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Holdings (Monthly) Guide ↗

Mfs Charter Income Trust

Monthly Holdings $368M AUM 81 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 423 New 81 Added 187 Reduced 79 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 MFS Institutional Money Market Portfolio 55291X109 Feb 2026 7,620,136 +595,040 $7.6M +8.5% 2.80% EC
2 United States Treasury 912810TS7 Feb 2026 8,571,000 +189,000 $7.5M -2.7% 2.77% DBT
3 United States Treasury 91282CMM0 Feb 2026 4,061,000 +1,851,000 $4.1M +77.2% 1.52% DBT
4 NOTA DO TESOURO NACIONAL 000000000 Feb 2026 17,679,000 +17,678,999 $2.8M -185926.4% 1.04% DBT
5 JANE STREET GRP/JSG FIN 47077WAD0 Feb 2026 1,555,000 +3,000 $1.6M -0.2% 0.57% DBT
6 QUIKRETE HOLDINGS INC 74843PAA8 Feb 2026 1,514,000 +16,000 $1.5M -1.0% 0.57% DBT
7 United States Treasury 91282CNC1 Feb 2026 1,433,000 +220,000 $1.4M +13.9% 0.52% DBT
8 RB GLOBAL HOLDINGS INC 76774LAC1 Feb 2026 1,345,000 +2,000 $1.4M +0.2% 0.51% DBT
9 ANTERO MIDSTREAM PART/FI 03690AAN6 Feb 2026 1,363,000 +22,000 $1.3M -1.1% 0.50% DBT
10 ALBERTSONS COS/SAFEWAY 01309QAB4 Feb 2026 1,339,000 +173,000 $1.3M +11.6% 0.49% DBT
11 TRANSDIGM INC 893647BY2 Feb 2026 1,240,000 +178,000 $1.3M +15.5% 0.46% DBT
12 FAIR ISAAC CORP 303250AG9 Feb 2026 1,220,000 +13,000 $1.2M -1.0% 0.44% DBT
13 RHP HOTEL PPTY/RHP FINAN 749571AJ4 Feb 2026 1,157,000 +1,000 $1.2M -0.4% 0.43% DBT
14 POST HOLDINGS INC 737446AQ7 Feb 2026 1,185,000 +27,000 $1.2M +1.7% 0.42% DBT
15 FORTESCUE TREASURY PTY L 30251GBC0 Feb 2026 1,133,000 +14,000 $1.1M -0.3% 0.40% DBT
16 CACI INTERNATIONAL INC 127190AE6 Feb 2026 1,055,000 +225,000 $1.1M +26.3% 0.40% DBT
17 SUNOCO LP 86765KAC3 Feb 2026 1,027,000 +6,000 $1.1M -0.5% 0.39% DBT
18 SV RNO PROPERTY OWNER 1 78488XAA2 Feb 2026 1,011,000 +153,000 $998K +15.8% 0.37% DBT
19 ROCKET COS INC 77311WAB7 Feb 2026 983,000 +197,000 $998K +22.9% 0.37% DBT
20 BLACK PEARL COMPUTE LLC 09216NAA8 Feb 2026 942,000 +154,000 $958K +18.8% 0.35% DBT
21 CLEARWAY ENERGY OP LLC 18539UAD7 Feb 2026 966,000 +1,000 $900K -1.5% 0.33% DBT
22 ACUSHNET CO 005095AB0 Feb 2026 899,000 +2,000 $892K -2.3% 0.33% DBT
23 INSULET CORPORATION 45784PAL5 Feb 2026 864,000 +156,000 $879K +19.4% 0.32% DBT
24 CLEAN HARBORS INC 184496AR8 Feb 2026 873,000 +14,000 $877K -0.2% 0.32% DBT
25 OSAIC HOLDINGS INC 00791GAC1 Feb 2026 862,000 +16,000 $877K +4.0% 0.32% DBT
26 HUB INTERNATIONAL LTD 44332PAH4 Feb 2026 853,000 +3,000 $876K -0.1% 0.32% DBT
27 NRG ENERGY INC 629377DD1 Feb 2026 875,000 +2,000 $869K -2.2% 0.32% DBT
28 ENCOMPASS HEALTH CORP 29261AAB6 Feb 2026 881,000 +4,000 $867K -0.6% 0.32% DBT
29 VENTURE GLOBAL LNG INC 92332YAF8 Feb 2026 868,000 +129,000 $857K +32.6% 0.32% DBT
30 CHEMOURS CO 163851AH1 Feb 2026 890,000 +16,000 $854K +3.2% 0.31% DBT
31 ASURION LLC/ASURION CO 045941AA9 Feb 2026 809,000 +11,000 $844K +0.7% 0.31% DBT
32 NEW FLYER HOLDINGS 64438WAA5 Feb 2026 777,000 +6,000 $834K +0.2% 0.31% DBT
33 AMERITEX HOLDCO INTERMED 030727AB7 Feb 2026 770,000 +3,000 $802K -0.2% 0.29% DBT
34 WALKER & DUNLOP INC 93148PAA0 Feb 2026 781,000 +102,000 $790K +17.6% 0.29% DBT
35 1011778 BC / NEW RED FIN 68245XAR0 Feb 2026 769,000 +6,000 $783K -0.2% 0.29% DBT
36 HAWAIIAN ELEC CO 419866AV0 Feb 2026 784,000 +3,000 $778K -2.3% 0.29% DBT
37 SCIH SALT HOLDINGS INC 78433BAB4 Feb 2026 786,000 +8,000 $778K +0.2% 0.29% DBT
38 CONCENTRA HEALTH SERVICE 20600DAA1 Feb 2026 744,000 +4,000 $770K -0.3% 0.28% DBT
39 STARWOOD PROPERTY TRUST 85571BBG9 Feb 2026 749,000 +58,000 $749K +7.2% 0.28% DBT
40 EMPIRE COMMUNITIES CORP 29163VAG8 Feb 2026 699,000 +4,000 $718K +0.0% 0.26% DBT
41 PRESTIGE BRANDS INC 74112BAM7 Feb 2026 781,000 +3,000 $717K -1.5% 0.26% DBT
42 DEALER TIRE LLC/DT ISSR 24229JAA1 Feb 2026 704,000 +2,000 $696K +0.1% 0.26% DBT
43 SIX FLAGS/CAN WON/MILLEN 83003AAA8 Feb 2026 642,000 +282,000 $659K +80.9% 0.24% DBT
44 COMPOSECURE HOLDINGS LLC 20459XAC5 Feb 2026 674,000 +6,000 $654K -1.6% 0.24% DBT
45 GRAHAM HOLDINGS CO 384637AC8 Feb 2026 652,000 +14,000 $640K +0.4% 0.24% DBT
46 JB POINDEXTER & CO INC 465965AC5 Feb 2026 603,000 +261,000 $620K +75.1% 0.23% DBT
47 AMSTED INDUSTRIES 032177AK3 Feb 2026 576,000 +116,000 $586K +22.5% 0.22% DBT
48 HUB INTERNATIONAL LTD 44332PAJ0 Feb 2026 540,000 +192,000 $553K +56.2% 0.20% DBT
49 ECHOSTAR CORP 278768AA4 Feb 2026 533,739 +7,170 $545K +2.2% 0.20% DBT
50 LINDBLAD EXPEDITIONS LLC 53523LAB6 Feb 2026 524,000 +8,000 $539K -0.4% 0.20% DBT
51 LBM ACQUISITION LLC 52109SAB5 Feb 2026 638,000 +115,000 $534K +9.5% 0.20% DBT
52 PBF HOLDING CO LLC 69318FAL2 Feb 2026 518,000 +231,000 $530K +84.2% 0.20% DBT
53 RIVERS ENT BORROWER LLC 76884GAA3 Feb 2026 518,000 +58,000 $522K +11.1% 0.19% DBT
54 RXO INC 74982TAA1 Feb 2026 518,000 +117,000 $521K +33.4% 0.19% DBT
55 XPLR INFRAST OPERATING 98380MAA3 Feb 2026 482,000 +9,000 $517K +3.2% 0.19% DBT
56 VIKING CRUISES LTD 92676XAH0 Feb 2026 515,000 +5,000 $516K -0.8% 0.19% DBT
57 TRINET GROUP INC 896288AA5 Feb 2026 537,000 +4,000 $502K +4.9% 0.18% DBT
58 BRUNDAGE-BONE CONCRETE 66981QAB2 Feb 2026 486,000 +14,000 $501K +4.1% 0.18% DBT
59 MAVIS TIRE EXPRESS SERVI 59155LAA0 Feb 2026 500,000 +13,000 $499K +2.7% 0.18% DBT
60 KNIFE RIVER CORP 498894AA2 Feb 2026 459,000 +13,000 $477K +2.5% 0.18% DBT
61 SS&C TECHNOLOGIES INC 78466CAD8 Feb 2026 457,000 +245,000 $461K +113.4% 0.17% DBT
62 BALL CORP 058498AZ9 Feb 2026 446,000 +4,000 $453K -0.5% 0.17% DBT
63 MPT OPER PARTNERSP/FINL 55342UAQ7 Feb 2026 433,000 +3,000 $451K -2.0% 0.17% DBT
64 ALTICE FRANCE SA 02090DAA6 Feb 2026 430,181 +167,224 $437K +63.8% 0.16% DBT
65 QNITY ELECTRONICS INC 74743LAB6 Feb 2026 400,000 +118,000 $408K +39.3% 0.15% DBT
66 CROSSCOUNTRY INTER 22757VAA8 Feb 2026 404,000 +2,000 $398K -0.7% 0.15% DBT
67 ONEMAIN FINANCE CORP 85172FAR0 Feb 2026 398,000 +25,000 $388K +5.3% 0.14% DBT
68 LEVEL 3 FINANCING INC 527298CM3 Feb 2026 340,194 +23,425 $350K +6.8% 0.13% DBT
69 CHORD ENERGY CORP 674215AQ1 Feb 2026 323,000 +7,000 $327K +1.3% 0.12% DBT
70 CABLE ONE INC 12685JAC9 Feb 2026 478,000 +9,000 $305K -5.9% 0.11% DBT
71 MATADOR RESOURCES CO 576485AJ5 Feb 2026 279,000 +3,000 $276K +0.0% 0.10% DBT
72 SCRIPPS ESCROW II INC 81105DAA3 Feb 2026 291,000 +31,000 $270K +9.9% 0.10% DBT
73 US FOODS INC 90290MAJ0 Feb 2026 260,000 +9,000 $260K +1.4% 0.10% DBT
74 NEPTUNE BIDCO US INC 640695AC6 Feb 2026 232,000 +2,000 $242K +4.4% 0.09% DBT
75 TALLGRASS NRG PRTNR/FIN 87470LAM3 Feb 2026 230,000 +6,000 $235K +2.1% 0.09% DBT
76 FORTESCUE TREASURY PTY L 30251GBD8 Feb 2026 157,000 +3,000 $160K +0.7% 0.06% DBT
77 JH NORTH AMERICA HOLDING 46593WAB1 Feb 2026 43,000 +16,000 $43K +55.5% 0.02% DBT
78 FORD MOTOR COMPANY 345370DB3 Feb 2026 42,000 +13,000 $43K +42.0% 0.02% DBT
79 VULCAN MATERIALS CO 929160BD0 Feb 2026 36,000 +4,000 $36K +10.3% 0.01% DBT
80 BAXTER INTERNATIONAL INC 071813DD8 Feb 2026 27,000 +10,000 $27K +56.6% 0.01% DBT
81 LPL HOLDINGS INC 50212YAQ7 Feb 2026 26,000 +8,000 $26K +42.1% 0.01% DBT