Titelia

Holdings of Large Cap Equity Fund

ISIN US02508H2461US02508H6009

American Century Mutual Funds, Inc. · Original filing · Compare with another fund · Report an error

Net assets
3.1B $ including 3.1B $ in equities, 100.0 %
Positions
100 in 4 countries
Top ten
40.4 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 1,285,676256.6M $8.21 %
2Alphabet Inc 580,348223.3M $7.15 %
3Microsoft Corp 471,681192.3M $6.15 %
4Apple Inc 538,313146.1M $4.67 %
5Amazon.com Inc 459,523121.8M $3.90 %
6Broadcom Inc 277,297115.8M $3.70 %
7NextEra Energy Inc 583,79357.1M $1.83 %
8Meta Platforms Inc 87,19253.4M $1.71 %
9Analog Devices Inc 123,23349.6M $1.59 %
10SLB Ltd 838,90047.7M $1.53 %
11Mastercard Inc 94,09847.3M $1.51 %
12JPMorgan Chase & Co 150,37547.1M $1.51 %
13Bank of America Corp 817,39543.7M $1.40 %
14Eli Lilly & Co 43,82941M $1.31 %
15Tesla Inc 106,68740.7M $1.30 %
16Regions Financial Corp 1,391,31439.7M $1.27 %
17Cummins Inc 59,00039.6M $1.27 %
18Home Depot Inc/The 109,90736.1M $1.16 %
19Welltower Inc 165,21535.9M $1.15 %
20International Business Machines Corp. 152,02535.1M $1.12 %
21TJX Cos Inc/The 216,70834M $1.09 %
22Prologis Inc 237,17033.7M $1.08 %
23Linde PLC 63,87232M $1.02 %
24Procter & Gamble Co/The 212,68431.3M $1.00 %
25Cadence Design Systems Inc 93,76630.9M $0.99 %
26Williams Cos Inc/The 398,59930.4M $0.97 %
27Micron Technology Inc 57,01529.5M $0.94 %
28Eaton Corp PLC 63,89627.7M $0.89 %
29Applied Materials Inc 69,86327.6M $0.88 %
30Trane Technologies PLC 55,80327.5M $0.88 %
31AbbVie Inc 129,05527.3M $0.87 %
32Visa Inc 82,30227.1M $0.87 %
33American Express Co 82,26026.6M $0.85 %
34Johnson Controls International plc 179,93126.3M $0.84 %
35Goldman Sachs Group Inc/The 28,40426.2M $0.84 %
36S&P Global Inc 60,10625.9M $0.83 %
37Cigna Group/The 89,07025.9M $0.83 %
38Gilead Sciences Inc 191,92425.1M $0.80 %
39Motorola Solutions Inc 56,29824.7M $0.79 %
40Marriott International Inc/MD 67,32324.4M $0.78 %
41GE Vernova Inc 22,43524.3M $0.78 %
42Morgan Stanley 125,29723.9M $0.76 %
43Danaher Corp 132,30623.7M $0.76 %
44PepsiCo Inc 147,96623.5M $0.75 %
45Netflix Inc 249,59123.4M $0.75 %
46Honeywell International Inc 104,77422.5M $0.72 %
47Costco Wholesale Corp 21,57721.9M $0.70 %
48MetLife Inc 264,93721.2M $0.68 %
49Sysco Corp 279,51720.9M $0.67 %
50Lam Research Corp 80,25820.7M $0.66 %
51Xylem Inc/NY 172,09620.3M $0.65 %
52United Rentals Inc 20,37419.6M $0.63 %
53Blackrock Inc 17,82419M $0.61 %
54Equinix Inc 17,17618.6M $0.60 %
55Thermo Fisher Scientific Inc 38,31318.4M $0.59 %
56O'Reilly Automotive Inc 181,21818M $0.58 %
57UnitedHealth Group Inc 48,54318M $0.58 %
58Parker-Hannifin Corp 19,71017.9M $0.57 %
59Deere & Co 30,02517.7M $0.57 %
60Ameriprise Financial Inc 36,32317.2M $0.55 %
61Union Pacific Corp 63,74917.2M $0.55 %
62Ecolab Inc 65,30117M $0.54 %
63Taiwan Semiconductor Manufacturing Co Ltd 41,41416.4M $0.52 %
64Western Digital Corp 37,38516.2M $0.52 %
65FedEx Corp 39,67816M $0.51 %
66Merck & Co Inc 140,78515.4M $0.49 %
67Vertex Pharmaceuticals Inc 35,70415.3M $0.49 %
68Ferguson Enterprises Inc 56,59015.1M $0.48 %
69Zoetis Inc 131,38015.1M $0.48 %
70Automatic Data Processing Inc 71,04515.1M $0.48 %
71IDEXX Laboratories Inc 26,53414.9M $0.48 %
72Ball Corp 242,70814.8M $0.47 %
73Booking Holdings Inc 86,97214.6M $0.47 %
74Church & Dwight Co Inc 149,52214.5M $0.46 %
75iShares Core S&P 500 ETF 19,52814.1M $0.45 %
76Intercontinental Exchange Inc 86,76513.7M $0.44 %
77Amphenol Corp 92,03913.6M $0.43 %
78Cencora Inc 43,58213.4M $0.43 %
79Intuitive Surgical Inc 28,19512.9M $0.41 %
80Uber Technologies Inc 170,73312.7M $0.41 %
81ASML Holding NV 8,53612.3M $0.39 %
82KKR & Co Inc 117,62212.3M $0.39 %
83Crowdstrike Holdings Inc 26,90712M $0.38 %
84Marsh & McLennan Cos Inc 68,84111.5M $0.37 %
85ServiceNow Inc 130,52011.5M $0.37 %
86Progressive Corp/The 57,20111.5M $0.37 %
87AppLovin Corp 24,32610.9M $0.35 %
88Dynatrace Inc 298,54010.8M $0.35 %
89Verizon Communications Inc 219,38310.5M $0.34 %
90Colgate-Palmolive Co 114,6769.8M $0.31 %
91Bristol-Myers Squibb Co 159,2259.6M $0.31 %
92Agilent Technologies Inc 80,0339.2M $0.30 %
93Workday Inc 72,7748.9M $0.29 %
94Salesforce Inc 50,3948.9M $0.28 %
95Cheniere Energy Inc 30,5778.4M $0.27 %
96MongoDB Inc 22,7265.7M $0.18 %
97Airbnb Inc 39,9545.6M $0.18 %
98Coherent Corp 15,6555M $0.16 %
99Tractor Supply Co 140,1024.9M $0.16 %
100Liberty Media Corp-Liberty Formula One 48,7814.2M $0.13 %

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Sector breakdown

  • Technology 33.6 %
  • Financials 13.2 %
  • Industrials 10.2 %
  • Communication 9.9 %
  • Consumer discretionary 9.6 %
  • Health care 9.1 %
  • Consumer staples 3.9 %
  • Real estate 2.8 %
  • Energy 2.8 %
  • Utilities 1.8 %
  • Materials 1.6 %
  • Funds 0.5 %
  • Unattributed 1.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 99.6 %
  • EUR 0.4 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 98.2 %
  • Ireland 0.8 %
  • Taiwan 0.5 %
  • Netherlands 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States973.1B $98.24 %
2Ireland126.3M $0.84 %
3Taiwan116.4M $0.52 %
4Netherlands112.3M $0.39 %
Cite this page

Titelia. "Holdings of Large Cap Equity Fund". https://titelia.com/en/funds/S000006203