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Portfolio (Quarterly) Guide ↗

Capital Group Private Client Services, Inc.

· CIK 0001857666
13F Portfolio $7.1B AUM 260 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 35 New 77 Added 114 Reduced 15 Exited
Page 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PGR PROGRESSIVE CORP Financial Services 17,482.0 $3.8M 0.05% -3K -16.5% $218.45 +2.5%
62 KKR KKR & CO INC 41,583.0 $3.8M 0.05% -2K -4.3% $91.78
63 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 111,304.0 $3.8M 0.05% -32K -22.4% $34.00 +11.8%
64 VEA VANGUARD TAX-MANAGED FDS 51,215.0 $3.6M 0.05% -3K -6.0% $71.25 +2.5%
65 HUM HUMANA INC Healthcare 8,854.0 $3.5M 0.05% -247.0 -2.7% $397.22 -2.7%
66 SBUX STARBUCKS CORP Consumer Cyclical 33,571.0 $3.4M 0.05% -2K -5.4% $102.19 +5.2%
67 URI UNITED RENTALS INC Industrials 2,922.0 $3.3M 0.05% -6K -66.6% $1132.89 -4.4%
68 CGCP CAPITAL GRP FIXED INCM ETF T 148,125.0 $3.3M 0.05% -4K -2.5% $22.29 -1.1%
69 YUM YUM BRANDS INC Consumer Cyclical 20,329.0 $3.2M 0.05% -4K -15.8% $159.86 -1.6%
70 MS MORGAN STANLEY Financial Services 14,787.0 $3.1M 0.04% -13K -47.3% $209.04 +2.4%
71 TFC TRUIST FINL CORP Financial Services 57,294.0 $2.9M 0.04% -6K -9.1% $49.82 +2.0%
72 CGUI CAPITAL GRP FIXED INCM ETF T 111,267.0 $2.8M 0.04% -29K -20.6% $25.28 +0.2%
73 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 8,332.0 $2.8M 0.04% -9K -52.3% $330.46 -0.1%
74 VNQ VANGUARD INDEX FDS 27,851.0 $2.7M 0.04% -141.0 -0.5% $96.43 +2.8%
75 FNDX SCHWAB STRATEGIC TR 85,836.0 $2.7M 0.04% -4K -4.1% $31.10 +4.7%
76 TJX TJX COS INC NEW Consumer Cyclical 17,299.0 $2.6M 0.04% -18K -51.5% $151.50 -7.1%
77 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,684.0 $2.5M 0.04% -744.0 -21.7% $935.47 +3.8%
78 TMUS T-MOBILE US INC Communication Services 14,875.0 $2.5M 0.04% -7K -31.5% $167.73 +8.9%
79 KO COCA COLA CO Consumer Defensive 30,437.0 $2.5M 0.04% -4K -11.0% $81.27 +13.2%
80 COF CAPITAL ONE FINL CORP Financial Services 12,325.0 $2.5M 0.04% -264.0 -2.1% $200.62 +7.8%
Page 4 of 6  ·  114 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 30.4%
Communication Services 18.9%
Financial Services 13.7%
Industrials 9.3%
Healthcare 8.0%
Consumer Cyclical 7.1%
Utilities 4.9%
Consumer Defensive 2.9%
Basic Materials 1.8%
Energy 1.7%