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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 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MDT MEDTRONIC PLC Healthcare 41,919.0 $3.6M 0.06% +26K +161.5% $86.65 -9.8%
102 APOS APOLLO GLOBAL MGMT INC Financial Services 31,689.0 $3.5M 0.06% +15K +95.5% $111.42 -76.5%
103 SO SOUTHERN CO Utilities 36,430.0 $3.5M 0.06% +14K +62.8% $96.52 -3.0%
104 AME AMETEK INC Industrials 16,320.0 $3.5M 0.06% +4K +31.4% $214.36 +4.1%
105 GGB GERDAU SA Basic Materials 954,655.0 $3.4M 0.06% +20K +2.1% $3.61 +30.2%
106 KT KT CORP Communication Services 154,133.0 $3.3M 0.05% +1K +0.9% $21.45 -13.3%
107 CPNG COUPANG INC Consumer Cyclical 168,790.0 $3.2M 0.05% +19K +12.8% $18.88 -16.7%
108 ALB ALBEMARLE CORP Basic Materials 16,069.0 $2.9M 0.05% +4K +32.8% $179.53 -5.4%
109 LOAR LOAR HOLDINGS INC Industrials 47,823.0 $2.7M 0.04% +10K +26.1% $57.29 +9.2%
110 DIS DISNEY WALT CO Communication Services 24,909.0 $2.4M 0.04% +13K +107.5% $96.38 +7.5%
111 WFC WELLS FARGO & CO Financial Services 29,167.0 $2.3M 0.04% +12K +71.9% $79.61 -4.8%
112 T AT&T INC Communication Services 79,245.0 $2.3M 0.04% +21K +35.1% $28.99 -14.0%
113 HTHT H WORLD GROUP LTD Consumer Cyclical 44,288.0 $2.2M 0.04% +9K +25.6% $50.29 -7.8%
114 TEAM ATLASSIAN CORPORATION Technology 31,484.0 $2.1M 0.04% +439.0 +1.4% $68.25 +26.3%
115 DTE DTE ENERGY CO Utilities 13,871.0 $2.0M 0.03% +4K +38.9% $146.22 -1.7%
116 BRO BROWN & BROWN INC Financial Services 30,813.0 $2.0M 0.03% +7K +27.0% $65.21 -10.3%
117 ATI ATI INC Industrials 13,137.0 $1.9M 0.03% +5K +53.9% $145.46 +10.3%
118 FE FIRSTENERGY CORP Utilities 37,322.0 $1.9M 0.03% +7K +23.8% $50.66 -10.2%
119 FISV FISERV INC Technology 30,793.0 $1.7M 0.03% +23K +303.2% $55.80 +0.0%
120 FITB FIFTH THIRD BANCORP Financial Services 36,446.0 $1.7M 0.03% +6K +19.5% $46.46 +5.8%
Page 6 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%