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 | |
|---|---|---|---|---|---|---|
2026
Integer Holdings
ITGR
$4.25B
| $3.36M | ﹤0.01% |
35,912
+23,052
| +179% | +$2.05M |
|
2027
Peoples Bancorp of North Carolina
PEBK
$239M
| $3.35M | ﹤0.01% |
77,656
+46,792
| +152% | +$1.94M |
|
2028
SharkNinja
SN
$26.2B
| $3.34M | ﹤0.01% |
21,967
-19,509
| -47% | -$2.34M |
|
|
JBS
2029
JBS N.V.
JBS
$43.2B
| $3.34M | ﹤0.01% |
281,871
+1,765
| +0.6% | +$25.8K |
|
2030
Tenable Holdings
TENB
$4.08B
| $3.33M | ﹤0.01% |
90,296
+45,594
| +102% | +$1.07M |
|
2031
Adtran
ADTN
$665M
| $3.32M | ﹤0.01% |
238,878
+22,616
| +10% | +$353K |
|
|
LOVE
2032
LoveSac
LOVE
$253M
| $3.31M | ﹤0.01% |
198,533
+161,381
| +434% | +$2.55M |
|
2033
News Corp Class A
NWSA
$15.5B
| $3.3M | ﹤0.01% |
132,797
+15,057
| +13% | +$390K |
|
2034
Huron Consulting
HURN
$2.39B
| $3.29M | ﹤0.01% |
36,546
-19,758
| -35% | -$2.26M |
|
2035
Clearwater Paper
CLW
$356M
| $3.28M | ﹤0.01% |
208,986
-9,174
| -4% | -$138K |
|
|
WHK
2036
WhiteHawk Minerals Corp
WHK
$599M
| $3.27M | ﹤0.01% |
+117,656
| New | +$3.19M |
|
2037
Clean Energy Fuels
CLNE
$384M
| $3.27M | ﹤0.01% |
1,593,084
+1,245,135
| +358% | +$2.65M |
|
|
BAND
2038
Bandwidth Inc
BAND
$1.67B
| $3.26M | ﹤0.01% |
51,456
+40,285
| +361% | +$1.81M |
|
2039
FNB Corp
FNB
$6.86B
| $3.24M | ﹤0.01% |
169,725
+22,611
| +15% | +$403K |
|
|
TDAY
2040
USA Today Co
TDAY
$1.01B
| $3.24M | ﹤0.01% |
378,687
+15,492
| +4% | +$117K |
|
2041
BILL Holdings
BILL
$4.85B
| $3.23M | ﹤0.01% |
89,426
+20,779
| +30% | +$765K |
|
2042
NerdWallet
NRDS
$617M
| $3.23M | ﹤0.01% |
349,537
+198,318
| +131% | +$1.86M |
|
2043
Acacia Research
ACTG
$455M
| $3.23M | ﹤0.01% |
693,309
+181,935
| +36% | +$874K |
|
2044
Insperity
NSP
$1.92B
| $3.21M | ﹤0.01% |
77,744
-6,645
| -8% | -$218K |
|
2045
ABM Industries
ABM
$2.84B
| $3.21M | ﹤0.01% |
72,584
-74,495
| -51% | -$3.05M |
|
2046
Deluxe
DLX
$1.09B
| $3.2M | ﹤0.01% |
134,007
-1,653
| -1% | -$43K |
|
2047
Citizens Financial Services
CZFS
$399M
| $3.2M | ﹤0.01% |
44,108
-78
| -0.2% | -$5.15K |
|
2048
USCB Financial Holdings
USCB
$415M
| $3.18M | ﹤0.01% |
155,295
+94,910
| +157% | +$1.81M |
|
2049
Check Point Software Technologies
CHKP
$13.2B
| $3.17M | ﹤0.01% |
24,137
+624
| +3% | +$81.2K |
|
2050
Atlas Energy Solutions
AESI
$1.47B
| $3.17M | ﹤0.01% |
190,605
+3,525
| +2% | +$57.6K |
|
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.