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Portfolio (Quarterly) Guide ↗

CAPITAL INTERNATIONAL SARL

· CIK 0001065349
13F Portfolio $6.2B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 300 New
Page 12 of 15  ·  300 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NSC NORFOLK SOUTHN CORP Industrials 4,803.0 $1.4M 0.02% NEW $288.72 +7.9%
222 AWI ARMSTRONG WORLD INDS INC NEW Industrials 7,156.0 $1.4M 0.02% NEW $191.10 -17.8%
223 DIS DISNEY WALT CO Communication Services 12,007.0 $1.4M 0.02% NEW $113.77 -9.0%
224 LVS LAS VEGAS SANDS CORP Consumer Cyclical 20,902.0 $1.4M 0.02% NEW $65.09 -24.0%
225 FE FIRSTENERGY CORP Utilities 30,151.0 $1.3M 0.02% NEW $44.77 +1.6%
226 DTE DTE ENERGY CO Utilities 9,984.0 $1.3M 0.02% NEW $128.98 +11.5%
227 MS MORGAN STANLEY Financial Services 7,243.0 $1.3M 0.02% NEW $177.53 +12.9%
228 WMS ADVANCED DRAIN SYS INC DEL Industrials 8,868.0 $1.3M 0.02% NEW $144.83 -5.5%
229 FDX FEDEX CORP Industrials 4,387.0 $1.3M 0.02% NEW $288.86 +34.6%
230 GD GENERAL DYNAMICS CORP Industrials 3,656.0 $1.2M 0.02% NEW $336.66 +0.6%
231 MOH MOLINA HEALTHCARE INC Healthcare 7,005.0 $1.2M 0.02% NEW $173.54 +4.4%
232 EWBC EAST WEST BANCORP INC Financial Services 10,516.0 $1.2M 0.02% NEW $112.39 +9.4%
233 HON HONEYWELL INTL INC Industrials 5,957.0 $1.2M 0.02% NEW $195.09 +14.7%
234 HEICO CORP NEW 4,428.0 $1.1M 0.02% NEW $252.43
235 SAIA SAIA INC Industrials 3,397.0 $1.1M 0.02% NEW $326.52 +42.9%
236 VLTO VERALTO CORP Industrials 11,080.0 $1.1M 0.02% NEW $99.78 -13.6%
237 EXR EXTRA SPACE STORAGE INC Real Estate 8,304.0 $1.1M 0.02% NEW $130.22 +10.5%
238 UBER UBER TECHNOLOGIES INC Technology 12,836.0 $1.0M 0.02% NEW $81.71 -8.7%
239 SPG SIMON PPTY GROUP INC NEW Real Estate 5,648.0 $1.0M 0.02% NEW $185.11 +10.3%
240 CHTR CHARTER COMMUNICATIONS INC N Communication Services 4,979.0 $1.0M 0.02% NEW $208.75 -28.7%
Page 12 of 15  ·  300 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 29.3%
Consumer Cyclical 14.7%
Healthcare 12.7%
Communication Services 12.6%
Financial Services 11.4%
Industrials 8.5%
Consumer Defensive 4.4%
Basic Materials 3.4%
Energy 1.4%
Utilities 1.1%