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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 6 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMERICA MOVIL SAB DE CV 210,204.0 $5.4M 0.09% -170K -44.7% $25.48
102 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 17,474.0 $5.3M 0.09% -18K -51.2% $304.08 +6.1%
103 IEMG ISHARES INC 73,683.0 $5.1M 0.09% $69.75 +15.5%
104 HEI HEICO CORP NEW Industrials 18,127.0 $5.0M 0.08% -13K -41.9% $274.20 +9.8%
105 CAT CATERPILLAR INC Industrials 6,668.0 $4.7M 0.08% +156.0 +2.4% $708.46 +22.2%
106 SRE SEMPRA Utilities 48,337.0 $4.7M 0.08% -69K -58.9% $97.17 -5.9%
107 MS MORGAN STANLEY Financial Services 28,068.0 $4.6M 0.08% -7K -19.4% $164.57 +21.8%
108 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 130,077.0 $4.6M 0.08% $35.44 -3.0%
109 QQQ INVESCO QQQ TR Financial Services 7,984.0 $4.6M 0.08% $577.19 +23.8%
110 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 143,520.0 $4.6M 0.08% -85K -37.2% $32.01 +2.5%
111 TMUS T-MOBILE US INC Communication Services 21,717.0 $4.6M 0.08% -15K -40.3% $210.03 -9.5%
112 IWP ISHARES TR 35,596.0 $4.6M 0.08% -8K -18.1% $128.12 +7.6%
113 MAR MARRIOTT INTL INC NEW Consumer Cyclical 13,876.0 $4.5M 0.08% -13K -48.3% $327.07 +13.3%
114 BURL BURLINGTON STORES INC Consumer Cyclical 13,590.0 $4.4M 0.07% +2K +17.4% $325.38 -2.9%
115 NFLX NETFLIX INC. Communication Services 45,544.0 $4.4M 0.07% -45K -49.6% $96.15 -7.1%
116 HEICO CORP NEW 20,242.0 $4.3M 0.07% -10K -33.5% $211.09
117 PGR PROGRESSIVE CORP Financial Services 20,944.0 $4.2M 0.07% -19K -47.7% $198.24 +2.2%
118 VWO VANGUARD INTL EQUITY INDEX F 76,011.0 $4.1M 0.07% +6K +8.3% $54.05 +8.6%
119 IJH ISHARES TR 60,028.0 $4.1M 0.07% +2K +3.2% $67.53 +8.0%
120 KKR KKR & CO INC Financial Services 43,456.0 $4.0M 0.07% -12K -21.5% $92.50 +2.4%
Page 6 of 12  ·  240 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%