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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 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COF CAPITAL ONE FINL CORP Financial Services 18,120,639.0 $3.30B 0.45% -6.6M -26.7% $182.39 +2.3%
22 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,646,316.0 $3.27B 0.45% -4.4M -39.6% $491.50 -8.1%
23 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 42,858,035.0 $3.17B 0.43% -668K -1.5% $73.90 +3.6%
24 CRM SALESFORCE INC Technology 16,711,525.0 $3.12B 0.43% -3.0M -15.1% $186.67 -5.5%
25 DRI DARDEN RESTAURANTS INC Consumer Cyclical 14,928,684.0 $2.93B 0.40% -233K -1.5% $196.03 +0.5%
26 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 80,672,018.0 $2.58B 0.35% -21.0M -20.7% $32.01 +2.5%
27 GS GOLDMAN SACHS GROUP INC Financial Services 3,002,517.0 $2.54B 0.35% -735K -19.7% $845.99 +16.8%
28 CAT CATERPILLAR INC Industrials 3,543,940.0 $2.51B 0.34% -465K -11.6% $707.59 +22.4%
29 SYF SYNCHRONY FINANCIAL Financial Services 33,796,907.0 $2.30B 0.31% -4.5M -11.8% $68.02 +5.9%
30 CVX CHEVRON CORPORATION Energy 10,852,533.0 $2.25B 0.31% -636K -5.5% $206.90 -7.7%
31 APOS APOLLO GLOBAL MGMT INC Financial Services 18,907,562.0 $2.11B 0.29% -5.3M -21.8% $111.42 -76.5%
32 CME CME GROUP INC Financial Services 6,936,488.0 $2.05B 0.28% -342K -4.7% $295.35 -2.1%
33 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,034,165.0 $2.03B 0.28% -1.9M -48.3% $996.43 +5.4%
34 CVE CENOVUS ENERGY INC Energy 75,924,020.0 $2.02B 0.28% -36.6M -32.5% $26.54 +14.2%
35 CB CHUBB LTD SWITZ Financial Services 6,054,312.0 $1.97B 0.27% -3.9M -39.1% $325.93 +1.3%
36 ILMN ILLUMINA INC Healthcare 15,549,960.0 $1.92B 0.26% -4.6M -22.6% $123.26 +17.5%
37 CFG CITIZENS FINL GROUP INC Financial Services 27,904,054.0 $1.67B 0.23% -9.0M -24.4% $59.92 +4.8%
38 URI UNITED RENTALS INC Industrials 2,201,654.0 $1.60B 0.22% -507K -18.7% $728.55 +28.5%
39 PH PARKER-HANNIFIN CORP Industrials 1,626,604.0 $1.46B 0.20% -974K -37.5% $895.24 -4.0%
40 CCJ CAMECO CORP Energy 13,262,917.0 $1.44B 0.20% -282K -2.1% $108.71 -3.1%
Page 2 of 9  ·  165 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%