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Portfolio (Quarterly) Guide ↗

CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD.

· CIK 0001939970
13F Portfolio $585M AUM 140 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 60 Added 44 Reduced 10 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KEYS KEYSIGHT TECHNOLOGIES INC Technology 8,193.0 $2.3M 0.40% -438.0 -5.1% $282.37 +28.8%
22 SLB SLB LIMITED Energy 42,329.0 $2.2M 0.37% -5K -10.1% $51.39 -6.4%
23 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 6,474.0 $2.1M 0.37% -8K -56.4% $330.87 -16.0%
24 BSX BOSTON SCIENTIFIC CORP Healthcare 33,217.0 $2.1M 0.36% -19K -36.0% $62.75 -27.8%
25 MDLZ MONDELEZ INTL INC Consumer Defensive 34,894.0 $2.0M 0.34% -12K -25.6% $57.64 +4.3%
26 AMERICA MOVIL SAB DE CV 77,927.0 $2.0M 0.34% -39K -33.4% $25.48
27 ITT ITT INC Industrials 10,072.0 $1.9M 0.33% -249.0 -2.4% $190.53 +3.3%
28 INGERSOLL RAND INC 22,952.0 $1.8M 0.31% -18K -43.7% $80.12
29 CPRT COPART INC Industrials 54,296.0 $1.8M 0.31% -33K -38.1% $33.20 -8.9%
30 COP CONOCOPHILLIPS Energy 12,964.0 $1.7M 0.29% -5K -26.7% $132.00 -18.4%
31 BROOKFIELD ASSET MANAGMT LTD 29,236.0 $1.3M 0.22% -4K -13.2% $44.45
32 NOW SERVICENOW INC Technology 12,172.0 $1.3M 0.22% -15K -55.9% $104.55 -9.1%
33 ECL ECOLAB INC Basic Materials 4,435.0 $1.2M 0.20% -9K -67.4% $266.02 +1.2%
34 ILMN ILLUMINA INC Healthcare 8,594.0 $1.1M 0.18% -3K -27.4% $123.26 +31.4%
35 SRE SEMPRA Utilities 10,665.0 $1.0M 0.18% -4K -26.5% $97.17 -6.7%
36 XPO XPO INC Industrials 4,261.0 $829K 0.14% -2K -26.2% $194.55 +2.5%
37 EFX EQUIFAX INC Industrials 4,465.0 $804K 0.14% -1K -21.9% $180.07 -14.5%
38 CM CANADIAN IMPERIAL BANK OF CO Financial Services 7,504.0 $709K 0.12% -7K -47.2% $94.47 +18.2%
39 INTC INTEL CORP Technology 15,265.0 $674K 0.12% -16K -50.8% $44.13 +203.6%
40 FCX FREEPORT MCMORAN INC Basic Materials 10,885.0 $640K 0.11% -22K -67.1% $58.78 +16.8%
Page 2 of 3  ·  44 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 26.4%
Healthcare 16.2%
Consumer Cyclical 16.2%
Communication Services 12.6%
Financial Services 10.4%
Industrials 9.1%
Basic Materials 3.8%
Consumer Defensive 3.1%
Energy 0.8%
Real Estate 0.8%