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 | |
|---|---|---|---|---|---|---|
2226
Mayville Engineering Co
MEC
$596M
| $1.81M | ﹤0.01% |
48,211
-173,462
| -78% | -$4.64M |
|
2227
BrightView Holdings
BV
$1.08B
| $1.81M | ﹤0.01% |
127,404
+4,203
| +3% | +$52.7K |
|
2228
Tootsie Roll Industries
TR
$3.05B
| $1.8M | ﹤0.01% |
45,577
+4,960
| +12% | +$201K |
|
2229
Flowers Foods
FLO
$1.52B
| $1.8M | ﹤0.01% |
228,065
+54,938
| +32% | +$440K |
|
2230
Brookdale Senior Living
BKD
$3.1B
| $1.79M | ﹤0.01% |
111,451
-219,724
| -66% | -$2.99M |
|
2231
Fox Factory Holding Corp
FOXF
$913M
| $1.79M | ﹤0.01% |
105,695
-11,651
| -10% | -$203K |
|
2232
iShares MSCI Brazil Small-Cap ETF
EWZS
$209M
| $1.79M | ﹤0.01% |
137,947
-297,340
| -68% | -$4.27M |
|
2233
Winnebago Industries
WGO
$915M
| $1.79M | ﹤0.01% |
57,282
-46,330
| -45% | -$1.41M |
|
2234
MVB Financial
MVBF
$397M
| $1.79M | ﹤0.01% |
61,656
-15,895
| -20% | -$422K |
|
2235
Stagwell
STGW
$2.29B
| $1.78M | ﹤0.01% |
240,204
-3,513
| -1% | -$23.3K |
|
2236
National Presto Industries
NPK
$998M
| $1.77M | ﹤0.01% |
14,187
-57
| -0.4% | -$7.73K |
|
2237
Westlake Corp
WLK
$10.1B
| $1.76M | ﹤0.01% |
24,162
+4,142
| +21% | +$404K |
|
2238
BCB Bancorp
BCBP
$161M
| $1.76M | ﹤0.01% |
164,131
-16,201
| -9% | -$165K |
|
2239
Kewaunee Scientific
KEQU
$104M
| $1.76M | ﹤0.01% |
49,530
-21
| -0% | -$779 |
|
2240
PTC
PTC
$16.1B
| $1.76M | ﹤0.01% |
15,483
+11,067
| +251% | +$1.49M |
|
|
BLDP
2241
Ballard Power Systems
BLDP
$790M
| $1.75M | ﹤0.01% |
449,530
+360,108
| +403% | +$1.47M |
|
2242
Penske Automotive Group
PAG
$14.3B
| $1.75M | ﹤0.01% |
9,769
+801
| +9% | +$134K |
|
|
SOHU
2243
Sohu.com
SOHU
$369M
| $1.74M | ﹤0.01% |
143,849
+127
| +0.1% | +$1.82K |
|
2244
Theravance Biopharma
TBPH
$878M
| $1.74M | ﹤0.01% |
102,282
-15,456
| -13% | -$256K |
|
2245
Advantage Solutions
ADV
$399M
| $1.73M | ﹤0.01% |
+40,108
| New | +$1.42M |
|
2246
Red Violet
RDVT
$1.11B
| $1.73M | ﹤0.01% |
27,113
-307
| -1% | -$14.5K |
|
|
NEXN
2247
Nexxen International
NEXN
$598M
| $1.73M | ﹤0.01% |
191,293
+110,923
| +138% | +$875K |
|
2248
Orion Group Holdings
ORN
$402M
| $1.72M | ﹤0.01% |
102,374
-142,440
| -58% | -$1.97M |
|
2249
Apple Hospitality REIT
APLE
$3.71B
| $1.72M | ﹤0.01% |
102,123
+8,771
| +9% | +$125K |
|
2250
Park Aerospace
PKE
$828M
| $1.71M | ﹤0.01% |
44,891
+2,012
| +5% | +$67K |
|
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.