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CIK: 0001857666
Total reported value
$7.1B
$7.1B
279 檔
41.2%
During the Q2 2025 filing period, Capital Group Private Client Services, Inc. (CIK: 0001857666) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $7.1B across 279 reported positions.
During Q2 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 279 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGGR | Cap Group Growth Equity | ETF-Other | 7.84% | +0.32% | +1.99% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.16% | -0.22% | -2.69% | |
| 3 | CGGO | Cap Group Global Growth | ETF-Other | 5.05% | +1.48% | +2.99% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.33% | -0.27% | +0.99% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 2.97% | +0.45% | +5.56% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.92% | +0.03% | -7.59% | |
| 7 | GE | General Electric | Stock-Industrials | 2.02% | -0.01% | -1.52% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.99% | -0.04% | -11.00% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.96% | +0.02% | -0.22% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.95% | -0.22% | -1.43% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.89% | +0.05% | -0.64% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.85% | -0.07% | -8.81% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | -0.10% | -0.69% | |
| 14 | PM | Philip Morris International | Stock-Consumer Staples | 1.73% | -0.10% | +1.21% | |
| 15 | GEV | GE Vernova Inc | Stock-Industrials | 1.64% | -0.08% | -1.46% | |
| 16 | CEG | Constellation Energy | Stock-Utilities | 1.63% | -0.13% | -2.21% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.57% | -0.03% | -2.02% | |
| 18 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.42% | -0.10% | -2.46% | |
| 19 | CGUS | Cap Group Core Equity | ETF-Other | 1.41% | -0.01% | +2.88% | |
| 20 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.30% | -0.04% | -0.07% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.20% | -0.14% | -4.69% | |
| 22 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.19% | -0.31% | +34.42% | |
| 23 | LIN | Linde plc | Stock-Materials | 1.03% | -0.11% | -2.30% | |
| 24 | KLAC | Kla CORP | Stock-Tech | 1.01% | +0.29% | +8.91% | |
| 25 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.00% | -0.24% | +16.57% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | -0.03% | -0.77% | |
| 27 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.79% | -0.04% | +30.91% | |
| 28 | TDG | Transdigm Group Inc | Stock-Industrials | 0.77% | -0.04% | -2.09% | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.76% | -0.16% | -2.26% | |
| 30 | CGXU | Cap Group Intl Focus | ETF-Other | 0.74% | +0.04% | -0.68% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.74% | -0.22% | +56.24% | |
| 32 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.74% | — | -2.71% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.09% | -2.00% | |
| 34 | CGGE | Cap Group Global Eq | ETF-Other | 0.70% | +0.60% | +39.43% | |
| 35 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.65% | -0.05% | -3.10% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.65% | -0.07% | +11.86% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.03% | -10.22% | |
| 38 | ATO | Atmos Energy CORP | Stock-Utilities | 0.61% | -0.08% | +0.74% | |
| 39 | CGCV | Cap Group Conservative Eq | ETF-Other | 0.61% | +0.16% | +37.83% | |
| 40 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 0.60% | -0.11% | -6.87% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.04% | -19.91% | |
| 42 | AON | Aon plc | Stock-Financials | 0.55% | -0.06% | -3.27% | |
| 43 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.55% | -0.03% | -2.08% | |
| 44 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.55% | -0.08% | -12.72% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.03% | +11.72% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.52% | — | -3.97% | |
| 47 | CGSD | Cap Group Short Duration | ETF-Other | 0.50% | -0.19% | +3.38% | |
| 48 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.50% | -0.03% | +38.59% | |
| 49 | WELL | Welltower Inc | Stock-Real Estate | 0.49% | -0.04% | +0.48% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.49% | -0.04% | -22.48% |
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 279 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including CGGR, AVGO, CGGO) accounted for 41.2% of total reported equity market value during Q2 2025.
During Q2 2025, Capital Group Private Client Services, Inc.'s top holdings by market value included CGGR (7.8%)、AVGO (5.2%)、CGGO (5.0%). The largest single position, CGGR, represented 7.8% of total portfolio value.
In Q2 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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