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Portfolio (Quarterly) Guide ↗

Capital World Investors

· CIK 0001422849
13F Portfolio $735.3B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 574 New
Page 13 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RNG RINGCENTRAL INC Technology 11,744,643.0 $339.2M 0.05% NEW $28.88 +50.7%
242 MSI MOTOROLA SOLUTIONS INC Technology 878,674.0 $336.8M 0.05% NEW $383.33 +4.4%
243 LEN LENNAR CORP Consumer Cyclical 3,263,338.0 $335.5M 0.05% NEW $102.80 -13.6%
244 NTRA NATERA INC Healthcare 1,433,094.0 $328.3M 0.04% NEW $229.09 -11.1%
245 CNM CORE & MAIN INC Industrials 6,292,740.0 $327.0M 0.04% NEW $51.97 -9.3%
246 FISV FISERV INC Technology 4,845,466.0 $325.5M 0.04% NEW $67.17 -16.9%
247 ORCL ORACLE CORP Technology 1,598,971.0 $311.7M 0.04% NEW $194.91 -2.6%
248 ACN ACCENTURE PLC IRELAND Technology 1,159,022.0 $311.0M 0.04% NEW $268.30 -33.7%
249 ESNT ESSENT GROUP LTD Financial Services 4,762,129.0 $309.6M 0.04% NEW $65.01 -4.8%
250 CSW INDUSTRIALS INC 1,052,480.0 $308.9M 0.04% NEW $293.53
251 NRG NRG ENERGY INC Utilities 1,920,478.0 $305.8M 0.04% NEW $159.24 -14.0%
252 NVR NVR INC Consumer Cyclical 40,703.0 $296.8M 0.04% NEW $7292.77 -17.1%
253 TLN TALEN ENERGY CORP Utilities 774,999.0 $290.5M 0.04% NEW $374.84 -8.1%
254 VIAV VIAVI SOLUTIONS INC Technology 15,620,410.0 $278.4M 0.04% NEW $17.82 +169.9%
255 ICLR ICON PLC Healthcare 1,496,479.0 $272.7M 0.04% NEW $182.22 -36.0%
256 SPXC SPX TECHNOLOGIES INC Industrials 1,356,956.0 $271.5M 0.04% NEW $200.06 +2.7%
257 KKR & CO INC 5,207,215.0 $269.9M 0.04% NEW $51.84
258 BROOKFIELD ASSET MANAGMT LTD 5,066,494.0 $265.4M 0.04% NEW $52.39
259 GIS GENERAL MLS INC Consumer Defensive 5,602,094.0 $260.5M 0.04% NEW $46.50 -28.0%
260 HUBS HUBSPOT INC Technology 647,721.0 $259.9M 0.04% NEW $401.30 -50.6%
Page 13 of 29  ·  574 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 27.1%
Financial Services 13.5%
Healthcare 13.3%
Consumer Cyclical 12.1%
Communication Services 10.5%
Industrials 9.5%
Consumer Defensive 5.3%
Energy 3.1%
Basic Materials 2.9%
Utilities 2.0%