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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 3 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CEG CONSTELLATION ENERGY CORP Utilities 80,838.0 $20.1M 0.28% -6K -7.4% $248.37 +10.1%
42 IJR ISHARES TR 135,031.0 $20.0M 0.28% +26K +23.4% $148.31 -1.0%
43 LLY ELI LILLY & CO Healthcare 16,498.0 $19.8M 0.28% +930.0 +6.0% $1199.43 +4.0%
44 VT VANGUARD INTL EQUITY INDEX F 123,105.0 $19.3M 0.27% +41K +50.5% $156.95 +2.0%
45 MRSH MARSH & MCLENNAN COS INC Financial Services 106,898.0 $17.8M 0.25% -11K -9.6% $166.67 +16.8%
46 LIN LINDE PLC Basic Materials 32,375.0 $16.8M 0.24% -10K -22.9% $518.94 -5.6%
47 DFAC DIMENSIONAL ETF TRUST 370,731.0 $16.4M 0.23% $44.36 +2.5%
48 CGVV CAPITAL GROUP EQUITY ETF TR 525,336.0 $16.2M 0.23% +95K +22.1% $30.90 +4.3%
49 CGBL CAPITAL GROUP CORE BALANCED 420,622.0 $16.0M 0.23% +123K +41.2% $37.96 +0.6%
50 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 50,182.0 $15.9M 0.23% -7K -12.1% $317.53 -7.7%
51 SPTS SPDR SERIES TRUST 534,195.0 $15.5M 0.22% $29.01 -0.1%
52 RTX RTX CORPORATION Industrials 79,456.0 $15.1M 0.21% -11K -12.4% $189.73 +10.3%
53 VCSH VANGUARD SCOTTSDALE FDS 178,161.0 $14.1M 0.20% $79.03 -0.5%
54 ABBV ABBVIE INC Healthcare 51,628.0 $13.0M 0.18% -6K -10.4% $251.64 +5.1%
55 UNH UNITEDHEALTH GROUP INC Healthcare 31,096.0 $12.9M 0.18% -1K -3.3% $415.63 -4.1%
56 CGGG CAPITAL GROUP EQUITY ETF TR 436,537.0 $12.5M 0.18% +128K +41.3% $28.65 -1.3%
57 IWM ISHARES TR 41,427.0 $12.4M 0.17% +1K +3.0% $300.45 -0.8%
58 MDLZ MONDELEZ INTL INC Consumer Defensive 212,208.0 $12.3M 0.17% -6K -2.9% $57.84 +11.9%
59 NOC NORTHROP GRUMMAN CORP Industrials 24,092.0 $12.3M 0.17% -12K -32.8% $509.31 +7.8%
60 ATO ATMOS ENERGY CORP Utilities 71,187.0 $12.3M 0.17% -10K -11.8% $172.27 -2.6%
Page 3 of 13  ·  260 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%