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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 3 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FCX FREEPORT MCMORAN INC Basic Materials 103,427.0 $6.1M 0.10% -166K -61.6% $58.78 +6.0%
42 BMY BRISTOL-MYERS SQUIBB CO Healthcare 94,231.0 $5.7M 0.09% -8K -8.0% $60.65 -1.8%
43 ASCENDIS PHARMA A/S 24,749.0 $5.7M 0.09% -194.0 -0.8% $228.73
44 CNP CENTERPOINT ENERGY INC Utilities 123,831.0 $5.3M 0.09% -34K -21.6% $43.16 -1.6%
45 ICLR ICON PLC Healthcare 44,201.0 $4.9M 0.08% -7K -13.7% $110.66 +5.3%
46 CM CANADIAN IMPERIAL BANK OF CO Financial Services 49,928.0 $4.7M 0.08% -7K -11.8% $94.47 +21.6%
47 IBM INTERNATIONAL BUSINESS MACHS Technology 19,135.0 $4.6M 0.08% -43K -69.1% $242.39 +4.4%
48 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 14,683.0 $4.5M 0.07% -5K -25.5% $304.08 +6.1%
49 URI UNITED RENTALS INC Industrials 6,107.0 $4.4M 0.07% -971.0 -13.7% $728.56 +28.5%
50 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 137,411.0 $4.4M 0.07% -16K -10.7% $32.01 +2.5%
51 SOUTH BOW CORP 125,628.0 $4.2M 0.07% -20K -13.6% $33.19
52 KDP KEURIG DR PEPPER INC Consumer Defensive 156,215.0 $4.1M 0.07% -28K -15.3% $26.33 +9.3%
53 CEG CONSTELLATION ENERGY CORP Utilities 14,217.0 $4.0M 0.07% -12K -46.1% $279.25 +2.4%
54 COF CAPITAL ONE FINL CORP Financial Services 21,114.0 $3.9M 0.06% -8K -27.6% $182.43 +2.3%
55 ATO ATMOS ENERGY CORP Utilities 18,887.0 $3.5M 0.06% -5K -21.4% $184.72 -3.9%
56 FNV FRANCO NEV CORP Basic Materials 12,691.0 $3.1M 0.05% -116.0 -0.9% $246.82 -8.5%
57 IP INTERNATIONAL PAPER CO Consumer Cyclical 87,142.0 $3.1M 0.05% -5K -5.6% $35.70 -11.8%
58 PDD PDD HOLDINGS INC Consumer Cyclical 26,050.0 $2.7M 0.04% -2K -6.1% $102.18 -4.3%
59 TRP TC ENERGY CORP Energy 40,629.0 $2.5M 0.04% -26K -39.4% $62.55 +12.1%
60 ACN ACCENTURE PLC IRELAND Technology 11,801.0 $2.3M 0.04% -27K -69.3% $198.29 -10.3%
Page 3 of 6  ·  103 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%