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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 5 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MAR MARRIOTT INTL INC NEW Consumer Cyclical 6,174.0 $2.0M 0.34% +259.0 +4.4% $327.07 +21.1%
82 MDLZ MONDELEZ INTL INC Consumer Defensive 34,894.0 $2.0M 0.34% -12K -25.6% $57.64 +4.3%
83 AMERICA MOVIL SAB DE CV 77,927.0 $2.0M 0.34% -39K -33.4% $25.48
84 ABBV ABBVIE INC Healthcare 8,899.0 $1.9M 0.33% +3K +63.2% $217.49 -0.5%
85 ITT ITT INC Industrials 10,072.0 $1.9M 0.33% -249.0 -2.4% $190.53 +3.3%
86 DHR DANAHER CORP DEL Healthcare 9,935.0 $1.9M 0.32% +590.0 +6.3% $189.60 -6.6%
87 INGERSOLL RAND INC 22,952.0 $1.8M 0.31% -18K -43.7% $80.12
88 CPRT COPART INC Industrials 54,296.0 $1.8M 0.31% -33K -38.1% $33.20 -8.9%
89 WYNN WYNN RESORTS LTD Consumer Cyclical 17,177.0 $1.7M 0.30% +2K +11.0% $101.55 +3.9%
90 COP CONOCOPHILLIPS Energy 12,964.0 $1.7M 0.29% -5K -26.7% $132.00 -18.4%
91 WMT WALMART INC Consumer Defensive 13,402.0 $1.7M 0.28% +3K +32.9% $124.28 -5.7%
92 HPE HEWLETT PACKARD ENTERPRISE C Technology 69,211.0 $1.6M 0.28% +42K +158.0% $23.81 +99.1%
93 BN BROOKFIELD CORP Financial Services 40,590.0 $1.6M 0.28% $40.47 +9.8%
94 COOPER COS INC 22,731.0 $1.6M 0.28% +651.0 +3.0% $71.50
95 NKE NIKE INC Consumer Cyclical 30,122.0 $1.6M 0.27% $52.82 -14.4%
96 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 9,415.0 $1.5M 0.25% +972.0 +11.5% $157.28 -14.9%
97 EPAM EPAM SYS INC Technology 10,103.0 $1.4M 0.23% +5K +103.7% $135.40 -43.4%
98 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 18,004.0 $1.3M 0.22% +1K +6.1% $72.46 +26.1%
99 BROOKFIELD ASSET MANAGMT LTD 29,236.0 $1.3M 0.22% -4K -13.2% $44.45
100 NOW SERVICENOW INC Technology 12,172.0 $1.3M 0.22% -15K -55.9% $104.55 -9.1%
Page 5 of 7  ·  140 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%