Filed. Sustainable Growth Advisers submitted its 13F-HR for the quarter ended Sep 30, 2026 on Oct 15, 2026. EDGAR accession 0001290668-26-000005. Its Q3 positions join the fund page once the complete quarter dataset is integrated; season aggregates are on the Q3 2026 season tracker.
From the fund's 2026 Q2 Form 13F (filed Aug 10, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| NVDA · NVIDIA CORP | 4,720,144 | 9.27% |
| GOOG · Alphabet Inc. | 2,129,711 | 7.38% |
| MSFT · MICROSOFT CORP | 1,505,003 | 5.51% |
| AMZN · AMAZON COM INC | 2,281,329 | 5.34% |
| AAPL · Apple Inc. | 1,747,382 | 4.96% |
| V · VISA INC. | 1,442,706 | 4.86% |
| AVGO · Broadcom Inc. | 1,275,451 | 4.73% |
| WM · WASTE MANAGEMENT INC | 2,061,651 | 4.51% |
| YUM · YUM BRANDS INC | 2,498,040 | 3.92% |
| EQIX · EQUINIX INC | 346,868 | 3.55% |
Largest increase 2026 Q1 → 2026 Q2: LIN (+518.5% of shares). New position in 2026 Q2: EQIX (3.55% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: ADYEY (-96.5% of shares). Exited in 2026 Q2: AAGIY, EXPGY, FRCOY and 4 more.
Full record: Sustainable Growth Advisers fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
Open the interactive tool →Live screens, charts and backtests for every tracked stock, fund and signal — free, no sign-up.