Capital International Investors Portfolio Stock Holdings

Capital International Investors disclosed 438 stock positions valued at approximately $426.5 billion in its latest SEC 13F filing. The largest holdings include BROADCOM INC, MICROSOFT CORP, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
438
Portfolio Value
$426.5B
Holdings by Sector
Capital International Investors Portfolio Holdings in Q1 2026

395 holdings in the latest reporting period.

Page 1 of 4
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BROADCOM INCAVGOTechnology6.09%84,046,789-57,817,288-40.76%$25,994,164,504
MICROSOFT CORPMSFTTechnology4.76%54,837,522-26,747,859-32.79%$20,292,542,791
NVIDIA CORPORATIONNVDATechnology3.99%97,683,264-6,091,508-5.87%$17,030,427,537
ALPHABET INCGOOGCommunication Services3.08%45,830,424-38,414,262-45.60%$13,137,945,890
PHILIP MORRIS INTL INCPMConsumer Defensive2.82%72,761,312-28,616,563-28.23%$12,029,689,392
META PLATFORMS INCMETACommunication Services2.38%17,780,799-7,933,024-30.85%$10,167,564,102
APPLE INCAAPLTechnology2.16%36,296,549-35,525,866-49.46%$9,206,968,388
AMAZON COM INCAMZNConsumer Cyclical2.14%43,934,071-25,645,759-36.86%$9,147,334,062
ALPHABET INCGOOGLCommunication Services1.72%25,458,714-9,715,527-27.62%$7,318,045,632
VISA INCVFinancial Services1.68%23,709,563+2,193,192+10.19%$7,165,094,041
WELLTOWER INCWELLReal Estate1.66%35,817,366-11,614,403-24.49%$7,079,719,683
ROYAL CARIBBEAN GROUPRCLOther1.62%25,051,397-11,113,961-30.73%$6,889,727,347
TRANSDIGM GROUP INCTDGIndustrials1.49%5,494,695-1,049,728-16.04%$6,367,653,439
SHOPIFY INCSHOPTechnology1.39%50,060,088+11,716,933+30.56%$5,931,842,980
ELI LILLY & COLLYHealthcare1.32%6,116,692-3,752,688-38.02%$5,624,404,501
GE AEROSPACEGEIndustrials1.28%19,219,409-22,665,915-54.11%$5,449,042,788
MASTERCARD INCORPORATEDMAFinancial Services1.25%10,680,967-7,283,691-40.54%$5,336,273,939
NORTHROP GRUMMAN CORPNOCIndustrials1.13%7,096,465-4,381,169-38.17%$4,839,648,523
RTX CORPORATIONRTXIndustrials1.08%23,910,379-20,601,930-46.28%$4,608,844,653
AMPHENOL CORPAPHTechnology1.05%35,333,842+11,653,093+49.21%$4,463,635,126
CONOCOPHILLIPSCOPEnergy0.96%31,115,547-17,244,513-35.66%$4,107,724,728
KLA CORPKLACTechnology0.94%2,728,138-2,722,695-49.95%$4,008,732,792
STRATEGY INCMSTRTechnology0.92%31,441,761+10,826,893+52.52%$3,923,875,335
TRUIST FINL CORPTFCFinancial Services0.91%84,512,937-23,845,227-22.01%$3,883,245,139
ABBOTT LABORATORIESABTHealthcare0.90%37,498,227-25,731,218-40.69%$3,849,272,303
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.89%11,306,653-14,352,008-55.93%$3,787,721,882
JPMORGAN CHASE & COJPMFinancial Services0.87%12,605,169-14,020,856-52.66%$3,702,439,115
KKR & CO INCKKRFinancial Services0.76%35,134,041-2,035,891-5.48%$3,249,429,228
CONSTELLATION ENERGY CORPCEGUtilities0.76%11,608,787-5,204,516-30.95%$3,246,114,243
ABBVIE INCABBVHealthcare0.73%14,418,993+2,726,228+23.32%$3,134,841,523
MICRON TECHNOLOGY INCMUTechnology0.71%8,931,615-13,124,772-59.51%$3,014,694,087
MERCADOLIBRE INCMELIConsumer Cyclical0.70%1,737,559+12,434+0.72%$3,003,834,865
FTAI AVIATION LTDFTAIOther0.68%11,831,227-1,900,203-13.84%$2,898,455,608
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.68%9,935,678-2,856,902-22.33%$2,886,513,399
MONDELEZ INTL INCMDLZConsumer Defensive0.68%50,019,822-36,923,764-42.47%$2,883,875,799
BRITISH AMERN TOB PLCBTIConsumer Defensive0.67%48,815,570-15,573,911-24.19%$2,853,279,438
PAYCHEX INCPAYXTechnology0.65%29,948,686-316,488-1.05%$2,759,254,332
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.64%2,749,541+2,109,174+329.37%$2,739,726,091
MARSH & MCLENNAN COS INCMMCFinancial Services0.64%15,713,853-3,052,962-16.27%$2,726,030,115
EXXON MOBIL CORPXOMEnergy0.63%15,945,694-8,047,851-33.54%$2,705,949,747
LINDE PLCLINOther0.63%5,441,647-2,168,740-28.50%$2,698,285,855
DANAHER CORP DELDHRHealthcare0.62%14,014,713-4,231,295-23.19%$2,656,048,882
YUM BRANDS INCYUMConsumer Cyclical0.61%16,825,929-2,593,897-13.36%$2,615,774,711
BARRICK MNG CORPBOther0.61%64,309,836-19,363,842-23.14%$2,613,972,773
AMGEN INCAMGNHealthcare0.59%7,122,275-11,063,995-60.84%$2,505,117,352
CATERPILLAR INCCATIndustrials0.57%3,459,278+1,320,369+61.73%$2,450,758,943
UNITEDHEALTH GROUP INCUNHHealthcare0.57%9,001,312-9,653,799-51.75%$2,434,371,252
SALESFORCE INCCRMTechnology0.55%12,624,458-10,096,552-44.44%$2,356,453,029
ASML HLDG NVASMLOther0.54%1,767,447-1,641,974-48.16%$2,304,222,028
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.54%5,126,077+392,481+8.29%$2,288,942,362
BANK AMERICA CORPBACFinancial Services0.54%46,871,738+4,009,118+9.35%$2,284,911,411
CLOUDFLARE INCNETTechnology0.53%10,893,165+10,893,165+100.00%$2,247,610,066
BURLINGTON STORES INCBURLConsumer Cyclical0.47%6,168,785-2,309,021-27.24%$2,006,774,051
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.45%3,888,726+2,968,583+322.62%$1,911,399,079
RYANAIR HOLDINGS PLCRYAAYIndustrials0.43%31,999,590-7,930,339-19.86%$1,843,793,465
SEMPRASREUtilities0.43%18,754,548-33,023,155-63.78%$1,821,958,529
PROGRESSIVE CORPPGRFinancial Services0.41%8,821,600-6,100,124-40.88%$1,748,846,009
PUBLIC STORAGE OPER COPSAReal Estate0.40%6,363,818+2,228,822+53.90%$1,723,831,020
ROYALTY PHARMA PLCRPRXOther0.39%35,005,736+3,901,427+12.54%$1,679,225,156
ROBLOX CORPRBLXCommunication Services0.39%29,177,063-2,776,238-8.69%$1,649,584,595
CENTERPOINT ENERGY INCCNPUtilities0.37%36,085,129-49,945,123-58.06%$1,557,321,914
S&P GLOBAL INCSPGIFinancial Services0.35%3,516,308+478,396+15.75%$1,495,420,584
HCA HEALTHCARE INCHCAHealthcare0.34%3,033,612+3,033,612+100.00%$1,435,616,951
GE VERNOVA INCGEVUtilities0.34%1,644,434-391,800-19.24%$1,430,637,131
BLACKROCK INCBLKOther0.33%1,479,949-496,813-25.13%$1,422,681,001
WELLS FARGO & COWFCFinancial Services0.32%17,279,713-8,278,260-32.39%$1,374,334,481
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical0.32%42,802,171-2,492,041-5.50%$1,369,923,041
DELTA AIR LINES INCDALIndustrials0.32%20,570,291-3,640,810-15.04%$1,367,463,119
METTLER TOLEDO INTERNATIONALMTDHealthcare0.32%1,080,771+111,704+11.53%$1,363,068,385
ATMOS ENERGY CORPATOUtilities0.32%7,326,778-4,567,048-38.40%$1,353,494,702
COCA COLA COKOConsumer Defensive0.31%17,578,965-6,147,218-25.91%$1,336,880,288
LENNOX INTL INCLIIIndustrials0.31%2,862,536+8,878+0.31%$1,328,061,523
INTERNATIONAL PAPER COIPConsumer Cyclical0.31%36,671,683-26,741,652-42.17%$1,308,855,696
CAPITAL GRP FIXED INCM ETF TCGMUOther0.30%46,714,705+386,195+0.83%$1,268,304,241
T-MOBILE US INCTMUSCommunication Services0.30%6,033,107-8,814,590-59.37%$1,267,688,190
CENOVUS ENERGY INCCVEEnergy0.30%47,658,218-3,320,922-6.51%$1,264,717,600
WATSCO INCWSOIndustrials0.30%3,477,231-1,165,662-25.11%$1,264,431,578
STARBUCKS CORPSBUXConsumer Cyclical0.29%14,013,293-1,745,147-11.07%$1,254,939,288
QUANTA SVCS INCPWRIndustrials0.29%2,252,570+2,252,570+100.00%$1,236,705,981
BEONE MEDICINES LTDBGNEHealthcare0.29%4,158,726-955,140-18.68%$1,231,236,530
ONEOK INC NEWOKEEnergy0.28%13,116,823+5,137,226+64.38%$1,186,498,504
MORGAN STANLEYMSFinancial Services0.28%7,157,310-13,386,787-65.16%$1,177,063,139
REPUBLIC SVCS INCRSGIndustrials0.27%5,333,574+5,333,574+100.00%$1,168,159,377
CAPITAL GRP FIXED INCM ETF TCGCPOther0.27%52,096,653+10,830,049+26.24%$1,163,839,228
VERISK ANALYTICS INCVRSKIndustrials0.27%6,129,636+2,865,313+87.78%$1,163,098,431
ITT INCITTIndustrials0.27%6,021,555-2,775,610-31.55%$1,147,207,921
APPLOVIN CORPAPPTechnology0.26%2,824,060+1,842,846+187.81%$1,123,927,513
CVS HEALTH CORPCVSHealthcare0.26%15,392,222-12,200,134-44.22%$1,105,268,805
APOLLO GLOBAL MGMT INCAPOFinancial Services0.26%9,916,499-39,682-0.40%$1,104,883,529
CADENCE DESIGN SYSTEM INCCDNSTechnology0.26%3,954,412+3,954,412+100.00%$1,098,812,462
LIVE NATION ENTERTAINMENT INLYVCommunication Services0.25%7,112,687+6,847,542+2582.57%$1,084,734,563
INGERSOLL RAND INCIRIndustrials0.25%13,219,152-39,134,762-74.75%$1,058,385,371
CME GROUP INCCMEFinancial Services0.25%3,576,608-621,060-14.80%$1,056,560,166
CARVANA COCVNAConsumer Cyclical0.25%3,327,983+3,327,983+100.00%$1,046,236,817
MARRIOTT INTL INC NEWMARConsumer Cyclical0.24%3,078,240-1,029,291-25.06%$1,006,470,696
CAPITAL GROUP DIVIDEND VALUECGDVOther0.23%22,901,526+2,407+0.01%$974,230,916
DEERE & CODEIndustrials0.22%1,703,509+1,703,509+100.00%$959,530,099
PETROLEO BRASILEIRO S APBREnergy0.22%44,242,564+13,605,256+44.41%$918,033,203
INSMED INCINSMHealthcare0.21%5,595,194+443,523+8.61%$914,890,382
TJX COS INC NEWTJXConsumer Cyclical0.20%5,389,703-10,596,870-66.29%$860,735,569
Capital International Investors Portfolio Stock Holdings | InsiderSet