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 |
NVIDIA
NVDA
|
+$272M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$237M |
| 3 |
Kenvue
KVUE
|
+$236M |
| 4 |
Norfolk Southern
NSC
|
+$219M |
| 5 |
Amazon
AMZN
|
+$173M |
Top Sells
| 1 |
Marvell Technology
MRVL
|
+$230M |
| 2 |
Walt Disney
DIS
|
+$193M |
| 3 |
Advanced Micro Devices
AMD
|
+$165M |
| 4 |
Johnson & Johnson
JNJ
|
+$153M |
| 5 |
MarketAxess Holdings
MKTX
|
+$148M |
Sector Composition
| 1 | Technology | 23.05% |
| 2 | Healthcare | 13.44% |
| 3 | Financials | 13.33% |
| 4 | Consumer Discretionary | 11.78% |
| 5 | Industrials | 9.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1101
Texas Roadhouse
TXRH
$11.1B
| $8.95M | 0.01% |
93,126
-19,108
| -17% | -$1.84M |
|
|
INN
1102
Summit Hotel Properties
INN
$623M
| $8.93M | 0.01% |
1,540,159
-226,081
| -13% | -$1.31M |
|
1103
Gerdau
GGB
$6.03B
| $8.91M | 0.01% |
2,240,788
+156,148
| +7% | +$621K |
|
1104
Paychex
PAYX
$48.6B
| $8.84M | 0.01% |
76,624
+9,671
| +14% | +$1.12M |
|
1105
Teck Resources
TECK
$20.5B
| $8.83M | 0.01% |
205,235
+15,526
| +8% | +$668K |
|
1106
ResMed
RMD
$39.6B
| $8.8M | 0.01% |
59,537
+413
| +0.7% | +$61.1K |
|
1107
Trip.com Group
TCOM
$48.3B
| $8.79M | 0.01% |
251,423
| – | – |
|
1108
West Fraser Timber
WFG
$5.96B
| $8.78M | 0.01% |
120,989
+38,445
| +47% | +$2.79M |
|
1109
First Commonwealth Financial
FCF
$1.84B
| $8.75M | 0.01% |
716,681
+31,068
| +5% | +$379K |
|
1110
IAMGOLD
IAG
$6.42B
| $8.74M | 0.01% |
4,054,866
-1,797,180
| -31% | -$3.87M |
|
1111
NiSource
NI
$19.3B
| $8.73M | 0.01% |
353,838
-107,210
| -23% | -$2.65M |
|
1112
Crown Castle
CCI
$41.5B
| $8.7M | 0.01% |
94,558
+4,192
| +5% | +$386K |
|
|
AD
1113
Array Digital Infrastructure, Inc.
AD
$4.41B
| $8.64M | 0.01% |
201,046
+11,960
| +6% | +$514K |
|
1114
Ventyx Biosciences
VTYX
$164M
| $8.61M | 0.01% |
247,902
-2,323
| -0.9% | -$80.7K |
|
1115
ServisFirst Bancshares
SFBS
$4.57B
| $8.6M | 0.01% |
164,914
+66,728
| +68% | +$3.48M |
|
1116
SSR Mining
SSRM
$4.54B
| $8.6M | 0.01% |
647,054
+493,695
| +322% | +$6.56M |
|
1117
Dominion Energy
D
$51.2B
| $8.59M | 0.01% |
192,301
-77,800
| -29% | -$3.48M |
|
1118
Magna International
MGA
$13.1B
| $8.59M | 0.01% |
160,254
+12,722
| +9% | +$682K |
|
|
X
1119
DELISTED
US Steel
X
| $8.52M | 0.01% |
262,434
+12,719
| +5% | +$413K |
|
1120
Repay Holdings
RPAY
$507M
| $8.49M | 0.01% |
+1,118,897
| New | +$8.49M |
|
1121
Lloyds Banking Group
LYG
$67B
| $8.49M | 0.01% |
3,986,428
+228,359
| +6% | +$486K |
|
|
SBOW
1122
DELISTED
SilverBow Resources, Inc.
SBOW
| $8.49M | 0.01% |
237,253
+43,480
| +22% | +$1.56M |
|
1123
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
| $8.47M | 0.01% |
150,067
+81,559
| +119% | +$4.61M |
|
1124
Alpha and Omega Semiconductor
AOSL
$853M
| $8.45M | 0.01% |
283,260
-551
| -0.2% | -$16.4K |
|
1125
Intellia Therapeutics
NTLA
$1.23B
| $8.45M | 0.01% |
267,213
+14,863
| +6% | +$470K |
|