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 |
Netflix
NFLX
|
+$348M |
| 2 |
Booking.com
BKNG
|
+$293M |
| 3 |
TSMC
TSM
|
+$239M |
| 4 |
Howmet Aerospace
HWM
|
+$231M |
| 5 |
Royal Caribbean
RCL
|
+$212M |
Top Sells
| 1 |
Apple
AAPL
|
+$570M |
| 2 |
Palantir
PLTR
|
+$375M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$235M |
| 4 |
Progressive
PGR
|
+$222M |
| 5 |
Salesforce
CRM
|
+$205M |
Sector Composition
| 1 | Technology | 26.45% |
| 2 | Financials | 14.55% |
| 3 | Consumer Discretionary | 12.69% |
| 4 | Industrials | 10.04% |
| 5 | Healthcare | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Entegris
ENTG
$13.7B
| $1.98M | ﹤0.01% |
24,490
-1,045,745
| -98% | -$84.3M |
|
2027
Universal Display
OLED
$6.38B
| $1.97M | ﹤0.01% |
12,766
+285
| +2% | +$44K |
|
2028
Graham Holdings Company
GHC
$5.06B
| $1.97M | ﹤0.01% |
2,078
-73
| -3% | -$69.1K |
|
2029
Thermon Group Holdings
THR
$849M
| $1.95M | ﹤0.01% |
69,493
+8,693
| +14% | +$244K |
|
2030
Franklin Electric
FELE
$4.21B
| $1.95M | ﹤0.01% |
21,685
+1,139
| +6% | +$102K |
|
2031
Clear Secure
YOU
$3.63B
| $1.95M | ﹤0.01% |
70,072
+11,248
| +19% | +$312K |
|
2032
Penske Automotive Group
PAG
$11.8B
| $1.94M | ﹤0.01% |
11,285
-112,578
| -91% | -$19.3M |
|
2033
Willdan Group
WLDN
$1.45B
| $1.92M | ﹤0.01% |
30,740
+2,224
| +8% | +$139K |
|
2034
Aaon
AAON
$6.81B
| $1.92M | ﹤0.01% |
26,019
-22,928
| -47% | -$1.69M |
|
2035
FirstCash
FCFS
$6.52B
| $1.92M | ﹤0.01% |
14,187
+666
| +5% | +$90K |
|
2036
Tile Shop Holdings
TTSH
$275M
| $1.91M | ﹤0.01% |
300,723
-1,753
| -0.6% | -$11.1K |
|
2037
Dorman Products
DORM
$4.94B
| $1.91M | ﹤0.01% |
15,550
-444
| -3% | -$54.5K |
|
2038
Kennedy-Wilson Holdings
KW
$1.22B
| $1.9M | ﹤0.01% |
279,950
+15,531
| +6% | +$106K |
|
|
CMDB
2039
Costamare Bulkers Holdings Limited
CMDB
$298M
| $1.9M | ﹤0.01% |
+219,521
| New | +$1.9M |
|
2040
Acme United Corp
ACU
$155M
| $1.9M | ﹤0.01% |
45,875
-458
| -1% | -$19K |
|
|
VERV
2041
DELISTED
Verve Therapeutics
VERV
| $1.9M | ﹤0.01% |
169,168
+18,292
| +12% | +$205K |
|
2042
Leggett & Platt
LEG
$1.28B
| $1.89M | ﹤0.01% |
212,314
+47,714
| +29% | +$426K |
|
2043
Yext
YEXT
$1.08B
| $1.89M | ﹤0.01% |
222,726
+58,859
| +36% | +$500K |
|
2044
Liberty Latin America Class C
LILAK
$1.55B
| $1.89M | ﹤0.01% |
303,553
-12,197
| -4% | -$75.9K |
|
2045
Flowers Foods
FLO
$2.85B
| $1.88M | ﹤0.01% |
117,877
-5,153
| -4% | -$82.3K |
|
2046
Telefônica Brasil
VIV
$20.3B
| $1.88M | ﹤0.01% |
164,985
+14,857
| +10% | +$169K |
|
2047
Exponent
EXPO
$3.51B
| $1.88M | ﹤0.01% |
25,148
-1,138
| -4% | -$85K |
|
2048
Selective Insurance
SIGI
$4.69B
| $1.87M | ﹤0.01% |
21,570
+1,362
| +7% | +$118K |
|
2049
Gorman-Rupp
GRC
$1.14B
| $1.86M | ﹤0.01% |
50,760
+4,020
| +9% | +$148K |
|
|
GRAL
2050
GRAIL, Inc. Common Stock
GRAL
$1.42B
| $1.86M | ﹤0.01% |
36,237
+18,535
| +105% | +$953K |
|