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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 5 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WPM WHEATON PRECIOUS METALS CORP Basic Materials 17,338.0 $1.9M 0.29% +1K +7.1% $112.40 +40.4%
82 DHR DANAHER CORP DEL Healthcare 9,935.0 $1.9M 0.28% $190.48 +14.9%
83 SLB SLB LIMITED Energy 40,488.0 $1.9M 0.28% -2K -4.3% $46.49 +15.9%
84 MDLZ MONDELEZ INTL INC Consumer Defensive 32,149.0 $1.9M 0.28% -3K -7.9% $57.84 +11.4%
85 REGN REGENERON PHARMACEUTICALS Healthcare 2,938.0 $1.8M 0.28% $623.54 +33.8%
86 ANET ARISTA NETWORKS INC Technology 10,320.0 $1.8M 0.26% NEW $169.88 +11.0%
87 BN BROOKFIELD CORP Financial Services 40,590.0 $1.7M 0.26% $42.59 -2.1%
88 COP CONOCOPHILLIPS Energy 14,933.0 $1.6M 0.23% +2K +15.2% $103.96 +29.7%
89 WMT WALMART INC Consumer Defensive 13,402.0 $1.5M 0.23% $113.26 -8.4%
90 ILMN ILLUMINA INC Healthcare 8,594.0 $1.5M 0.23% $175.83 +24.8%
91 AMGN AMGEN INC Healthcare 4,068.0 $1.5M 0.22% -2K -31.6% $362.12 +21.3%
92 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 14,531.0 $1.4M 0.21% -3K -19.3% $96.12 -50.3%
93 TIGO MILLICOM INTL CELLULAR S A Communication Services 15,108.0 $1.4M 0.21% NEW $90.76 +3.2%
94 ABT ABBOTT LABORATORIES Healthcare 15,062.0 $1.4M 0.21% -15K -49.2% $90.74 +28.5%
95 BROOKFIELD ASSET MANAGMT LTD 30,292.0 $1.4M 0.20% +1K +3.6% $44.85
96 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 10,999.0 $1.4M 0.20% +2K +16.8% $123.11 +31.0%
97 NKE NIKE INC Consumer Cyclical 32,949.0 $1.4M 0.20% +3K +9.4% $41.05 -0.7%
98 KO COCA COLA CO Consumer Defensive 16,520.0 $1.3M 0.20% $81.27 +12.1%
99 INGERSOLL RAND INC 16,159.0 $1.3M 0.20% -7K -29.6% $81.99
100 APP APPLOVIN CORP Technology 2,539.0 $1.3M 0.20% +1K +99.6% $515.23 -40.7%
Page 5 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%