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CIK: 0001562230
Total reported value
$483.6B
$483.6B
438 檔
18.3%
In Q1 2026, Capital International Investors's U.S. equity holdings reached a combined market value of $483.6B, distributed across 438 disclosed stock positions.
In Q1 2026, Capital International Investors adopted a defensive or profit-taking posture, trimming 142 positions and completely liquidating 11 holdings to manage risk exposure.
Showing top 200 holdings (of 438 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 6.09% | +0.30% | -40.76% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.76% | -0.61% | -32.79% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.99% | -0.14% | -5.87% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.08% | -0.01% | -45.60% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 2.82% | -0.12% | -28.23% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.38% | -0.21% | -30.85% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.16% | +0.07% | -49.46% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.14% | -0.02% | -36.86% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | -0.22% | -27.62% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.68% | +0.05% | +10.19% | |
| 11 | WELL | Welltower Inc | Stock-Real Estate | 1.66% | +0.19% | -24.49% | |
| 12 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.62% | -0.01% | -30.73% | |
| 13 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.58% | -0.24% | — | |
| 14 | TDG | Transdigm Group Inc | Stock-Industrials | 1.49% | -0.10% | -16.04% | |
| 15 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.39% | -0.09% | +30.56% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.32% | +0.10% | -38.02% | |
| 17 | GE | General Electric | Stock-Industrials | 1.28% | +0.14% | -54.11% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.25% | -0.08% | -40.54% | |
| 19 | TTE | TotalEnergies SE | Stock-Other | 1.14% | -0.38% | -0.33% | |
| 20 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.13% | -0.51% | -38.17% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.08% | -0.21% | -46.28% | |
| 22 | APH | Amphenol Corp-cl A | Stock-Tech | 1.05% | +0.52% | +49.21% | |
| 23 | COP | Conocophillips | Stock-Energy | 0.96% | -0.34% | -35.66% | |
| 24 | KLAC | Kla CORP | Stock-Tech | 0.94% | +1.27% | -49.95% | |
| 25 | MSTR | Strategy Inc | Stock-Tech | 0.92% | -0.29% | +52.52% | |
| 26 | TFC | Truist Financial CORP | Stock-Financials | 0.91% | +0.05% | -22.01% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.90% | -0.25% | -40.70% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.89% | +0.26% | -55.93% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.01% | -52.66% | |
| 30 | KKR | Kkr & Co Inc | Stock-Financials | 0.76% | -0.07% | -5.48% | |
| 31 | CEG | Constellation Energy | Stock-Utilities | 0.76% | -0.11% | -30.95% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | +0.07% | +23.32% | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.71% | +1.77% | -59.51% | |
| 34 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.70% | -0.04% | +0.72% | |
| 35 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.68% | +0.01% | -13.84% | |
| 36 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.68% | -0.10% | -22.33% | |
| 37 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.68% | -0.07% | -42.47% | |
| 38 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.67% | -0.04% | -24.19% | |
| 39 | PAYX | Paychex Inc | Stock-Tech | 0.65% | -0.06% | -1.05% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.10% | +329.37% | |
| 41 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.64% | -0.10% | -16.27% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.18% | -33.54% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.63% | -0.15% | -28.50% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.62% | -0.01% | -23.19% | |
| 45 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.61% | -0.05% | -13.36% | |
| 46 | B | Barrick Mining CORP | Stock-Materials | 0.61% | -0.11% | -23.14% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.59% | -0.47% | -60.84% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | -0.25% | +61.73% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.10% | -51.75% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.55% | -0.29% | -44.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | -5.87% | Trim |
| 2 | TTE | TotalEnergies SE | +0.6% | -0.33% | Trim |
| 3 | COST | Costco Wholesale CORP | +0.6% | +329.37% | Add |
| 4 | APH | Amphenol Corp-cl A | +0.6% | +49.21% | Add |
| 5 | V | Visa Inc-class A Shares | +0.5% | +10.19% | Add |
| 6 | MSTR | Strategy Inc | +0.4% | +52.52% | Add |
| 7 | SHOP | Shopify Inc - Class A | +0.4% | +30.56% | Add |
| 8 | CAT | Caterpillar Inc | +0.4% | +61.73% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.4% | +322.62% | Add |
| 10 | ABBV | Abbvie Inc | +0.3% | +23.32% | Add |
| 11 | WELL | Welltower Inc | +0.3% | -24.49% | Trim |
| 12 | PM | Philip Morris International | +0.3% | -28.23% | Trim |
| 13 | FTAI | FTAI Aviation Ltd. | +0.3% | -13.84% | Trim |
| 14 | COP | Conocophillips | +0.3% | -35.66% | Trim |
| 15 | LYV | Live Nation Entertainment In | +0.2% | +2582.57% | Add |
| 16 | PSA | Public Storage | +0.2% | +53.90% | Add |
| 17 | RPRX | Royalty Pharma plc | +0.2% | +12.54% | Add |
| 18 | OKE | Oneok Inc | +0.2% | +64.38% | Add |
| 19 | APD | Air Products & Chemicals Inc | +0.2% | -22.33% | Trim |
| 20 | XOM | Exxon Mobil CORP | +0.2% | -33.54% | Trim |
| 21 | PBR | Petroleo Brasileiro-spon Adr | +0.2% | +44.41% | Add |
| 22 | MELI | Mercadolibre Inc | +0.2% | +0.72% | Add |
| 23 | APP | Applovin Corp-class A | +0.2% | +187.81% | Add |
| 24 | VRSK | Verisk Analytics Inc | +0.2% | +87.78% | Add |
| 25 | CVE | Cenovus Energy Inc | +0.2% | -6.51% | Trim |
| 26 | HEI | Heico CORP | +0.2% | +509.12% | Add |
| 27 | YUM | Yum! Brands Inc | +0.2% | -13.36% | Trim |
| 28 | TDG | Transdigm Group Inc | +0.1% | -16.04% | Trim |
| 29 | PAYX | Paychex Inc | +0.1% | -1.05% | Trim |
| 30 | LIN | Linde plc | +0.1% | -28.50% | Trim |
| 31 | CGCP | Cap Group Core Plus Income | +0.1% | +26.24% | Add |
| 32 | FIX | Comfort Systems USA Inc | +0.1% | +244.82% | Add |
| 33 | NOC | Northrop Grumman CORP | +0.1% | -38.17% | Trim |
| 34 | BTI | British American Tob-sp Adr | +0.1% | -24.19% | Trim |
| 35 | MRSH | Marsh & Mclennan Cos | +0.1% | -16.27% | Trim |
| 36 | BURL | Burlington Stores Inc | +0.1% | -27.24% | Trim |
| 37 | CNQ | Canadian Natural Resources | +0.1% | +465.96% | Add |
| 38 | SPXC | Spx Technologies Inc | +0.1% | +88.24% | Add |
| 39 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | +27.94% | Add |
| 40 | HTHT | H World Group Ltd-adr | +0.1% | +46.39% | Add |
| 41 | SLB | Slb LTD | +0.1% | +6.97% | Add |
| 42 | CGCB | Cap Group Core Bond | +0.1% | +26.25% | Add |
| 43 | TFC | Truist Financial CORP | +0.1% | -22.01% | Trim |
| 44 | NTR | Nutrien LTD | +0.1% | +18.99% | Add |
| 45 | DAL | Delta Air Lines Inc | +0.1% | -15.04% | Trim |
| 46 | CMG | Chipotle Mexican Grill Inc | +0.1% | -5.50% | Trim |
| 47 | ONC | Beone Medicines Ltd-adr | +0.1% | -18.68% | Trim |
| 48 | KO | Coca-cola Co/the | +0.1% | -25.91% | Trim |
| 49 | WSO | Watsco Inc | +0.1% | -25.11% | Trim |
| 50 | RCL | Royal Caribbean Cruises Ltd. | 0% | -30.73% | Trim |
According to official SEC Form 13F filings, Capital International Investors reported a total U.S. public equity portfolio value of $483.6B across 438 disclosed positions in Q1 2026.
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 AVGO, MSFT, NVDA) accounted for 18.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $6.7B
Top Position Liquidated / Trimmed
HSY
前期市值: $1.7B
During Q1 2026, Capital International Investors's top holdings by market value included AVGO (6.1%)、MSFT (4.8%)、NVDA (4.0%). The largest single position, AVGO, represented 6.1% of total portfolio value.
In Q1 2026, Capital International Investors made 200 total portfolio adjustments, initiating 21 new buys, adding to 26 positions, trimming 142 holdings, and fully liquidating 11 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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