— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

AMERICAN CENTURY COMPANIES INC

Q3 2025 · Filed 2025-11-12
Market Value
$194.0B
+6.7%
Holdings
2,800
-20
New Purchases
121
Added To
1,623
Closed
112
Reduced
869
Top 10 Concentration
27.8%
Turnover
8.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 6.38% 5.75% +0.63% $12.4B
ORCL 0.76% 0.15% +0.61% $1.5B
GOOGL 2.53% 1.99% +0.54% $4.9B
AAPL 3.64% 3.22% +0.43% $7.1B
TSLA 1.60% 1.24% +0.36% $3.1B
GOOG 1.39% 1.11% +0.28% $2.7B
TSM 0.93% 0.73% +0.21% $1.8B
AVGO 1.45% 1.25% +0.19% $2.8B
SNOW 0.24% 0.08% +0.17% $475M
TRP 0.18% 0.03% +0.15% $353M
APP 0.30% 0.16% +0.13% $581M
PLTR 0.25% 0.13% +0.12% $491M
BABA 0.28% 0.16% +0.12% $534M
PCAR 0.13% 0.04% +0.09% $250M
PHM 0.12% 0.04% +0.07% $225M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CMG 0.22% 0.66% -0.43% $430M
META 2.05% 2.29% -0.23% $4.0B
AMZN 3.07% 3.30% -0.23% $5.9B
XOM 0.30% 0.49% -0.19% $575M
ISRG 0.46% 0.65% -0.18% $897M
MSFT 4.14% 4.32% -0.17% $8.0B
NFLX 1.06% 1.21% -0.15% $2.0B
ADI 0.44% 0.58% -0.14% $859M
FICO 0.26% 0.40% -0.14% $503M
JNJ 0.43% 0.57% -0.14% $831M
LULU 0.03% 0.16% -0.12% $63M
OSK 0.06% 0.18% -0.11% $125M
AMAT 0.32% 0.43% -0.11% $618M
CRM 0.31% 0.42% -0.11% $601M
V 0.37% 0.48% -0.10% $724M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $77.1B 39.7%
Large Cap 804 $72.8B 37.5%
Mid Cap 876 $33.9B 17.5%
Small Cap 821 $9.5B 4.9%
Micro Cap 226 $672M 0.3%

Portfolio Analytics

Avg Market Cap
$35.9B
Median Market Cap
$3.9B
Avg P/E
32.4
Median P/E
20.1
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
2,748
# ETFs / Funds
52

Top Holdings (2,800 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 6.38% 66,388,509 $12.4B $186.58 $1.9B +177,140 +0.3%
2 MSFT 4.14% 15,517,416 $8.0B $517.95 $188M -262,046 -1.7%
3 AAPL 3.64% 27,748,074 $7.1B $254.63 $1.2B -757,670 -2.7%
4 AMZN 3.07% 27,092,107 $5.9B $219.57 -$46M -233,660 -0.9%
5 GOOGL 2.53% 20,163,328 $4.9B $243.10 $1.3B -357,409 -1.7%
6 META 2.05% 5,423,288 $4.0B $734.38 -$177M -212,362 -3.8%
7 TSLA 1.60% 6,966,438 $3.1B $444.72 $843M -133,248 -1.9%
8 MA 1.53% 5,213,964 $3.0B $568.81 $68M +57,798 +1.1%
9 AVGO 1.45% 8,520,266 $2.8B $329.91 $529M +241,528 +2.9%
10 GOOG 1.39% 11,057,886 $2.7B $243.55 $682M -280,694 -2.5%
11 NFLX 1.06% 1,707,879 $2.0B $1,198.92 -$144M +71,051 +4.3%
12 TSM 0.93% 6,482,534 $1.8B $279.29 $490M +652,331 +11.2%
13 COST 0.77% 1,619,703 $1.5B $925.63 $22M +127,495 +8.5%
14 LLY 0.77% 1,961,645 $1.5B $763.00 $62M +120,905 +6.6%
15 ORCL 0.76% 5,238,006 $1.5B $281.24 $1.2B +4,030,382 +333.7%
16 JPM 0.66% 4,080,869 $1.3B $315.43 $930K -356,019 -8.0%
17 ISRG 0.46% 2,006,387 $897M $447.23 -$278M -156,853 -7.2%
18 ADI 0.44% 3,495,740 $859M $245.70 -$204M -968,982 -21.7%
19 JNJ 0.43% 4,481,285 $831M $185.42 -$199M -2,260,510 -33.5%
20 ABBV 0.40% 3,316,791 $768M $231.54 $132M -112,023 -3.3%
21 ALNY 0.39% 1,641,441 $748M $456.00 $164M -152,405 -8.5%
22 ZS 0.37% 2,418,950 $725M $299.66 -$130M -303,429 -11.2%
23 V 0.37% 2,119,355 $724M $341.38 -$146M -328,203 -13.4%
24 HWM 0.35% 3,477,800 $682M $196.23 $6M -158,199 -4.3%
25 NSC 0.33% 2,154,815 $647M $300.41 -$122M -850,971 -28.3%
26 NET 0.32% 2,931,057 $629M $214.59 $46M -46,166 -1.6%
27 AMAT 0.32% 3,020,823 $618M $204.74 -$166M -1,265,056 -29.5%
28 BDX 0.31% 3,253,599 $609M $187.17 $20M -162,854 -4.8%
29 KVUE 0.31% 37,046,660 $601M $16.23 -$32M +6,781,640 +22.4%
30 CRM 0.31% 2,534,087 $601M $237.00 -$161M -256,930 -9.2%
31 APP 0.30% 808,703 $581M $718.54 $282M -46,433 -5.4%
32 XOM 0.30% 5,095,586 $575M $112.75 -$310M -3,107,443 -37.9%
33 VZ 0.29% 12,978,999 $570M $43.95 $17M +195,800 +1.5%
34 MDT 0.28% 5,803,514 $553M $95.24 -$1M -553,480 -8.7%
35 BABA 0.28% 2,987,539 $534M $178.73 $246M +448,484 +17.7%
36 EPD 0.28% 17,068,804 $534M $31.27 -$45M -1,583,428 -8.5%
37 DDOG 0.27% 3,703,656 $527M $142.40 -$2M -238,243 -6.0%
38 TFC 0.27% 11,507,232 $526M $45.72 -$26M -1,327,568 -10.3%
39 UBER 0.27% 5,344,356 $524M $97.97 -$476K -272,608 -4.8%
40 TJX 0.27% 3,581,830 $518M $144.54 $2M -592,043 -14.2%
41 VRT 0.27% 3,431,760 $518M $150.86 $140M +491,349 +16.7%
42 ZBH 0.26% 5,176,696 $510M $98.50 -$11M -532,674 -9.3%
43 USB 0.26% 10,444,707 $505M $48.33 $25M -151,533 -1.4%
44 FICO 0.26% 335,922 $503M $1,496.53 -$224M -61,467 -15.5%
45 PLTR 0.25% 2,689,844 $491M $182.42 $248M +909,866 +51.1%
46 CDNS 0.25% 1,354,600 $476M $351.26 $71M +41,548 +3.2%
47 SNOW 0.24% 2,104,925 $475M $225.55 $333M +1,473,354 +233.3%
48 RGA 0.23% 2,369,057 $455M $192.13 $50M +324,239 +15.9%
49 IDXX 0.23% 705,158 $451M $638.89 -$7M -148,003 -17.4%
50 PODD 0.22% 1,406,863 $434M $308.73 $23M +97,187 +7.4%
51 PEP 0.22% 3,061,987 $430M $140.44 $96M +532,694 +21.1%
52 CMG 0.22% 10,965,031 $430M $39.19 -$764M -10,292,635 -48.4%
53 WMB 0.22% 6,782,278 $430M $63.35 $50M +737,973 +12.2%
54 MSCI 0.22% 746,632 $424M $567.41 -$114M -185,817 -19.9%
55 GILD 0.22% 3,805,549 $422M $111.00 $47M +416,410 +12.3%
56 PKG 0.22% 1,924,050 $419M $217.93 $69M +63,937 +3.4%
57 LNG 0.22% 1,776,978 $418M $234.98 -$4M +47,619 +2.8%
58 IBKR 0.21% 5,953,647 $410M $68.81 $99M +351,136 +6.3%
59 DUK 0.21% 3,278,731 $406M $123.75 $54M +298,648 +10.0%
60 NOW 0.21% 440,577 $405M $920.28 $122K +46,316 +11.8%
61 CVX 0.21% 2,586,278 $402M $155.29 $147M +810,086 +45.6%
62 SNPS 0.21% 812,862 $401M $493.39 $53M +134,765 +19.9%
63 RCL 0.20% 1,224,924 $396M $323.58 $56M +137,264 +12.6%
64 BSX 0.20% 3,999,106 $390M $97.63 -$48M -84,219 -2.1%
65 CSX 0.20% 10,964,457 $389M $35.51 $103M +2,175,902 +24.8%
66 AVUS 0.20% 3,571,038 $388M $108.70 $38M +96,975 +2.8%
67 BKNG 0.20% 71,786 $388M $5,399.27 -$64M -6,140 -7.9%
68 DT 0.20% 7,919,446 $384M $48.45 -$49M +73,827 +0.9%
69 MRK 0.20% 4,559,640 $383M $83.93 $84M +787,181 +20.9%
70 GPK 0.20% 19,456,815 $381M $19.57 -$83M -2,565,532 -11.7%
71 ECL 0.19% 1,378,085 $377M $273.86 $4M -7,665 -0.6%
72 REGN 0.19% 660,595 $371M $562.27 $37M +23,943 +3.8%
73 SPOT 0.19% 529,665 $370M $698.01 $47M +108,778 +25.8%
74 AXP 0.19% 1,109,457 $369M $332.16 $44M +93,505 +9.2%
75 SPGI 0.19% 748,725 $364M $486.71 -$21M +18,189 +2.5%
76 AMT 0.19% 1,892,296 $364M $192.32 $4M +265,324 +16.3%
77 CSCO 0.19% 5,316,228 $364M $68.42 -$58M -765,967 -12.6%
78 WING 0.19% 1,428,853 $360M $251.68 -$165M -128,530 -8.2%
79 GEV 0.19% 584,526 $359M $614.90 $10M -75,851 -11.5%
80 MDLZ 0.18% 5,733,040 $358M $62.47 $50M +1,162,966 +25.4%
81 LRCX 0.18% 2,654,347 $355M $133.90 $141M +450,410 +20.4%
82 CMI 0.18% 840,372 $355M $422.37 $57M -69,281 -7.6%
83 UNH 0.18% 1,025,448 $354M $345.30 -$150M -589,141 -36.5%
84 TRP 0.18% 6,491,799 $353M $54.37 $301M +5,435,310 +514.5%
85 CAT 0.18% 734,890 $351M $477.15 $68M +6,978 +1.0%
86 PGR 0.18% 1,403,834 $347M $246.95 -$64M -134,428 -8.7%
87 HD 0.18% 839,504 $340M $405.19 -$52M -229,317 -21.5%
88 NTRS 0.18% 2,526,645 $340M $134.60 -$27M -366,633 -12.7%
89 SYK 0.18% 919,851 $340M $369.67 -$7M +42,188 +4.8%
90 VST 0.17% 1,711,220 $335M $195.92 $9M +28,338 +1.7%
91 ANET 0.17% 2,286,120 $333M $145.71 $75M -236,966 -9.4%
92 WDAY 0.16% 1,327,557 $320M $240.73 -$79M -334,873 -20.1%
93 ARES 0.16% 1,995,675 $319M $159.89 -$78M -296,070 -12.9%
94 KMB 0.16% 2,534,430 $315M $124.34 $15M +206,108 +8.8%
95 OGS 0.16% 3,816,387 $309M $80.94 $49M +202,189 +5.6%
96 CRH.L 0.16% 2,548,709 $306M $119.90 $23M -527,184 -17.1%
97 EL 0.16% 3,429,999 $302M $88.12 -$22M -583,727 -14.5%
98 BLK 0.16% 258,712 $302M $1,165.87 -$11M -38,890 -13.1%
99 ABC 0.16% 962,413 $301M $312.53 -$7M -64,790 -6.3%
100 BKR 0.15% 6,160,154 $300M $48.72 $9M -1,442,649 -19.0%

New Positions

SymbolValue% Port
OPEN $88M 0.05%
W $59M 0.03%
MKC $49M 0.03%
RRX $48M 0.02%
LIF $45M 0.02%
MH $38M 0.02%
PENG $34M 0.02%
AKRO $32M 0.02%
USPH $22M 0.01%
AVTR $19M 0.01%
SHYG $16M 0.01%
ARX $14M 0.01%
FLY $12M 0.01%
OPRA $12M 0.01%
MIAX $10M 0.01%

Sold Out Positions

SymbolValue% Port
INSP —%
CPRI —%
SON —%
LOAR —%
APO-PA —%
BRBR —%
AORT —%
IBTA —%
CATO —%
AMBP —%
VIST —%
SEI —%
VTEX —%
PSN —%
ACA —%
View SEC EDGAR Filings for AMERICAN CENTURY COMPANIES INC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms