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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 4 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACGL ARCH CAP GROUP LTD Financial Services 23,999.0 $2.3M 0.04% -697.0 -2.8% $95.99 +0.1%
62 ARMK ARAMARK Industrials 56,508.0 $2.3M 0.04% -58K -50.7% $40.54 +27.4%
63 TJX TJX COS INC NEW Consumer Cyclical 13,601.0 $2.2M 0.04% -5K -25.2% $159.70 -0.3%
64 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 6,932.0 $2.0M 0.03% -3K -31.3% $290.49 -0.1%
65 SE SEA LTD Consumer Cyclical 24,007.0 $2.0M 0.03% -12K -34.1% $82.81 +5.4%
66 PAYX PAYCHEX INC Industrials 20,334.0 $1.9M 0.03% -190.0 -0.9% $92.12 +2.3%
67 USFD US FOODS HLDG CORP Consumer Defensive 20,002.0 $1.8M 0.03% -13K -39.7% $92.21 -12.0%
68 EQT EQT CORP Energy 27,094.0 $1.7M 0.03% -5K -16.8% $63.64 -9.3%
69 LII LENNOX INTL INC Industrials 3,409.0 $1.6M 0.03% -1K -23.6% $464.13 +3.5%
70 NSC NORFOLK SOUTHN CORP Industrials 4,701.0 $1.3M 0.02% -102.0 -2.1% $287.00 +8.5%
71 CVX CHEVRON CORPORATION Energy 6,362.0 $1.3M 0.02% -15K -70.3% $206.90 -7.7%
72 DRI DARDEN RESTAURANTS INC Consumer Cyclical 6,560.0 $1.3M 0.02% -3K -33.8% $196.04 +0.5%
73 NU NU HLDGS LTD Financial Services 86,322.0 $1.2M 0.02% -3K -2.9% $14.37 -8.4%
74 NTES NETEASE COM INC Technology 10,995.0 $1.2M 0.02% -1K -8.6% $111.94 +2.1%
75 BX BLACKSTONE INC Financial Services 10,199.0 $1.2M 0.02% -8K -44.7% $114.99 +3.1%
76 OWL BLUE OWL CAPITAL INC Financial Services 118,476.0 $1.1M 0.02% -7K -5.2% $9.13 +11.7%
77 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 51,706.0 $967K 0.02% -58K -53.1% $18.70 -11.9%
78 ORCL ORACLE CORP Technology 6,453.0 $949K 0.02% -962.0 -13.0% $147.11 +29.0%
79 PH PARKER-HANNIFIN CORP Industrials 1,053.0 $943K 0.01% -2K -68.0% $895.24 -4.0%
80 CI THE CIGNA GROUP Healthcare 3,481.0 $929K 0.01% -284.0 -7.5% $266.75 +5.7%
Page 4 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%