Capital Research Global Investors

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$541.7B

Total Positions

434

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

MSFT6.55%

NVDA5.91%

AVGO5.52%

LLY4.87%

AMZN3.84%

GOOGL3.01%

AAPL2.78%

RTX2.58%

META2.18%

UBER1.71%

Other18.01%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

FIX19Q held

Comfort Systems USA Inc

Avg $137.15 · $94.4M est. P&L

Est. P&L

+590.42%

GE18Q held

GE AEROSPACE

Avg $57.57 · $6.3B est. P&L

Est. P&L

+441.57%

MTSI29Q held

MACOM Technology Solutions Holdings Inc

Avg $36.07 · $185.5M est. P&L

Est. P&L

+384.75%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 433 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corp	73.3M	$35.5B	6.5%	—	$125.02	+289.93%	29 qtrs	Increased 62
NVDA NVIDIA Corp	171.6M	$32B	5.9%	—	$137.06	+36.83%	13 qtrs	Increased 64
AVGO Broadcom Inc	86.4M	$29.9B	5.5%	—	$155.82	+124.52%	29 qtrs	Decreased 0
LLY Eli Lilly & Co	24.6M	$26.4B	4.9%	—	$652.40	+65.23%	15 qtrs	Decreased 0
AMZN Amazon.com Inc	90M	$20.8B	3.8%	—	$130.06	+78.78%	29 qtrs	Decreased 0
GOOGL Alphabet Inc	52.1M	$16.3B	3.0%	—	$142.98	+119.50%	29 qtrs	Increased 60
AAPL Apple Inc	55.5M	$15.1B	2.8%	—	$203.16	+34.29%	29 qtrs	Increased 66
RTX RTX Corp	76.1M	$14B	2.6%	—	$73.62	+149.94%	24 qtrs	Decreased 0
META Meta Platforms Inc	17.9M	$11.8B	2.2%	—	$263.40	+152.83%	29 qtrs	Decreased 0
UBER Uber Technologies Inc	113.5M	$9.3B	1.7%	—	$61.41	+33.72%	10 qtrs	Increased 52
GOOG Alphabet Inc	28.1M	$8.8B	1.6%	—	$116.12	+170.89%	29 qtrs	Increased 52
PM Philip Morris International Inc	54.6M	$8.8B	1.6%	—	$86.62	+86.97%	29 qtrs	Increased 62
AMAT Applied Materials Inc	32.7M	$8.4B	1.6%	—	$231.33	+12.38%	7 qtrs	Increased 81
VRTX Vertex Pharmaceuticals Inc	17.3M	$7.9B	1.4%	—	$431.26	+5.21%	12 qtrs	Increased 53
GE GE AEROSPACE	24.7M	$7.6B	1.4%	—	$57.57	+441.57%	18 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	21.9M	$7.1B	1.3%	—	$156.38	+105.89%	29 qtrs	Decreased 0
SBUX Starbucks Corp	82.2M	$6.9B	1.3%	—	$91.26	-7.19%	21 qtrs	Decreased 0
MA Mastercard Inc	10.8M	$6.2B	1.1%	—	$286.36	+101.34%	29 qtrs	Increased 52
ORCL Oracle Corp	30.1M	$5.9B	1.1%	—	$163.04	+20.64%	7 qtrs	Increased 63
ABBV AbbVie Inc	25.4M	$5.8B	1.1%	—	$108.69	+109.68%	29 qtrs	Increased 50
RCL Royal Caribbean Cruises Ltd	20.2M	$5.6B	1.0%	—	$88.07	+219.85%	24 qtrs	Increased 53
CNQ CANADIAN NAT RES LTD	146.3M	$5B	0.9%	—	$22.79	+48.82%	29 qtrs	Increased 57
ABT Abbott Laboratories	39.2M	$4.9B	0.9%	—	$68.71	+82.15%	29 qtrs	Increased 45
MELI MercadoLibre Inc	2.2M	$4.5B	0.8%	—	$1,157.66	+74.57%	29 qtrs	Increased 54
LIN Linde PLC	10.1M	$4.3B	0.8%	—	$351.78	+21.77%	12 qtrs	Increased 49
Showing 25 of 433 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

XELXcel Energy Inc

Q1 2024 → Q4 2025+152,524 shares+$51.6M

AEPAmerican Electric Power Co Inc

Q1 2024 → Q4 2025+40,891 shares+$53.9M

ADPAutomatic Data Processing Inc

Q1 2024 → Q4 2025+4.9M shares+$1.3B

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer