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Portfolio (Quarterly) Guide ↗

Capital World Investors

· CIK 0001422849
13F Portfolio $732.9B AUM 620 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New 248 Added 165 Reduced 64 Exited
Page 2 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WPM WHEATON PRECIOUS METALS CORP Basic Materials 42,086,263.0 $5.51B 0.75% +4.8M +12.8% $131.01 -2.9%
22 SO SOUTHERN CO Utilities 56,239,873.0 $5.43B 0.74% +15.1M +36.7% $96.52 -3.0%
23 TDG TRANSDIGM GROUP INC Industrials 4,666,491.0 $5.41B 0.74% +712K +18.0% $1158.95 +3.4%
24 HD HOME DEPOT INC Consumer Cyclical 16,143,812.0 $5.31B 0.72% +3.0M +22.8% $328.85 -4.6%
25 CMCSA COMCAST CORP NEW Communication Services 182,141,779.0 $5.23B 0.71% +41.8M +29.8% $28.71 -12.6%
26 NOC NORTHROP GRUMMAN CORP Industrials 6,892,150.0 $4.70B 0.64% +3.5M +100.7% $682.23 -19.2%
27 TOTALENERGIES SE 48,349,190.0 $4.46B 0.61% +41.9M +651.7% $92.24
28 AEM AGNICO EAGLE MINES LTD Basic Materials 21,626,307.0 $4.39B 0.60% +288K +1.4% $202.95 -12.4%
29 FE FIRSTENERGY CORP Utilities 77,662,784.0 $3.93B 0.54% +716K +0.9% $50.66 -10.2%
30 MELI MERCADOLIBRE INC Consumer Cyclical 2,194,481.0 $3.79B 0.52% +488K +28.6% $1728.84 -2.9%
31 GEV GE VERNOVA INC Utilities 4,262,860.0 $3.72B 0.51% +2.1M +95.4% $872.90 +19.6%
32 ISRG INTUITIVE SURGICAL INC Healthcare 8,048,010.0 $3.71B 0.51% +192K +2.4% $460.96 -4.6%
33 ABBV ABBVIE INC Healthcare 15,841,367.0 $3.45B 0.47% +2.8M +21.2% $217.47 -1.3%
34 BKNG BOOKING HOLDINGS INC Consumer Cyclical 769,161.0 $3.24B 0.44% +127K +19.9% $4210.32 -96.2%
35 WDC WESTERN DIGITAL CORP Technology 11,880,038.0 $3.21B 0.44% +10.8M +1017.0% $270.49 +69.9%
36 T AT&T INC Communication Services 109,243,734.0 $3.17B 0.43% +64.1M +141.8% $28.99 -14.0%
37 MRSH MARSH & MCLENNAN COS INC Financial Services 17,969,182.0 $3.12B 0.42% +1.0M +6.2% $173.46 -4.8%
38 CTVA CORTEVA INC Basic Materials 35,998,047.0 $3.01B 0.41% +14.6M +68.6% $83.71 -5.6%
39 AJG GALLAGHER ARTHUR J & CO Financial Services 13,817,720.0 $2.99B 0.41% +1.2M +9.6% $216.58 -4.2%
40 BKR BAKER HUGHES COMPANY Energy 48,433,252.0 $2.96B 0.40% +1.2M +2.5% $61.05 +7.8%
Page 2 of 13  ·  248 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 23.7%
Healthcare 13.5%
Consumer Cyclical 12.3%
Financial Services 11.2%
Communication Services 11.1%
Industrials 9.3%
Consumer Defensive 5.5%
Energy 5.2%
Basic Materials 4.1%
Utilities 3.0%