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 | 11.11% |
| 5 | Healthcare | 8.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2526
FRP Holdings
FRPH
$405M
| $633K | ﹤0.01% |
25,320
-1,056
| -4% | -$23.9K |
|
2527
Alto Ingredients
ALTO
$289M
| $630K | ﹤0.01% |
110,526
+54,716
| +98% | +$279K |
|
2528
Envela
ELA
$326M
| $628K | ﹤0.01% |
+21,741
| New | +$484K |
|
2529
Gogo Inc
GOGO
$312M
| $628K | ﹤0.01% |
202,438
+8,771
| +5% | +$35.8K |
|
|
AVBH
2530
Avidbank Holdings
AVBH
$345M
| $625K | ﹤0.01% |
18,917
-34,024
| -64% | -$1.04M |
|
2531
Solid Biosciences
SLDB
$782M
| $621K | ﹤0.01% |
62,211
-52,181
| -46% | -$396K |
|
2532
Kyverna Therapeutics
KYTX
$421M
| $618K | ﹤0.01% |
69,351
+16,116
| +30% | +$143K |
|
2533
American Resources Corp
AREC
$203M
| $617K | ﹤0.01% |
+286,960
| New | +$641K |
|
|
CLYM
2534
Climb Bio
CLYM
$670M
| $616K | ﹤0.01% |
+47,250
| New | +$488K |
|
|
NXDR
2535
Nextdoor Holdings
NXDR
$971M
| $615K | ﹤0.01% |
270,801
+70,023
| +35% | +$131K |
|
2536
Citizens & Northern Corp
CZNC
$461M
| $612K | ﹤0.01% |
26,263
+8,075
| +44% | +$178K |
|
2537
First Western Financial
MYFW
$298M
| $608K | ﹤0.01% |
18,921
+4,843
| +34% | +$138K |
|
2538
Riverview Bancorp
RVSB
$119M
| $605K | ﹤0.01% |
111,432
-2,575
| -2% | -$14.3K |
|
2539
Jacobs Solutions
J
$16.2B
| $605K | ﹤0.01% |
4,798
+443
| +10% | +$54.5K |
|
2540
Tetra Tech
TTEK
$8.68B
| $603K | ﹤0.01% |
20,867
+2,715
| +15% | +$79.7K |
|
2541
Schwab International Small-Cap Equity ETF
SCHC
$5.85B
| $602K | ﹤0.01% |
12,512
-105,783
| -89% | -$5.25M |
|
2542
AnaptysBio
ANAB
$1.52B
| $599K | ﹤0.01% |
+8,877
| New | +$538K |
|
2543
Microvast
MVST
$265M
| $591K | ﹤0.01% |
504,874
-166,367
| -25% | -$256K |
|
|
ELVR
2544
Elevra Lithium Ltd
ELVR
$800M
| $588K | ﹤0.01% |
8,633
+1
| +0% | +$81 |
|
2545
Sagimet Biosciences
SGMT
$574M
| $588K | ﹤0.01% |
76,095
+15,726
| +26% | +$107K |
|
2546
Entrada Therapeutics
TRDA
$240M
| $587K | ﹤0.01% |
79,701
+1,730
| +2% | +$16.6K |
|
2547
Electromed
ELMD
$233M
| $579K | ﹤0.01% |
13,694
-20,312
| -60% | -$651K |
|
2548
3D Systems Corp
DDD
$593M
| $578K | ﹤0.01% |
191,403
+68,564
| +56% | +$187K |
|
2549
Fulcrum Therapeutics
FULC
$285M
| $570K | ﹤0.01% |
155,868
-374
| -0.2% | -$2.27K |
|
2550
Shutterstock
SSTK
$154M
| $569K | ﹤0.01% |
40,784
| – | – |
|
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.