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Portfolio (Quarterly) Guide ↗

Capital International, Inc./CA/

· CIK 0000895213
13F Portfolio $13.0B AUM 303 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 172 Added 98 Reduced 30 Exited
Page 4 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KDP KEURIG DR PEPPER INC Consumer Defensive 1,593,321.0 $42.0M 0.32% +219K +15.9% $26.33 +16.8%
62 PGR PROGRESSIVE CORP Financial Services 206,524.0 $40.9M 0.32% +15K +7.7% $198.24 +3.3%
63 EOG EOG RES INC Energy 279,552.0 $40.4M 0.31% +88K +45.6% $144.57 -10.1%
64 FE FIRSTENERGY CORP Utilities 787,321.0 $39.9M 0.31% +164K +26.3% $50.66 -8.3%
65 CPNG COUPANG INC Consumer Cyclical 2,073,242.0 $39.1M 0.30% +96K +4.8% $18.88 -4.7%
66 BBB FOODS INC 1,101,085.0 $38.9M 0.30% +79K +7.7% $35.37
67 LII LENNOX INTL INC Industrials 82,775.0 $38.4M 0.30% +3K +3.7% $464.13 +14.7%
68 JNJ JOHNSON & JOHNSON Healthcare 156,815.0 $38.3M 0.30% +14K +9.8% $244.44 -6.6%
69 DAL DELTA AIR LINES INC Industrials 559,990.0 $37.2M 0.29% +34K +6.5% $66.48 +26.6%
70 CTVA CORTEVA INC Basic Materials 428,001.0 $35.8M 0.28% +168K +64.6% $83.71 -6.1%
71 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,491.0 $35.7M 0.28% +3K +67.7% $4210.32 -95.9%
72 CME CME GROUP INC Financial Services 120,014.0 $35.4M 0.27% +31K +35.3% $295.35 -16.6%
73 DHI D R HORTON INC Consumer Cyclical 253,202.0 $34.7M 0.27% +58K +29.9% $137.22 +15.0%
74 TJX TJX COS INC NEW Consumer Cyclical 211,364.0 $33.8M 0.26% +16K +8.0% $159.70 +2.6%
75 DRI DARDEN RESTAURANTS INC Consumer Cyclical 168,725.0 $33.1M 0.26% +16K +10.2% $196.04 +8.9%
76 AON AON PLC Financial Services 98,915.0 $31.9M 0.25% +10K +11.8% $322.78 -1.6%
77 TEL TE CONNECTIVITY PLC Technology 149,151.0 $31.2M 0.24% +10K +7.6% $209.02 +4.1%
78 CHD CHURCH & DWIGHT CO INC Consumer Defensive 330,831.0 $30.9M 0.24% +46K +16.1% $93.32 +2.5%
79 CVX CHEVRON CORPORATION Energy 148,674.0 $30.8M 0.24% +90K +151.6% $206.90 -16.1%
80 WFC WELLS FARGO & CO Financial Services 375,815.0 $29.9M 0.23% +16K +4.5% $79.61 +3.3%
Page 4 of 9  ·  172 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 24.0%
Healthcare 12.9%
Financial Services 12.9%
Consumer Cyclical 10.4%
Industrials 10.0%
Communication Services 8.0%
Consumer Defensive 6.6%
Basic Materials 4.6%
Energy 4.6%
Utilities 3.8%