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CIK: 0001422848
Total reported value
$716.9B
$716.9B
431 檔
17.6%
As reported in its official Q2 2025 Form 13F filing, Capital Research Global Investors's tracked investment portfolio stood at $716.9B with 431 total positions.
Capital Research Global Investors executed strategic sector rebalancing during Q2 2025, establishing 7 new positions while fully exiting 18 holdings and trimming 85 positions.
Showing top 200 holdings (of 431 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.15% | -0.59% | -4.15% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.05% | +0.39% | +2.32% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.80% | +0.37% | -5.44% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.51% | +0.44% | +48.03% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.72% | +0.18% | -1.38% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.24% | -0.02% | +31.81% | |
| 7 | UBER | Uber Technologies Inc | Stock-Industrials | 2.25% | +0.02% | +0.23% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 2.20% | -0.18% | -3.10% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.71% | -0.12% | -13.81% | |
| 10 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.62% | +0.31% | +10.88% | |
| 11 | GE | General Electric | Stock-Industrials | 1.56% | +0.08% | -11.14% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | +0.55% | -18.66% | |
| 13 | PM | Philip Morris International | Stock-Consumer Staples | 1.48% | +0.08% | -9.48% | |
| 14 | BA | Boeing Co/the | Stock-Industrials | 1.46% | +0.14% | -13.20% | |
| 15 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.44% | -0.11% | +10.81% | |
| 16 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.41% | +0.14% | +116.49% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | +0.02% | +9.86% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.27% | -0.33% | +4.55% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.14% | -0.32% | -17.68% | |
| 20 | CARR | Carrier Global CORP | Stock-Industrials | 1.10% | +0.07% | -6.40% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.09% | -0.25% | -4.93% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.01% | +0.08% | +21.22% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.32% | -24.12% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +0.01% | -24.60% | |
| 25 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.92% | +0.01% | -21.04% | |
| 26 | LIN | Linde plc | Stock-Materials | 0.87% | +0.03% | +0.33% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | +0.07% | -5.04% | |
| 28 | BLK | Blackrock Inc | Stock-Financials | 0.81% | -0.09% | +12.35% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.25% | -1.73% | |
| 30 | CNQ | Canadian Natural Resources | Stock-Energy | 0.70% | -0.60% | +11.28% | |
| 31 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.69% | -0.25% | -43.06% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 0.66% | -0.03% | -15.08% | |
| 33 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.65% | -0.04% | -15.46% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 0.63% | -0.42% | -12.53% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.62% | -0.14% | -45.21% | |
| 36 | TDG | Transdigm Group Inc | Stock-Industrials | 0.61% | +0.01% | +8.64% | |
| 37 | EOG | Eog Resources Inc | Stock-Energy | 0.59% | -0.19% | -16.64% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | — | +30.21% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.55% | +0.01% | -2.90% | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 0.54% | -0.22% | -1.43% | |
| 41 | NU | Nu Holdings Ltd. | Stock-Financials | 0.54% | -0.02% | -26.20% | |
| 42 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.53% | -0.01% | +3.33% | |
| 43 | URI | United Rentals Inc | Stock-Industrials | 0.51% | -0.01% | +6.72% | |
| 44 | D | Dominion Energy Inc | Stock-Utilities | 0.51% | +0.23% | +94.13% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.50% | -0.08% | -10.14% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.49% | -0.01% | +13.58% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.48% | -0.02% | +49.62% | |
| 48 | IP | International Paper Co | Stock-Consumer Disc | 0.47% | -0.01% | +24.34% | |
| 49 | PGR | Progressive CORP | Stock-Financials | 0.47% | +0.12% | +46.17% | |
| 50 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 0.47% | -0.08% | +0.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | +48.03% | Add |
| 2 | AVGO | Broadcom Inc | +1.8% | +2.32% | Add |
| 3 | MSFT | Microsoft CORP | +1% | -4.15% | Trim |
| 4 | SBUX | Starbucks CORP | +0.7% | +116.49% | Add |
| 5 | RCL | Royal Caribbean Cruises Ltd. | +0.6% | +10.88% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.5% | -5.44% | Trim |
| 7 | ORCL | Oracle CORP | +0.4% | +21.22% | Add |
| 8 | LLY | Eli Lilly & Co | +0.4% | +31.81% | Add |
| 9 | UBER | Uber Technologies Inc | +0.4% | +0.23% | Add |
| 10 | NFLX | Netflix Inc | +0.4% | +4.55% | Add |
| 11 | ANET | Arista Networks Inc | +0.3% | +236.28% | Add |
| 12 | T | At&t Inc | +0.2% | +180.25% | Add |
| 13 | D | Dominion Energy Inc | +0.2% | +94.13% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +9.86% | Add |
| 15 | MCHP | Microchip Technology Inc | +0.2% | NEW | New buy |
| 16 | LVS | Las Vegas Sands CORP | +0.2% | +81.01% | Add |
| 17 | CVNA | Carvana Co | +0.2% | +175.98% | Add |
| 18 | HAL | Halliburton Co | +0.2% | +302916.23% | Add |
| 19 | TSLA | Tesla Inc | +0.2% | +30.21% | Add |
| 20 | AMZN | Amazon.com Inc | +0.2% | -1.38% | Trim |
| 21 | WFC | Wells Fargo & Co | +0.2% | +49.62% | Add |
| 22 | NEE | Nextera Energy Inc | +0.2% | +323.07% | Add |
| 23 | AMAT | Applied Materials Inc | +0.2% | +493.60% | Add |
| 24 | KKR | Kkr & Co Inc | +0.1% | +226.30% | Add |
| 25 | MU | Micron Technology Inc | +0.1% | +5.62% | Add |
| 26 | BLK | Blackrock Inc | +0.1% | +12.35% | Add |
| 27 | PGR | Progressive CORP | +0.1% | +46.17% | Add |
| 28 | VIK | Viking Holdings Ltd | +0.1% | +14.45% | Add |
| 29 | AFRM | Affirm Holdings Inc | +0.1% | +2.49% | Add |
| 30 | COF | Capital One Financial CORP | +0.1% | +23.48% | Add |
| 31 | CI | THE Cigna Group | +0.1% | +132240.40% | Add |
| 32 | GE | General Electric | +0.1% | -11.14% | Trim |
| 33 | URI | United Rentals Inc | +0.1% | +6.72% | Add |
| 34 | MRSH | Marsh & Mclennan Cos | +0.1% | +48.80% | Add |
| 35 | MSTR | Strategy Inc | +0.1% | +14.82% | Add |
| 36 | AXP | American Express Co | +0.1% | +23.03% | Add |
| 37 | APH | Amphenol Corp-cl A | +0.1% | +29.22% | Add |
| 38 | TDG | Transdigm Group Inc | +0.1% | +8.64% | Add |
| 39 | CAT | Caterpillar Inc | +0.1% | +15.17% | Add |
| 40 | AKX | Ansys Inc | +0.1% | +34.25% | Add |
| 41 | BX | Blackstone Inc | +0.1% | +157.17% | Add |
| 42 | ALNY | Alnylam Pharmaceuticals Inc | +0.1% | +0.52% | Add |
| 43 | PYPL | Paypal Holdings Inc | +0.1% | +6.84% | Add |
| 44 | SYY | Sysco CORP | +0.1% | +29.70% | Add |
| 45 | APO | Apollo Global Management Inc | +0.1% | +26.52% | Add |
| 46 | CMG | Chipotle Mexican Grill Inc | +0.1% | +46.46% | Add |
| 47 | V | Visa Inc-class A Shares | +0.1% | +75.55% | Add |
| 48 | ALGM | Allegro Microsystems Inc | +0.1% | +43.76% | Add |
| 49 | DOW | Dow Inc | +0.1% | +113.52% | Add |
| 50 | HSY | Hershey Co/the | +0.1% | +83473.50% | Add |
According to official SEC Form 13F filings, Capital Research Global Investors reported a total U.S. public equity portfolio value of $716.9B across 431 disclosed positions in Q2 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 MSFT, AVGO, META) accounted for 17.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
MCHP
市值: $1.1B
Top Position Liquidated / Trimmed
CHTR
前期市值: $599.6M
During Q2 2025, Capital Research Global Investors's top holdings by market value included MSFT (7.2%)、AVGO (5.0%)、META (4.8%). The largest single position, MSFT, represented 7.2% of total portfolio value.
In Q2 2025, Capital Research Global Investors made 199 total portfolio adjustments, initiating 7 new buys, adding to 89 positions, trimming 85 holdings, and fully liquidating 18 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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