# Portfolio overlap — AFMBX vs CUSEX

Comparing **American Balanced Fund** (2026-03-31) and **Capital Group U.S. Equity Fund** (2026-01-31).

- Shared positions: 55
- American Balanced Fund covered by Capital Group U.S. Equity Fund: 0.3227798715160919623244207519
- Capital Group U.S. Equity Fund covered by American Balanced Fund: 0.3227798715160919623244207519

## American Balanced Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CAPITAL GROUP CENTRAL CASH FUND | 0.067210 | ✓ |
| BROADCOM INC | 0.033292 | ✓ |
| CAPITAL GROUP CENTRAL CORPORATE BOND FUND CL M (CCBF CL M) | 0.027707 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.023102 | ✓ |
| PHILIP MORRIS INTL INC | 0.022132 | ✓ |
| NVIDIA CORP | 0.019812 | ✓ |
| MICROSOFT CORP | 0.019693 | ✓ |
| ALPHABET INC CL A | 0.017240 |  |
| ALPHABET INC CL C | 0.014154 | ✓ |
| LILLY ELI and CO | 0.013181 | ✓ |
| MICRON TECHNOLOGY INC | 0.012719 | ✓ |
| VISA INC-CLASS A | 0.010208 | ✓ |
| CAN NATURAL RES | 0.010117 |  |
| VERTEX PHARMACEUTICALS INC | 0.009957 | ✓ |
| STARBUCKS CORP | 0.009854 | ✓ |
| US TREASURY N/B | 0.009239 |  |
| AMGEN INC | 0.009181 | ✓ |
| UNION PACIFIC CORP | 0.009053 |  |
| UNITEDHEALTH GRP | 0.008509 | ✓ |
| US TREASURY N/B | 0.008238 |  |
| US TREASURY N/B | 0.008188 |  |
| AMAZON.COM INC | 0.007932 | ✓ |
| NORTHROP GRUMMAN CORP | 0.007506 | ✓ |
| SK HYNIX INC | 0.007241 |  |
| META PLATFORMS INC CL A | 0.007147 | ✓ |
| HOME DEPOT INC | 0.007051 | ✓ |
| WHEATON PRECIOUS METALS CORP | 0.007036 |  |
| DEERE & CO | 0.006593 |  |
| TRANSDIGM GROUP INC | 0.006425 | ✓ |
| APPLE INC | 0.006257 | ✓ |
| EOG RESOURCES INC | 0.005991 |  |
| US TREASURY N/B | 0.005776 |  |
| U.S. Treasury Inflation-Protected Indexed Notes | 0.005732 |  |
| US TREASURY N/B | 0.005446 |  |
| DR HORTON INC | 0.005269 |  |
| SYNCHRONY FINANCIAL | 0.005207 |  |
| GILEAD SCIENCES INC | 0.005155 |  |
| CVS HEALTH CORP | 0.005002 |  |
| BAKER HUGHES CO | 0.004797 |  |
| INTEL CORP | 0.004712 |  |
| COMCAST CORP CL A | 0.004559 |  |
| Boeing Co. (The), Conv. Pfd. | 0.004517 |  |
| BROOKFIELD CORP CL A | 0.004452 |  |
| GLENCORE PLC | 0.004452 |  |
| INTL BUS MACH CORP | 0.004414 |  |
| SALESFORCE INC | 0.004227 | ✓ |
| U.S. Treasury Notes | 0.004217 |  |
| ROYAL GOLD INC | 0.004043 |  |
| NESTLE SA (REG) | 0.003996 |  |
| TSMC | 0.003958 |  |

## Capital Group U.S. Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BROADCOM INC | 0.076182 | ✓ |
| ALPHABET INC CL C | 0.064797 | ✓ |
| MICROSOFT CORP | 0.058305 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.042519 | ✓ |
| AMAZON.COM INC | 0.035837 | ✓ |
| APPLE INC | 0.033188 | ✓ |
| META PLATFORMS INC CL A | 0.032070 | ✓ |
| GENERAL ELECTRIC CO | 0.030300 |  |
| KLA CORP | 0.028833 | ✓ |
| CONSTELLATION ENERGY CORP | 0.024505 |  |
| VISA INC-CLASS A | 0.024127 | ✓ |
| PHILIP MORRIS INTL INC | 0.021665 | ✓ |
| MICRON TECHNOLOGY INC | 0.020021 | ✓ |
| JPMORGAN CHASE and CO | 0.019464 | ✓ |
| MARSH & MCLENNAN | 0.019419 | ✓ |
| LINDE PLC | 0.018812 |  |
| GE VERNOVA LLC | 0.018005 | ✓ |
| LILLY ELI and CO | 0.016119 | ✓ |
| NORTHROP GRUMMAN CORP | 0.014865 | ✓ |
| MONDELEZ INTL INC | 0.014255 |  |
| RTX CORP | 0.014062 | ✓ |
| AMGEN INC | 0.013221 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.013194 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.013088 | ✓ |
| WELLTOWER INC | 0.012830 | ✓ |
| TRANSDIGM GROUP INC | 0.011323 | ✓ |
| SALESFORCE INC | 0.010583 | ✓ |
| WASTE CONNECTIONS INC | 0.010261 |  |
| ABBVIE INC | 0.009756 | ✓ |
| UNITEDHEALTH GRP | 0.009747 | ✓ |
| ATMOS ENERGY CORP | 0.009615 |  |
| NVIDIA CORP | 0.009501 | ✓ |
| ABBOTT LABS | 0.009499 |  |
| VERTEX PHARMACEUTICALS INC | 0.008654 | ✓ |
| TRUIST FINL CORP | 0.008223 |  |
| PNC FINANCIAL SERVICES GRP INC | 0.008122 |  |
| ENTERGY CORP | 0.007300 |  |
| CONOCOPHILLIPS | 0.007134 |  |
| TRACTOR SUPPLY CO. | 0.006857 |  |
| MORGAN STANLEY | 0.006612 | ✓ |
| SHOPIFY INC CL A | 0.006392 | ✓ |
| ARTHUR J GALLAGHAR AND CO | 0.006019 | ✓ |
| S&P GLOBAL INC | 0.006012 |  |
| CHURCH & DWIGHT | 0.005728 |  |
| DANAHER CORP | 0.005658 |  |
| SERVICENOW INC | 0.005437 |  |
| LENNOX INTL INC | 0.005376 |  |
| Safran S.A. Unsponsored ADR | 0.005270 |  |
| TJX COS INC | 0.005249 | ✓ |
| ROLLS ROYCE HOLDINGS SPONS ADR | 0.005213 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-243463` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/4568/000119312526243463/0001193125-26-243463-index.htm>
- N-PORT (fund B) — accession `0001193125-26-130893` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1785360/000119312526130893/0001193125-26-130893-index.htm>

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