FundWatcher
CGVHX
American Funds Global Insight Fund
American Funds Global Insight Fund

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
SIEMENS AG-REG 0 263,637 263,637 0.41% $80.09M
DISCO CORP 0 149,800 149,800 0.33% $64.07M
NEC CORP 0 1,874,300 1,874,300 0.32% $63.10M
SCHNEIDER ELECTR 0 195,407 195,407 0.29% $56.12M
Halma PLC 0 1,054,382 1,054,382 0.26% $51.13M
CATERPILLAR INC 0 72,342 72,342 0.24% $47.55M
BURLINGTON STORES INC 0 123,334 123,334 0.19% $36.49M
CVS HEALTH CORP 0 487,000 487,000 0.18% $36.29M
SHOPIFY INC CL A 0 265,700 265,700 0.18% $34.87M
SPOTIFY TECHNOLOGY SA 0 52,947 52,947 0.13% $26.49M
ALIGN TECHNOLOGY INC 0 141,333 141,333 0.12% $23.04M
ATI INC 0 170,441 170,441 0.10% $20.50M
CONSTELLATION SOFTWARE INC 0 8,887 8,887 0.08% $16.40M
BNP PARIBAS 0 130,937 130,937 0.07% $14.15M
CAMECO CORP 0 101,459 101,459 0.06% $12.55M
UNILEVER PLC 0 154,103 154,103 0.05% $10.42M
CYTOKINETICS INC 0 161,996 161,996 0.05% $10.24M
BANK OF AMERICA CORPORATION 0 178,731 178,731 0.05% $9.51M
UL SOLUTIONS INC CL A 0 84,192 84,192 0.03% $5.91M
ROYALTY PHARMA PLC 0 71,200 71,200 0.02% $2.97M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
CARRIER GLOBAL CORP 998,156 0 -998,156 0.00% -$59.38M
FREEPORT MCMORAN INC 1,367,089 0 -1,367,089 0.00% -$57.01M
KERING 129,582 0 -129,582 0.00% -$45.79M
PARTNERS GROUP HOLDING AG COMMON STOCK 37,045 0 -37,045 0.00% -$45.28M
AXON ENTERPRISE INC 54,140 0 -54,140 0.00% -$39.64M
FERRARI NV 95,731 0 -95,731 0.00% -$38.29M
ARMSTRONG WORLD INDUSTRIES INC 198,295 0 -198,295 0.00% -$37.76M
CSX CORP 977,763 0 -977,763 0.00% -$35.22M
ADVANCED DRAINAGE SYSTEMS INC 240,461 0 -240,461 0.00% -$33.68M
HERSHEY CO/THE 187,784 0 -187,784 0.00% -$31.85M
FEDEX CORP 121,266 0 -121,266 0.00% -$30.78M
LINK REIT 5,459,869 0 -5,459,869 0.00% -$28.46M
SAIA INC 96,112 0 -96,112 0.00% -$28.11M
DAIICHI SANKYO 1,165,900 0 -1,165,900 0.00% -$27.90M
HONEYWELL INTL INC 134,636 0 -134,636 0.00% -$27.11M
EVOLUTION AB 358,845 0 -358,845 0.00% -$23.99M
COMCAST CORP CL A 754,002 0 -754,002 0.00% -$20.99M
BRISTOL-MYERS SQUIBB CO 448,022 0 -448,022 0.00% -$20.64M
AES CORP 1,409,879 0 -1,409,879 0.00% -$19.56M
PERNOD RICARD SA 178,642 0 -178,642 0.00% -$17.50M
B&M EUROPEAN 5,147,945 0 -5,147,945 0.00% -$12.20M
BROOKFIELD ASSET MANAGEMENT LTD A 186,417 0 -186,417 0.00% -$10.08M
ICICI Bank Ltd 309,432 0 -309,432 0.00% -$9.38M
NORFOLK SOUTHERN CORP 32,834 0 -32,834 0.00% -$9.30M
SMC CORP 25,200 0 -25,200 0.00% -$8.60M
TRADEWEB MARKETS INC A 66,303 0 -66,303 0.00% -$6.99M
STRATEGY INC CL A 18,789 0 -18,789 0.00% -$5.06M
SOLSTICE ADV MAT 33,659 0 -33,659 0.00% -$1.52M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
BROADCOM INC 2,301,337 2,485,107 183,770 4.19% -$27.33M
MICROSOFT CORP 1,439,681 1,578,811 139,130 3.46% -$66.13M
ALPHABET INC CL A 1,611,071 1,897,500 286,429 3.27% $188.34M
TAIWAN SEMIC MFG CO LTD SP ADR 1,611,939 1,870,252 258,313 3.15% $133.96M
APPLE INC 1,932,707 2,045,466 112,759 2.70% $8.21M
ASML Holding NV 317,822 347,403 29,581 2.55% $164.05M
NVIDIA CORP 1,032,443 1,900,022 867,579 1.85% $154.09M
ALPHABET INC CL C 939,061 1,002,105 63,044 1.73% $74.60M
ROLLS-ROYCE HOLDINGS PLC 17,528,614 18,771,983 1,243,369 1.58% $42.17M
META PLATFORMS INC CL A 377,202 392,577 15,375 1.43% $36.72M
SK HYNIX INC GDR 359,941 423,378 63,437 1.36% $126.75M
GE VERNOVA LLC 355,752 366,476 10,724 1.36% $58.03M
AMAZON.COM INC 832,119 1,088,613 256,494 1.33% $57.28M
NOVO NORDISK-B 3,950,150 4,004,435 54,285 1.20% $39.99M
UNICREDIT SPA 1,964,843 2,671,856 707,013 1.18% $87.28M
SAP SE 1,028,960 1,127,281 98,321 1.16% -$37.98M
ENGIE 6,566,745 7,478,473 911,728 1.13% $68.83M
DBS GROUP HLDGS 4,623,035 4,677,435 54,400 1.11% $26.37M
RWE AG 2,981,160 3,356,946 375,786 1.08% $66.35M
MASTERCARD INC CL A 304,511 385,558 81,047 1.06% $39.65M
ROYAL CARIBBEAN CRUISES LTD 548,195 626,945 78,750 1.04% $46.30M
PHILIP MORRIS INTL INC 1,065,859 1,118,659 52,800 1.02% $46.90M
DSV PANALPINA A S 576,624 674,092 97,468 0.96% $66.93M
MUENCHENER RUE-R 240,080 282,967 42,887 0.88% $23.44M
ABBOTT LABS 1,346,197 1,512,111 165,914 0.84% -$1.14M
LONDON STOCK EXCHANGE GRP PLC 1,349,614 1,396,814 47,200 0.79% -$12.96M
BEONE MEDICINES LTD ADR 372,605 374,007 1,402 0.65% $11.62M
RTX CORP 494,468 603,824 109,356 0.62% $33.06M
L'OREAL SA ORD 238,006 250,368 12,362 0.58% $15.46M
HITACHI LTD 2,161,900 3,295,800 1,133,900 0.58% $40.02M
CENTERPOINT ENERGY INC 1,777,811 2,755,298 977,487 0.56% $41.37M
HKEX 1,899,900 1,920,100 20,200 0.54% $2.21M
WELLTOWER INC 533,076 556,278 23,202 0.53% $8.27M
BAE SYSTEMS PLC 3,507,980 3,843,961 335,981 0.53% $17.46M
MERCADOLIBRE INC 41,161 47,366 6,205 0.52% $5.94M
AON PLC 266,071 289,366 23,295 0.52% $10.53M
LINDE PLC 156,642 220,498 63,856 0.51% $35.24M
BRITISH AMERICAN TOBACCO PLC 403,367 1,677,285 1,273,918 0.51% $79.79M
ESSILORLUXOTTICA 309,620 322,750 13,130 0.50% -$15.02M
KEYENCE CORP 249,860 268,160 18,300 0.50% $5.11M
LILLY ELI and CO 74,297 87,946 13,649 0.46% $27.11M
BARRICK MINING CORP 1,370,204 1,921,229 551,025 0.45% $42.84M
TOKYO ELECTRON 216,200 317,600 101,400 0.43% $36.81M
CHUGAI PHARMA CO 866,500 1,480,900 614,400 0.43% $44.25M
ACCENTURE PLC CL A 182,489 301,943 119,454 0.41% $33.96M
VERTEX PHARMACEUTICALS INC 144,798 168,441 23,643 0.40% $17.53M
TENCENT HOLDINGS LTD 848,400 1,008,200 159,800 0.40% $9.25M
SONY GROUP CORP 3,277,300 3,456,900 179,600 0.39% -$14.57M
BOMBARDIER INC-B 442,858 450,112 7,254 0.39% $15.01M
IBERDROLA SA 2,693,551 3,424,942 731,391 0.39% $22.30M
SALESFORCE INC 329,193 350,841 21,648 0.38% -$11.25M
SSE PLC 1,305,558 2,001,964 696,406 0.34% $33.48M
HOYA CORP 338,300 396,400 58,100 0.34% $11.42M
IHI CORP 914,600 2,870,200 1,955,600 0.34% $47.11M
HILTON WORLDWIDE HOLDINGS INC 213,748 215,840 2,092 0.33% $9.51M
S&P GLOBAL INC 94,363 115,863 21,500 0.31% $15.18M
MITSUBISHI CORP 2,051,600 2,294,300 242,700 0.31% $11.44M
PAYCHEX INC 384,552 577,554 193,002 0.30% $14.56M
AMPHENOL CORPORATION CL A 211,907 409,493 197,586 0.30% $29.47M
MONDELEZ INTL INC 725,000 976,989 251,989 0.29% $15.47M
AMETEK INC NEW 232,278 249,460 17,182 0.28% $8.93M
SWISSCOM AG-REG 59,684 63,590 3,906 0.27% $8.43M
LENNOX INTL INC 84,909 94,931 10,022 0.24% $4.12M
CHUBB LTD 135,606 149,404 13,798 0.24% $8.69M
ITOCHU CORP 721,000 3,605,000 2,884,000 0.23% $4.35M
WOLTERS KLUWER 384,335 487,804 103,469 0.23% -$1.47M
METTLER-TOLEDO INTL INC 20,481 31,916 11,435 0.22% $14.82M
UNITEDHEALTH GRP 127,530 150,179 22,649 0.22% -$468.29K
T-MOBILE US INC 110,778 215,799 105,021 0.22% $19.29M
ROBLOX CORP - A 566,074 637,952 71,878 0.21% -$22.42M
KKR & CO INC 312,052 350,841 38,789 0.20% $3.16M
AIR PRODUCTS and CHEMICALS INC 85,326 144,222 58,896 0.20% $18.60M
YUM! BRANDS INC 131,839 233,512 101,673 0.18% $18.09M
KEURIG DR PEPPER INC 788,414 1,316,282 527,868 0.18% $14.71M
DANAHER CORP 140,135 161,837 21,702 0.18% $5.24M
FLUTTER ENTERTAINMENT PLC 122,135 208,560 86,425 0.18% $6.04M
TJX COS INC 181,694 214,103 32,409 0.16% $6.61M
BANCO SANTANDER SA 1,904,982 2,320,218 415,236 0.15% $10.26M
NETFLIX INC 53,264 353,660 300,396 0.15% -$30.07M
INTL PAPER CO 439,835 619,492 179,657 0.13% $7.98M
SERVICENOW INC 39,532 155,965 116,433 0.09% -$18.09M
INTEL CORP 336,270 374,601 38,331 0.09% $3.96M
DAIKIN INDS 99,500 138,400 38,900 0.08% $5.01M
COCA-COLA CO/THE 172,402 213,423 41,021 0.08% $4.09M
T&D HOLDING INC 464,200 639,500 175,300 0.08% $5.74M
H WORLD GP LTD 2,615,100 3,076,200 461,100 0.08% $4.94M
MONCLER SPA 133,535 229,530 95,995 0.07% $5.36M
SINGAPORE TELECO (LOT SIZE 100) 1,680,000 3,083,400 1,403,400 0.06% $5.65M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
JPMORGAN CHASE and CO 1,404,136 1,370,385 -33,751 2.13% -$17.67M
GENERAL ELECTRIC CO 1,366,009 1,249,932 -116,077 1.95% -$38.56M
SAFRAN SA 1,079,373 963,287 -116,086 1.75% -$39.47M
ASTRAZENECA PLC 1,803,298 1,756,003 -47,295 1.66% $29.73M
CAPITAL GROUP CENTRAL CASH FUND 9,825,203 2,866,975 -6,958,228 1.46% -$696.02M
DEUTSCHE BANK-RG 4,954,004 4,767,748 -186,256 0.96% $11.59M
TOTALENERGIES SE 3,112,721 2,536,090 -576,631 0.94% -$10.01M
FUJITSU LTD 6,593,500 5,446,500 -1,147,000 0.77% -$21.21M
DANONE SA 1,938,649 1,924,637 -14,012 0.77% -$21.03M
Airbus SE 798,679 654,709 -143,970 0.76% -$46.87M
LVMH MOET HENNESSY LOUIS VUITTON SE 224,125 205,778 -18,347 0.68% -$25.07M
MARSH & MCLENNAN 775,355 681,339 -94,016 0.65% -$9.91M
NORTHROP GRUMMAN CORP 285,306 181,786 -103,520 0.64% -$40.62M
AIA Group Ltd 12,821,278 10,225,400 -2,595,878 0.60% -$6.49M
VISA INC-CLASS A 404,931 270,071 -134,860 0.44% -$51.06M
RYANAIR HOLDINGS PLC SPON ADR 1,593,954 1,133,919 -460,035 0.41% -$19.54M
L'Air Liquide, societe anonyme pour l'Etude et l'Exploitation des procedes Georges Claude 542,278 418,264 -124,014 0.40% -$26.77M
INDITEX SA 1,721,560 1,130,019 -591,541 0.38% -$21.24M
UNITED RENTALS INC 129,063 92,521 -36,542 0.37% -$40.08M
NESTLE SA (REG) 981,115 748,989 -232,126 0.36% -$22.58M
ABB Ltd. (Registered) 1,585,865 735,796 -850,069 0.32% -$54.27M
ITT INC 457,255 290,322 -166,933 0.27% -$31.70M
SEMPRA ENERGY 744,778 565,178 -179,600 0.25% -$19.30M
TC ENERGY CORP 1,446,046 719,747 -726,299 0.21% -$30.36M
Epiroc Aktiebolag 2,990,128 1,322,878 -1,667,250 0.19% -$26.23M
CAN NATL RAILWAY 395,089 350,689 -44,400 0.17% -$4.15M
Amadeus IT Holding, S.A. 1,207,736 477,555 -730,181 0.16% -$60.29M
CARLSBERG-B 271,897 232,000 -39,897 0.16% -$544.85K
INTACT FINL CORP 177,256 145,778 -31,478 0.14% -$6.52M
America Movil S.A.B. de C.V. SPON ADS RP CL B 2,603,625 1,228,746 -1,374,879 0.13% -$33.85M
SOUTH BOW CORP 1,433,185 852,796 -580,389 0.12% -$12.95M
SHIN-ETSU CHEM 2,245,000 721,300 -1,523,700 0.12% -$43.90M
KPN (KONIN) NV 8,196,688 3,166,904 -5,029,784 0.08% -$22.52M
MARRIOTT INTL-A 137,382 48,054 -89,328 0.08% -$20.65M
ANHEUSER-BUSCH INBEV SA/NV 964,526 156,507 -808,019 0.06% -$47.64M
CONSTELLATION BRANDS INC CL A 129,941 53,128 -76,813 0.04% -$8.75M
Invesco Government & Agency Portfolio, Institutional Class 1,198,058 615,089 -582,969 0.00% -$582.97K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
STANDARD CHARTER 7,694,225 7,694,225 0 1.00% $38.38M
AMGEN INC 479,002 479,002 0 0.83% $20.81M
INGERSOLL RAND INC 1,818,379 1,818,379 0 0.80% $17.75M
KLA CORP 99,809 99,809 0 0.73% $21.88M
CONSTELLATION ENERGY CORP 380,670 380,670 0 0.54% -$36.67M
MICRON TECHNOLOGY INC 234,589 234,589 0 0.50% $44.83M
TDK CORP 7,397,875 7,397,875 0 0.48% -$32.88M
SKANDINAVISK ENSKILDA BANKEN AB 4,248,958 4,248,958 0 0.46% $10.17M
EXXON MOBIL CORP 629,085 629,085 0 0.45% $17.01M
RHEINMETALL AG 39,465 39,465 0 0.42% $5.90M
ATMOS ENERGY CORP 498,782 498,782 0 0.42% -$2.68M
APPLIED MATERIALS INC 248,217 248,217 0 0.41% $22.15M
MTU AERO ENGINES 170,238 170,238 0 0.38% $1.34M
NINTENDO CO LTD 1,127,300 1,127,300 0 0.37% -$23.34M
ARCH CAPITAL GROUP LTD 685,297 685,297 0 0.34% $6.67M
HEICO CORP 194,842 194,842 0 0.33% $2.56M
ARAMARK 1,604,144 1,604,144 0 0.31% $978.53K
CHIPOTLE MEXICAN GRILL INC 1,480,098 1,480,098 0 0.29% $10.63M
EURONEXT NV 398,365 398,365 0 0.28% -$1.16M
COSTCO WHOLESALE CORP 53,192 53,192 0 0.25% $1.53M
ABBVIE INC 222,797 222,797 0 0.25% $1.11M
ARTHUR J GALLAGHAR AND CO 188,539 188,539 0 0.24% -$22.62K
DEUTSCHE BOERSE 181,470 181,470 0 0.23% -$45.22K
EQT CORPORATION 775,074 775,074 0 0.23% $3.22M
RELX PLC 1,168,436 1,168,436 0 0.21% -$10.41M
TRANSDIGM GROUP INC 28,745 28,745 0 0.21% $3.42M
NATWEST GROUP PLC 4,462,019 4,462,019 0 0.21% $6.37M
BABA-W 1,803,400 1,803,400 0 0.20% $743.06K
BP PLC 5,712,763 5,712,763 0 0.18% $2.86M
NORWEGIAN CRUISE LINE HLDGS LTD 1,501,708 1,501,708 0 0.17% -$690.79K
HEICO CORP CL A 122,045 122,045 0 0.16% $837.23K
ARISTOCRAT LEISURE LTD COMMON STOCK 798,297 798,297 0 0.15% -$3.23M
JIANGSU HENGRU-H 3,357,200 3,357,200 0 0.15% -$3.10M
SHERWIN WILLIAMS CO 76,650 76,650 0 0.14% $743.50K
Terumo Corporation 2,064,500 2,064,500 0 0.14% -$6.69M
CONOCOPHILLIPS 256,734 256,734 0 0.14% $3.95M
RECRUIT HOLDINGS 488,200 488,200 0 0.13% $1.13M
TRACTOR SUPPLY CO. 482,104 482,104 0 0.12% -$1.56M
PROGRESSIVE CORP OHIO 93,522 93,522 0 0.10% $187.04K
BLACKSTONE INC 121,637 121,637 0 0.09% -$513.31K

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