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 | |
|---|---|---|---|---|---|---|
1801
Target Hospitality
TH
$881M
| $1.59M | ﹤0.01% |
100,152
+60,385
| +152% | +$959K |
|
1802
BGC Group
BGC
$4.82B
| $1.58M | ﹤0.01% |
299,156
+35,998
| +14% | +$190K |
|
1803
International Flavors & Fragrances
IFF
$16.8B
| $1.57M | ﹤0.01% |
23,013
+1,990
| +9% | +$136K |
|
|
MCHB
1804
Mechanics Bancorp Class A Common Stock
MCHB
$3.03B
| $1.56M | ﹤0.01% |
200,525
+13,984
| +7% | +$109K |
|
1805
Entegris
ENTG
$13.2B
| $1.56M | ﹤0.01% |
16,629
+6,039
| +57% | +$567K |
|
1806
Vitamin Cottage Natural Grocers
NGVC
$859M
| $1.56M | ﹤0.01% |
120,942
-23
| -0% | -$297 |
|
1807
Hess Midstream
HESM
$5.15B
| $1.56M | ﹤0.01% |
53,537
+4,028
| +8% | +$117K |
|
|
EXTO
1808
DELISTED
Almacenes Exito S.A. American Depositary Share, each representing eight (8) Common Shares
EXTO
| $1.55M | ﹤0.01% |
+283,757
| New | +$1.55M |
|
1809
Enpro
NPO
$4.64B
| $1.55M | ﹤0.01% |
12,809
+4,250
| +50% | +$515K |
|
|
EGRX
1810
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $1.55M | ﹤0.01% |
98,365
+9,955
| +11% | +$157K |
|
1811
Renasant Corp
RNST
$3.68B
| $1.54M | ﹤0.01% |
58,901
+10,162
| +21% | +$266K |
|
1812
Marqeta
MQ
$2.61B
| $1.54M | ﹤0.01% |
257,467
+118,750
| +86% | +$710K |
|
1813
SiteOne Landscape Supply
SITE
$6.23B
| $1.54M | ﹤0.01% |
9,418
+1,964
| +26% | +$321K |
|
1814
Albany International
AIN
$1.71B
| $1.53M | ﹤0.01% |
17,741
-107,234
| -86% | -$9.25M |
|
|
TAST
1815
DELISTED
Carrols Restaurant Group, Inc.
TAST
| $1.52M | ﹤0.01% |
230,867
+59,895
| +35% | +$395K |
|
1816
Service Corp International
SCI
$11.2B
| $1.52M | ﹤0.01% |
26,592
+1,462
| +6% | +$83.5K |
|
1817
Assertio
ASRT
$78.3M
| $1.51M | ﹤0.01% |
591,420
-172,664
| -23% | -$442K |
|
1818
IonQ
IONQ
$16.6B
| $1.51M | ﹤0.01% |
101,288
+2,011
| +2% | +$29.9K |
|
1819
KRONOS Worldwide
KRO
$694M
| $1.51M | ﹤0.01% |
194,392
-25,170
| -11% | -$195K |
|
1820
CSG Systems International
CSGS
$1.86B
| $1.5M | ﹤0.01% |
29,402
+6,065
| +26% | +$310K |
|
|
1821
MarketAxess Holdings
MKTX
$6.91B
| $1.5M | ﹤0.01% |
7,027
-694,415
| -99% | -$148M |
|
1822
Valmont Industries
VMI
$7.37B
| $1.49M | ﹤0.01% |
6,212
-1,480
| -19% | -$356K |
|
1823
Mueller Water Products
MWA
$3.91B
| $1.49M | ﹤0.01% |
117,617
+20,198
| +21% | +$256K |
|
1824
Crane NXT
CXT
$3.46B
| $1.49M | ﹤0.01% |
26,803
+10,930
| +69% | +$607K |
|
1825
TXO Partners LP
TXO
$759M
| $1.49M | ﹤0.01% |
73,335
+18,974
| +35% | +$385K |
|