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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 5 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 REGN REGENERON PHARMACEUTICALS Healthcare 1,419,000.0 $1.10B 0.15% +21K +1.5% $772.64 -15.9%
82 COP CONOCOPHILLIPS Energy 8,274,574.0 $1.09B 0.15% +3.1M +59.2% $132.00 -8.7%
83 PG PROCTER & GAMBLE CO Consumer Defensive 7,434,848.0 $1.07B 0.15% +3.0M +68.9% $144.44 -1.4%
84 W WAYFAIR INC Consumer Cyclical 13,791,783.0 $1.04B 0.14% +335K +2.5% $75.21 -13.9%
85 AFRM AFFIRM HLDGS INC Technology 22,512,923.0 $1.03B 0.14% +802K +3.7% $45.82 +46.6%
86 UAL UNITED AIRLS HLDGS INC Industrials 11,112,611.0 $1.02B 0.14% +3.8M +53.0% $92.06 +6.5%
87 AMT AMERICAN TOWER CORP Real Estate 5,667,888.0 $978.2M 0.13% +1.4M +34.3% $172.58 +6.5%
88 MRNA MODERNA INC Healthcare 18,697,694.0 $949.8M 0.13% +5.9M +45.8% $50.80 -7.0%
89 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 11,749,410.0 $946.5M 0.13% +1.9M +19.4% $80.56 -13.0%
90 EPAM EPAM SYS INC Technology 6,840,142.0 $926.2M 0.13% +3.2M +85.9% $135.40 -23.8%
91 WMT WALMART INC Consumer Defensive 7,028,401.0 $873.5M 0.12% +2.8M +66.6% $124.28 +5.3%
92 VTR VENTAS INC Real Estate 10,043,871.0 $821.4M 0.11% +2.4M +30.8% $81.78 +8.3%
93 CVNA CARVANA CO Consumer Cyclical 2,605,385.0 $819.1M 0.11% +1.3M +103.7% $314.38 -79.5%
94 KKR KKR & CO INC Financial Services 8,591,438.0 $794.7M 0.11% +2.0M +30.8% $92.49 +2.5%
95 FISV FISERV INC Technology 13,903,314.0 $775.8M 0.11% +9.1M +186.9% $55.80 +0.0%
96 FANG DIAMONDBACK ENERGY INC Energy 3,796,978.0 $751.0M 0.10% +2.1M +127.8% $197.79 +1.6%
97 DB DEUTSCHE BK AG Financial Services 25,318,211.0 $740.9M 0.10% +25.3M +10000.0% $29.26 +12.4%
98 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 4,382,209.0 $723.7M 0.10% +1.8M +72.7% $165.14 +8.0%
99 SHW SHERWIN WILLIAMS CO Basic Materials 2,255,638.0 $723.0M 0.10% +933K +70.5% $320.52 -4.0%
100 TSCO TRACTOR SUPPLY CO Consumer Cyclical 15,565,779.0 $705.1M 0.10% +409K +2.7% $45.30 -30.0%
Page 5 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%