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 |
PepsiCo
PEP
|
+$264M |
| 2 |
Okta
OKTA
|
+$242M |
| 3 |
Home Depot
HD
|
+$183M |
| 4 |
Steris
STE
|
+$183M |
| 5 |
Allstate
ALL
|
+$182M |
Top Sells
| 1 |
Salesforce
CRM
|
+$411M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$348M |
| 3 |
Bio-Rad Laboratories Class A
BIO
|
+$261M |
| 4 |
Procter & Gamble
PG
|
+$250M |
| 5 |
Apple
AAPL
|
+$227M |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Financials | 15.2% |
| 3 | Healthcare | 13.62% |
| 4 | Consumer Discretionary | 13.55% |
| 5 | Industrials | 9.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1601
Winnebago Industries
WGO
$949M
| $868K | ﹤0.01% |
12,766
+9,027
| +241% | +$614K |
|
1602
Argan
AGX
$3.18B
| $867K | ﹤0.01% |
18,142
+3,892
| +27% | +$186K |
|
|
VIVO
1603
DELISTED
Meridian Bioscience Inc
VIVO
| $867K | ﹤0.01% |
39,104
+8,727
| +29% | +$193K |
|
1604
Community Bank
CBU
$3.11B
| $866K | ﹤0.01% |
11,441
-6,261
| -35% | -$474K |
|
|
INVX
1605
Innovex International, Inc.
INVX
$1.14B
| $863K | ﹤0.01% |
25,521
-2,887
| -10% | -$97.6K |
|
1606
Energy Select Sector SPDR Fund
XLE
$26.9B
| $862K | ﹤0.01% |
16,000
| – | – |
|
1607
Zions Bancorporation
ZION
$8.62B
| $862K | ﹤0.01% |
16,313
+3,810
| +30% | +$201K |
|
1608
Autohome
ATHM
$3.48B
| $861K | ﹤0.01% |
13,456
-2,127
| -14% | -$136K |
|
1609
Schwab U.S Small- Cap ETF
SCHA
$18.9B
| $861K | ﹤0.01% |
33,060
-73,012
| -69% | -$1.9M |
|
1610
CGI
GIB
$20.8B
| $860K | ﹤0.01% |
9,487
+3,525
| +59% | +$320K |
|
1611
First American
FAF
$6.87B
| $859K | ﹤0.01% |
13,775
+6,268
| +83% | +$391K |
|
1612
Select Water Solutions
WTTR
$946M
| $859K | ﹤0.01% |
142,249
+46,898
| +49% | +$283K |
|
|
ECHO
1613
DELISTED
Echo Global Logistics, Inc.
ECHO
| $856K | ﹤0.01% |
+27,847
| New | +$856K |
|
1614
SEI Investments
SEIC
$10.7B
| $855K | ﹤0.01% |
13,807
+3,942
| +40% | +$244K |
|
1615
Toll Brothers
TOL
$13.8B
| $855K | ﹤0.01% |
14,796
+7,944
| +116% | +$459K |
|
1616
Howmet Aerospace
HWM
$74.9B
| $854K | ﹤0.01% |
24,785
-140
| -0.6% | -$4.82K |
|
1617
Delta Air Lines
DAL
$39.1B
| $853K | ﹤0.01% |
19,719
-209,752
| -91% | -$9.07M |
|
1618
Kimball Electronics
KE
$741M
| $851K | ﹤0.01% |
39,163
+20,475
| +110% | +$445K |
|
1619
Equifax
EFX
$31.6B
| $850K | ﹤0.01% |
3,547
+633
| +22% | +$152K |
|
1620
Genpact
G
$7.41B
| $849K | ﹤0.01% |
18,685
-2,016,886
| -99% | -$91.6M |
|
1621
Community Trust Bancorp
CTBI
$1.03B
| $848K | ﹤0.01% |
21,008
+15,924
| +313% | +$643K |
|
1622
Arrowhead Research
ARWR
$4.11B
| $847K | ﹤0.01% |
10,233
+515
| +5% | +$42.6K |
|
1623
Cincinnati Financial
CINF
$24.5B
| $845K | ﹤0.01% |
7,249
+1,830
| +34% | +$213K |
|
1624
iShares MSCI South Korea ETF
EWY
$5.52B
| $845K | ﹤0.01% |
9,064
| – | – |
|
1625
HCI Group
HCI
$2.34B
| $845K | ﹤0.01% |
+8,495
| New | +$845K |
|