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Holdings (Monthly) Guide ↗

MFS Blended Research Value Equity Fund

· Mfs Series Trust X
Monthly Holdings $332M AUM 28 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 Amazon.com Inc 023135106 Feb 2026 32,111 +1,004 $8.7M +33.0% 2.62% EC
3 Flex Ltd 000000000 Feb 2026 32,612 +20,428 $4.9M +7.4% 1.48% EC
4 General Dynamics Corp 369550108 Feb 2026 13,938 +674 $4.8M +2.1% 1.46% EC
5 Exxon Mobil Corp 30231G102 Feb 2026 32,679 +12,103 $4.7M +51.3% 1.43% EC
6 PepsiCo Inc 713448108 Feb 2026 30,194 +15,685 $4.4M +76.8% 1.31% EC
7 Colgate-Palmolive Co 194162103 Feb 2026 47,652 +5,358 $4.3M +2.4% 1.30% EC
8 Gilead Sciences Inc 375558103 Feb 2026 31,531 +950 $4.2M -6.9% 1.28% EC
9 Cigna Group/The 125523100 Feb 2026 14,349 +542 $4.0M -0.5% 1.20% EC
10 Valero Energy Corp 91913Y100 Feb 2026 15,328 +2,762 $3.8M +45.9% 1.13% EC
11 Western Digital Corp 958102105 Feb 2026 6,446 +936 $3.4M +122.2% 1.03% EC
12 WP Carey Inc 92936U109 Feb 2026 45,333 +2,166 $3.4M +4.7% 1.02% EC
13 Ameriprise Financial Inc 03076C106 Feb 2026 7,006 +393 $3.1M +0.4% 0.94% EC
14 Essential Properties Realty Trust Inc 29670E107 Feb 2026 101,501 +11,124 $3.1M +1.2% 0.94% EC
15 Newmont Corp 651639106 Feb 2026 23,477 +6,369 $2.6M +15.9% 0.78% EC
16 Intel Corp 458140100 Feb 2026 21,176 +3,224 $2.4M +196.6% 0.73% EC
17 TJX Cos Inc/The 872540109 Feb 2026 14,492 +2,084 $2.2M +11.8% 0.68% EC
18 MFS Institutional Money Market Portfolio 55291X109 Feb 2026 2,222,605 +1,470,746 $2.2M +195.6% 0.67% EC
19 Mastercard Inc 57636Q104 Feb 2026 4,429 +252 $2.2M +1.3% 0.66% EC
20 Charles Schwab Corp/The 808513105 Feb 2026 23,278 +4,330 $2.0M +12.7% 0.61% EC
21 Southern Co/The 842587107 Feb 2026 18,273 +9,815 $1.7M +104.2% 0.51% EC
22 Bank of America Corp 060505104 Feb 2026 32,024 +5,399 $1.7M +24.6% 0.50% EC
23 RTX Corp 75513E101 Feb 2026 8,314 +4,964 $1.5M +120.1% 0.45% EC
24 Eastman Chemical Co 277432100 Feb 2026 18,602 +8,802 $1.4M +90.7% 0.43% EC
25 Portland General Electric Co 736508847 Feb 2026 26,346 +12,776 $1.3M +80.3% 0.40% EC
26 Albertsons Cos Inc 013091103 Feb 2026 79,518 +6,064 $1.2M -5.6% 0.37% EC
27 Booking Holdings Inc 09857L108 Feb 2026 6,278 +5,881 $1.1M -37.5% 0.32% EC
28 Jacobs Solutions Inc 46982L108 Feb 2026 5,808 +1,389 $696K +14.3% 0.21% EC