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 | |
|---|---|---|---|---|---|---|
2051
Houlihan Lokey
HLI
$8.63B
| $3.14M | ﹤0.01% |
23,380
+187
| +0.8% | +$27.6K |
|
2052
908 Devices
MASS
$414M
| $3.13M | ﹤0.01% |
359,848
+303,954
| +544% | +$2.33M |
|
2053
O-I Glass
OI
$1.04B
| $3.13M | ﹤0.01% |
324,722
+30,078
| +10% | +$283K |
|
|
PXED
2054
Phoenix Education Partners
PXED
$971M
| $3.11M | ﹤0.01% |
94,623
+54,364
| +135% | +$1.62M |
|
2055
SPX Corp
SPXC
$10.9B
| $3.09M | ﹤0.01% |
12,601
-13,558
| -52% | -$2.97M |
|
2056
Papa John's
PZZA
$793M
| $3.08M | ﹤0.01% |
83,714
+28,038
| +50% | +$968K |
|
2057
Liberty Broadband Class C
LBRDK
$5.07B
| $3.08M | ﹤0.01% |
92,510
+55,485
| +150% | +$2.16M |
|
2058
Viavi Solutions
VIAV
$10.6B
| $3.07M | ﹤0.01% |
64,347
-510,127
| -89% | -$24.4M |
|
2059
Acushnet Holdings
GOLF
$5.2B
| $3.06M | ﹤0.01% |
25,838
+3,037
| +13% | +$291K |
|
2060
Astrana Health
ASTH
$1.78B
| $3.06M | ﹤0.01% |
65,913
+20,310
| +45% | +$731K |
|
2061
MillerKnoll
MLKN
$1.64B
| $3.05M | ﹤0.01% |
148,846
-29,307
| -16% | -$469K |
|
|
ARDT
2062
Ardent Health
ARDT
$1.57B
| $3.04M | ﹤0.01% |
309,359
+254,167
| +461% | +$2.41M |
|
2063
Under Armour
UAA
$2.26B
| $3.04M | ﹤0.01% |
475,902
+31,434
| +7% | +$186K |
|
2064
Amer Sports
AS
$19.2B
| $3.04M | ﹤0.01% |
89,717
+61,292
| +216% | +$2.15M |
|
2065
United Bankshares
UBSI
$6.66B
| $3.04M | ﹤0.01% |
66,243
-13,360
| -17% | -$584K |
|
2066
ScottsMiracle-Gro
SMG
$3.62B
| $3.02M | ﹤0.01% |
44,400
-1,818
| -4% | -$113K |
|
2067
Adient
ADNT
$1.44B
| $3.02M | ﹤0.01% |
164,528
+8,252
| +5% | +$176K |
|
2068
Insight Enterprises
NSIT
$4.54B
| $3.01M | ﹤0.01% |
24,743
+15,536
| +169% | +$1.42M |
|
2069
Heritage Financial
HFWA
$1.22B
| $3.01M | ﹤0.01% |
101,603
-1,510
| -1% | -$41.5K |
|
2070
Idacorp
IDA
$8.21B
| $3.01M | ﹤0.01% |
19,881
+267
| +1% | +$38.4K |
|
2071
Wolverine World Wide
WWW
$1.48B
| $2.99M | ﹤0.01% |
181,107
+10,556
| +6% | +$178K |
|
2072
Nexstar Media Group
NXST
$5.7B
| $2.99M | ﹤0.01% |
16,716
-11,764
| -41% | -$2.2M |
|
2073
Aaon
AAON
$7.03B
| $2.98M | ﹤0.01% |
23,475
-2,195
| -9% | -$257K |
|
2074
CEVA Inc
CEVA
$857M
| $2.97M | ﹤0.01% |
63,024
+4,215
| +7% | +$149K |
|
2075
InMode
INMD
$876M
| $2.96M | ﹤0.01% |
202,427
+109,180
| +117% | +$1.52M |
|
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.