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Holdings (Monthly) Guide ↗

MFS Blended Research Value Equity Fund

· Mfs Series Trust X
Monthly Holdings $332M AUM 133 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 22 New 28 Added 76 Reduced 7 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Alphabet Inc 02079K305 Feb 2026 26,656 +2,011 $10.1M +32.0% 3.06% EC
2 Johnson & Johnson 478160104 Feb 2026 41,551 -2,067 $9.4M -13.6% 2.83% EC
3 Amazon.com Inc 023135106 Feb 2026 32,111 +1,004 $8.7M +33.0% 2.62% EC
4 Micron Technology Inc 595112103 Feb 2026 8,869 -2,621 $8.6M +81.8% 2.60% EC
5 Caterpillar Inc 149123101 Feb 2026 7,512 -1,874 $6.6M -5.6% 1.99% EC
6 Citigroup Inc 172967424 Feb 2026 49,109 -4,343 $6.2M +5.0% 1.87% EC
7 Northern Trust Corp 665859104 Feb 2026 31,501 -1,568 $5.2M +10.1% 1.57% EC
8 Westinghouse Air Brake Technologies Corp 929740108 Feb 2026 18,908 -940 $4.9M -5.7% 1.49% EC
9 Flex Ltd 000000000 Feb 2026 32,612 +20,428 $4.9M +7.4% 1.48% EC
10 Aramark 03852U106 Feb 2026 91,962 -4,575 $4.9M +21.5% 1.48% EC
11 General Dynamics Corp 369550108 Feb 2026 13,938 +674 $4.8M +2.1% 1.46% EC
12 Exxon Mobil Corp 30231G102 Feb 2026 32,679 +12,103 $4.7M +51.3% 1.43% EC
13 Popular Inc 733174700 Feb 2026 31,941 -3,218 $4.7M -0.3% 1.43% EC
14 Eaton Corp PLC 000000000 Feb 2026 11,606 NEW $4.6M — 1.40% EC
15 Berkshire Hathaway Inc 084670702 Feb 2026 9,733 -485 $4.6M -10.5% 1.39% EC
16 Chubb Ltd 000000000 Feb 2026 14,612 NEW $4.6M — 1.37% EC
17 Meta Platforms Inc 30303M102 Feb 2026 7,170 -1,283 $4.5M -17.2% 1.37% EC
18 Pfizer Inc 717081103 Feb 2026 170,997 -14,238 $4.5M -12.6% 1.35% EC
19 PepsiCo Inc 713448108 Feb 2026 30,194 +15,685 $4.4M +76.8% 1.31% EC
20 TechnipFMC PLC 000000000 Feb 2026 62,900 NEW $4.3M — 1.30% EC
21 Colgate-Palmolive Co 194162103 Feb 2026 47,652 +5,358 $4.3M +2.4% 1.30% EC
22 EOG Resources Inc 26875P101 Feb 2026 32,092 -1,597 $4.3M +2.4% 1.29% EC
23 Wells Fargo & Co 949746101 Feb 2026 54,861 -7,394 $4.3M -16.1% 1.28% EC
24 Gilead Sciences Inc 375558103 Feb 2026 31,531 +950 $4.2M -6.9% 1.28% EC
25 JPMorgan Chase & Co 46625H100 Feb 2026 14,002 -697 $4.2M -5.1% 1.26% EC
26 Cigna Group/The 125523100 Feb 2026 14,349 +542 $4.0M -0.5% 1.20% EC
27 Brunswick Corp/DE 117043109 Feb 2026 47,218 -2,350 $4.0M +0.2% 1.19% EC
28 Interactive Brokers Group Inc 45841N107 Feb 2026 45,440 -2,260 $4.0M +16.4% 1.19% EC
29 Salesforce Inc 79466L302 Feb 2026 20,053 -998 $3.8M -6.5% 1.16% EC
30 Philip Morris International Inc 718172109 Feb 2026 21,462 -2,011 $3.8M -13.2% 1.15% EC
31 Valero Energy Corp 91913Y100 Feb 2026 15,328 +2,762 $3.8M +45.9% 1.13% EC
32 PG&E Corp 69331C108 Feb 2026 219,571 -10,925 $3.6M -18.1% 1.08% EC
33 Lam Research Corp 512807306 Feb 2026 11,032 -3,355 $3.5M +4.3% 1.06% EC
34 Western Digital Corp 958102105 Feb 2026 6,446 +936 $3.4M +122.2% 1.03% EC
35 WP Carey Inc 92936U109 Feb 2026 45,333 +2,166 $3.4M +4.7% 1.02% EC
36 Okta Inc 679295105 Feb 2026 27,267 -1,357 $3.4M +62.0% 1.01% EC
37 Union Pacific Corp 907818108 Feb 2026 12,705 -632 $3.3M -5.6% 1.01% EC
38 Medtronic PLC 000000000 Feb 2026 44,073 NEW $3.3M — 0.98% EC
39 ConocoPhillips 20825C104 Feb 2026 28,153 -1,402 $3.2M -4.3% 0.97% EC
40 CRH PLC 000000000 Feb 2026 29,005 NEW $3.2M — 0.95% EC
41 AGCO Corp 001084102 Feb 2026 28,019 -1,393 $3.1M -21.6% 0.95% EC
42 Ameriprise Financial Inc 03076C106 Feb 2026 7,006 +393 $3.1M +0.4% 0.94% EC
43 Essential Properties Realty Trust Inc 29670E107 Feb 2026 101,501 +11,124 $3.1M +1.2% 0.94% EC
44 O'Reilly Automotive Inc 67103H107 Feb 2026 35,226 -1,753 $3.1M -11.8% 0.92% EC
45 Raymond James Financial Inc 754730109 Feb 2026 20,490 -1,020 $2.9M -10.8% 0.89% EC
46 NextEra Energy Inc 65339F101 Feb 2026 33,694 -4,038 $2.9M -17.1% 0.88% EC
47 American Express Co 025816109 Feb 2026 8,801 -439 $2.8M -2.4% 0.84% EC
48 Advanced Micro Devices Inc 007903107 Feb 2026 5,371 -267 $2.8M +145.6% 0.84% EC
49 Cousins Properties Inc 222795502 Feb 2026 100,726 -5,012 $2.7M +10.3% 0.82% EC
50 Apple Inc 037833100 May 2026 8,561 NEW $2.7M — 0.81% EC
51 KLA Corp 482480100 Feb 2026 1,348 -67 $2.6M +20.1% 0.78% EC
52 Roku Inc 77543R102 May 2026 19,863 NEW $2.6M — 0.78% EC
53 Newmont Corp 651639106 Feb 2026 23,477 +6,369 $2.6M +15.9% 0.78% EC
54 Analog Devices Inc 032654105 Feb 2026 6,118 -305 $2.5M +10.8% 0.76% EC
55 Intel Corp 458140100 Feb 2026 21,176 +3,224 $2.4M +196.6% 0.73% EC
56 Amphenol Corp 032095101 Feb 2026 16,073 -801 $2.4M -3.0% 0.72% EC
57 McKesson Corp 58155Q103 Feb 2026 3,128 -157 $2.3M -28.4% 0.70% EC
58 Sandisk Corp/DE 80004C200 May 2026 1,361 NEW $2.3M — 0.70% EC
59 Altria Group Inc 02209S103 Feb 2026 32,794 -1,631 $2.3M -4.0% 0.69% EC
60 Bristol-Myers Squibb Co 110122108 Feb 2026 39,697 -1,975 $2.3M -12.7% 0.69% EC
61 TJX Cos Inc/The 872540109 Feb 2026 14,492 +2,084 $2.2M +11.8% 0.68% EC
62 MFS Institutional Money Market Portfolio 55291X109 Feb 2026 2,222,605 +1,470,746 $2.2M +195.6% 0.67% EC
63 Mastercard Inc 57636Q104 Feb 2026 4,429 +252 $2.2M +1.3% 0.66% EC
64 QUALCOMM Inc 747525103 Feb 2026 8,627 -430 $2.2M +68.0% 0.65% EC
65 Deere & Co 244199105 Feb 2026 3,955 -197 $2.1M -18.0% 0.65% EC
66 Duke Energy Corp 26441C204 Feb 2026 17,420 -867 $2.1M -10.7% 0.65% EC
67 TKO Group Holdings Inc 87256C101 Feb 2026 10,265 -510 $2.1M -12.7% 0.64% EC
68 Edison International 281020107 Feb 2026 29,831 -1,485 $2.1M -10.9% 0.63% EC
69 Highwoods Properties Inc 431284108 Feb 2026 77,966 -3,879 $2.0M +10.6% 0.61% EC
70 Charles Schwab Corp/The 808513105 Feb 2026 23,278 +4,330 $2.0M +12.7% 0.61% EC
71 Humana Inc 444859102 Feb 2026 6,582 -2,358 $2.0M +18.0% 0.61% EC
72 American International Group Inc 026874784 Feb 2026 26,303 -4,223 $2.0M -20.5% 0.59% EC
73 Dollar General Corp 256677105 Feb 2026 17,525 -873 $1.9M -32.6% 0.59% EC
74 Ferguson Enterprises Inc 31488V107 Feb 2026 8,176 -407 $1.8M -17.5% 0.56% EC
75 Equitable Holdings Inc 29452E101 Feb 2026 43,546 -9,875 $1.8M -16.2% 0.54% EC
76 Linde PLC 000000000 Feb 2026 3,517 NEW $1.8M — 0.53% EC
77 Electronic Arts Inc 285512109 Feb 2026 8,616 -2,434 $1.7M -21.6% 0.52% EC
78 Southern Co/The 842587107 Feb 2026 18,273 +9,815 $1.7M +104.2% 0.51% EC
79 AT&T Inc 00206R102 Feb 2026 67,607 -3,363 $1.7M -15.7% 0.51% EC
80 Hartford Insurance Group Inc/The 416515104 Feb 2026 13,052 -651 $1.7M -14.0% 0.50% EC
81 Bank of America Corp 060505104 Feb 2026 32,024 +5,399 $1.7M +24.6% 0.50% EC
82 Thermo Fisher Scientific Inc 883556102 Feb 2026 3,345 -167 $1.6M -10.0% 0.50% EC
83 Target Corp 87612E106 Feb 2026 12,165 -605 $1.5M +6.4% 0.47% EC
84 RTX Corp 75513E101 Feb 2026 8,314 +4,964 $1.5M +120.1% 0.45% EC
85 Ciena Corp 171779309 Feb 2026 2,544 -126 $1.5M +58.5% 0.45% EC
86 Anglogold Ashanti Plc 000000000 Feb 2026 15,124 NEW $1.5M — 0.44% EC
87 Eastman Chemical Co 277432100 Feb 2026 18,602 +8,802 $1.4M +90.7% 0.43% EC
88 Accenture PLC 000000000 Feb 2026 7,525 NEW $1.4M — 0.42% EC
89 Zoom Communications Inc 98980L101 Feb 2026 13,005 -647 $1.3M +30.9% 0.40% EC
90 Portland General Electric Co 736508847 Feb 2026 26,346 +12,776 $1.3M +80.3% 0.40% EC
91 Visa Inc 92826C839 Feb 2026 3,896 -194 $1.3M -2.9% 0.38% EC
92 AES Corp/The 00130H105 Feb 2026 86,514 -17,085 $1.3M -29.1% 0.38% EC
93 Goldman Sachs Group Inc/The 38141G104 Feb 2026 1,213 -2,889 $1.2M -64.7% 0.38% EC
94 Albertsons Cos Inc 013091103 Feb 2026 79,518 +6,064 $1.2M -5.6% 0.37% EC
95 Home Depot Inc/The 437076102 Feb 2026 3,841 -190 $1.2M -20.6% 0.37% EC
96 T-Mobile US Inc 872590104 May 2026 6,278 NEW $1.2M — 0.36% EC
97 Flowserve Corp 34354P105 Feb 2026 14,896 -741 $1.1M -18.7% 0.34% EC
98 Aptiv PLC 000000000 Feb 2026 16,235 NEW $1.1M — 0.33% EC
99 Booking Holdings Inc 09857L108 Feb 2026 6,278 +5,881 $1.1M -37.5% 0.32% EC
100 Simon Property Group Inc 828806109 Feb 2026 4,828 -240 $989K -4.2% 0.30% EC
101 Cognizant Technology Solutions Corp 192446102 Feb 2026 16,671 -830 $929K -17.6% 0.28% EC
102 Curtiss-Wright Corp 231561101 Feb 2026 1,212 -60 $906K +1.7% 0.27% EC
103 JB Hunt Transport Services Inc 445658107 Feb 2026 3,163 -157 $874K +12.8% 0.26% EC
104 Everest Group Ltd 000000000 Feb 2026 2,666 NEW $864K — 0.26% EC
105 Uber Technologies Inc 90353T100 Feb 2026 12,156 -605 $856K -11.1% 0.26% EC
106 Leidos Holdings Inc 525327102 Feb 2026 6,537 -326 $835K -30.5% 0.25% EC
107 Lincoln National Corp 534187109 May 2026 22,643 NEW $799K — 0.24% EC
108 Dexcom Inc 252131107 May 2026 10,784 NEW $795K — 0.24% EC
109 Illumina Inc 452327109 May 2026 4,838 NEW $788K — 0.24% EC
110 General Mills Inc 370334104 Feb 2026 23,277 -1,158 $787K -28.8% 0.24% EC
111 Boston Scientific Corp 101137107 Feb 2026 15,849 -788 $766K -40.1% 0.23% EC
112 Talen Energy Corp 87422Q109 May 2026 1,963 NEW $759K — 0.23% EC
113 Ventas Inc 92276F100 Feb 2026 8,319 -414 $702K -6.7% 0.21% EC
114 Freeport-McMoRan Inc 35671D857 Feb 2026 10,651 -529 $700K -8.0% 0.21% EC
115 Jacobs Solutions Inc 46982L108 Feb 2026 5,808 +1,389 $696K +14.3% 0.21% EC
116 UnitedHealth Group Inc 91324P102 May 2026 1,812 NEW $689K — 0.21% EC
117 Microsoft Corp 594918104 Feb 2026 1,496 -74 $674K +9.2% 0.20% EC
118 Antero Resources Corp 03674X106 May 2026 18,444 NEW $659K — 0.20% EC
119 Envista Holdings Corp 29415F104 Feb 2026 27,516 -1,369 $648K -23.2% 0.20% EC
120 AMETEK Inc 031100100 Feb 2026 2,838 -141 $641K -10.1% 0.19% EC
121 IQVIA Holdings Inc 46266C105 Feb 2026 3,352 -1,101 $611K -23.3% 0.18% EC
122 Walmart Inc 931142103 May 2026 5,064 NEW $586K — 0.18% EC
123 Take-Two Interactive Software Inc 874054109 Feb 2026 2,449 -123 $549K +0.9% 0.17% EC
124 BWX Technologies Inc 05605H100 Feb 2026 2,580 -14,195 $505K -85.4% 0.15% EC
125 Jones Lang LaSalle Inc 48020Q107 Feb 2026 1,786 -88 $504K -14.7% 0.15% EC
126 Intuit Inc 461202103 May 2026 1,426 NEW $473K — 0.14% EC
✕ Phillips 66 718546104 — 32,246 SOLD $5.0M — — —
✕ Kimberly-Clark Corp 494368103 — 24,516 SOLD $2.7M — — —
✕ Walt Disney Co/The 254687106 — 24,325 SOLD $2.6M — — —
✕ Atmos Energy Corp 049560105 — 10,950 SOLD $2.0M — — —
✕ RPM International Inc 749685103 — 11,700 SOLD $1.3M — — —
✕ Voya Financial Inc 929089100 — 12,156 SOLD $0.8M — — —
✕ Dropbox Inc 26210C104 — 21,774 SOLD $0.5M — — —