American Century Companies
KANSAS CITY, MOfiles as AMERICAN CENTURY COMPANIES INC
$225.9bn in 2,879 US stocks at the end of 30 June 2026. The top 10 are 22.1% of the money. It changed about 15.2% of the portfolio this quarter.
Value
$225.9bn
Stocks
2,879
Top 10 share
22.1%
Turnover
15.2%
What changed this quarter
New
Bought for the first time this quarter.
- Ascendis Pharma A/SASND0.2% of the fund
- BrightSpring Health ServicesBTSG0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- OceanaGoldOGC<0.1% of the fund
- CarnivalCCL<0.1% of the fund
- Alphabet<0.1% of the fund
- Alphabet<0.1% of the fund
- Cardinal Infrastructure GroupCDNL<0.1% of the fund
- CelcuityCELC<0.1% of the fund
- Vistance NetworksVISN<0.1% of the fund
- LiquidiaLQDA<0.1% of the fund
- SuncreteRMIX<0.1% of the fund
- Fervo EnergyFRVO<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- Applied Aerospace & DefenseAADX<0.1% of the fund
- YeswayYSWY<0.1% of the fund
- Figure Technology SolutionsFIGR<0.1% of the fund
- DigitalOcean HoldingsDOCN<0.1% of the fund
- Tango TherapeuticsTNGX<0.1% of the fund
- Gilat Satellite NetworksGILT<0.1% of the fund
- Bitdeer Technologies GroupBTDR<0.1% of the fund
- HMH HoldingHMH<0.1% of the fund
- Trekor MetalsTGB<0.1% of the fund
Added
Bought more of a stock they already held.
- Meta PlatformsMETA1.3% of the fund+7%
- TeslaTSLA1.3% of the fund+3%
- Eli LillyLLY1.3% of the fund+28%
- Micron TechnologyMU1.1% of the fund+29%
- NetflixNFLX0.7% of the fund+16%
- Lam ResearchLRCX0.7% of the fund+5%
- JPMorgan ChaseJPM0.6% of the fund+7%
- AmphenolAPH0.5% of the fund+30%
- Advanced Micro DevicesAMD0.5% of the fund+496%
- CloudflareNET0.5% of the fund+18%
- CienaCIEN0.4% of the fund+246%
- Cadence Design SystemsCDNS0.4% of the fund+86%
- ExxonMobil HoldingsXOM0.3% of the fund+7%
- Johnson & JohnsonJNJ0.3% of the fund+2%
- GE VernovaGEV0.3% of the fund+9%
- ASML Holding NVASML0.3% of the fund+3%
- SnowflakeSNOW0.3% of the fund+7%
- CorningGLW0.3% of the fund+473%
- Kimberly-ClarkKMB0.3% of the fund+26%
- Palantir TechnologiesPLTR0.3% of the fund+20%
- TJX CompaniesTJX0.3% of the fund+9%
- American Centy ETF TRAVUS0.3% of the fund+10%
- UnitedHealth GroupUNH0.3% of the fund+42%
- Alnylam PharmaceuticalsALNY0.2% of the fund+3%
- SynopsysSNPS0.2% of the fund+100%
Cut
Sold some of their stake.
- AlphabetGOOGL2.7% of the fund-4%
- AppleAAPL2.4% of the fund-24%
- MicrosoftMSFT2.4% of the fund-10%
- AlphabetGOOG1.4% of the fund-4%
- BroadcomAVGO1.3% of the fund-18%
- MastercardMA1.1% of the fund-12%
- Applied MaterialsAMAT1.0% of the fund-15%
- Costco WholesaleCOST0.6% of the fund-20%
- Vertiv HoldingsVRT0.5% of the fund-6%
- Howmet AerospaceHWM0.4% of the fund-9%
- Intuitive SurgicalISRG0.4% of the fund-5%
- Marsh & McLennan CompaniesMRSH0.3% of the fund-8%
- MerckMRK0.3% of the fund-12%
- KLAKLAC0.3% of the fund-26%
- Analog DevicesADI0.2% of the fund-56%
- CaterpillarCAT0.2% of the fund-22%
- Interactive Brokers GroupIBKR0.2% of the fund-3%
- Norfolk SouthernNSC0.2% of the fund-25%
- Packaging Corp of AmericaPKG0.2% of the fund-3%
- AppLovinAPP0.2% of the fund-9%
- CSXCSX0.2% of the fund-10%
- US BancorpUSB0.2% of the fund-6%
- OracleORCL0.2% of the fund-10%
- Truist FinancialTFC0.2% of the fund-5%
- AbbVieABBV0.2% of the fund-50%
Sold out
Sold their entire stake.
- Ascendis Pharma A/SASND-100%
- Honeywell InternationalHON-100%
- Air Lease-100%
- Coterra EnergyCTRA-100%
- TRI Pointe Homes-100%
- Carnival-100%
- KlaviyoKVYO-100%
- Great Lakes Dredge & DockGLDD-100%
- Flutter EntertainmentFLUT-100%
- Planet FitnessPLNT-100%
- Sun Ctry Airls HldgsSNCY-100%
- Masimo-100%
- Haymaker Acquisition-100%
- EmbectaEMBC-100%
- Centessa Pharmaceuticals-100%
- Baldwin Insurance GroupBWIN-100%
- Taseko Mines-100%
- Century AluminumCENX-100%
- Heritage Comm-100%
- OkloOKLO-100%
- Diamond Hill Invt Group INC COM New-100%
- Golden EntmtGDEN-100%
- Proassurance-100%
- PhreesiaPHR-100%
- IsharesEWT-100%
Holdings
- American Centy ETF TRAVUS
- Share
- 0.3%
- Value
- $583m
- Shares
- 4,549,423
+10%
- American Centy ETF TRAVDE
- Share
- 0.2%
- Value
- $548m
- Shares
- 6,138,581
+22%
- TC EnergyTRP
- Share
- 0.2%
- Value
- $360m
- Shares
- 5,430,262
-5%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 5.4% | $12.1bn | 60,626,286 | Held |
| AlphabetGOOGL | 2.7% | $6.0bn | 16,841,559 | -4% |
| Amazon.comAMZN | 2.6% | $5.8bn | 24,455,378 | Held |
| AppleAAPL | 2.4% | $5.5bn | 19,112,405 | -24% |
| MicrosoftMSFT | 2.4% | $5.4bn | 14,512,326 | -10% |
| AlphabetGOOG | 1.4% | $3.2bn | 9,047,039 | -4% |
| Meta PlatformsMETA | 1.3% | $3.0bn | 5,332,613 | +7% |
| Taiwan Semiconductor ManufacturingTSM | 1.3% | $3.0bn | 6,223,473 | Held |
| BroadcomAVGO | 1.3% | $3.0bn | 7,847,715 | -18% |
| TeslaTSLA | 1.3% | $2.9bn | 6,961,359 | +3% |
| Eli LillyLLY | 1.3% | $2.8bn | 2,354,837 | +28% |
| Micron TechnologyMU | 1.1% | $2.4bn | 2,121,016 | +29% |
| MastercardMA | 1.1% | $2.4bn | 4,713,938 | -12% |
| Applied MaterialsAMAT | 1.0% | $2.2bn | 3,004,203 | -15% |
| NetflixNFLX | 0.7% | $1.6bn | 22,424,271 | +16% |
| Lam ResearchLRCX | 0.7% | $1.5bn | 3,447,645 | +5% |
| Costco WholesaleCOST | 0.6% | $1.4bn | 1,448,226 | -20% |
| JPMorgan ChaseJPM | 0.6% | $1.3bn | 4,008,406 | +7% |
| AmphenolAPH | 0.5% | $1.2bn | 6,877,221 | +30% |
| Advanced Micro DevicesAMD | 0.5% | $1.1bn | 1,869,689 | +496% |
| CloudflareNET | 0.5% | $1.1bn | 4,286,156 | +18% |
| Vertiv HoldingsVRT | 0.5% | $1.0bn | 3,129,427 | -6% |
| DatadogDDOG | 0.4% | $977m | 3,754,204 | Held |
| CienaCIEN | 0.4% | $908m | 1,851,788 | +246% |
| Howmet AerospaceHWM | 0.4% | $883m | 3,285,142 | -9% |
| Cadence Design SystemsCDNS | 0.4% | $859m | 2,288,432 | +86% |
| Intuitive SurgicalISRG | 0.4% | $801m | 2,014,594 | -5% |
| ExxonMobil HoldingsXOM | 0.3% | $771m | 5,637,812 | +7% |
| Johnson & JohnsonJNJ | 0.3% | $748m | 2,945,732 | +2% |
| GE VernovaGEV | 0.3% | $746m | 635,080 | +9% |
| ASML Holding NVASML | 0.3% | $740m | 371,924 | +3% |
| SnowflakeSNOW | 0.3% | $719m | 2,823,407 | +7% |
| CorningGLW | 0.3% | $661m | 2,588,427 | +473% |
| Marsh & McLennan CompaniesMRSH | 0.3% | $646m | 3,877,741 | -8% |
| MerckMRK | 0.3% | $625m | 4,865,967 | -12% |
| Kimberly-ClarkKMB | 0.3% | $616m | 5,607,923 | +26% |
| KLAKLAC | 0.3% | $611m | 2,024,263 | -26% |
| Palantir TechnologiesPLTR | 0.3% | $600m | 5,145,531 | +20% |
| TJX CompaniesTJX | 0.3% | $599m | 3,950,845 | +9% |
| American Centy ETF TRAVUS | 0.3% | $583m | 4,549,423 | +10% |
| UnitedHealth GroupUNH | 0.3% | $567m | 1,363,176 | +42% |
| Analog DevicesADI | 0.2% | $558m | 1,405,705 | -56% |
| Alnylam PharmaceuticalsALNY | 0.2% | $558m | 1,853,956 | +3% |
| SynopsysSNPS | 0.2% | $558m | 1,251,126 | +100% |
| Becton DickinsonBDX | 0.2% | $556m | 3,676,534 | +8% |
| American Centy ETF TRAVDE | 0.2% | $548m | 6,138,581 | +22% |
| CaterpillarCAT | 0.2% | $546m | 512,935 | -22% |
| Williams CompaniesWMB | 0.2% | $537m | 7,222,977 | +12% |
| Verizon CommunicationsVZ | 0.2% | $530m | 12,518,211 | +13% |
| ViasatVSAT | 0.2% | $515m | 5,736,575 | Held |
| Gilead SciencesGILD | 0.2% | $500m | 3,959,269 | Held |
| Viking HoldingsVIK | 0.2% | $498m | 4,757,925 | +95% |
| Interactive Brokers GroupIBKR | 0.2% | $486m | 5,583,028 | -3% |
| MedtronicMDT | 0.2% | $481m | 6,153,467 | +12% |
| Goldman Sachs GroupGS | 0.2% | $481m | 475,661 | +113% |
| Norfolk SouthernNSC | 0.2% | $480m | 1,526,249 | -25% |
| Packaging Corp of AmericaPKG | 0.2% | $479m | 2,011,324 | -3% |
| QualcommQCOM | 0.2% | $479m | 2,592,725 | +100% |
| Planet Labs PBCPL | 0.2% | $477m | 14,399,902 | +148% |
| Duke EnergyDUK | 0.2% | $467m | 3,689,898 | +12% |
| AppLovinAPP | 0.2% | $463m | 898,040 | -9% |
| Charles SchwabSCHW | 0.2% | $455m | 4,935,492 | +91% |
| CSXCSX | 0.2% | $449m | 9,453,902 | -10% |
| Enterprise Products Partners L.P.EPD | 0.2% | $435m | 11,833,318 | +4% |
| US BancorpUSB | 0.2% | $429m | 7,108,684 | -6% |
| AllstateALL | 0.2% | $429m | 1,803,390 | +20% |
| OracleORCL | 0.2% | $427m | 2,912,302 | -10% |
| Idexx LaboratoriesIDXX | 0.2% | $426m | 808,358 | +35% |
| American ExpressAXP | 0.2% | $423m | 1,249,803 | +4% |
| Truist FinancialTFC | 0.2% | $422m | 8,479,339 | -5% |
| Union PacificUNP | 0.2% | $420m | 1,543,444 | +31% |
| AbbVieABBV | 0.2% | $418m | 1,659,851 | -50% |
| TargetTGT | 0.2% | $415m | 3,180,300 | +30% |
| Palo Alto NetworksPANW | 0.2% | $415m | 1,217,568 | Held |
| OktaOKTA | 0.2% | $399m | 2,924,665 | -4% |
| PepsiCoPEP | 0.2% | $397m | 2,933,706 | +6% |
| ProgressivePGR | 0.2% | $396m | 1,813,667 | +20% |
| Cisco SystemsCSCO | 0.2% | $389m | 3,307,689 | -28% |
| Morgan StanleyMS | 0.2% | $384m | 1,839,245 | +31% |
| Baker HughesBKR | 0.2% | $382m | 6,891,574 | -5% |
| Chipotle Mexican GrillCMG | 0.2% | $382m | 11,229,940 | +63% |
| Diamondback EnergyFANG | 0.2% | $378m | 2,151,482 | +29% |
| Ascendis Pharma A/SASND | 0.2% | $374m | 1,400,575 | New |
| DeereDE | 0.2% | $373m | 587,994 | +76% |
| CitigroupC | 0.2% | $372m | 2,657,157 | +157% |
| Targa ResourcesTRGP | 0.2% | $364m | 1,356,682 | +13% |
| ChevronCVX | 0.2% | $363m | 2,188,745 | +4% |
| Wells Fargo & CompanyWFC | 0.2% | $361m | 4,364,525 | -2% |
| TC EnergyTRP | 0.2% | $360m | 5,430,262 | -5% |
| Owens CorningOC | 0.2% | $359m | 2,255,518 | +10% |
| ArganAGX | 0.2% | $358m | 447,983 | +6% |
| PlexusPLXS | 0.2% | $356m | 1,184,217 | -24% |
| Ameriprise FinancialAMP | 0.2% | $356m | 775,743 | +26% |
| General ElectricGE | 0.2% | $355m | 949,406 | -5% |
| StoneX GroupSNEX | 0.2% | $351m | 2,962,664 | -13% |
| Commerce BancsharesCBSH | 0.2% | $343m | 5,937,371 | -5% |
| ServiceNowNOW | 0.2% | $342m | 3,448,762 | +46% |
| CencoraCOR | 0.1% | $339m | 1,197,038 | +49% |
| MatsonMATX | 0.1% | $338m | 1,760,017 | +17% |
| Northern TrustNTRS | 0.1% | $335m | 1,929,640 | +3% |
Showing the largest 100 of 2,879.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 23.1% since 30 June 2025.
Where the money is
Technology27.2%
Financial services14.2%
Industrials12.2%
Retail & consumer10.5%
Health care8.1%
Media & telecom8.1%
Energy5.0%
Materials3.9%
Everyday goods2.9%
Utilities2.2%
Real estate1.8%
Other4.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.