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Portfolio (Quarterly) Guide ↗

Capital Group Private Client Services, Inc.

· CIK 0001857666
13F Portfolio $5.9B AUM 240 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 70 Added 128 Reduced 60 Exited
Page 3 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRM SALESFORCE INC Technology 48,272.0 $9.0M 0.15% -24K -33.4% $186.67 -5.5%
42 UNH UNITEDHEALTH GROUP INC Healthcare 32,164.0 $8.7M 0.15% -16K -32.9% $270.59 +41.7%
43 VRTX VERTEX PHARMACEUTICALS INC Healthcare 19,226.0 $8.6M 0.14% -5K -19.4% $446.54 -3.6%
44 BEONE MEDICINES LTD 28,656.0 $8.5M 0.14% -13K -31.4% $296.97
45 AON AON PLC Financial Services 24,516.0 $7.9M 0.13% -18K -42.4% $322.78 +0.4%
46 WCN WASTE CONNECTIONS INC Industrials 47,633.0 $7.7M 0.13% -17K -26.5% $162.44 -3.4%
47 TRP TC ENERGY CORP Energy 120,336.0 $7.5M 0.13% -106K -46.9% $62.62 +11.9%
48 SPGI S&P GLOBAL INC Financial Services 17,006.0 $7.2M 0.12% -4K -19.8% $425.34 -2.0%
49 DB DEUTSCHE BK AG Financial Services 236,945.0 $6.9M 0.12% -423K -64.1% $29.09 +13.1%
50 TSCO TRACTOR SUPPLY CO Consumer Cyclical 151,651.0 $6.9M 0.12% -69K -31.1% $45.30 -30.0%
51 XOM EXXON MOBIL CORP Energy 38,703.0 $6.6M 0.11% -16K -29.5% $169.66 -7.9%
52 AJG GALLAGHER ARTHUR J & CO Financial Services 29,799.0 $6.5M 0.11% -15K -33.4% $216.58 -4.2%
53 ATI ATI INC Industrials 44,349.0 $6.5M 0.11% -19K -30.0% $145.46 +10.3%
54 URI UNITED RENTALS INC Industrials 8,742.0 $6.4M 0.11% -7K -43.1% $728.56 +28.5%
55 DHR DANAHER CORP DEL Healthcare 33,042.0 $6.3M 0.11% -16K -32.2% $189.60 -8.6%
56 ENTERGY CORP NEW 55,055.0 $6.2M 0.10% -9K -14.5% $112.36
57 MELI MERCADOLIBRE INC Consumer Cyclical 3,530.0 $6.1M 0.10% -7K -66.9% $1729.02 -3.0%
58 PNC PNC FINL SVCS GROUP INC Financial Services 27,993.0 $5.8M 0.10% -8K -21.6% $208.09 +4.2%
59 AME AMETEK INC Industrials 27,057.0 $5.8M 0.10% -16K -37.0% $214.36 +4.1%
60 TJX TJX COS INC NEW Consumer Cyclical 35,633.0 $5.7M 0.10% -25K -41.6% $159.70 -0.3%
Page 3 of 7  ·  128 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
Communication Services 29.3%
Technology 22.1%
Financial Services 13.3%
Industrials 8.1%
Healthcare 7.5%
Consumer Cyclical 6.9%
Utilities 4.9%
Consumer Defensive 3.0%
Basic Materials 2.0%
Energy 1.8%