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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 31  ·  620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK AMERICA CORP Financial Services 144,289,396.0 $7.03B 0.96% +3.0M +2.1% $48.74 +5.6%
22 DE DEERE & CO Industrials 12,272,894.0 $6.91B 0.94% +2.7M +27.9% $563.27 -5.7%
23 AAPL APPLE INC Technology 27,140,333.0 $6.89B 0.94% -347K -1.3% $253.74 +20.2%
24 UNP UNION PAC CORP Industrials 27,072,234.0 $6.57B 0.90% +6.9M +34.4% $242.60 +9.6%
25 KLAC KLA CORP Technology 4,084,069.0 $6.01B 0.82% +434K +11.9% $1471.94 +25.2%
26 GILD GILEAD SCIENCES INC Healthcare 41,283,933.0 $5.75B 0.79% -1.6M -3.7% $139.35 -6.4%
27 CVS CVS HEALTH CORP Healthcare 77,248,642.0 $5.55B 0.76% +9.6M +14.2% $71.81 +29.9%
28 AZN ASTRAZENECA PLC Healthcare 28,264,580.0 $5.52B 0.75% NEW $195.31 -2.8%
29 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 20,062,271.0 $5.52B 0.75% +3.5M +21.1% $275.13 -7.7%
30 WPM WHEATON PRECIOUS METALS CORP Basic Materials 42,086,263.0 $5.51B 0.75% +4.8M +12.8% $131.01 -2.9%
31 SO SOUTHERN CO Utilities 56,239,873.0 $5.43B 0.74% +15.1M +36.7% $96.52 -3.0%
32 TDG TRANSDIGM GROUP INC Industrials 4,666,491.0 $5.41B 0.74% +712K +18.0% $1158.95 +3.4%
33 HD HOME DEPOT INC Consumer Cyclical 16,143,812.0 $5.31B 0.72% +3.0M +22.8% $328.85 -4.6%
34 CMCSA COMCAST CORP NEW Communication Services 182,141,779.0 $5.23B 0.71% +41.8M +29.8% $28.71 -12.6%
35 BA BOEING CO Industrials 25,727,803.0 $5.12B 0.70% -1.5M -5.4% $198.99 +10.4%
36 DHI D R HORTON INC Consumer Cyclical 36,936,106.0 $5.07B 0.69% $137.20 +5.1%
37 ASML ASML HLDG NV Technology 3,733,385.0 $4.93B 0.67% -148K -3.8% $1319.84 +20.6%
38 NOC NORTHROP GRUMMAN CORP Industrials 6,892,150.0 $4.70B 0.64% +3.5M +100.7% $682.23 -19.2%
39 NET CLOUDFLARE INC Technology 22,735,569.0 $4.69B 0.64% -13.1M -36.5% $206.31 +3.1%
40 C CITIGROUP INC Financial Services 40,720,859.0 $4.62B 0.63% -6.0M -12.8% $113.40 +10.4%
Page 2 of 31  ·  620 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%