Capital Group Private Client Services, Inc.
SEC Form 13F institutional filer · CIK 0001857666
13F-HR · 108 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.80B
Top-10 concentration
54.7%
Capital Group Private Client Services, Inc. — $1.8B AUM allocation strategy
Capital Group Private Client Services, Inc. files SEC Form 13F and reports $1.8B of long US equity value across 108 reported holdings for 2026-03-31.
Its largest sector bet is Communication Services 28.9%, followed by Information Technology 15.1% and Industrials 5.5%.
The top 10 holdings account for 55% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Capital Group Private Client Services, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.8B
total across 108 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
55% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +87.9K sh · +$2.47M+$IVV +35.3K sh · +$19.4M+$CVS +15K sh · +$1.05M
Biggest trims (shares)
−$AVGO −154K sh · −$64.6M−$TFC −98.8K sh · −$5.07M−$ABT −85.4K sh · −$14M
Exited to nil (held last quarter, gone now)
$ACN ($9.87M last qtr)$CSX ($6.41M last qtr)$HON ($6.21M last qtr)$FDX ($4.13M last qtr)$HSY ($3.72M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services28.9%—
- Semiconductors6.8%—
- Systems Software3.7%—
- Aerospace & Defense3.5%—
- Broadline Retail3.2%—
- Technology Hardware, Storage & Peripherals3.0%—
- Heavy Electrical Equipment1.9%—
- Diversified Banks1.8%—
- Other holdings47.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 873K | $250M | -70.2K | 13.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 761K | $219M | -29.6K | 12.2% |
| $AVGO | Broadcom Inc | 312K | $96.7M | -154K | 5.4% |
| $MSFT | Microsoft Corporation | 177K | $65.5M | -69K | 3.6% |
| $AMZN | Amazon.com Inc | 277K | $57.7M | -35.1K | 3.2% |
| $AAPL | Apple Inc | 211K | $53.5M | -84.2K | 3.0% |
| $META | Meta Platforms Inc | 87.3K | $50M | -16.6K | 2.8% |
| $GE | GE Aerospace | 138K | $39.3M | -67.9K | 2.2% |
…and 100 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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