Long-only active manager using the multi-counselor system; high-conviction value and growth across geographies. American Funds are distributed exclusively through financial advisors and are among the largest actively managed funds globally. — $2.6T AUM · active
Latest 13F filing: 2026-Q2 — portfolio value $716.9B
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $42.73B |
| 2 | NVDA | NVIDIA CORPORATION | $40.56B |
| 3 | MSFT | MICROSOFT CORP | $35.34B |
| 4 | AMZN | AMAZON COM INC | $28.75B |
| 5 | LLY | ELI LILLY & CO | $25.04B |
| 6 | GOOGL | ALPHABET INC | $22.35B |
| 7 | META | META PLATFORMS INC | $22.32B |
| 8 | AAPL | APPLE INC | $17.18B |
| 9 | — | APPLIED MATLS INC | $16.02B |
| 10 | — | PHILIP MORRIS INTL INC | $15.24B |
Long-only active manager using a unique multi-counselor system with high-conviction value and growth across geographies.