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 |
Broadcom
AVGO
|
+$250M |
| 2 |
Workday
WDAY
|
+$183M |
| 3 |
Apple
AAPL
|
+$178M |
| 4 |
Eli Lilly
LLY
|
+$172M |
| 5 |
GE Vernova
GEV
|
+$159M |
Top Sells
| 1 |
Visa
V
|
+$494M |
| 2 |
Colgate-Palmolive
CL
|
+$234M |
| 3 |
NXP Semiconductors
NXPI
|
+$184M |
| 4 |
Duke Energy
DUK
|
+$176M |
| 5 |
Intuitive Surgical
ISRG
|
+$166M |
Sector Composition
| 1 | Technology | 26.52% |
| 2 | Financials | 13.4% |
| 3 | Consumer Discretionary | 11.51% |
| 4 | Healthcare | 11.16% |
| 5 | Industrials | 10.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Lennox International
LII
$19.6B
| $136M | 0.08% |
224,538
+120,909
| +117% | +$73.1M |
|
252
SM Energy
SM
$3B
| $135M | 0.08% |
3,385,492
+1,024,343
| +43% | +$40.9M |
|
253
Cactus
WHD
$2.8B
| $135M | 0.08% |
2,267,183
-450,942
| -17% | -$26.9M |
|
254
Tapestry
TPR
$21.9B
| $135M | 0.08% |
2,874,697
-761,434
| -21% | -$35.8M |
|
255
Accenture
ACN
$157B
| $135M | 0.08% |
381,980
-285,054
| -43% | -$101M |
|
256
Cencora
COR
$57.9B
| $135M | 0.08% |
599,814
+1,376
| +0.2% | +$310K |
|
257
Targa Resources
TRGP
$34.7B
| $135M | 0.08% |
910,740
+119,645
| +15% | +$17.7M |
|
258
Home BancShares
HOMB
$5.76B
| $134M | 0.08% |
4,940,239
-296,681
| -6% | -$8.04M |
|
259
Popular Inc
BPOP
$8.39B
| $133M | 0.08% |
1,322,876
+104,048
| +9% | +$10.4M |
|
260
Verisk Analytics
VRSK
$37.5B
| $132M | 0.08% |
491,880
-33,484
| -6% | -$8.97M |
|
261
Fiserv
FI
$74.2B
| $131M | 0.08% |
727,787
+227,548
| +45% | +$40.9M |
|
262
Applovin
APP
$189B
| $131M | 0.08% |
1,000,278
+767,900
| +330% | +$100M |
|
263
Champion Homes, Inc.
SKY
$4.21B
| $130M | 0.08% |
1,372,507
-344,651
| -20% | -$32.7M |
|
264
GATX Corp
GATX
$5.99B
| $130M | 0.08% |
981,141
+149,516
| +18% | +$19.8M |
|
265
ICICI Bank
IBN
$114B
| $130M | 0.08% |
4,351,723
+211,714
| +5% | +$6.32M |
|
266
Corpay
CPAY
$22.1B
| $130M | 0.08% |
414,678
+14,016
| +3% | +$4.38M |
|
267
KB Home
KBH
$4.49B
| $129M | 0.08% |
1,510,047
-174,816
| -10% | -$15M |
|
268
Air Lease Corp
AL
$7.11B
| $129M | 0.07% |
2,837,851
+404,175
| +17% | +$18.3M |
|
269
Herc Holdings
HRI
$4.44B
| $128M | 0.07% |
805,493
+243,498
| +43% | +$38.8M |
|
270
Mettler-Toledo International
MTD
$26.5B
| $128M | 0.07% |
85,239
+4,271
| +5% | +$6.41M |
|
271
EQT Corp
EQT
$31.4B
| $127M | 0.07% |
3,464,981
+488,473
| +16% | +$17.9M |
|
272
Motorola Solutions
MSI
$79.6B
| $127M | 0.07% |
282,128
+233,462
| +480% | +$105M |
|
273
Cognizant
CTSH
$34.6B
| $127M | 0.07% |
1,642,653
-299,743
| -15% | -$23.1M |
|
274
Chord Energy
CHRD
$5.88B
| $126M | 0.07% |
970,446
-1,536
| -0.2% | -$200K |
|
275
argenx
ARGX
$46.9B
| $126M | 0.07% |
231,909
-22,454
| -9% | -$12.2M |
|