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CIK: 0001857666
Total reported value
$7.1B
$7.1B
275 檔
32.6%
As reported in its official Q1 2025 Form 13F filing, Capital Group Private Client Services, Inc.'s tracked investment portfolio stood at $7.1B with 275 total positions.
During Q1 2025, Capital Group Private Client Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGGR | Cap Group Growth Equity | ETF-Other | 7.30% | +0.32% | +8.62% | |
| 2 | CGGO | Cap Group Global Growth | ETF-Other | 4.89% | +1.48% | +10.51% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.64% | -0.27% | +2.59% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.63% | -0.22% | -9.37% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.14% | +0.03% | +0.91% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 2.86% | +0.45% | +11.64% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.72% | -0.04% | +6.60% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | -0.07% | +17.74% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.94% | +0.02% | -1.20% | |
| 10 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.83% | -0.10% | -3.24% | |
| 11 | GE | General Electric | Stock-Industrials | 1.79% | -0.01% | +83.69% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.78% | -0.03% | -18.85% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.77% | -0.10% | +4.21% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | -0.22% | +24.02% | |
| 15 | PM | Philip Morris International | Stock-Consumer Staples | 1.68% | -0.10% | +3.43% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.57% | +0.05% | +17.09% | |
| 17 | CGUS | Cap Group Core Equity | ETF-Other | 1.40% | -0.01% | +8.26% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.39% | -0.14% | -8.03% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.30% | +0.03% | -2.77% | |
| 20 | LIN | Linde plc | Stock-Materials | 1.18% | -0.11% | +3.88% | |
| 21 | CEG | Constellation Energy | Stock-Utilities | 1.18% | -0.13% | +9.70% | |
| 22 | GEV | GE Vernova Inc | Stock-Industrials | 1.08% | -0.08% | +15.30% | |
| 23 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.99% | -0.24% | -2.27% | |
| 24 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.96% | -0.04% | -1.11% | |
| 25 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.92% | -0.31% | +8.56% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | -0.03% | -3.92% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.04% | +26.22% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | -0.03% | +42.19% | |
| 29 | TDG | Transdigm Group Inc | Stock-Industrials | 0.80% | -0.04% | -3.99% | |
| 30 | KLAC | Kla CORP | Stock-Tech | 0.80% | +0.29% | -31.05% | |
| 31 | CGXU | Cap Group Intl Focus | ETF-Other | 0.76% | +0.04% | -2.82% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.76% | -0.09% | +8.51% | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 0.74% | -0.04% | +2.32% | |
| 34 | AON | Aon plc | Stock-Financials | 0.72% | -0.06% | -4.24% | |
| 35 | FDX | Fedex CORP | Stock-Industrials | 0.71% | — | -7.41% | |
| 36 | ATO | Atmos Energy CORP | Stock-Utilities | 0.69% | -0.08% | +181.98% | |
| 37 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.69% | — | +21.54% | |
| 38 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.68% | -0.03% | -3.07% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.68% | -0.16% | -14.25% | |
| 40 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.68% | -0.04% | +539.84% | |
| 41 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.68% | -0.08% | +2.11% | |
| 42 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.65% | -0.05% | -45.04% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.65% | -0.07% | +1.06% | |
| 44 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.64% | — | -5.08% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.64% | — | -11.49% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.60% | -0.06% | +0.34% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | -0.22% | +190.18% | |
| 48 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 0.58% | -0.11% | +78.50% | |
| 49 | AME | Ametek Inc | Stock-Industrials | 0.57% | -0.02% | -21.24% | |
| 50 | WELL | Welltower Inc | Stock-Real Estate | 0.55% | -0.04% | +21.96% |
According to official SEC Form 13F filings, Capital Group Private Client Services, Inc. reported a total U.S. public equity portfolio value of $7.1B across 275 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGGR, CGGO, MSFT) accounted for 32.6% of total reported equity market value during Q1 2025.
During Q1 2025, Capital Group Private Client Services, Inc.'s top holdings by market value included CGGR (7.3%)、CGGO (4.9%)、MSFT (3.6%). The largest single position, CGGR, represented 7.3% of total portfolio value.
In Q1 2025, Capital Group Private Client Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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