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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 21 of 31  ·  620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MSI MOTOROLA SOLUTIONS INC Technology 196,259.0 $85.2M 0.01% -682K -77.7% $433.97 -9.4%
402 UI UBIQUITI INC Technology 107,615.0 $85.0M 0.01% +8K +7.5% $790.29 -21.1%
403 APTIV PLC 1,221,900.0 $84.8M 0.01% +167K +15.8% $69.44
404 GSHD GOOSEHEAD INS INC Financial Services 1,972,271.0 $84.1M 0.01% +284K +16.8% $42.66 -11.7%
405 LPX LOUISIANA PAC CORP Basic Materials 1,153,382.0 $83.9M 0.01% NEW $72.75 -4.0%
406 ECHOSTAR CORP 23,285,729.0 $83.2M 0.01% +340K +1.5% $3.57
407 ELAN ELANCO ANIMAL HEALTH INC Healthcare 3,408,331.0 $81.6M 0.01% +1.3M +64.0% $23.93 -17.0%
408 WHD CACTUS INC Energy 1,664,464.0 $78.8M 0.01% NEW $47.37 +20.2%
409 SOUTHSTATE BK CORP 843,214.0 $78.0M 0.01% +223K +35.9% $92.52
410 INGRAM MICRO HLDG CORP 3,312,028.0 $77.2M 0.01% +670K +25.4% $23.31
411 GRAB GRAB HOLDINGS LIMITED Technology 20,987,669.0 $76.8M 0.01% +16.8M +401.7% $3.66 -3.0%
412 KASPI KZ JSC 1,028,574.0 $76.2M 0.01% +458K +80.2% $74.07
413 KRMN KARMAN HLDGS INC Industrials 949,969.0 $76.0M 0.01% -1.1M -53.4% $80.05 -21.6%
414 APG API GROUP CORP Industrials 1,871,016.0 $75.8M 0.01% +183K +10.8% $40.52 +4.2%
415 ELF E L F BEAUTY INC Consumer Defensive 1,203,717.0 $73.0M 0.01% +274K +29.5% $60.61 -6.9%
416 ECG EVERUS CONSTR GROUP Industrials 614,312.0 $72.5M 0.01% NEW $118.06 +32.7%
417 CNC CENTENE CORP DEL Healthcare 2,134,740.0 $69.9M 0.01% -1.4M -38.8% $32.74 +77.9%
418 CHKP CHECK POINT SOFTWARE TECH LT Technology 485,968.0 $69.4M 0.01% +97K +24.9% $142.85 -10.9%
419 FLS FLOWSERVE CORP Industrials 942,871.0 $69.3M 0.01% NEW $73.51 -11.5%
420 ARX ACCELERANT HOLDINGS Financial Services 5,152,741.0 $68.8M 0.01% -615K -10.7% $13.36 +19.1%
Page 21 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%