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 | |
|---|---|---|---|---|---|---|
2576
Paysign
PAYS
$715M
| $512K | ﹤0.01% |
+62,462
| New | +$414K |
|
2577
Schwab U.S Small- Cap ETF
SCHA
$25.3B
| $506K | ﹤0.01% |
14,001
-85,263
| -86% | -$2.82M |
|
2578
CB Financial Services
CBFV
$188M
| $498K | ﹤0.01% |
13,149
-1,422
| -10% | -$50.7K |
|
2579
Ribbon Communications
RBBN
$322M
| $494K | ﹤0.01% |
211,076
-1,287
| -0.6% | -$3.4K |
|
2580
Myriad Genetics
MYGN
$399M
| $490K | ﹤0.01% |
85,867
+252
| +0.3% | +$1.14K |
|
2581
Utah Medical Products
UTMD
$235M
| $487K | ﹤0.01% |
7,053
-200
| -3% | -$13.3K |
|
2582
Crawford & Co Class B
CRD.B
$563M
| $485K | ﹤0.01% |
46,508
| – | – |
|
2583
Full House Resorts
FLL
$62.3M
| $481K | ﹤0.01% |
172,224
-96,256
| -36% | -$255K |
|
2584
WidePoint Corp
WYY
$54.7M
| $479K | ﹤0.01% |
+27,377
| New | +$256K |
|
2585
Biglari Holdings Class B
BH
$1.1B
| $475K | ﹤0.01% |
1,116
| – | – |
|
2586
Backblaze
BLZE
$816M
| $474K | ﹤0.01% |
+29,899
| New | +$207K |
|
2587
Zentalis Pharmaceuticals
ZNTL
$256M
| $474K | ﹤0.01% |
97,757
+49,185
| +101% | +$196K |
|
2588
Portillo's
PTLO
$253M
| $471K | ﹤0.01% |
99,408
+3,116
| +3% | +$15.1K |
|
|
ORKA
2589
Oruka Therapeutics
ORKA
$5.59B
| $471K | ﹤0.01% |
4,948
-69,438
| -93% | -$4.63M |
|
2590
Telos
TLS
$302M
| $469K | ﹤0.01% |
102,049
+284
| +0.3% | +$1.26K |
|
|
CBL
2591
CBL Properties
CBL
$1.61B
| $469K | ﹤0.01% |
8,834
| – | – |
|
2592
Essential Utilities
WTRG
$11.2B
| $468K | ﹤0.01% |
12,222
-132,313
| -92% | -$5.05M |
|
2593
Rubrik
RBRK
$22.7B
| $467K | ﹤0.01% |
5,813
+823
| +16% | +$51.8K |
|
2594
Relmada Therapeutics
RLMD
$409M
| $466K | ﹤0.01% |
+67,348
| New | +$471K |
|
2595
Petco
WOOF
$650M
| $465K | ﹤0.01% |
170,970
-2,567
| -1% | -$7.12K |
|
2596
8x8 Inc
EGHT
$332M
| $463K | ﹤0.01% |
270,969
-4,402
| -2% | -$8.86K |
|
2597
inTEST
INTT
$148M
| $463K | ﹤0.01% |
25,501
+12,047
| +90% | +$204K |
|
2598
Erasca
ERAS
$4.98B
| $460K | ﹤0.01% |
25,131
-355,846
| -93% | -$5.09M |
|
2599
National CineMedia
NCMI
$213M
| $460K | ﹤0.01% |
121,108
-23,561
| -16% | -$80.2K |
|
2600
Omega Flex
OFLX
$258M
| $459K | ﹤0.01% |
14,620
-11,136
| -43% | -$346K |
|
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.