FundWatcher
AGYWX
Growth Fund
American Century Mutual Funds, Inc.

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
LAM RESEARCH CORP 0 723,876 723,876 1.10% $169.00M
Fixed Income Clearing Corp 3.66 02/02/2026 0 34,669,000 34,669,000 0.23% $34.67M
MICRON TECHNOLOGY INC 0 45,665 45,665 0.12% $18.95M
COHERENT CORP 0 83,350 83,350 0.12% $17.69M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
VISA INC-CLASS A 504,822 0 -504,822 0.00% -$172.01M
ARISTA NETWORKS INC 1,001,793 0 -1,001,793 0.00% -$157.97M
AUTOMATIC DATA PROCESSING INC 215,431 0 -215,431 0.00% -$56.08M
COPART INC 1,207,310 0 -1,207,310 0.00% -$51.93M
ARM HOLDINGS LTD 211,130 0 -211,130 0.00% -$35.85M
Fixed Income Clearing Corp 4.15 11/03/2025 34,876,000 0 -34,876,000 0.00% -$34.88M
TREX CO INC 624,040 0 -624,040 0.00% -$30.15M
DEXCOM INC 216,206 0 -216,206 0.00% -$12.59M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
MASTERCARD INC CL A 644,594 959,069 314,475 3.36% $160.93M
ABBVIE INC 1,203,631 1,248,761 45,130 1.81% $16.05M
COSTCO WHOLESALE CORP 229,207 294,492 65,285 1.80% $67.99M
GENERAL ELECTRIC CO 697,384 698,162 778 1.39% -$1.27M
NETFLIX INC 211,501 2,425,981 2,214,480 1.32% -$34.09M
GE VERNOVA LLC 215,976 217,374 1,398 1.03% $31.52M
HOME DEPOT INC 413,971 415,444 1,473 1.01% -$1.52M
INTUITIVE SURGICAL INC 279,661 289,556 9,895 0.95% -$3.42M
SERVICENOW INC 176,465 901,062 724,597 0.69% -$56.79M
O'REILLY AUTOMOTIVE INC 884,059 1,043,036 158,977 0.67% $19.15M
APPLIED MATERIALS INC 220,350 291,201 70,851 0.61% $42.50M
TRANE TECHNOLOGI 196,157 206,025 9,868 0.56% -$1.36M
PARKER HANNIFIN CORP 63,864 83,517 19,653 0.51% $28.80M
S&P GLOBAL INC 129,474 145,512 16,038 0.50% $13.72M
XYLEM INC 366,657 532,234 165,577 0.48% $18.07M
ASML Holding NV 44,506 50,941 6,435 0.48% $25.99M
Spotify Technology SA 129,619 143,966 14,347 0.47% -$12.91M
PROCTER & GAMBLE 391,188 423,426 32,238 0.42% $5.44M
EATON CORP PLC 134,775 155,498 20,723 0.36% $3.22M
DUTCH BROS INC-A 883,968 987,013 103,045 0.35% $4.59M
FASTENAL CO 1,037,232 1,188,038 150,806 0.34% $8.83M
IDEXX LABS INC 47,072 57,146 10,074 0.25% $8.68M
iShares Russell 1000 Growth ETF 24,896 50,833 25,937 0.15% $11.60M
State Street Navigator Securities Lending Portfolio II 55,532 115,672 60,141 0.00% $60.14K
SOLD ZAR/BOUGHT USD 1 3 2 0.00% -$537.75K
ZURN ELKAY WATER SOLUTIONS CORP 2 3 1 0.00% -$566.65K
SOLD PEN/BOUGHT USD 4 6 2 0.00% -$719.22K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
NVIDIA CORP 10,877,272 10,735,829 -141,443 13.36% -$150.60M
MICROSOFT CORP 4,102,800 3,920,965 -181,835 10.99% -$437.32M
APPLE INC 5,719,372 5,162,093 -557,279 8.72% -$206.89M
ALPHABET INC CL A 3,945,653 3,778,369 -167,284 8.32% $167.61M
BROADCOM INC 2,656,827 2,503,669 -153,158 5.40% -$152.58M
AMAZON.COM INC 3,214,457 3,090,743 -123,714 4.82% -$45.42M
META PLATFORMS INC CL A 849,392 804,457 -44,935 3.75% $25.69M
LILLY ELI and CO 510,994 490,467 -20,527 3.31% $67.77M
TESLA INC 1,181,923 1,091,699 -90,224 3.06% -$69.74M
AMPHENOL CORPORATION CL A 1,190,515 1,101,577 -88,938 1.03% -$7.17M
CADENCE DESIGN SYSTEMS INC 543,934 479,767 -64,167 0.93% -$42.04M
UBER TECHNOLOGIES INC 1,812,327 1,775,367 -36,960 0.93% -$32.77M
APPLOVIN CORP 300,010 295,283 -4,727 0.91% -$51.50M
VERTEX PHARMACEUTICALS INC 274,187 255,187 -19,000 0.78% $3.23M
CROWDSTRIKE HOLDINGS INC 262,328 256,978 -5,350 0.74% -$29.02M
TAIWAN SEMIC MFG CO LTD SP ADR 418,345 332,433 -85,912 0.72% -$15.79M
SNOWFLAKE INC CL A 564,616 539,378 -25,238 0.68% -$51.26M
CENCORA INC 251,798 242,107 -9,691 0.57% $1.91M
TJX COS INC 563,600 541,909 -21,691 0.53% $2.20M
OKTA INC CL A 961,462 948,960 -12,502 0.52% -$7.83M
WORKDAY INC CL A 449,566 443,720 -5,846 0.51% -$29.93M
GOLDMAN SACHS GROUP INC 83,597 75,073 -8,524 0.46% $4.24M
MONGODB INC CL A 227,684 188,040 -39,644 0.45% -$12.10M
DYNATRACE INC 1,828,036 1,816,988 -11,048 0.45% -$23.23M
PALANTIR TECHNOLOGIES INC 468,301 458,751 -9,550 0.44% -$26.63M
DATADOG INC CL A 519,561 516,421 -3,140 0.43% -$17.81M
EXPEDIA INC 242,033 237,097 -4,936 0.41% $9.55M
ZOETIS INC CL A 536,860 493,777 -43,083 0.40% -$15.72M
AIRBNB INC CLASS A 481,365 471,548 -9,817 0.40% $92.24K
APOLLO GLOBAL MANAGEMENT INC 451,767 444,087 -7,680 0.39% $3.59M
ANALOG DEVICES INC 186,306 181,856 -4,450 0.37% $12.92M
REGIONS FINANCIAL CORP 2,959,823 1,953,955 -1,005,868 0.36% -$15.94M
ORACLE CORP 331,673 324,909 -6,764 0.35% -$33.63M
TRACTOR SUPPLY CO. 1,055,618 1,014,991 -40,627 0.34% -$5.48M
MARRIOTT INTL-A 168,368 163,693 -4,675 0.34% $7.74M
CLOUDFLARE INC-A 268,523 265,031 -3,492 0.31% -$21.01M
KKR & CO INC 411,993 404,989 -7,004 0.30% -$2.48M
VISTRA CORP 292,328 287,359 -4,969 0.30% -$9.54M
STERLING INFRASTRUCTURE INC 130,589 119,630 -10,959 0.28% -$6.53M
MOTOROLA SOLUTIONS INC 108,207 105,622 -2,585 0.28% -$1.49M
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C 458,419 455,648 -2,771 0.26% -$6.12M
CHURCH & DWIGHT 344,612 335,042 -9,570 0.21% $2.03M
PINTEREST INC CL A 1,741,335 1,402,187 -339,148 0.20% -$26.61M
GITLAB INC-CL A 896,300 842,216 -54,084 0.19% -$14.23M
ADYEN NV 19,083 18,628 -455 0.18% -$5.08M
CHENIERE ENERGY INC 126,840 121,958 -4,882 0.17% -$1.09M
CHIPOTLE MEXICAN GRILL INC 1,613,476 465,120 -1,148,356 0.12% -$33.05M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
SOLD ZAR/BOUGHT USD 1 1 0 0.00% -$517.33K

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