AMERICAN CENTURY COMPANIES INC
13F Reported Value
ⓘ$226.3B
Holdings
2,884
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
AMERICAN CENTURY COMPANIES INC disclosed 2,884 positions worth $226.3B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 5.4% of the equity portfolio, followed by $GOOG and $AMZN. During the quarter the fund opened 190 new positions and exited 136 — including a new stake in $BTSG and a full exit from $AL. The portfolio is most concentrated in Technology (34.2% of disclosed assets). All figures are sourced directly from AMERICAN CENTURY COMPANIES INC’s Form 13F-HR filing with the SEC under CIK 748054.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$12.1B60,626,286 sh - 78.2#57
Quality
$6.0B16,841,559 sh - 68.7#300
Quality
$5.8B24,455,378 sh - 76.4
Quality
$5.5B19,112,405 sh - 79.8
Quality
$5.4B14,512,326 sh - 78.2
Quality
$3.2B9,047,039 sh - 79.6
Quality
$3.0B5,332,613 sh - $3.0B6,223,473 sh
- 84.5
Quality
$3.0B7,847,715 sh - 53.9
Quality
$2.9B6,961,359 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 85.9#5 | $12.1B | 60,626,286 | |
| 78.2#57 | $6.0B | 16,841,559 | |
| 68.7#300 | $5.8B | 24,455,378 | |
| 76.4 | $5.5B | 19,112,405 | |
| 79.8 | $5.4B | 14,512,326 | |
| 78.2 | $3.2B | 9,047,039 | |
| 79.6 | $3.0B | 5,332,613 | |
| — | $3.0B | 6,223,473 | |
| 84.5 | $3.0B | 7,847,715 | |
| 53.9 | $2.9B | 6,961,359 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of AMERICAN CENTURY COMPANIES INC's 2,884 positions.
Showing top 10 of 2,884 holdings.
Sector Allocation
Technology
$77.4B
Financials
$32.0B
Industrials
$28.6B
Consumer Discretionary
$21.3B
Healthcare
$18.9B
Energy
$14.2B
Materials
$11.4B
Communication Services
$5.7B
Top Holdings — AMERICAN CENTURY COMPANIES INC (Q2 2026)
Top 150 of 2,884 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | $12.1B | 5.4% | -1% | 85.9 | |
| 2 | Alphabet Inc. | $6.0B | 2.7% | -4% | 78.2 | |
| 3 | AMAZON COM INC | $5.8B | 2.6% | +1% | 68.7 | |
| 4 | Apple Inc. | $5.5B | 2.4% | -24% | 76.4 | |
| 5 | MICROSOFT CORP | $5.4B | 2.4% | -10% | 79.8 | |
| 6 | Alphabet Inc. | $3.2B | 1.4% | -4% | 78.2 | |
| 7 | Meta Platforms, Inc. | $3.0B | 1.3% | +7% | 79.6 | |
| 8 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.0B | 1.3% | -2% | — | |
| 9 | Broadcom Inc. | $3.0B | 1.3% | -18% | 84.5 | |
| 10 | Tesla, Inc. | $2.9B | 1.3% | +3% | 53.9 | |
| 11 | ELI LILLY & Co | $2.8B | 1.3% | +28% | 87.5 | |
| 12 | MICRON TECHNOLOGY INC | $2.4B | 1.1% | +29% | 86.2 | |
| 13 | Mastercard Inc | $2.4B | 1.1% | -12% | 85.1 | |
| 14 | APPLIED MATERIALS INC /DE | $2.2B | 1.0% | -15% | 72.3 | |
| 15 | NETFLIX INC | $1.6B | 0.7% | +16% | 78.8 | |
| 16 | LAM RESEARCH CORP | $1.5B | 0.7% | +5% | 79.4 | |
| 17 | COSTCO WHOLESALE CORP /NEW | $1.4B | 0.6% | -20% | 66.2 | |
| 18 | JPMORGAN CHASE & CO | $1.3B | 0.6% | +7% | 70.7 | |
| 19 | AMPHENOL CORP /DE/ | $1.2B | 0.5% | +30% | 79.3 | |
| 20 | ADVANCED MICRO DEVICES INC | $1.1B | 0.5% | +496% | 79.8 | |
| 21 | Cloudflare, Inc. | $1.1B | 0.5% | +18% | 56.4 | |
| 22 | Vertiv Holdings Co | $1.0B | 0.5% | -6% | 81 | |
| 23 | Datadog, Inc. | $977.4M | 0.4% | -1% | 71.4 | |
| 24 | CIENA CORP | $908.4M | 0.4% | +246% | 72.9 | |
| 25 | Howmet Aerospace Inc. | $883.2M | 0.4% | -9% | 73.9 | |
| 26 | CADENCE DESIGN SYSTEMS INC | $858.9M | 0.4% | +86% | 72.6 | |
| 27 | INTUITIVE SURGICAL INC | $801.2M | 0.3% | -5% | 79.9 | |
| 28 | EXXON MOBIL CORP | $770.8M | 0.3% | +7% | 57.9 | |
| 29 | JOHNSON & JOHNSON | $748.1M | 0.3% | +2% | 69 | |
| 30 | GE Vernova Inc. | $746.1M | 0.3% | +9% | 81.1 | |
| 31 | ASML HOLDING NV | $739.9M | 0.3% | +3% | — | |
| 32 | Snowflake Inc. | $718.6M | 0.3% | +7% | 54.9 | |
| 33 | CORNING INC /NY | $661.2M | 0.3% | +473% | 73.7 | |
| 34 | MARSH & MCLENNAN COMPANIES, INC. | $646.3M | 0.3% | -8% | 66.2 | |
| 35 | Merck & Co., Inc. | $625.3M | 0.3% | -12% | 59.9 | |
| 36 | KIMBERLY CLARK CORP | $615.6M | 0.3% | +26% | 58.7 | |
| 37 | KLA CORP | $610.7M | 0.3% | +638% | 78.6 | |
| 38 | Palantir Technologies Inc. | $600.3M | 0.3% | +20% | 84.6 | |
| 39 | TJX COMPANIES INC /DE/ | $598.6M | 0.3% | +9% | 68.7 | |
| 40 | — | AMERICAN CENTY ETF TR - US EQT ETF | $582.7M | 0.3% | +10% | — |
| 41 | UNITEDHEALTH GROUP INC | $566.6M | 0.3% | +42% | 62.7 | |
| 42 | ANALOG DEVICES INC | $558.3M | 0.3% | -56% | 79.2 | |
| 43 | ALNYLAM PHARMACEUTICALS, INC. | $558.1M | 0.3% | +3% | 71.4 | |
| 44 | SYNOPSYS INC | $558.1M | 0.3% | +100% | 67.9 | |
| 45 | BECTON DICKINSON & CO | $556.4M | 0.3% | +8% | 59 | |
| 46 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $547.6M | 0.2% | +22% | — |
| 47 | CATERPILLAR INC | $546.2M | 0.2% | -22% | 66.5 | |
| 48 | WILLIAMS COMPANIES, INC. | $537.0M | 0.2% | +12% | 64.3 | |
| 49 | VERIZON COMMUNICATIONS INC | $530.0M | 0.2% | +13% | 65.8 | |
| 50 | VIASAT INC | $515.2M | 0.2% | -0% | 58.8 | |
| 51 | GILEAD SCIENCES, INC. | $500.2M | 0.2% | -0% | 57.4 | |
| 52 | Viking Holdings Ltd | $498.0M | 0.2% | +95% | — | |
| 53 | Interactive Brokers Group, Inc. | $485.9M | 0.2% | -3% | 77 | |
| 54 | Medtronic plc | $481.4M | 0.2% | +12% | 68.7 | |
| 55 | GOLDMAN SACHS GROUP INC | $481.1M | 0.2% | +113% | 73.5 | |
| 56 | NORFOLK SOUTHERN CORP | $480.1M | 0.2% | -25% | 63.2 | |
| 57 | PACKAGING CORP OF AMERICA | $479.3M | 0.2% | -3% | 63 | |
| 58 | QUALCOMM INC/DE | $479.1M | 0.2% | +100% | 70.5 | |
| 59 | Planet Labs PBC | $477.1M | 0.2% | +148% | 38.4 | |
| 60 | Duke Energy CORP | $467.1M | 0.2% | +12% | 56.4 | |
| 61 | AppLovin Corp | $462.7M | 0.2% | -9% | 84.4 | |
| 62 | SCHWAB CHARLES CORP | $455.4M | 0.2% | +91% | 79.4 | |
| 63 | CSX CORP | $449.3M | 0.2% | -10% | 65.2 | |
| 64 | ENTERPRISE PRODUCTS PARTNERS L.P. | $435.0M | 0.2% | +4% | 61.4 | |
| 65 | US BANCORP \DE\ | $429.4M | 0.2% | -6% | 65.3 | |
| 66 | ALLSTATE CORP | $429.1M | 0.2% | +20% | 78.5 | |
| 67 | ORACLE CORP | $426.8M | 0.2% | -10% | 66.2 | |
| 68 | IDEXX LABORATORIES INC /DE | $425.6M | 0.2% | +35% | 73.8 | |
| 69 | AMERICAN EXPRESS CO | $422.7M | 0.2% | +4% | 69.4 | |
| 70 | TRUIST FINANCIAL CORP | $422.4M | 0.2% | -5% | 76.4 | |
| 71 | UNION PACIFIC CORP | $419.8M | 0.2% | +31% | 69.7 | |
| 72 | AbbVie Inc. | $417.7M | 0.2% | -50% | 72.6 | |
| 73 | TARGET CORP | $415.4M | 0.2% | +30% | 60.7 | |
| 74 | Palo Alto Networks Inc | $415.2M | 0.2% | +2% | 65.5 | |
| 75 | Okta, Inc. | $399.1M | 0.2% | -4% | 64.7 | |
| 76 | PEPSICO INC | $397.2M | 0.2% | +6% | 63.4 | |
| 77 | PROGRESSIVE CORP/OH/ | $396.2M | 0.2% | +20% | 80.1 | |
| 78 | CISCO SYSTEMS, INC. | $388.5M | 0.2% | -28% | 70.3 | |
| 79 | MORGAN STANLEY | $384.5M | 0.2% | +31% | 75.8 | |
| 80 | Baker Hughes Co | $382.5M | 0.2% | -5% | 60.7 | |
| 81 | CHIPOTLE MEXICAN GRILL INC | $381.8M | 0.2% | +63% | 65.1 | |
| 82 | Diamondback Energy, Inc. | $378.2M | 0.2% | +29% | 76.1 | |
| 83 | Ascendis Pharma A/S | $373.6M | 0.2% | +0% | 44.8 | |
| 84 | DEERE & CO | $373.0M | 0.2% | +76% | 55.4 | |
| 85 | CITIGROUP INC | $371.9M | 0.2% | +157% | 65 | |
| 86 | Targa Resources Corp. | $363.8M | 0.2% | +13% | 63.3 | |
| 87 | CHEVRON CORP | $362.8M | 0.2% | +4% | 62.8 | |
| 88 | WELLS FARGO & COMPANY/MN | $360.7M | 0.2% | -2% | 61.8 | |
| 89 | TC ENERGY CORP | $359.6M | 0.2% | -5% | — | |
| 90 | Owens Corning | $358.5M | 0.2% | +10% | 49.2 | |
| 91 | ARGAN INC | $357.7M | 0.2% | +6% | 81.4 | |
| 92 | PLEXUS CORP | $356.1M | 0.2% | -24% | 62.5 | |
| 93 | AMERIPRISE FINANCIAL INC | $355.9M | 0.2% | +26% | 68.7 | |
| 94 | GENERAL ELECTRIC CO | $354.8M | 0.2% | -5% | 73.8 | |
| 95 | StoneX Group Inc. | $351.1M | 0.2% | -13% | 68.9 | |
| 96 | COMMERCE BANCSHARES INC /MO/ | $342.9M | 0.1% | -5% | 59.1 | |
| 97 | ServiceNow, Inc. | $342.4M | 0.1% | +46% | 72.9 | |
| 98 | Cencora, Inc. | $338.7M | 0.1% | +49% | 61.1 | |
| 99 | Matson, Inc. | $338.3M | 0.1% | +17% | 58.1 | |
| 100 | NORTHERN TRUST CORP | $335.4M | 0.1% | +3% | 65.2 | |
| 101 | Walmart Inc. | $333.5M | 0.1% | -15% | 60.2 | |
| 102 | TEXAS INSTRUMENTS INC | $332.0M | 0.1% | +97% | 73.4 | |
| 103 | WELLTOWER INC. | $331.0M | 0.1% | +10% | 59.8 | |
| 104 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $329.2M | 0.1% | +26% | — |
| 105 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $328.4M | 0.1% | +11% | — |
| 106 | Cheniere Energy, Inc. | $327.5M | 0.1% | -6% | 66.5 | |
| 107 | REINSURANCE GROUP OF AMERICA INC | $323.6M | 0.1% | -17% | 66.8 | |
| 108 | Eaton Corp plc | $322.8M | 0.1% | +147% | — | |
| 109 | COMFORT SYSTEMS USA INC | $322.8M | 0.1% | +219% | 77.7 | |
| 110 | CrowdStrike Holdings, Inc. | $317.8M | 0.1% | -15% | 67.7 | |
| 111 | — | ISHARES TR - RUS 1000 GRW ETF | $317.0M | 0.1% | +859% | — |
| 112 | EOG RESOURCES INC | $316.7M | 0.1% | +25% | 71.9 | |
| 113 | Johnson Controls International plc | $314.3M | 0.1% | -1% | — | |
| 114 | Lantheus Holdings, Inc. | $312.5M | 0.1% | +58% | 61.1 | |
| 115 | COLGATE PALMOLIVE CO | $298.7M | 0.1% | +41% | 61.3 | |
| 116 | SMITH A O CORP | $296.4M | 0.1% | +12% | 60 | |
| 117 | ROYAL CARIBBEAN CRUISES LTD | $289.8M | 0.1% | -23% | — | |
| 118 | HENRY SCHEIN INC | $288.7M | 0.1% | -4% | 58.8 | |
| 119 | VERTEX PHARMACEUTICALS INC / MA | $288.6M | 0.1% | -29% | 75.4 | |
| 120 | BERKSHIRE HATHAWAY INC | $288.5M | 0.1% | +5% | 73.8 | |
| 121 | CONOCOPHILLIPS | $288.0M | 0.1% | +29% | 70.2 | |
| 122 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $287.3M | 0.1% | -13% | 66.3 | |
| 123 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | $286.2M | 0.1% | +16% | — |
| 124 | Prologis, Inc. | $285.1M | 0.1% | +4% | 68.3 | |
| 125 | Robinhood Markets, Inc. | $283.3M | 0.1% | +441% | 82.1 | |
| 126 | Magnolia Oil & Gas Corp | $281.7M | 0.1% | +5% | 67.3 | |
| 127 | LEAR CORP | $280.5M | 0.1% | +12% | 53.9 | |
| 128 | ACUITY INC. (DE) | $280.0M | 0.1% | -1% | 66.9 | |
| 129 | GENTEX CORP | $278.6M | 0.1% | +4% | 64.7 | |
| 130 | ALASKA AIR GROUP, INC. | $278.1M | 0.1% | +8% | 61.3 | |
| 131 | ONE Gas, Inc. | $273.1M | 0.1% | +5% | — | |
| 132 | FAIR ISAAC CORP | $272.7M | 0.1% | -12% | 77.7 | |
| 133 | FLEX LTD. | $269.9M | 0.1% | +16% | — | |
| 134 | VISA INC. | $267.4M | 0.1% | -9% | 82.9 | |
| 135 | CUMMINS INC | $266.9M | 0.1% | -29% | 58.1 | |
| 136 | Iridium Communications Inc. | $266.4M | 0.1% | +40% | 61.1 | |
| 137 | BANK OF AMERICA CORP /DE/ | $265.8M | 0.1% | -1% | 67.6 | |
| 138 | TRAVELERS COMPANIES, INC. | $264.0M | 0.1% | +35% | 75.9 | |
| 139 | Axos Financial, Inc. | $263.5M | 0.1% | +8% | 60.3 | |
| 140 | BlackRock, Inc. | $262.0M | 0.1% | -9% | 70 | |
| 141 | Rocket Lab Corp | $262.0M | 0.1% | +20% | 39.9 | |
| 142 | LINDE PLC | $261.8M | 0.1% | -2% | — | |
| 143 | UNITED PARCEL SERVICE INC | $261.5M | 0.1% | +24% | 58.6 | |
| 144 | Macy's, Inc. | $259.8M | 0.1% | -9% | 63.6 | |
| 145 | Oscar Health, Inc. | $258.3M | 0.1% | +29% | 83.1 | |
| 146 | BRUNSWICK CORP | $257.4M | 0.1% | +0% | 45.7 | |
| 147 | ADVANCED DRAINAGE SYSTEMS, INC. | $256.5M | 0.1% | -1% | 63.1 | |
| 148 | AVNET INC | $254.5M | 0.1% | -10% | 48.5 | |
| 149 | COLUMBIA BANKING SYSTEM, INC. | $253.3M | 0.1% | -19% | 63.6 | |
| 150 | CABOT CORP | $251.4M | 0.1% | +24% | 50 |
New Positions (190)
Exited Positions (136)
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