1y return+15.9%S&P 500 +20.9%
3y return+64.9%S&P 500 +68.5%
5y return+57.3%S&P 500 +74.5%
10y return+229.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $330 against $357 in the S&P 500.2
Capital Research Global InvestorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AVGOBroadcom Inc | $42.7B | 6.0% | −2.5% |
| NVDANvidia Corporation | $40.6B | 5.7% | +5.0% |
| MSFTMicrosoft Corp | $35.3B | 4.9% | −1.4% |
| AMZNAmazon Com Inc | $28.7B | 4.0% | +1.8% |
| LLYEli Lilly & Co | $25.0B | 3.5% | −15.3% |
| GOOGLAlphabet Inc | $22.3B | 3.1% | +8.7% |
| METAMeta Platforms Inc | $22.3B | 3.1% | +28.2% |
| AAPLApple Inc | $17.2B | 2.4% | −7.2% |
| AMATApplied Matls Inc | $16.0B | 2.2% | −24.8% |
| PMPhilip Morris Intl Inc | $15.2B | 2.1% | +5.6% |
| GOOGAlphabet Inc | $15.2B | 2.1% | +6.4% |
| GEGe Aerospace | $11.6B | 1.6% | −10.9% |
| SBUXStarbucks Corp | $11.2B | 1.6% | +7.1% |
| Royal Caribbean GroupCUSIP V7780T103 | $10.9B | 1.5% | +21.2% |
| INTCIntel Corp | $10.3B | 1.4% | −4.6% |
| RTXRtx Corporation | $9.9B | 1.4% | |
| VRTXVertex Pharmaceuticals Inc | $9.7B | 1.4% | −7.7% |
| UBERUber Technologies Inc | $9.4B | 1.3% | +12.3% |
| JPMJpmorgan Chase & Co | $9.1B | 1.3% | +1.2% |
| Linde PLCCUSIP G54950103 | $9.0B | 1.3% | +8.6% |
| CSCOCisco Sys Inc | $7.9B | 1.1% | +5.0% |
| CARRCarrier Global Corporation | $7.8B | 1.1% | −8.9% |
| ABBVAbbvie Inc | $7.6B | 1.1% | −3.7% |
| WFCWells Fargo & Co | $6.3B | 0.9% | +4.8% |
| GLWCorning Inc | $6.3B | 0.9% | +13.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $40.6B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $42.7B |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $5.0B |
| APHAmphenol Corp | June 30, 2020 | +636.1% | $5.2B |
| Royal Caribbean GroupCUSIP V7780T103 | June 30, 2020 | +531.3% | $10.9B |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $22.3B |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $15.2B |
| CNQCanadian Nat Res Ltd Med Ter | June 30, 2020 | +354.1% | $4.6B |
| LLYEli Lilly & Co | June 30, 2022 | +270.0% | $25.0B |
| GEGe Aerospace | September 30, 2021 | +262.7% | $11.6B |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.3B
- CHTRCharter Communications Inc was $1.1B
- SRESempra was $513.6M
- DOWDow Hldgs Inc was $380.9M
- Nebius Group N.v.CUSIP N97284108 was $348.4M
- SOBOSouth Bow Corp was $341.9M
- SUSuncor Energy Inc New was $330.1M
- SOSouthern Co was $252.4M
- FITBFifth Third Bancorp was $232.3M
- PAYXPaychex Inc was $193.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.7% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +12.0% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +9.9% | +10.0% |
| December 31, 2023 | +13.4% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +8.0% | +8.3% |
| March 31, 2023 | +7.1% | +7.0% |
| December 31, 2022 | +9.0% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −18.5% | −16.5% |
| March 31, 2022 | −7.9% | −4.9% |
| December 31, 2021 | +6.9% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Capital Research Global Investors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1422848&type=13F-HR&dateb=&owner=include&count=40CIK 1422848
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1422848/000142284826000094/Filed August 12, 2026 · accession 0001422848-26-000094