American Century Companies Portfolio holdings
American Century Companies, Inc., founded in 1958 by James E. Stowers Jr. as Twentieth Century Mutual Funds and headquartered in Kansas City, Missouri, is a privately held investment management firm renowned for its focus on delivering investment results to clients while supporting medical research. Starting with just $100,000 from 24 shareholders, it rebranded to American Century Investments in 1997 and now manages hundreds of billions in assets across mutual funds, ETFs, and institutional portfolios, emphasizing no-load funds and a client-centric approach. The firm’s unique ownership structure sees over 40% of its profits funneled to the Stowers Institute for Medical Research, which it majority-owns, funding groundbreaking biomedical research, while Nomura Holdings holds a significant minority stake. With a global presence in cities like New York, London, and Hong Kong, and a workforce of around 1,400, American Century blends financial expertise with a mission to improve lives through both wealth creation and scientific advancement.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ciena
CIEN
|
+$671M |
| 2 |
Advanced Micro Devices
AMD
|
+$638M |
| 3 |
Eli Lilly
LLY
|
+$520M |
| 4 |
Corning
GLW
|
+$389M |
| 5 |
Cadence Design Systems
CDNS
|
+$371M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.74B |
| 2 |
Analog Devices
ADI
|
+$697M |
| 3 |
Broadcom
AVGO
|
+$679M |
| 4 |
Microsoft
MSFT
|
+$663M |
| 5 |
Costco
COST
|
+$357M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.76% |
| 2 | Financials | 14.09% |
| 3 | Industrials | 11.46% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Healthcare | 8.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1426
US Foods
USFD
$24B
| $14M | 0.01% |
137,350
-50,450
| -27% | -$4.5M |
|
1427
Illumina
ILMN
$28.8B
| $14M | 0.01% |
79,781
+10,787
| +16% | +$1.58M |
|
1428
TD Synnex
SNX
$20.5B
| $14M | 0.01% |
52,213
+12,453
| +31% | +$3M |
|
1429
Ducommun
DCO
$3.08B
| $13.9M | 0.01% |
75,148
-150,649
| -67% | -$22.4M |
|
1430
Citizens Financial Group
CFG
$31.2B
| $13.8M | 0.01% |
197,635
+12,138
| +7% | +$783K |
|
1431
Loews
L
$23.2B
| $13.7M | 0.01% |
121,351
+11,270
| +10% | +$1.22M |
|
1432
Granite Ridge Resources
GRNT
$674M
| $13.7M | 0.01% |
3,113,795
+115,693
| +4% | +$607K |
|
1433
Ecopetrol
EC
$34.7B
| $13.7M | 0.01% |
962,783
+78,715
| +9% | +$1.14M |
|
1434
Frontdoor
FTDR
$5.85B
| $13.6M | 0.01% |
175,618
+30,489
| +21% | +$1.95M |
|
1435
Financial Institutions
FISI
$826M
| $13.6M | 0.01% |
349,611
+261,850
| +298% | +$9.3M |
|
1436
Adeia
ADEA
$3.12B
| $13.6M | 0.01% |
413,428
+39,825
| +11% | +$1.18M |
|
1437
Fortis
FTS
$28.7B
| $13.6M | 0.01% |
236,629
+49,044
| +26% | +$2.77M |
|
1438
Baidu
BIDU
$35.4B
| $13.5M | 0.01% |
118,084
-245
| -0.2% | -$30.3K |
|
1439
STRATTEC Security
STRT
$343M
| $13.5M | 0.01% |
165,648
+21,979
| +15% | +$1.67M |
|
1440
PC Connection
CNXN
$2.02B
| $13.5M | 0.01% |
184,800
+44,698
| +32% | +$2.98M |
|
1441
Globus Medical
GMED
$11.4B
| $13.5M | 0.01% |
170,697
-18,335
| -10% | -$1.56M |
|
1442
Peoples Financial Services
PFIS
$715M
| $13.5M | 0.01% |
202,754
+83,727
| +70% | +$4.96M |
|
1443
Helen of Troy
HELE
$699M
| $13.4M | 0.01% |
461,325
+393,513
| +580% | +$9.31M |
|
|
ACSG
1444
American Century Small Cap Growth Insights ETF
ACSG
$28.5M
| $13.4M | 0.01% |
266,798
+70,638
| +36% | +$3.22M |
|
1445
First Financial Bancorp
FFBC
$3.58B
| $13.4M | 0.01% |
395,768
+3,362
| +0.9% | +$103K |
|
|
ACSV
1446
American Century Small Cap Value Insights ETF
ACSV
$19.6M
| $13.4M | 0.01% |
268,416
+78,695
| +41% | +$3.66M |
|
1447
Park-Ohio Holdings
PKOH
$711M
| $13.1M | 0.01% |
341,508
+107,291
| +46% | +$3.3M |
|
1448
Greif Class B
GEF.B
$4.25B
| $13.1M | 0.01% |
140,296
+51,796
| +59% | +$4.38M |
|
|
NPB
1449
Northpointe Bancshares
NPB
$595M
| $13.1M | 0.01% |
684,133
+202,435
| +42% | +$3.61M |
|
1450
Boston Scientific
BSX
$74.9B
| $13M | 0.01% |
305,390
-2,312,413
| -88% | -$126M |
|
Similar funds
American Century Companies's Q2 2026 Portfolio in Review
As of Q2 2026, American Century Companies held 3,021 positions worth $226B, up 16% from $194B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
American Century Companies's Q2 2026 filing shows 193 new, 1,743 increased, 891 reduced and 137 closed positions. Its largest new stake was OceanaGold Corp: 6,764,717 shares worth $170M. The largest sale was Apple, an estimated $1.74B.
By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.
- American Century Companies's largest Q2 2026 buy was OceanaGold Corp: 6,764,717 shares worth $170M.
- American Century Companies added most to Ciena in Q2 2026, an estimated $671M increase.
- American Century Companies's biggest Q2 2026 reduction was Apple, cutting an estimated $1.74B.
- American Century Companies fully exited Air Lease Corp in Q2 2026, selling an estimated $182M.
- American Century Companies's ten largest holdings make up 22% of its $226B portfolio in Q2 2026.
- American Century Companies opened 193 new positions and closed 137 in Q2 2026.
- American Century Companies's portfolio value rose 16% quarter-over-quarter to $226B.
Based on American Century Companies's 13F filing for Q2 2026, filed 12 Aug 2026.