Titelia

Holdings of Select Fund

American Century Mutual Funds, Inc. · 53 declared positions · as of Apr 30, 2026

Original filing · Net assets 6.4B $ · Ten largest lines: 66.2 % of the equity sleeve

Sector breakdown

  • Technology 46.2 %
  • Communication 18.5 %
  • Consumer discretionary 14.5 %
  • Health care 5.4 %
  • Financials 4.4 %
  • Consumer staples 1.7 %
  • Industrials 1.5 %
  • Unattributed 7.9 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 98.0 %
  • TW 2.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US526.3B $97.98 %
TW1128.7M $2.02 %

Positions

CompanySharesValueWeight
NVIDIA Corp 4,812,700960.5M $15.02 %
Apple Inc 2,075,700563.2M $8.81 %
Amazon.com Inc 1,924,900510.2M $7.98 %
Alphabet Inc 1,149,700442.4M $6.92 %
Microsoft Corp 986,300402.2M $6.29 %
Alphabet Inc 863,200329.7M $5.16 %
Meta Platforms Inc 494,400302.5M $4.73 %
Broadcom Inc 675,100281.8M $4.41 %
Tesla Inc 616,500235.3M $3.68 %
Mastercard Inc 389,200195.7M $3.06 %
Analog Devices Inc 381,000153.3M $2.40 %
KLA Corp 74,900131.1M $2.05 %
Taiwan Semiconductor Manufacturing Co Ltd 325,000128.7M $2.01 %
Eli Lilly & Co 122,700114.7M $1.79 %
Costco Wholesale Corp 103,900105.4M $1.65 %
Gilead Sciences Inc 804,100105.2M $1.65 %
GE Vernova Inc 86,00093.2M $1.46 %
AppLovin Corp 193,00086.1M $1.35 %
Netflix Inc 893,40083.6M $1.31 %
Oracle Corp 494,40079.8M $1.25 %
Ionis Pharmaceuticals Inc 962,00071.9M $1.12 %
Crowdstrike Holdings Inc 145,60064.9M $1.02 %
Lowe's Cos Inc 253,10060.4M $0.95 %
Regeneron Pharmaceuticals, Inc. 82,10058M $0.91 %
Graco Inc 705,80056.7M $0.89 %
Lincoln Electric Holdings Inc 205,40054.4M $0.85 %
Lumentum Holdings Inc 58,80053.1M $0.83 %
American Express Co 156,00050.4M $0.79 %
TJX Cos Inc/The 316,50049.6M $0.78 %
Mercury Systems Inc 627,70049.5M $0.77 %
Danaher Corp 259,30046.4M $0.73 %
Zscaler Inc 322,70042.2M $0.66 %
Cheniere Energy Inc 153,20042.1M $0.66 %
Airbnb Inc 265,90037.3M $0.58 %
Palantir Technologies Inc 265,00036.9M $0.58 %
Progressive Corp/The 177,20035.7M $0.56 %
UL Solutions Inc 389,98635.3M $0.55 %
MSCI Inc 55,10032.6M $0.51 %
Marriott International Inc/MD 82,40029.8M $0.47 %
Veralto Corp 282,00024.9M $0.39 %
Walt Disney Co/The 213,00022.1M $0.35 %
Burlington Stores Inc 57,10018.3M $0.29 %
Rocket Cos Inc 904,80013.2M $0.21 %
Broadridge Financial Solutions Inc 80,90012.5M $0.19 %
Boston Scientific Corp 212,10012.2M $0.19 %
York Space Systems Inc 345,20011.4M $0.18 %
RBC Bearings Inc 15,3009.2M $0.14 %
Roper Technologies Inc 24,8008.8M $0.14 %
Stryker Corp 26,8008.4M $0.13 %
Verisk Analytics Inc 43,2008M $0.12 %
Texas Roadhouse Inc 41,1006.6M $0.10 %
Garmin Ltd 25,7006.5M $0.10 %
Adobe Inc 23,6005.8M $0.09 %