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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 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EEM ISHARES TR 34,012.0 $2.3M 0.03% -3K -6.9% $68.41 -3.4%
82 HEI HEICO CORP NEW Industrials 6,451.0 $2.3M 0.03% -12K -64.4% $356.19 -1.0%
83 WPM WHEATON PRECIOUS METALS CORP Basic Materials 19,812.0 $2.2M 0.03% -2K -8.6% $112.49 +42.4%
84 ACGL ARCH CAP GROUP LTD Financial Services 22,056.0 $2.1M 0.03% -8K -26.7% $97.06 +4.2%
85 CARR CARRIER GLOBAL CORPORATION Industrials 27,954.0 $2.1M 0.03% -3K -9.1% $73.35 -18.2%
86 JKHY HENRY JACK & ASSOC INC Technology 14,821.0 $2.0M 0.03% -387.0 -2.5% $137.74 +23.8%
87 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,389.0 $2.0M 0.03% -191.0 -4.2% $459.13 +17.1%
88 RACE FERRARI N V Consumer Cyclical 5,401.0 $2.0M 0.03% -156.0 -2.8% $370.60 +14.5%
89 KDP KEURIG DR PEPPER INC Consumer Defensive 61,081.0 $2.0M 0.03% -24K -28.4% $32.73 -0.7%
90 TSCO TRACTOR SUPPLY CO Consumer Cyclical 62,885.0 $2.0M 0.03% -89K -58.5% $31.61 +13.6%
91 MSCI MSCI INC Financial Services 3,496.0 $2.0M 0.03% -94.0 -2.6% $560.04 +2.0%
92 EQT EQT CORP Energy 35,275.0 $1.9M 0.03% -14K -27.9% $53.17 +1.2%
93 CHD CHURCH & DWIGHT CO INC Consumer Defensive 18,330.0 $1.8M 0.03% -22K -54.2% $96.88 +5.8%
94 VYM VANGUARD WHITEHALL FDS 10,853.0 $1.7M 0.02% -408.0 -3.6% $158.03 +4.5%
95 TEL TE CONNECTIVITY PLC Technology 8,443.0 $1.7M 0.02% -1K -14.6% $201.61 +0.4%
96 SOUTH BOW CORP 41,275.0 $1.5M 0.02% -18K -30.5% $35.23
97 CB CHUBB LIMITED Financial Services 4,137.0 $1.4M 0.02% -2K -27.6% $340.74 +1.5%
98 MTD METTLER TOLEDO INTERNATIONAL Healthcare 865.0 $1.1M 0.02% -57.0 -6.2% $1277.51 +9.5%
99 CNI CANADIAN NATL RY CO Industrials 9,133.0 $1.1M 0.01% -4K -29.2% $119.34 +6.8%
100 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 49,290.0 $1.0M 0.01% -19K -27.9% $21.11 -18.4%
Page 5 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%