Capital Group Private Client Services, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Capital Group Private Client Services, Inc. reported 279 stock positions worth $11.5 billion. Its top holding was Cap Group Growth Equity (CGGR) at 7.8% of the portfolio, followed by Broadcom (AVGO, 5.2%) and Cap Group Global Growth (CGGO, 5.0%). Compared with Q1 2025, it opened 13 new positions, sold out of 9, added to 93 and reduced 157. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale Apple (AAPL, shares −11%).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001857666
Portfolio Value
$11.5B (Q2 2025)
SEC Filing
0001422848-25-000144 ↗ filed Aug 13, 2025

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $9.8B Q1 2024 Q2 2024: $10.0B Q2 2024 Q3 2024: $10.5B Q3 2024 Q4 2024: $10.9B Q4 2024 Q1 2025: $10.2B Q1 2025 Q2 2025: $11.5B $11.5B Q2 2025 Q3 2025: $6.0B Q3 2025 Q4 2025: $6.3B Q4 2025 Q1 2026: $5.9B Q1 2026 Q2 2026: $7.1B Q2 2026

Holdings 279 stocks · $11.5B

CGGR Cap Group Growth Equity 7.84% 22,261,894 $904.9M Add +2.0%
AVGO Broadcom Inc. 5.16% 2,161,334 $595.8M Reduce -2.7%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 5.05% 18,220,559 $582.5M Add +3.0%
MSFT Microsoft Corp. 4.33% 1,004,438 $499.6M Add +1.0%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 2.97% 8,679,595 $342.8M Add +5.6%
GOOG Alphabet Inc. Class C 2.92% 1,902,562 $337.5M Reduce -7.6%
GE General Electric filed as GE AEROSPACE 2.02% 904,409 $232.8M Reduce -1.5%
AAPL Apple Inc. 1.99% 1,117,953 $229.4M Reduce -11.0%
GOOGL Alphabet Inc. Class A 1.96% 1,281,409 $225.8M Reduce -0.2%
META Meta Platforms Inc. Class A 1.95% 304,778 $225.0M Reduce -1.4%
TSM Taiwan Semiconductor-SP ADR 1.89% 961,692 $217.8M Reduce -0.6%
AMZN Amazon.com Inc. 1.85% 972,598 $213.4M Reduce -8.8%
JPM JPMorgan Chase & Co. 1.84% 734,341 $212.9M Reduce -0.7%
PM Philip Morris International 1.73% 1,097,351 $199.9M Add +1.2%
GEV GE Vernova Inc. 1.64% 358,531 $189.7M Reduce -1.5%
CEG Constellation Energy 1.63% 583,927 $188.5M Reduce -2.2%
V Visa Inc. Class A 1.57% 510,483 $181.2M Reduce -2.0%
MRSH Marsh & McLennan Cos 1.42% 748,784 $163.7M Reduce -2.5%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 1.41% 4,412,415 $163.0M Add +2.9%
RCL Royal Caribbean Cruises Ltd. 1.30% 477,488 $149.5M Reduce -0.1%
ABT Abbott Laboratories 1.20% 1,019,959 $138.7M Reduce -4.7%
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 1.19% 4,078,770 $137.2M Add +34.4%
LIN Linde PLC 1.03% 253,503 $118.9M Reduce -2.3%
KLAC KLA Corp. 1.01% 130,520 $116.9M Add +8.9%
NOC Northrop Grumman Corp. 1.00% 231,940 $116.0M Add +16.6%
MA Mastercard Inc. Class A 0.79% 162,704 $91.4M Reduce -0.8%
MDLZ Mondelez International Inc. Class A 0.79% 1,343,812 $90.6M Add +30.9%
TDG Transdigm Group Inc. 0.77% 58,158 $88.4M Reduce -2.1%
NOW ServiceNow Inc. 0.76% 85,751 $88.2M Reduce -2.3%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.74% 3,151,572 $85.5M Reduce -0.7%
AMGN Amgen Inc. 0.74% 305,937 $85.4M Add +56.2%
MELI MercadoLibre Inc. 0.74% 32,524 $85.0M Reduce -2.7%
RTX RTX Corp. 0.73% 574,515 $83.9M Reduce -2.0%
CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY 0.70% 2,758,899 $80.5M Add +39.4%
HLT Hilton Worldwide Holdings Inc. 0.65% 282,167 $75.2M Reduce -3.1%
CRM Salesforce Inc. 0.65% 275,457 $75.1M Add +11.9%
UNH Unitedhealth Group Inc. 0.61% 227,576 $71.0M Reduce -10.2%
ATO Atmos Energy Corp. 0.61% 460,283 $70.9M Add +0.7%
CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E 0.61% 2,451,547 $70.1M Add +37.8%
DB Deutsche Bank AG-Registered 0.60% 2,347,631 $69.6M Reduce -6.9%
LLY Eli Lilly & Co. 0.60% 88,866 $69.3M Reduce -19.9%
AON Aon PLC Class A 0.55% 179,192 $63.9M Reduce -3.3%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.55% 198,484 $63.5M Reduce -2.1%
IR Ingersoll-Rand Inc. 0.55% 757,026 $63.0M Reduce -12.7%
VOO Vanguard S&P 500 ETF 0.52% 106,050 $60.2M Add +11.7%
ACN Accenture PLC Class A 0.52% 200,338 $59.9M Reduce -4.0%
CGSD Cap Group Short Duration 0.50% 2,244,927 $58.2M Add +3.4%
CMG Chipotle Mexican Grill Inc. 0.50% 1,024,766 $57.5M Add +38.6%
WELL Welltower Inc. 0.49% 371,027 $57.0M Add +0.5%
DHR Danaher Corp. 0.49% 286,709 $56.6M Reduce -22.5%
TSCO Tractor Supply Company 0.46% 1,005,630 $53.1M Add +11.7%
PAYX Paychex Inc. 0.46% 361,522 $52.6M Reduce -0.9%
SPGI S&P Global Inc. 0.45% 98,099 $51.7M Reduce -1.2%
COP Conocophillips 0.45% 573,934 $51.5M Reduce -2.7%
TRP TC Energy Corp. 0.44% 1,044,349 $51.0M Reduce -2.9%
CNP Centerpoint Energy Inc. 0.43% 1,350,625 $49.6M Reduce -6.4%
WCN Waste Connections Inc. 0.43% 263,136 $49.1M Reduce -2.8%
ABBV Abbvie Inc. 0.42% 264,264 $49.1M Reduce -40.4%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.42% 1,683,670 $48.5M Add +60.6%
HEI Heico Corp. 0.42% 146,159 $47.9M Reduce -1.6%
TFC Truist Financial Corp. 0.41% 1,090,255 $46.9M Add +2.9%
VRTX Vertex Pharmaceuticals Inc. 0.40% 104,537 $46.5M Add +307.8%
ETR Entergy Corp. 0.40% 553,792 $46.0M Reduce -2.4%
FDX FedEx Corp. 0.39% 199,437 $45.3M Reduce -33.4%
NFLX Netflix Inc. 0.39% 33,634 $45.0M Add +0.4%
RYAAY Ryanair Holdings PLC-SP ADR 0.39% 775,205 $44.7M Reduce -1.7%
PGR Progressive Corp. 0.38% 162,250 $43.3M Add +29.9%
CHTR Charter Communications Inc. Class A 0.37% 104,051 $42.5M Reduce -5.8%
CARR Carrier Global Corp. 0.35% 545,456 $39.9M Reduce -2.6%
SRE Sempra 0.34% 524,639 $39.8M Reduce -9.7%
TXN Texas Instruments Inc. 0.34% 190,210 $39.5M Reduce -20.8%
MU Micron Technology Inc. 0.34% 317,420 $39.1M Reduce -2.6%
AWI Armstrong World Industries 0.33% 234,633 $38.1M Reduce -2.2%
TMUS T-Mobile US Inc. 0.33% 158,893 $37.9M Add +8.5%
TEAM Atlassian Corp. Class A 0.32% 182,682 $37.1M Reduce -2.1%
ONC Beone Medicines Ltd.-ADR 0.31% 148,613 $36.0M Reduce -2.3%
CGMU Cap Group Municipal Income 0.30% 1,306,833 $34.9M Add +85.3%
KKR KKR & Co. Inc. 0.30% 259,300 $34.5M Add +29.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.29% 54,622 $33.7M Add +5.7%
HEI.A Heico Corp. Class A 0.29% 129,365 $33.5M Reduce -3.4%
EA Electronic Arts Inc. 0.29% 209,598 $33.5M Add +3.1%
AMX America Movil Sab DE CV 0.29% 1,857,754 $33.3M Reduce -2.6%
MAR Marriott International Class A 0.29% 121,659 $33.2M Reduce -2.5%
ARMK Aramark 0.28% 759,755 $31.8M Reduce -0.3%
AME Ametek Inc. 0.27% 175,195 $31.7M Reduce -48.2%
HON Honeywell International Inc. 0.27% 134,234 $31.3M Reduce -4.0%
RACE Ferrari NV 0.26% 62,064 $30.4M Reduce -0.1%
ATI Ati Inc. 0.26% 347,027 $30.0M Reduce -1.6%
ADI Analog Devices Inc. 0.26% 124,216 $29.6M Reduce -7.0%
CME Cme Group Inc. 0.25% 106,682 $29.4M Add +2.5%
URI United Rentals Inc. 0.25% 38,978 $29.4M Add +47.0%
AXON Axon Enterprise Inc. 0.25% 35,339 $29.3M Reduce -2.5%
SHOP Shopify Inc. Class A 0.25% 249,756 $28.8M Add +75.3%
COST Costco Wholesale Corp. 0.25% 28,944 $28.7M Reduce -1.7%
CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL 0.24% 841,712 $27.7M Add +25.1%
XOM Exxon Mobil Corp. 0.24% 254,300 $27.4M Add +136.7%
RBLX Roblox Corp. Class A 0.24% 259,611 $27.3M New
NVDA Nvidia Corp. 0.23% 169,984 $26.9M Add +0.3%
TOST Toast Inc. Class A 0.23% 597,313 $26.5M Reduce -7.2%
ITT Itt Inc. 0.23% 166,371 $26.1M Add +24.9%

Show all 279 holdings

Portfolio Sells Q1 2025 → Q2 2025

AAPL Apple Inc. Reduce -11.0% 1.99% −0.74
UNH Unitedhealth Group Inc. Reduce -10.2% 0.61% −0.68
REGN Regeneron Pharmaceuticals Reduce -79.4% 0.10% −0.58
ABBV Abbvie Inc. Reduce -40.4% 0.42% −0.48
MRSH Marsh & McLennan Cos Reduce -2.5% 1.42% −0.41
FDX FedEx Corp. Reduce -33.4% 0.39% −0.32
BMY Bristol-Myers Squibb Co. Reduce -43.0% 0.19% −0.31
LLY Eli Lilly & Co. Reduce -19.9% 0.60% −0.29
AME Ametek Inc. Reduce -48.2% 0.27% −0.29
DHR Danaher Corp. Reduce -22.5% 0.49% −0.25
GOOG Alphabet Inc. Class C Reduce -7.6% 2.92% −0.22
V Visa Inc. Class A Reduce -2.0% 1.57% −0.21
ABT Abbott Laboratories Reduce -4.7% 1.20% −0.18
AON Aon PLC Class A Reduce -3.3% 0.55% −0.17
COP Conocophillips Reduce -2.7% 0.45% −0.16
LIN Linde PLC Reduce -2.3% 1.03% −0.15
AJG Arthur J Gallagher & Co. Reduce -2.1% 0.55% −0.13
AMZN Amazon.com Inc. Reduce -8.8% 1.85% −0.13
IR Ingersoll-Rand Inc. Reduce -12.7% 0.55% −0.13
ELV Elevance Health Inc. Reduce -20.2% 0.22% −0.13
TTWO Take-Two Interactive Softwre Reduce -94.0% 0.01% −0.13
HSY The Hershey Co. Reduce -38.6% 0.14% −0.12
DFS Discover Financial Services Sold out 0.00% −0.12
LII Lennox International Inc. Reduce -35.4% 0.17% −0.12
ACN Accenture PLC Class A Reduce -4.0% 0.52% −0.12
AMAT Applied Materials Inc. Reduce -70.2% 0.05% −0.11
CSX CSX Corp. Reduce -31.2% 0.21% −0.10
SAIA Saia Inc. Reduce -27.6% 0.10% −0.10
PAYX Paychex Inc. Reduce -0.9% 0.46% −0.09
ONC Beone Medicines Ltd.-ADR Reduce -2.3% 0.31% −0.09
WCN Waste Connections Inc. Reduce -2.8% 0.43% −0.09
VLTO Veralto Corp. Sold out 0.00% −0.09
APD Air Products & Chemicals Inc. Reduce -51.5% 0.06% −0.09
EQIX Equinix Inc. Reduce -86.6% 0.01% −0.09
MA Mastercard Inc. Class A Reduce -0.8% 0.79% −0.09
CNP Centerpoint Energy Inc. Reduce -6.4% 0.43% −0.08
SRPT Sarepta Therapeutics Inc. Sold out 0.00% −0.08
TXN Texas Instruments Inc. Reduce -20.8% 0.34% −0.08
ETR Entergy Corp. Reduce -2.4% 0.40% −0.07
TFII Tfi International Inc. Reduce -71.5% 0.03% −0.07
TEAM Atlassian Corp. Class A Reduce -2.1% 0.32% −0.07
SRE Sempra Reduce -9.7% 0.34% −0.06
CVX Chevron Corp. Reduce -88.5% 0.01% −0.06
CHD Church & Dwight Co. Inc. Reduce -0.9% 0.18% −0.06
TRP TC Energy Corp. Reduce -2.9% 0.44% −0.05
ULS Ul Solutions Inc. Class A Reduce -54.5% 0.06% −0.05
YUM Yum! Brands Inc. Reduce -1.9% 0.22% −0.05
SPGI S&P Global Inc. Reduce -1.2% 0.45% −0.04
ACWI iShares MSCI Acwi ETF Reduce -62.1% 0.03% −0.04
CMS CMS Energy Corp. Reduce -1.7% 0.18% −0.04

Portfolio Buys Q1 2025 → Q2 2025

MSFT Microsoft Corp. Add +1.0% 4.33% +0.68
CGGR Cap Group Growth Equity Add +2.0% 7.84% +0.54
VRTX Vertex Pharmaceuticals Inc. Add +307.8% 0.40% +0.28
CGDG Cap Group Dividend Growers Add +34.4% 1.19% +0.27
RBLX Roblox Corp. Class A New 0.24% +0.24
KLAC KLA Corp. Add +8.9% 1.01% +0.22
CGGE Cap Group Global Eq Add +39.4% 0.70% +0.20
CGNG Cap Group New Geography Eq Add +60.6% 0.42% +0.16
CGGO Cap Group Global Growth Add +3.0% 5.05% +0.15
CGIC Cap Group Intl Core Eq Add +679.9% 0.17% +0.15
AMGN Amgen Inc. Add +56.2% 0.74% +0.14
CGCV Cap Group Conservative Eq Add +37.8% 0.61% +0.14
CMG Chipotle Mexican Grill Inc. Add +38.6% 0.50% +0.14
COF Capital One Financial Corp. Add +2448.3% 0.13% +0.13
QGEN Qiagen N.V. New 0.12% +0.12
CGMU Cap Group Municipal Income Add +85.3% 0.30% +0.12
SHOP Shopify Inc. Class A Add +75.3% 0.25% +0.12
XOM Exxon Mobil Corp. Add +136.7% 0.24% +0.11
CGDV Cap Group Dividend Value Add +5.6% 2.97% +0.11
MDLZ Mondelez International Inc. Class A Add +30.9% 0.79% +0.11
URI United Rentals Inc. Add +47.0% 0.25% +0.09
NFLX Netflix Inc. Add +0.4% 0.39% +0.09
CGMS Cap Group US Multi-Sect Bond Add +391.4% 0.10% +0.08
KKR KKR & Co. Inc. Add +29.1% 0.30% +0.07
EQT Eqt Corp. Add +58.7% 0.19% +0.07
BIV Vanguard Intermediate-Term B New 0.06% +0.06
IP International Paper Co. Add +392.4% 0.08% +0.06
ITT Itt Inc. Add +24.9% 0.23% +0.06
CGSM Cap Group Short Muni Income Add +330.2% 0.08% +0.06
NVDA Nvidia Corp. Add +0.3% 0.23% +0.05
PM Philip Morris International Add +1.2% 1.73% +0.05
CGIE Cap Group Intl Equity Add +25.1% 0.24% +0.05
VOO Vanguard S&P 500 ETF Add +11.7% 0.52% +0.05
CGMM Cap Group Small and Mid Cap Add +224.5% 0.06% +0.04
CGHM Cap Group Muni High-Income Add +1053.8% 0.04% +0.04
TEL Te Connectivity PLC New 0.03% +0.03
PGR Progressive Corp. Add +29.9% 0.38% +0.03
VTI VG Morningstar TS MKT ETF-US Add +28.8% 0.13% +0.03
BIL SS SPDR BB 1-3M T-Bill ETF New 0.03% +0.03
IAU iShares Gold Trust Add +21.1% 0.21% +0.02
MTD Mettler-Toledo International Add +50.9% 0.07% +0.02
CGUI Cap Group Ultra Short Income Add +184.4% 0.03% +0.02
CGUS Cap Group Core Equity Add +2.9% 1.41% +0.01
IWM iShares Russell 2000 ETF Add +44.4% 0.05% +0.01
PLD Prologis Inc. New 0.01% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +5.7% 0.29% +0.01
NOC Northrop Grumman Corp. Add +16.6% 1.00% +0.01
TPG TPG Inc. New 0.01% +0.01
FLUT Flutter Entertainment PLC-Di Add +12.9% 0.04% +0.01
QQQ Invesco QQQ Trust Series 1 Add +22.1% 0.03% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 260$7.1BCGGR, CGGO, CGDV, GOOG, CGGE
Q1 2026 240$5.9BCGGR, CGGO, CGDV, GOOG, GOOGL
Q4 2025 286$6.3BCGGR, CGGO, CGDV, GOOG, GOOGL
Q3 2025 280$6.0BCGGR, CGGO, CGDV, GOOG, GOOGL
Q2 2025 279$11.5BCGGR, AVGO, CGGO, MSFT, CGDV
Q1 2025 275$10.2BCGGR, CGGO, MSFT, AVGO, GOOG
Q4 2024 271$10.9BCGGR, AVGO, CGGO, MSFT, GOOG
Q3 2024 265$10.5BCGGR, CGGO, AVGO, MSFT, GOOG
Q2 2024 264$10.0BCGGR, AVGO, MSFT, CGGO, GOOG
Q1 2024 254$9.8BCGGR, MSFT, AVGO, CGGO, GOOG