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Holdings (Monthly) Guide ↗

MFS Low Volatility Equity Fund

· Mfs Series Trust I
Monthly Holdings $312M AUM 112 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 16 New 8 Added 82 Reduced 6 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Alphabet Inc 02079K305 Feb 2026 29,474 -4,962 $11.2M +4.4% 3.60% EC
2 Teledyne Technologies Inc 879360105 Feb 2026 14,976 -610 $9.3M -12.6% 2.98% EC
3 Apple Inc 037833100 Feb 2026 28,836 +13,448 $9.0M +121.4% 2.89% EC
4 Johnson & Johnson 478160104 Feb 2026 38,336 -5,516 $8.6M -20.7% 2.77% EC
5 McKesson Corp 58155Q103 Feb 2026 10,864 -440 $8.1M -27.7% 2.59% EC
6 Microsoft Corp 594918104 Feb 2026 17,347 -707 $7.8M +10.2% 2.51% EC
7 NXP Semiconductors NV 000000000 Feb 2026 22,657 +16,926 $7.3M +238.0% 2.34% EC
8 Merck & Co Inc 58933Y105 Feb 2026 60,588 -2,467 $7.2M -7.9% 2.31% EC
9 KLA Corp 482480100 May 2026 3,486 NEW $6.7M 2.15% EC
10 Visa Inc 92826C839 Feb 2026 19,959 -812 $6.5M -2.0% 2.09% EC
11 Analog Devices Inc 032654105 Feb 2026 15,341 -11,582 $6.3M -33.7% 2.04% EC
12 Cognizant Technology Solutions Corp 192446102 Feb 2026 94,396 -3,842 $5.3M -16.8% 1.69% EC
13 Atmos Energy Corp 049560105 Feb 2026 30,926 +18,758 $5.2M +130.1% 1.68% EC
14 Procter & Gamble Co/The 742718109 Feb 2026 34,644 -1,409 $5.0M -17.5% 1.60% EC
15 TE Connectivity PLC 000000000 Feb 2026 23,087 NEW $4.9M 1.58% EC
16 Autodesk Inc 052769106 Feb 2026 20,780 +4,313 $4.8M +18.7% 1.54% EC
17 Republic Services Inc 760759100 Feb 2026 23,835 -970 $4.8M -15.9% 1.53% EC
18 AutoZone Inc 053332102 Feb 2026 1,454 -59 $4.3M -24.9% 1.37% EC
19 PepsiCo Inc 713448108 Feb 2026 29,384 -1,195 $4.2M -18.4% 1.36% EC
20 General Mills Inc 370334104 Feb 2026 121,165 -4,932 $4.1M -28.2% 1.32% EC
21 Monster Beverage Corp 61174X109 Feb 2026 43,810 +11,500 $3.9M +40.0% 1.24% EC
22 Duke Energy Corp 26441C204 Feb 2026 31,379 -1,278 $3.9M -9.9% 1.24% EC
23 Everest Group Ltd 000000000 Feb 2026 11,436 NEW $3.7M 1.19% EC
24 Xcel Energy Inc 98389B100 Feb 2026 45,710 -1,862 $3.6M -8.4% 1.17% EC
25 O'Reilly Automotive Inc 67103H107 Feb 2026 41,719 -1,699 $3.6M -11.1% 1.16% EC
26 ACI Worldwide Inc 004498101 Feb 2026 82,727 -3,368 $3.6M +5.8% 1.16% EC
27 Exelon Corp 30161N101 Feb 2026 77,991 -3,174 $3.6M -11.3% 1.14% EC
28 Chubb Ltd 000000000 Feb 2026 11,351 NEW $3.5M 1.14% EC
29 Mondelez International Inc 609207105 Feb 2026 55,212 -2,247 $3.4M -4.6% 1.08% EC
30 Intuit Inc 461202103 Feb 2026 10,023 -409 $3.3M -22.1% 1.07% EC
31 Tyler Technologies Inc 902252105 Feb 2026 10,604 -431 $3.3M -15.2% 1.07% EC
32 Cboe Global Markets Inc 12503M108 Feb 2026 9,954 -403 $3.3M +7.0% 1.07% EC
33 Evergy Inc 30034W106 Feb 2026 38,425 -1,563 $3.2M -5.8% 1.01% EC
34 Aramark 03852U106 Feb 2026 58,960 -2,399 $3.1M +22.6% 1.01% EC
35 Colgate-Palmolive Co 194162103 Feb 2026 34,329 -1,397 $3.1M -12.6% 0.99% EC
36 Medtronic PLC 000000000 Feb 2026 39,088 NEW $2.9M 0.93% EC
37 Hartford Insurance Group Inc/The 416515104 Feb 2026 22,086 -899 $2.8M -13.3% 0.90% EC
38 EOG Resources Inc 26875P101 Feb 2026 21,006 -853 $2.8M +3.3% 0.90% EC
39 Pfizer Inc 717081103 Feb 2026 106,752 -4,344 $2.8M -9.0% 0.90% EC
40 Hilton Worldwide Holdings Inc 43300A203 Feb 2026 8,344 -341 $2.7M +1.0% 0.88% EC
41 McDonald's Corp 580135101 Feb 2026 9,773 -3,008 $2.7M -37.4% 0.88% EC
42 STERIS PLC 000000000 Feb 2026 12,424 NEW $2.6M 0.85% EC
43 Assurant Inc 04621X108 Feb 2026 10,090 -411 $2.5M +4.2% 0.81% EC
44 Omnicom Group Inc 681919106 Feb 2026 33,759 -1,373 $2.5M -18.1% 0.79% EC
45 DTE Energy Co 233331107 Feb 2026 16,872 -687 $2.4M -7.4% 0.77% EC
46 AMETEK Inc 031100100 Feb 2026 10,665 -434 $2.4M -9.3% 0.77% EC
47 JB Hunt Transport Services Inc 445658107 Feb 2026 8,254 -336 $2.3M +13.8% 0.73% EC
48 Abbott Laboratories 002824100 Feb 2026 26,629 -1,084 $2.3M -29.3% 0.73% EC
49 Accenture PLC 000000000 Feb 2026 12,038 NEW $2.3M 0.72% EC
50 Cigna Group/The 125523100 Feb 2026 8,085 -329 $2.2M -8.0% 0.72% EC
51 Mastercard Inc 57636Q104 Feb 2026 4,492 -180 $2.2M -8.2% 0.71% EC
52 Eaton Corp PLC 000000000 Feb 2026 5,507 NEW $2.2M 0.71% EC
53 Live Nation Entertainment Inc 538034109 Feb 2026 12,793 -521 $2.2M -0.2% 0.69% EC
54 Deere & Co 244199105 Feb 2026 3,801 -153 $2.1M -17.2% 0.66% EC
55 Take-Two Interactive Software Inc 874054109 Feb 2026 9,162 -373 $2.1M +1.8% 0.66% EC
56 Kimberly-Clark Corp 494368103 Feb 2026 20,728 +8,896 $2.0M +53.4% 0.65% EC
57 Motorola Solutions Inc 620076307 Feb 2026 4,998 -9,978 $2.0M -72.1% 0.65% EC
58 Federal Realty Investment Trust 313745101 Feb 2026 16,735 -682 $2.0M +5.7% 0.64% EC
59 Ventas Inc 92276F100 Feb 2026 23,500 -957 $2.0M -5.9% 0.64% EC
60 Verisk Analytics Inc 92345Y106 Feb 2026 11,201 -456 $2.0M -19.0% 0.63% EC
61 Waste Management Inc 94106L109 Feb 2026 9,236 -378 $2.0M -15.7% 0.63% EC
62 American International Group Inc 026874784 Feb 2026 25,999 +9,718 $1.9M +47.3% 0.62% EC
63 Curtiss-Wright Corp 231561101 Feb 2026 2,579 -104 $1.9M +2.6% 0.62% EC
64 General Dynamics Corp 369550108 Feb 2026 5,499 -223 $1.9M -6.7% 0.61% EC
65 Bentley Systems Inc 08265T208 May 2026 57,839 NEW $1.9M 0.61% EC
66 Westinghouse Air Brake Technologies Corp 929740108 Feb 2026 7,146 -292 $1.9M -4.9% 0.60% EC
67 Hanover Insurance Group Inc/The 410867105 Feb 2026 10,018 -409 $1.9M -1.0% 0.60% EC
68 WP Carey Inc 92936U109 Feb 2026 24,822 -1,011 $1.8M -4.2% 0.59% EC
69 Amphenol Corp 032095101 Feb 2026 12,322 -36,935 $1.8M -74.5% 0.59% EC
70 Rithm Capital Corp 64828T201 Feb 2026 196,674 +62,729 $1.8M +36.2% 0.59% EC
71 Vertex Pharmaceuticals Inc 92532F100 Feb 2026 4,023 -164 $1.8M -13.4% 0.58% EC
72 AbbVie Inc 00287Y109 Feb 2026 8,269 -336 $1.8M -9.9% 0.58% EC
73 Expand Energy Corp 165167735 Feb 2026 19,005 -774 $1.8M -17.2% 0.57% EC
74 Marriott International Inc/MD 571903202 May 2026 4,637 NEW $1.7M 0.56% EC
75 Allegion plc 000000000 Feb 2026 13,115 NEW $1.7M 0.55% EC
76 MetLife Inc 59156R108 Feb 2026 20,561 -838 $1.7M +10.2% 0.55% EC
77 Essex Property Trust Inc 297178105 Feb 2026 6,197 -251 $1.7M +2.7% 0.54% EC
78 Airbnb Inc 009066101 May 2026 12,321 NEW $1.6M 0.53% EC
79 Entergy Corp 29364G103 Feb 2026 15,015 -560 $1.6M -1.8% 0.53% EC
80 Voya Financial Inc 929089100 Feb 2026 19,879 -811 $1.6M +16.7% 0.52% EC
81 Principal Financial Group Inc 74251V102 Feb 2026 15,073 -6,171 $1.6M -23.0% 0.50% EC
82 JPMorgan Chase & Co 46625H100 Feb 2026 5,216 -211 $1.6M -4.2% 0.50% EC
83 Home Depot Inc/The 437076102 Feb 2026 4,875 -200 $1.5M -20.0% 0.50% EC
84 Popular Inc 733174700 Feb 2026 10,245 -418 $1.5M +5.4% 0.49% EC
85 Exxon Mobil Corp 30231G102 May 2026 10,428 NEW $1.5M 0.49% EC
86 Northern Trust Corp 665859104 Feb 2026 9,020 -367 $1.5M +11.1% 0.48% EC
87 NNN REIT Inc 637417106 Feb 2026 33,379 -1,360 $1.5M -5.6% 0.48% EC
88 Ecolab Inc 278865100 Feb 2026 5,727 -234 $1.5M -20.2% 0.47% EC
89 Simon Property Group Inc 828806109 Feb 2026 7,013 -285 $1.4M -3.4% 0.46% EC
90 TJX Cos Inc/The 872540109 Feb 2026 9,263 -378 $1.4M -8.0% 0.46% EC
91 Goldman Sachs Group Inc/The 38141G104 Feb 2026 1,369 -57 $1.4M +14.5% 0.45% EC
92 Ameriprise Financial Inc 03076C106 Feb 2026 3,135 -128 $1.4M -8.9% 0.45% EC
93 Reynolds Consumer Products Inc 76171L106 Feb 2026 64,118 -2,610 $1.4M -16.1% 0.45% EC
94 Equitable Holdings Inc 29452E101 Feb 2026 32,450 -1,322 $1.3M -1.2% 0.43% EC
95 Pentair PLC 000000000 Feb 2026 18,304 NEW $1.3M 0.42% EC
96 Axis Capital Holdings Ltd 000000000 Feb 2026 13,442 NEW $1.3M 0.41% EC
97 Essential Properties Realty Trust Inc 29670E107 Feb 2026 41,646 -1,694 $1.3M -13.4% 0.41% EC
98 Jacobs Solutions Inc 46982L108 Feb 2026 10,499 -428 $1.3M -16.5% 0.40% EC
99 AvalonBay Communities Inc 053484101 Feb 2026 6,881 -282 $1.3M -1.1% 0.40% EC
100 Trimble Inc 896239100 Feb 2026 21,769 -887 $1.2M -18.9% 0.39% EC
101 Leidos Holdings Inc 525327102 Feb 2026 9,413 -380 $1.2M -29.8% 0.39% EC
102 Albertsons Cos Inc 013091103 Feb 2026 72,758 -2,961 $1.1M -16.2% 0.36% EC
103 CBRE Group Inc 12504L109 Feb 2026 8,943 -364 $1.1M -18.6% 0.36% EC
104 Boston Scientific Corp 101137107 Feb 2026 21,696 -882 $1.0M -39.6% 0.34% EC
105 MFS Institutional Money Market Portfolio 55291X109 Feb 2026 985,631 -370,917 $986K -27.3% 0.32% EC
106 CONTRA HOLOGIC INCORPO 436CVR021 May 2026 27,596 NEW $0 0.00% DE
Corning Inc 219350105 35,392 SOLD $5.3M
Waste Connections Inc 94106B101 16,944 SOLD $2.9M
Hologic Inc 436440101 27,704 SOLD $2.1M
American Tower Corp 03027X100 9,931 SOLD $1.9M
Walmart Inc 931142103 13,981 SOLD $1.8M
Public Storage 74460D109 5,336 SOLD $1.6M