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Capital Group U.S. Small and Mid Cap ETF (CGMM) is an ETF managed by Independent / Boutique. Its largest position is US Foods Holding Corp. (USFD), representing 3.27% of fund assets.

Capital Group U.S. Small and Mid Cap ETF Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
CGMM
Type:
ETF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Feb 28, 2026
Filing Date:
Apr 28, 2026
Showing 50 out of 106 holdings
Holding Weight Market Value Shares
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US Foods Holding Corp.
3.27% $54,808,978.42 567,322
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EXELON CORP
2.11% $35,395,933.41 715,503
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VAIL RESORTS INC
2.10% $35,201,408.76 259,196
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LKQ CORP
2.05% $34,268,651.34 1,034,994
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COMFORT SYSTEMS USA INC
1.94% $32,429,546.56 22,688
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CAPITAL GROUP CENTRAL CASH FUND
1.93% $32,325,827.70 323,258
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RENAISSANCERE HOLDINGS LTD
1.92% $32,088,888.78 106,093
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BROWN & BROWN, INC.
1.92% $32,080,988.52 446,686
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YUM BRANDS INC
1.66% $27,861,085.12 165,682
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Keysight Technologies, Inc.
1.61% $26,986,647.30 87,810
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CAPITAL ONE FINANCIAL CORP
1.56% $26,183,088.12 133,833
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Monster Beverage Corp
1.42% $23,765,177.10 278,607
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ALIGN TECHNOLOGY INC
1.42% $23,718,396.80 124,768
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SIMON PROPERTY GROUP INC.
1.40% $23,367,325.50 114,630
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Ingram Micro Holding Corp
1.39% $23,335,257.88 1,127,852
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Bloom Energy Corp
1.34% $22,516,264.47 144,641
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CIENA CORP
1.34% $22,416,876.90 64,287
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IONIS PHARMACEUTICALS INC
1.32% $22,095,359.70 272,278
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e.l.f. Beauty, Inc.
1.32% $22,094,853.55 240,031
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Victory Capital Holdings, Inc.
1.27% $21,323,351.40 308,230
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FIFTH THIRD BANCORP
1.27% $21,318,997.56 430,948
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XPO, Inc.
1.27% $21,318,085.36 101,288
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Fabrinet
1.27% $21,313,944.69 39,063
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ATI INC
1.27% $21,200,446.05 129,595
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AGCO CORP /DE
1.22% $20,351,331.00 149,094
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KEYCORP /NEW/
1.20% $20,056,948.84 967,066
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Crane Co
1.19% $20,001,664.32 99,744
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Karman Holdings Inc.
1.16% $19,483,588.08 221,128
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Core & Main, Inc.
1.14% $19,147,618.08 353,538
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WEX Inc.
1.14% $19,122,129.87 128,173
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PROCORE TECHNOLOGIES, INC.
1.14% $19,003,770.88 345,272
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Lumentum Holdings Inc.
1.13% $18,988,352.81 27,091
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Diamondback Energy, Inc.
1.11% $18,605,844.48 106,881
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Texas Roadhouse, Inc.
1.09% $18,285,171.30 99,990
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Aptiv PLC
1.04% $17,489,797.58 237,827
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Ingersoll Rand Inc.
1.04% $17,416,841.40 185,010
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SLB LIMITED/NV
1.03% $17,264,974.58 336,287
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Hilton Worldwide Holdings Inc.
1.02% $17,101,444.78 54,851
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Roblox Corp
0.99% $16,582,351.24 241,514
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FIVE BELOW, INC
0.97% $16,263,595.74 72,758
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Baker Hughes Co
0.96% $15,999,794.20 245,170
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UNITED RENTALS, INC.
0.93% $15,528,240.00 18,486
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Acushnet Holdings Corp.
0.91% $15,226,294.68 148,796
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APi Group Corp
0.90% $15,006,939.48 337,538
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NEW YORK TIMES CO
0.89% $14,910,357.30 186,870
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EXPAND ENERGY Corp
0.89% $14,823,783.28 137,359
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WESTLAKE CORP
0.87% $14,589,334.10 138,445
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FLEX LTD.
0.87% $14,494,410.94 229,997
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FTAI Aviation Ltd.
0.87% $14,490,333.00 47,385
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LPL Financial Holdings Inc.
0.86% $14,458,791.30 48,135
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