Titelia

Holdings of American Funds Fundamental Investors

ISIN US3608027716US3608028136

American Funds Fundamental Investors · Original filing · Compare with another fund · Report an error

Net assets
154B $ including 147.2B $ in equities, 95.6 %
Positions
227 in 19 countries
Top ten
33.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Broadcom Inc 29,536,7639.1B $5.94 %
2Microsoft Corp 18,767,3726.9B $4.51 %
3Philip Morris International Inc. 37,157,3886.1B $3.99 %
4Alphabet Inc 19,545,2335.6B $3.64 %
5NVIDIA Corp 31,890,3685.6B $3.61 %
6Amazon.com Inc 20,709,6194.3B $2.80 %
7Meta Platforms Inc 6,227,7333.6B $2.31 %
8British American Tobacco PLC 60,627,1033.5B $2.29 %
9TransDigm Group Inc 2,881,7723.3B $2.17 %
10Taiwan Semiconductor Manufacturing Co Ltd 59,019,0003.3B $2.16 %
11Micron Technology Inc 9,686,7223.3B $2.13 %
12SK hynix Inc 4,690,8172.6B $1.66 %
13Alphabet Inc 8,549,1162.5B $1.60 %
14Apple Inc 9,223,5852.3B $1.52 %
15Visa Inc 6,177,3981.9B $1.21 %
16KLA Corp 1,262,1931.9B $1.21 %
17Taiwan Semiconductor Manufacturing Co Ltd 5,208,1651.8B $1.14 %
18Royal Caribbean Cruises Ltd 5,418,2541.5B $0.97 %
19Eli Lilly & Co 1,591,2921.5B $0.95 %
20Starbucks Corp 15,979,0941.4B $0.93 %
21MercadoLibre Inc 771,8911.3B $0.87 %
22Amgen Inc 3,785,8911.3B $0.87 %
23Welltower Inc 6,612,5731.3B $0.85 %
24Strategy Inc 10,332,9401.3B $0.84 %
25Shopify Inc 10,643,2461.3B $0.82 %
26FTAI Aviation Ltd 5,090,9131.2B $0.81 %
27Canadian Natural Resources Ltd 25,180,1761.2B $0.80 %
28UnitedHealth Group Inc 4,454,4831.2B $0.78 %
29Rolls-Royce Holdings PLC 76,712,3871.2B $0.76 %
30Grupo Mexico SAB de CV 106,915,1001.1B $0.74 %
31Ryanair Holdings PLC 19,135,0811.1B $0.72 %
32Chipotle Mexican Grill Inc 32,691,1901B $0.68 %
33Union Pacific Corp 3,920,506951.2M $0.62 %
34General Electric Co 3,349,979950.6M $0.62 %
35Nestle SA 9,433,683935.7M $0.61 %
36RTX Corp 4,789,934924M $0.60 %
37FirstEnergy Corp 17,339,509878.4M $0.57 %
38Performance Food Group Co 10,014,566857.8M $0.56 %
39Salesforce Inc 4,506,607841.2M $0.55 %
40Western Digital Corp 3,091,300836.2M $0.54 %
41Wheaton Precious Metals Corp 6,279,779822.7M $0.53 %
42JPMorgan Chase & Co 2,770,991815.1M $0.53 %
43Paychex Inc 8,758,985806.9M $0.52 %
44ITT Inc 4,019,789765.9M $0.50 %
45ConocoPhillips 5,748,125758.8M $0.49 %
46Mastercard Inc 1,459,326729.2M $0.47 %
47Restaurant Brands International Inc 9,809,955725M $0.47 %
48Coupang Inc 38,394,153724.9M $0.47 %
49Truist Financial Corp 15,652,229719.5M $0.47 %
50KKR & Co Inc 7,604,746703.4M $0.46 %
51Progressive Corp/The 3,474,000688.7M $0.45 %
52Abbott Laboratories 6,243,359641M $0.42 %
53Boeing Co/The 3,172,791631.5M $0.41 %
54GE Vernova Inc 720,757629.1M $0.41 %
55ROBLOX Corp 11,106,015628.2M $0.41 %
56Marsh & McLennan Cos Inc 3,548,388615.5M $0.40 %
57CVS Health Corp 8,500,940610.5M $0.40 %
58TotalEnergies SE 6,598,620609.3M $0.40 %
59Thermo Fisher Scientific Inc 1,234,103606.6M $0.39 %
60United Rentals Inc 796,258580.1M $0.38 %
61Bunge Global SA 4,549,819578.7M $0.38 %
62CenterPoint Energy Inc 13,311,249574.5M $0.37 %
63Atmos Energy Corp 3,052,381563.8M $0.37 %
64Constellation Energy Corp. 2,009,129561M $0.36 %
65Burlington Stores Inc 1,689,913549.9M $0.36 %
66DR Horton Inc 3,896,941534.7M $0.35 %
67Vertex Pharmaceuticals Inc 1,161,083518.5M $0.34 %
68Carrier Global Corp 9,199,016518M $0.34 %
69Brookfield Corp 12,715,150514.6M $0.33 %
70Carvana Co 1,606,160504.9M $0.33 %
71Deere & Co 879,866495.6M $0.32 %
72Ingersoll Rand Inc 6,164,424493.9M $0.32 %
73Lundin Mining Corp 19,727,301491.9M $0.32 %
74Publicis Groupe SA 5,799,938479.7M $0.31 %
75ONEOK Inc 5,209,644470.9M $0.31 %
76Exxon Mobil Corp 2,613,360443.4M $0.29 %
77Apollo Global Management Inc 3,970,794442.4M $0.29 %
78Capital One Financial Corp 2,421,911441.8M $0.29 %
79Glencore PLC 57,003,954434.4M $0.28 %
80EOG Resources Inc 2,997,267433.3M $0.28 %
81XPO Inc 2,209,658429.9M $0.28 %
82RenaissanceRe Holdings Ltd 1,446,042429.8M $0.28 %
83Shell PLC 9,201,794429.7M $0.28 %
84Constellation Software Inc/Canada 242,706426.1M $0.28 %
85ASML Holding NV 320,140422.9M $0.27 %
86Waste Connections Inc 2,590,991420.9M $0.27 %
87AstraZeneca PLC 2,142,240418.4M $0.27 %
88Mondelez International Inc 7,225,736416.5M $0.27 %
89Royal Gold Inc 1,633,190415.6M $0.27 %
90Blackrock Inc 430,381413.9M $0.27 %
91Jazz Pharmaceuticals PLC 2,100,000397M $0.26 %
92Keysight Technologies Inc 1,400,000395.3M $0.26 %
93Cloudflare Inc 1,900,000392M $0.25 %
94LyondellBasell Industries NV 4,842,423390.1M $0.25 %
95T-Mobile US Inc 1,854,213389.4M $0.25 %
96Danaher Corp 1,985,550376.5M $0.24 %
97Northrop Grumman Corp 539,829368.3M $0.24 %
98Adyen NV 361,996362.2M $0.24 %
99Siemens AG 1,491,862353.9M $0.23 %
100Lennox International Inc 746,402346.4M $0.23 %

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Sector breakdown

  • Technology 30.1 %
  • Consumer discretionary 9.6 %
  • Consumer staples 9.3 %
  • Industrials 9.3 %
  • Communication 9.0 %
  • Financials 8.0 %
  • Health care 6.3 %
  • Materials 3.5 %
  • Energy 3.4 %
  • Utilities 2.2 %
  • Real estate 1.1 %
  • Unattributed 8.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 84.7 %
  • GBP 4.5 %
  • EUR 2.4 %
  • TWD 2.4 %
  • CAD 2.0 %
  • KRW 1.7 %
  • MXN 0.8 %
  • CHF 0.7 %
  • DKK 0.4 %
  • SEK 0.3 %
  • BRL 0.1 %
  • JPY 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 79.6 %
  • United Kingdom 4.6 %
  • Canada 3.7 %
  • Taiwan 3.6 %
  • South Korea 1.7 %
  • France 1.4 %
  • Ireland 1.0 %
  • Netherlands 0.9 %
  • Mexico 0.8 %
  • Switzerland 0.7 %
  • Bermuda 0.5 %
  • Germany 0.4 %
  • Other countries 1.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States173117.1B $79.55 %
2United Kingdom96.7B $4.56 %
3Canada95.5B $3.75 %
4Taiwan35.2B $3.56 %
5South Korea12.6B $1.73 %
6France82.1B $1.43 %
7Ireland21.5B $1.02 %
8Netherlands41.4B $0.93 %
9Mexico11.1B $0.78 %
10Switzerland21.1B $0.74 %
11Bermuda4736.1M $0.50 %
12Germany2547.7M $0.37 %
Cite this page

Titelia. "Holdings of American Funds Fundamental Investors". https://titelia.com/en/funds/S000009227