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Portfolio (Quarterly) Guide ↗

CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD.

· CIK 0001939970
13F Portfolio $664M AUM 143 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 52 Added 35 Reduced 12 Exited
Page 4 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPGI S&P GLOBAL INC Financial Services 6,470.0 $2.6M 0.40% $407.26 +5.9%
62 RBLX ROBLOX CORP Technology 46,856.0 $2.5M 0.38% +598.0 +1.3% $54.38 -29.4%
63 ULS UL SOLUTIONS INC Industrials 24,148.0 $2.5M 0.37% $101.86 -26.3%
64 WISE GROUP PLC 203,078.0 $2.4M 0.37% NEW $12.00
65 CRM SALESFORCE INC Technology 15,483.0 $2.4M 0.37% -808.0 -5.0% $156.66 +33.5%
66 ABBV ABBVIE INC Healthcare 9,584.0 $2.4M 0.36% +685.0 +7.7% $251.64 +5.3%
67 KKR KKR & CO INC 26,221.0 $2.4M 0.36% +2K +8.4% $91.78
68 AON AON PLC Financial Services 7,219.0 $2.4M 0.36% $331.69 +7.1%
69 AEM AGNICO EAGLE MINES LTD Basic Materials 14,840.0 $2.3M 0.35% -2K -13.3% $155.32 +39.1%
70 PFE PFIZER INC Healthcare 94,728.0 $2.3M 0.34% +3K +3.4% $24.08 +16.6%
71 AJG GALLAGHER ARTHUR J & CO Financial Services 9,935.0 $2.3M 0.34% -7K -41.9% $229.57 +14.9%
72 MCD MCDONALDS CORP Consumer Cyclical 8,139.0 $2.2M 0.33% $270.31 +0.2%
73 HEI HEICO CORP NEW Industrials 6,015.0 $2.1M 0.32% -3K -30.9% $356.19 -0.3%
74 STZ CONSTELLATION BRANDS INC Consumer Defensive 14,915.0 $2.1M 0.31% $139.09 -2.5%
75 ITT ITT INC Industrials 10,302.0 $2.0M 0.31% +230.0 +2.3% $197.76 +5.2%
76 ALGN ALIGN TECHNOLOGY INC Healthcare 12,055.0 $2.0M 0.31% -1K -7.8% $168.66 -3.6%
77 AMERICA MOVIL SAB DE CV 77,927.0 $2.0M 0.30% $25.99
78 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,454.0 $2.0M 0.30% -720.0 -11.7% $370.59 -3.8%
79 WYNN WYNN RESORTS LTD Consumer Cyclical 20,467.0 $2.0M 0.30% +3K +19.1% $97.09 +3.3%
80 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 6,474.0 $1.9M 0.29% $301.03 -21.5%
Page 4 of 8  ·  143 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 34.7%
Consumer Cyclical 15.9%
Healthcare 15.3%
Communication Services 9.8%
Industrials 8.2%
Financial Services 8.0%
Basic Materials 2.9%
Consumer Defensive 2.7%
Real Estate 1.3%
Utilities 0.7%