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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 14 of 31  ·  620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NEE NEXTERA ENERGY INC Utilities 3,119,004.0 $289.7M 0.04% +658K +26.8% $92.88 +0.5%
262 FIVE FIVE BELOW INC Consumer Cyclical 1,248,654.0 $285.3M 0.04% +45K +3.7% $228.48 -6.5%
263 LEN LENNAR CORP Consumer Cyclical 3,270,074.0 $284.0M 0.04% $86.84 -5.2%
264 EQT EQT CORP Energy 4,459,152.0 $283.8M 0.04% NEW $63.64 -11.7%
265 CF CF INDUSTRIES HOLD Basic Materials 2,170,883.0 $281.9M 0.04% NEW $129.84 -3.6%
266 IDXX IDEXX LABS INC Healthcare 497,851.0 $279.7M 0.04% NEW $561.89 -5.9%
267 ACN ACCENTURE PLC IRELAND Technology 1,395,283.0 $276.7M 0.04% +236K +20.4% $198.29 -10.5%
268 ESNT ESSENT GROUP LTD Financial Services 4,695,817.0 $274.4M 0.04% -66K -1.4% $58.44 +3.4%
269 ENB ENBRIDGE INC Energy 5,000,000.0 $270.7M 0.04% $54.14 +2.2%
270 NVR NVR INC Consumer Cyclical 40,761.0 $268.6M 0.04% $6589.83 -15.6%
271 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 8,833,566.0 $266.1M 0.04% +6.5M +274.1% $30.12 +13.8%
272 MS MORGAN STANLEY Financial Services 1,616,422.0 $266.0M 0.04% +1.0M +165.4% $164.57 +17.0%
273 CCI CROWN CASTLE INC Real Estate 3,195,428.0 $259.8M 0.04% +543K +20.5% $81.31 +10.6%
274 TW TRADEWEB MKTS INC Financial Services 2,198,861.0 $258.7M 0.04% +123K +5.9% $117.66 -5.7%
275 PCOR PROCORE TECHNOLOGIES INC Technology 4,515,386.0 $257.4M 0.04% +1.4M +44.9% $57.00 -18.7%
276 BE BLOOM ENERGY CORP Industrials 1,838,834.0 $249.1M 0.03% +86K +4.9% $135.49 +90.9%
277 MDB MONGODB INC Technology 1,017,235.0 $249.0M 0.03% +37K +3.8% $244.77 +27.5%
278 TLN TALEN ENERGY CORP Utilities 774,999.0 $247.4M 0.03% $319.23 +4.7%
279 KEY KEYCORP Financial Services 12,239,826.0 $245.4M 0.03% -8.8M -41.8% $20.05 +4.9%
280 CSX CSX CORP Industrials 5,885,465.0 $241.6M 0.03% -4.7M -44.4% $41.05 +11.2%
Page 14 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%