CCSTX
Capital Group California Short-Term Municipal Fund
CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS

Portfolio concentration

As of January 31, 2026 · N-PORT
Holdings
169
Top-10 weight
19.62%
Effective holdings ?
103
Crowding ?
13.3

Holdings

As of January 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 State of California, Series 2025, GO Bonds 3,490,000 $3.70M 2.93%
2 ESTRN CA MUNI WTR DIST WTR W EASWTR 07/46 ADJUSTABLE VAR 2,900,000 $2.90M 2.30%
3 CHEVRON USA INC FRN 11-01-35 2,700,000 $2.70M 2.14%
4 CHEVRON USA INC FRN 11-01-35 2,520,000 $2.52M 2.00%
5 STATE OF CALIFORNIA 5.0% 04-01-32 2,000,000 $2.33M 1.85%
6 UNIV OF CALIFORNIA REVENUES UNVHGR 05/48 ADJUSTABLE VAR UNVHGR 2,200,000 $2.20M 1.74%
7 SIMI VALLEY UNIFIED SCHOOL DISTRICT AG 0.0% 08-01-31 2,500,000 $2.18M 1.73%
8 ANTELOPE VLY CLG-A 2,000,000 $2.03M 1.61%
9 PERALTA COMMUNITY COLLEGE DISTRICT 5.0% 08-01-26 2,000,000 $2.03M 1.61%
10 PLEASANT VIEW 2024 LP HUD SECT 8 FHA 221(D)(4) (MPT) 2.8% 02-01-28 2,000,000 $2.00M 1.58%
11 VIEW AT SAN BRUNO LP (MPT) 5.0% 06-01-56 CASMFH 1,870,000 $1.98M 1.57%
12 Napa Valley Community College District, Series 2005B 2,000,000 $1.89M 1.49%
13 STATE OF CALIFORNIA 5.0% 03-01-29 1,730,000 $1.88M 1.49%
14 State of California, Series 2025, GO Bonds CAS 1,445,000 $1.69M 1.34%
15 California Community Choice Financing Authority, Series C CCEDEV 1,500,000 $1.59M 1.26%
16 J PAUL GETTY TRUST (MPT) 3.0% 10-01-47 1,500,000 $1.51M 1.19%
17 California Community Choice Financing Authority, Series B-1 1,300,000 $1.38M 1.09%
18 SILICON VLY CLEAN WTR SILWTR 1,350,000 $1.35M 1.07%
19 CA STWD CMNTYS DEV-A 1,200,000 $1.29M 1.02%
20 CITY OF OAKLAND CA 5.0% 07-15-29 1,150,000 $1.26M 1.00%
21 MET WTR DIST OF STHRN CA WTRWKS REVENUE METWTR 1,090,000 $1.22M 0.96%
22 SAN FRANCISCO BAY-H 1,000,000 $1.18M 0.94%
23 RIVERSIDE PUB FIN-A 1,000,000 $1.16M 0.92%
24 STATE OF CALIFORNIA 5.0% 11-01-27 1,100,000 $1.16M 0.92%
25 State of California, Series CU 1,090,000 $1.16M 0.92%
26 CALIFORNIA ST MUNI FIN AUTH MF REGD V/R B/E 2.95000000 1,145,000 $1.15M 0.91%
27 LOS ANGELES UNIFIED SCHOOL DISTRICT 5.0% 07-01-30 1,000,000 $1.13M 0.90%
28 UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.00000000 1,000,000 $1.13M 0.89%
29 KAISER FOUNDATION HOSPITALS (MPT) 5.0% 05-01-33 CASGEN 1,000,000 $1.10M 0.87%
30 LAKE ISABELLA INVESTMENT GROUP LP (MPT) 2.75% 09-01-28 1,095,000 $1.10M 0.87%
31 San Mateo County Community College District, Series 2005B 1,130,000 $1.09M 0.86%
32 BAY AREA TOLL AUTHORITY FRN 04-01-59 1,075,000 $1.08M 0.85%
33 California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB CCEDEV 1,000,000 $1.07M 0.85%
34 San Francisco Community College District, Series 2025 1,000,000 $1.07M 0.85%
35 California Community Choice Financing Authority, Series 2023 E-1 CCEDEV 1,000,000 $1.07M 0.85%
36 SAN DIEGO USD-SER-F2 960,000 $1.06M 0.84%
37 California (State of) Community Choice Financing Authority (Green Bonds), Series 2023, RB CCEDEV 1,000,000 $1.05M 0.83%
38 LOS ANGELES-C-REF 1,000,000 $1.04M 0.82%
39 RNR SCH FING CMNTY FACS DIST CA 92-1-17A BAM 5.0% 09-01-28 1,000,000 $1.02M 0.81%
40 CALIFORNIA COMMUNITY VAR CCEDEV 1,000,000 $1.01M 0.80%
41 SAN JOSE CA MF HSG REVENUE 1,000,000 $1.01M 0.80%
42 SANTA MARGARITA WATER DISTRICT COMMUNITY FACILITIES DISTRICT NO 99-1 5.0% 09-01-29 1,000,000 $1.00M 0.79%
43 MET WTR DIST OF STHRN 955,000 $975.14K 0.77%
44 GOLDEN TOB-A-CABS 1,000,000 $971.72K 0.77%
45 RCV 1 LP (MPT) 3.35% 09-01-59 950,000 $964.97K 0.76%
46 SAN FRANCISCO USD-A 825,000 $961.54K 0.76%
47 WESTSIDE UNION SCHOOL DISTRICT NATL 0.0% 08-01-27 1,000,000 $960.15K 0.76%
48 Ukiah Unified School District, Series 2006 1,000,000 $938.23K 0.74%
49 SAN JACINTO UNIFIED SCHOOL DISTRICT COMMUNITY FACILITIES DISTRICT NO 2002-1 5.0% 09-01-27 900,000 $910.65K 0.72%
50 KAISER FOUNDATION HOSPITALS (MPT) 5.0% 06-01-41 CASMED 805,000 $885.10K 0.70%
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