% $322.78 +0.4%
48 SPGI S&P GLOBAL INC Financial Services 53,838.0 $22.9M 0.38% +2K +4.2% $425.34 -2.0%
49 YUM YUM BRANDS INC Consumer Cyclical 147,055.0 $22.9M 0.37% +10K +7.2% $155.48 -1.8%
50 CTVA CORTEVA INC Basic Materials 266,105.0 $22.3M 0.36% +26K +10.6% $83.71 -5.6%
51 PFE PFIZER INC Healthcare 759,368.0 $21.3M 0.35% +36K +5.0% $28.08 -7.6%
52 KKR KKR & CO INC Financial Services 229,318.0 $21.2M 0.35% +58K +34.0% $92.50 +2.4%
53 MCD MCDONALDS CORP Consumer Cyclical 67,633.0 $21.0M 0.34% +3K +5.3% $310.79 -8.6%
54 LHX L3HARRIS TECHNOLOGIES INC Industrials 60,698.0 $20.9M 0.34% +1K +2.0% $345.15 -11.2%
55 BA BOEING CO Industrials 102,686.0 $20.4M 0.34% +3K +3.2% $199.03 +10.3%
56 STZ CONSTELLATION BRANDS INC Consumer Defensive 135,235.0 $20.3M 0.33% +11K +9.2% $150.00 +0.8%
57 ALGN ALIGN TECHNOLOGY INC Healthcare 115,167.0 $19.7M 0.32% +9K +8.3% $171.43 -4.9%
58 REGN REGENERON PHARMACEUTICALS Healthcare 24,602.0 $19.0M 0.31% +1K +5.7% $772.64 -15.9%
59 GS GOLDMAN SACHS GROUP INC Financial Services 21,004.0 $17.8M 0.29% +880.0 +4.4% $845.99 +16.8%
60 ULS UL SOLUTIONS INC Industrials 203,244.0 $17.4M 0.28% +10K +5.2% $85.71 +19.0%
Page 3 of 7  ·  136 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Healthcare 15.0%
Consumer Cyclical 14.7%
Communication Services 11.9%
Financial Services 10.0%
Industrials 9.0%
Consumer Defensive 4.6%
Basic Materials 3.7%
Energy 2.1%
Utilities 1.2%