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Portfolio (Quarterly) Guide ↗

CAPITAL INTERNATIONAL SARL

· CIK 0001065349
13F Portfolio $6.1B AUM 287 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 136 Added 103 Reduced 43 Exited
Page 7 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MSTR STRATEGY INC Technology 13,309.0 $1.7M 0.03% +3K +23.2% $124.80 +32.1%
122 JNJ JOHNSON & JOHNSON Healthcare 6,288.0 $1.5M 0.03% +2K +42.5% $244.44 -5.2%
123 BAP CREDICORP LTD Financial Services 4,430.0 $1.5M 0.03% +3K +205.3% $339.18 +1.4%
124 SPG SIMON PPTY GROUP INC NEW Real Estate 7,431.0 $1.4M 0.02% +2K +31.6% $186.53 +9.4%
125 MO ALTRIA GROUP INC Consumer Defensive 18,452.0 $1.2M 0.02% +5K +32.7% $65.99 +11.7%
126 PG PROCTER & GAMBLE CO Consumer Defensive 8,220.0 $1.2M 0.02% +2K +41.0% $144.44 -1.4%
127 SWK STANLEY BLACK & DECKER INC Industrials 12,820.0 $911K 0.01% +2K +23.2% $71.06 +5.5%
128 TGT TARGET CORP Consumer Defensive 6,992.0 $847K 0.01% +2K +51.7% $121.20 +0.9%
129 FICO FAIR ISAAC CORP Technology 761.0 $812K 0.01% +295.0 +63.3% $1067.54 +15.0%
130 NVO NOVO-NORDISK A S Healthcare 20,015.0 $736K 0.01% +11K +133.7% $36.75 +20.8%
131 TEL TE CONNECTIVITY PLC Technology 3,334.0 $697K 0.01% +813.0 +32.2% $209.02 -3.7%
132 MDLN MEDLINE INC Healthcare 13,142.0 $585K 0.01% +2K +19.5% $44.50 -16.6%
133 UPS UNITED PARCEL SVCS INC Industrials 5,645.0 $555K 0.01% +2K +54.2% $98.38 +0.5%
134 MTN VAIL RESORTS INC Consumer Cyclical 3,824.0 $491K 0.01% +278.0 +7.8% $128.32 -1.1%
135 BLK BLACKROCK INC Financial Services 468.0 $450K 0.01% +248.0 +112.7% $961.71 +10.6%
136 CCI CROWN CASTLE INC Real Estate 4,881.0 $397K 0.01% +2K +60.5% $81.31 +13.2%
Page 7 of 7  ·  136 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 26.9%
Healthcare 15.0%
Consumer Cyclical 14.7%
Communication Services 11.9%
Financial Services 10.0%
Industrials 9.0%
Consumer Defensive 4.6%
Basic Materials 3.7%
Energy 2.1%
Utilities 1.2%