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 | |
|---|---|---|---|---|---|---|
1776
Installed Building Products
IBP
$6.46B
| $6.3M | ﹤0.01% |
27,402
-13,933
| -34% | -$3.39M |
|
1777
DT Midstream
DTM
$13.9B
| $6.26M | ﹤0.01% |
42,682
+2,299
| +6% | +$325K |
|
1778
Civista Bancshares
CIVB
$597M
| $6.25M | ﹤0.01% |
221,567
+2,495
| +1% | +$63.3K |
|
1779
Enpro
NPO
$7.23B
| $6.24M | ﹤0.01% |
16,553
+374
| +2% | +$116K |
|
1780
H.B. Fuller
FUL
$3.24B
| $6.23M | ﹤0.01% |
106,947
+18,844
| +21% | +$1.16M |
|
1781
Brady Corp
BRC
$4.48B
| $6.23M | ﹤0.01% |
68,077
+27,375
| +67% | +$2.28M |
|
1782
DuPont de Nemours
DD
$19.5B
| $6.23M | ﹤0.01% |
45,937
+7,777
| +20% | +$1.1M |
|
1783
IPG Photonics
IPGP
$3.71B
| $6.18M | ﹤0.01% |
52,649
+9,790
| +23% | +$1.12M |
|
1784
Rogers Communications
RCI
$19.4B
| $6.16M | ﹤0.01% |
189,496
+34,689
| +22% | +$1.25M |
|
1785
Silgan Holdings
SLGN
$4.3B
| $6.15M | ﹤0.01% |
132,523
+105,569
| +392% | +$4.22M |
|
|
BELFB
1786
Bel Fuse Inc Class B
BELFB
$4.25B
| $6.09M | ﹤0.01% |
18,284
+13,326
| +269% | +$3.6M |
|
1787
SoFi Technologies
SOFI
$23.2B
| $6.08M | ﹤0.01% |
339,358
+21,101
| +7% | +$358K |
|
1788
Green Brick Partners
GRBK
$3.02B
| $6.07M | ﹤0.01% |
75,887
+6,229
| +9% | +$430K |
|
1789
DXP Enterprises
DXPE
$3.04B
| $6.06M | ﹤0.01% |
35,886
+582
| +2% | +$91.8K |
|
1790
BGC Group
BGC
$5.12B
| $6.05M | ﹤0.01% |
566,247
+239,942
| +74% | +$2.68M |
|
1791
Nutanix
NTNX
$17.5B
| $6.05M | ﹤0.01% |
118,672
-169,542
| -59% | -$7.66M |
|
1792
The Honest Company
HNST
$544M
| $6.05M | ﹤0.01% |
1,651,800
+1,475,201
| +835% | +$4.97M |
|
1793
Zebra Technologies
ZBRA
$17.9B
| $6.04M | ﹤0.01% |
22,945
-13,021
| -36% | -$3.06M |
|
1794
Asbury Automotive
ABG
$3.76B
| $6.04M | ﹤0.01% |
30,035
-70,192
| -70% | -$13.8M |
|
1795
ICU Medical
ICUI
$4.48B
| $6.04M | ﹤0.01% |
41,184
+7,122
| +21% | +$928K |
|
1796
Aurinia Pharmaceuticals
AUPH
$2.06B
| $6.03M | ﹤0.01% |
355,572
-9,664
| -3% | -$154K |
|
1797
Core Molding Technologies
CMT
$224M
| $6M | ﹤0.01% |
254,059
+35,029
| +16% | +$861K |
|
1798
Brookfield Asset Management
BAM
$87.1B
| $5.99M | ﹤0.01% |
133,629
+59,036
| +79% | +$2.79M |
|
1799
Genuine Parts
GPC
$18.5B
| $5.99M | ﹤0.01% |
50,748
+9,697
| +24% | +$1.01M |
|
1800
Steris
STE
$23.1B
| $5.97M | ﹤0.01% |
28,369
-301,162
| -91% | -$64.6M |
|
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.