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
| 1 |
Interactive Brokers
IBKR
|
+$222M |
| 2 |
Martin Marietta Materials
MLM
|
+$168M |
| 3 |
Fiserv
FI
|
+$123M |
| 4 |
VICI Properties
VICI
|
+$121M |
| 5 |
Reinsurance Group of America
RGA
|
+$120M |
Top Sells
| 1 |
Apple
AAPL
|
+$522M |
| 2 |
NVIDIA
NVDA
|
+$496M |
| 3 |
Microsoft
MSFT
|
+$317M |
| 4 |
Eli Lilly
LLY
|
+$273M |
| 5 |
BECN
Beacon Roofing Supply, Inc.
BECN
|
+$231M |
Sector Composition
| 1 | Technology | 24.77% |
| 2 | Financials | 15.07% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Healthcare | 10.87% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Archrock
AROC
$4.29B
| $141M | 0.09% |
5,388,964
+461,940
| +9% | +$12.1M |
|
227
F5
FFIV
$18.5B
| $140M | 0.09% |
527,629
-289,581
| -35% | -$77.1M |
|
228
Accenture
ACN
$149B
| $140M | 0.09% |
448,596
+67,097
| +18% | +$20.9M |
|
229
The Bancorp
TBBK
$3.5B
| $139M | 0.09% |
2,628,832
+235,303
| +10% | +$12.4M |
|
230
Axos Financial
AX
$5.17B
| $139M | 0.09% |
2,151,229
+276,450
| +15% | +$17.8M |
|
231
Deckers Outdoor
DECK
$17.6B
| $138M | 0.08% |
1,236,296
-69,836
| -5% | -$7.81M |
|
232
Bristol-Myers Squibb
BMY
$94B
| $138M | 0.08% |
2,257,352
-458,861
| -17% | -$28M |
|
233
Qualcomm
QCOM
$175B
| $138M | 0.08% |
895,609
-91,103
| -9% | -$14M |
|
234
Motorola Solutions
MSI
$80.3B
| $136M | 0.08% |
310,095
+12,186
| +4% | +$5.34M |
|
235
Automatic Data Processing
ADP
$119B
| $136M | 0.08% |
444,246
-27,885
| -6% | -$8.52M |
|
236
Agree Realty
ADC
$8.09B
| $135M | 0.08% |
1,751,030
-143,017
| -8% | -$11M |
|
237
Southwest Airlines
LUV
$16.6B
| $135M | 0.08% |
4,021,664
-1,243,205
| -24% | -$41.7M |
|
238
iShares Russell 1000 Growth ETF
IWF
$120B
| $135M | 0.08% |
373,782
-112,460
| -23% | -$40.6M |
|
239
Berkshire Hathaway Class A
BRK.A
$1.06T
| $135M | 0.08% |
169
-6
| -3% | -$4.79M |
|
240
Corpay
CPAY
$21.7B
| $135M | 0.08% |
386,270
-72,598
| -16% | -$25.3M |
|
241
Enovis
ENOV
$1.81B
| $135M | 0.08% |
3,524,962
+369,479
| +12% | +$14.1M |
|
242
Telephone and Data Systems
TDS
$4.51B
| $134M | 0.08% |
3,470,363
+240,795
| +7% | +$9.33M |
|
243
Visteon
VC
$3.4B
| $134M | 0.08% |
1,727,731
+279,714
| +19% | +$21.7M |
|
244
Avantis International Equity ETF
AVDE
$8.98B
| $134M | 0.08% |
2,019,102
-200,279
| -9% | -$13.3M |
|
245
Centene
CNC
$16.3B
| $133M | 0.08% |
2,196,444
-17,093
| -0.8% | -$1.04M |
|
246
First Bancorp
FBP
$3.49B
| $133M | 0.08% |
6,925,748
+201,674
| +3% | +$3.87M |
|
247
American Water Works
AWK
$27.2B
| $132M | 0.08% |
891,959
-405,323
| -31% | -$59.8M |
|
248
Skywest
SKYW
$4.35B
| $132M | 0.08% |
1,505,919
+115,619
| +8% | +$10.1M |
|
249
Brink's
BCO
$4.83B
| $131M | 0.08% |
1,525,099
+28,439
| +2% | +$2.45M |
|
250
Duolingo
DUOL
$14.1B
| $131M | 0.08% |
421,683
-74,502
| -15% | -$23.1M |
|