Titelia

Holdings of Mid Cap Value Fund

American Century Capital Portfolios, Inc. · 116 declared positions · as of Mar 31, 2026

Original filing · Net assets 5.6B $ · Ten largest lines: 19.1 % of the equity sleeve

Sector breakdown

  • Financials 5.5 %
  • Industrials 4.4 %
  • Energy 3.6 %
  • Real estate 3.1 %
  • Health care 2.9 %
  • Utilities 2.7 %
  • Technology 2.2 %
  • Consumer staples 0.7 %
  • Consumer discretionary 0.4 %
  • Unattributed 74.4 %

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 91.8 %
  • EUR 5.3 %
  • GBP 2.2 %
  • JPY 0.7 %

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 88.5 %
  • NL 2.7 %
  • FR 1.9 %
  • GB 1.7 %
  • DE 1.4 %
  • IE 1.4 %
  • GG 0.9 %
  • CH 0.8 %
  • JP 0.7 %

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

CountryLinesValue (USD)Share
US1004.9B $88.52 %
NL4147.1M $2.67 %
FR4102.7M $1.86 %
GB294.3M $1.71 %
DE279.8M $1.45 %
IE177.7M $1.41 %
GG151.5M $0.93 %
CH141.8M $0.76 %
JP137.5M $0.68 %

Positions

CompanySharesValue (USD)Weight
Zimmer Biomet Holdings Inc 1,504,087136M $2.44 %
Baker Hughes Co 1,993,246121.7M $2.18 %
Henry Schein Inc 1,489,401109.8M $1.97 %
Commerce Bancshares Inc/MO 2,121,723104.4M $1.87 %
Evergy Inc 1,268,506103.9M $1.86 %
Marsh & McLennan Cos Inc 568,27598.6M $1.77 %
Xcel Energy Inc 1,210,11696.1M $1.72 %
Labcorp Holdings Inc 359,91196M $1.72 %
Packaging Corp of America 438,23493M $1.67 %
Reinsurance Group of America Inc 453,92192.7M $1.66 %
L3Harris Technologies Inc 266,10991.8M $1.65 %
Bunzl PLC 2,967,53389.3M $1.60 %
CSX Corp 2,052,93384.3M $1.51 %
ONE Gas Inc 978,33084.3M $1.51 %
Becton Dickinson & Co 519,41481.7M $1.47 %
Enterprise Products Partners LP 2,152,57981.5M $1.46 %
Realty Income Corp 1,286,74278.7M $1.41 %
Northern Trust Corp 557,28377.8M $1.40 %
Willis Towers Watson PLC 267,44477.7M $1.40 %
MSC Industrial Direct Co Inc 835,77777.1M $1.38 %
Equity Residential 1,299,72676.9M $1.38 %
GE HealthCare Technologies Inc 1,073,39876.4M $1.37 %
Prosperity Bancshares Inc 1,119,66975.2M $1.35 %
Diamondback Energy Inc 349,05069M $1.24 %
Kenvue Inc 3,978,42368.6M $1.23 %
Kimberly-Clark Corp 694,95267M $1.20 %
US Bancorp 1,284,32566.8M $1.20 %
Truist Financial Corp 1,428,67365.7M $1.18 %
F5 Inc 219,97963.6M $1.14 %
Teradyne Inc 214,61963.6M $1.14 %
Phillips 66 326,08559.4M $1.07 %
Koninklijke Ahold Delhaize NV 1,258,68658.8M $1.05 %
Eversource Energy 825,17357.2M $1.03 %
Allstate Corp/The 275,33057.1M $1.02 %
Infineon Technologies AG 1,226,44055.6M $1.00 %
Medtronic PLC 639,17955.4M $0.99 %
Universal Health Services Inc 309,23355.3M $0.99 %
Norfolk Southern Corp 192,59455.3M $0.99 %
Northwestern Energy Group Inc 834,85255.1M $0.99 %
Quest Diagnostics Inc 280,81455M $0.99 %
Duke Energy Corp 416,36754.5M $0.98 %
Amdocs Ltd 789,23251.5M $0.92 %
PulteGroup Inc 422,90549.7M $0.89 %
Cognizant Technology Solutions Corp. 792,38948.6M $0.87 %
A O Smith Corp 734,58148.4M $0.87 %
Spire Inc 527,45947.8M $0.86 %
American Tower Corp 272,69147.1M $0.84 %
PPL Corp 1,215,70546.4M $0.83 %
Akamai Technologies Inc 401,71946.1M $0.83 %
IQVIA Holdings Inc 269,20645.9M $0.82 %
Ventas Inc 558,40445.7M $0.82 %
Reliance Inc 144,83844M $0.79 %
Public Storage 160,95043.6M $0.78 %
Envista Holdings Corp 1,678,43142.6M $0.76 %
Cummins Inc 78,75242.4M $0.76 %
PPG Industries Inc 393,04842M $0.75 %
Healthpeak Properties Inc 2,542,11441.8M $0.75 %
Amrize Ltd 745,45341.8M $0.75 %
SLB Ltd 807,02241.5M $0.74 %
Ameriprise Financial Inc 93,27741.5M $0.74 %
Sensata Technologies Holding PLC 1,122,11139.5M $0.71 %
Timken Co/The 392,86039.5M $0.71 %
Heineken NV 511,03239.3M $0.71 %
Coterra Energy Inc 1,103,40138.8M $0.70 %
T Rowe Price Group Inc 421,01638M $0.68 %
NXP Semiconductors NV 191,01037.6M $0.67 %
Daikin Industries Ltd 312,80037.5M $0.67 %
HP Inc 1,928,17437M $0.66 %
Owens Corning 339,60036.8M $0.66 %
First Hawaiian Inc 1,478,56436.4M $0.65 %
CDW Corp/DE 295,99235.8M $0.64 %
Oshkosh Corp 228,83433.7M $0.60 %
Mondelez International Inc 583,60533.6M $0.60 %
EQT Corp 497,21031.6M $0.57 %
Westamerica BanCorp 604,54331.5M $0.57 %
Ralliant Corp 749,07231.2M $0.56 %
Masco Corp 513,96731M $0.56 %
Gentex Corp 1,384,96630.3M $0.54 %
Sysco Corp 422,48530.1M $0.54 %
BorgWarner Inc 549,22429.8M $0.53 %
ONEOK Inc 320,72129M $0.52 %
Sunbelt Rentals Holdings Inc 453,32228.9M $0.52 %
Southwest Airlines Co 768,03428.9M $0.52 %
Fortive Corp 511,18228.3M $0.51 %
Waters Corp 93,84227.9M $0.50 %
Cie Generale des Etablissements Michelin SCA 788,68727M $0.48 %
PACCAR Inc 230,98126.7M $0.48 %
Mohawk Industries Inc 269,02426.5M $0.48 %
Publicis Groupe SA 318,45826.4M $0.47 %
Pernod Ricard SA 341,52025.4M $0.46 %
Toro Co/The 270,98925.3M $0.45 %
CareTrust REIT Inc 668,17424.5M $0.44 %
Henkel AG & Co. KGaA 312,97424.2M $0.43 %
Sodexo SA 466,03223.9M $0.43 %
Hanover Insurance Group Inc/The 135,87123.6M $0.42 %
Raymond James Financial Inc 162,44023.5M $0.42 %
VICI Properties Inc 851,30223.3M $0.42 %
Agree Realty Corp 301,49622.7M $0.41 %
Cencora Inc 72,32422.7M $0.41 %
Vontier Corp 640,07822.7M $0.41 %
Regency Centers Corp 292,02022.1M $0.40 %
Hexcel Corp 269,52521.8M $0.39 %
TE Connectivity PLC 97,93820.5M $0.37 %
Target Corp 168,30320.4M $0.37 %
Stanley Black & Decker Inc 287,00420.4M $0.37 %
Republic Services Inc 90,70219.9M $0.36 %
IDEX Corp 98,01418.6M $0.33 %
Essex Property Trust Inc 74,50418M $0.32 %
Clorox Co/The 173,08817.9M $0.32 %
Iron Mountain Inc 170,62917.4M $0.31 %
Bank of New York Mellon Corp/The 130,44415.5M $0.28 %
Dover Corp 72,94915.2M $0.27 %
Magnum Ice Cream Co NV/The 779,34911.5M $0.21 %
Colgate-Palmolive Co 64,2895.5M $0.10 %
Reckitt Benckiser Group PLC 74,3575M $0.09 %
ABM Industries Inc 101,0823.9M $0.07 %