Fund HoldingsCapital Research Global Investors

Total Portfolio Value
$459.90B
Total Bought
$41.16B
Total Sold
$75.67B
Net Transaction
-$34.51B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ELI LILLY & CO(LLY)10,757,51115,747,463+4,989,9528,304,81113,005,9552.83%+4,701,144
STARBUCKS CORP(SBUX)5,690,19835,422,093+29,731,895519,2303,474,5520.76%+2,955,322
VERTEX PHARMACEUTICALS INC(VRTX)014,536,344+14,536,34407,047,5911.53%+7,047,591
NVIDIA CORPORATION(NVDA)63,871,50496,252,267+32,380,7638,577,45810,431,9112.27%+1,854,453
UNITEDHEALTH GROUP INC(UNH)020,827,122+20,827,122010,908,1482.37%+10,908,148
UBER TECHNOLOGIES INC(UBER)118,131,681120,027,271+1,895,5907,125,7288,745,1781.90%+1,619,450
RTX CORPORATION(RTX)077,811,256+77,811,256010,306,8692.24%+10,306,869
CVS HEALTH CORP(CVS)018,726,297+18,726,29701,268,7070.28%+1,268,707
STELLANTIS N.V(STLA)0109,270,978+109,270,97801,223,0970.27%+1,223,097
MARSH & MCLENNAN COS INC(MRSH)06,580,931+6,580,93101,605,9450.35%+1,605,945
MEDTRONIC PLC(MDT)041,567,616+41,567,61603,735,2500.81%+3,735,250
PHILIP MORRIS INTL INC(PM)044,890,733+44,890,73307,125,4281.55%+7,125,428
ABBVIE INC(ABBV)033,508,014+33,508,01407,020,5781.53%+7,020,578
GILEAD SCIENCES INC(GILD)57,946,22854,610,370-3,335,8585,352,4906,119,0901.33%+766,599
MICROSTRATEGY INC(MSTR)02,741,274+2,741,2740790,2280.17%+790,228
ORACLE CORP(ORCL)019,010,522+19,010,52202,657,8620.58%+2,657,862
ABBOTT LABS050,734,446+50,734,44606,729,8821.46%+6,729,882
AT&T INC(T)023,278,469+23,278,4690658,3150.14%+658,315
CHARTER COMMUNICATIONS INC N(CHTR)01,626,990+1,626,9900599,5950.13%+599,595
VIKING HOLDINGS LTD(VIK)12,086,04528,167,867+16,081,822532,5111,119,6620.24%+587,150
INTERNATIONAL PAPER CO(IP)29,904,54640,665,214+10,760,6681,609,4622,169,4880.47%+560,026
COCA COLA CO(KO)9,458,24815,215,460+5,757,212588,8711,089,7300.24%+500,860
STANLEY BLACK & DECKER INC(SWK)5,485,42111,533,527+6,048,106440,424886,6980.19%+446,273
LINDE PLC(LIN)09,216,453+9,216,45304,291,5050.93%+4,291,505
GALLAGHER ARTHUR J & CO(AJG)01,462,182+1,462,1820504,8040.11%+504,804
PROLOGIS INC.(PLD)015,365,862+15,365,86201,717,7500.37%+1,717,750
SYSCO CORP(SYY)8,991,47614,120,543+5,129,067687,4881,059,6060.23%+372,117
KE HLDGS INC(BEKE)018,172,622+18,172,6220365,0880.08%+365,088
VICI PPTYS INC(VICI)059,628,520+59,628,52001,945,0820.42%+1,945,082
CHUBB LIMITED
COM
09,300,934+9,300,93402,808,7870.61%+2,808,787
WELLS FARGO CO NEW(WFC)15,734,87420,101,480+4,366,6061,105,2181,443,0810.31%+337,862
AUTOMATIC DATA PROCESSING IN6,136,7636,960,115+823,3521,796,4152,126,5240.46%+330,109
CHIPOTLE MEXICAN GRILL INC(CMG)2,204,1349,086,719+6,882,585132,909456,2440.10%+323,335
EXXON MOBIL CORP034,081,428+34,081,42804,053,2960.88%+4,053,296
CARVANA CO(CVNA)01,438,938+1,438,9380300,8530.07%+300,853
DTE ENERGY CO(DTB)018,612,465+18,612,46502,573,5410.56%+2,573,541
ALNYLAM PHARMACEUTICALS INC(ALNY)6,968,5137,154,728+186,2151,639,7671,931,9040.42%+292,136
SCHLUMBERGER LTD(SLB)06,293,066+6,293,0660263,0500.06%+263,050
PROGRESSIVE CORP(PGR)6,058,1876,056,655-1,5321,451,6021,714,0690.37%+262,467
TRIP COM GROUP LTD(TCOM)03,897,635+3,897,6350247,8120.05%+247,812
MERCADOLIBRE INC(MELI)02,224,151+2,224,15104,339,6710.94%+4,339,671
NU HLDGS LTD(NU)0264,058,454+264,058,45402,704,0010.59%+2,704,001
BOSTON SCIENTIFIC CORP(BSX)05,943,966+5,943,9660599,6270.13%+599,627
MASTERCARD INCORPORATED(MA)010,222,012+10,222,01205,602,8101.22%+5,602,810
PINNACLE WEST CAP CORP(PNW)012,465,215+12,465,21501,187,3120.26%+1,187,312
BRITISH AMERN TOB PLC(BTI)018,309,352+18,309,3520757,4240.16%+757,424
MONDELEZ INTL INC(MDLZ)035,830,140+35,830,14002,431,0740.53%+2,431,074
DIAMONDBACK ENERGY INC(FANG)01,601,284+1,601,2840256,0130.06%+256,013
DOW INC(DOW)6,236,79312,284,218+6,047,425250,283428,9650.09%+178,682
CATERPILLAR INC(CAT)2,924,0543,736,163+812,1091,060,7301,232,1860.27%+171,456
PROCTER AND GAMBLE CO(PG)7,398,1208,278,805+880,6851,240,2941,410,8720.31%+170,578
INTEL CORP(INTC)07,276,828+7,276,8280165,2570.04%+165,257
EOG RES INC(EOG)029,754,893+29,754,89303,815,7550.83%+3,815,755
QORVO INC(QRVO)02,254,705+2,254,7050163,2630.04%+163,263
CENTERPOINT ENERGY INC(CNP)45,573,11544,367,064-1,206,0511,446,0361,607,4190.35%+161,383
TYSON FOODS INC(TSN)03,720,917+3,720,9170237,4320.05%+237,432
SHERWIN WILLIAMS CO(SHW)2,998,6473,369,654+371,0071,019,3291,176,6400.26%+157,311
CENCORA INC02,907,524+2,907,5240808,5530.18%+808,553
ALLEGRO MICROSYSTEMS INC(ALGM)011,062,801+11,062,8010278,0080.06%+278,008
HOME BANCSHARES INC(HOMB)05,325,165+5,325,1650150,5420.03%+150,542
AIR PRODS & CHEMS INC013,596,747+13,596,74704,009,9480.87%+4,009,948
FABRINET(FN)01,196,619+1,196,6190236,3440.05%+236,344
VISA INC(V)01,050,374+1,050,3740368,1030.08%+368,103
COSTCO WHSL CORP NEW(COST)775,541898,653+123,112710,624849,8750.18%+139,251
PAYPAL HLDGS INC(PYPL)17,924,10625,569,494+7,645,3881,529,8231,668,4080.36%+138,585
WASTE MGMT INC DEL(WM)1,658,7332,041,060+382,327334,716472,5260.10%+137,810
GENERAL DYNAMICS CORP(GD)07,010,280+7,010,28001,910,8550.42%+1,910,855
AMGEN INC(AMGN)04,518,470+4,518,47001,407,7270.31%+1,407,727
TRANSDIGM GROUP INC(TDG)01,844,406+1,844,40602,551,3270.55%+2,551,327
WOODWARD INC(WWD)02,152,049+2,152,0490392,7270.09%+392,727
PATRICK INDS INC(PATK)01,615,466+1,615,4660136,6040.03%+136,604
SOUTHSTATE CORPORATION01,697,617+1,697,6170157,5730.03%+157,573
ALTRIA GROUP INC(MO)012,075,158+12,075,1580724,7420.16%+724,742
PUBLIC SVC ENTERPRISE GRP IN(PEG)06,024,015+6,024,0150495,7760.11%+495,776
STRYKER CORPORATION(SYK)06,864,770+6,864,77002,555,4010.56%+2,555,401
CANADIAN NAT RES LTD(CNQ)0100,040,568+100,040,56803,078,4220.67%+3,078,422
APOLLO GLOBAL MGMT INC(APO)01,192,174+1,192,174087,1360.02%+87,136
HASBRO INC(HAS)014,616,031+14,616,0310898,7370.20%+898,737
AMPHENOL CORP NEW05,805,553+5,805,5530380,7860.08%+380,786
IRHYTHM TECHNOLOGIES INC(IRTC)02,202,622+2,202,6220230,5700.05%+230,570
GRAND CANYON ED INC(LOPE)0500,488+500,488086,5940.02%+86,594
MICRON TECHNOLOGY INC(MU)16,281,62016,709,877+428,2571,370,2801,451,9540.32%+81,673
HOULIHAN LOKEY INC(HLI)0504,055+504,055081,4050.02%+81,405
FISERV INC(FISV)0366,630+366,630080,9630.02%+80,963
AMERICAN EXPRESS CO(AXP)2,986,7103,595,183+608,473886,426967,2840.21%+80,858
CROWDSTRIKE HLDGS INC(CRWD)347,462553,018+205,556118,888194,9830.04%+76,095
CONOCOPHILLIPS(COP)01,132,587+1,132,5870118,9440.03%+118,944
TJX COS INC NEW(TJX)2,595,0853,195,260+600,175313,512389,1830.08%+75,670
IQVIA HLDGS INC(IQV)02,125,670+2,125,6700374,7640.08%+374,764
SOUTHERN CO(SO)0824,113+824,113075,7770.02%+75,777
ESSENT GROUP LTD(ESNT)01,218,372+1,218,372070,3240.02%+70,324
GLACIER BANCORP INC NEW(GBCI)06,681,865+6,681,8650295,4720.06%+295,472
CHEVRON CORP NEW(CVX)03,946,008+3,946,0080660,1280.14%+660,128
ACUSHNET HLDGS CORP01,011,742+1,011,742069,4660.02%+69,466
CHURCH & DWIGHT CO INC(CHD)01,247,188+1,247,1880137,3030.03%+137,303
LOWES COS INC(LOW)0289,920+289,920067,6180.01%+67,618
COMCAST CORP NEW(CCZ)037,947,729+37,947,72901,400,2680.30%+1,400,268
INTUIT(INTU)362,626479,541+116,915227,910294,4330.06%+66,523
HOWMET AEROSPACE INC(HWM)03,157,898+3,157,8980409,6740.09%+409,674
DEERE & CO(DE)0139,378+139,378065,4170.01%+65,417
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