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Holdings (Monthly) Guide ↗

U.S. Sector Rotation Fund

· John Hancock Funds II
Monthly Holdings $5.3B AUM 52 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 8 New 52 Added 446 Reduced 7 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Alphabet Inc. GOOGL US Aug 2023 484,522 +2,463 $184.3M +22.6% 3.47% EC
2 Alphabet Inc. GOOG US Aug 2023 389,198 +3,914 $146.5M +22.1% 2.75% EC
3 Meta Platforms Inc. META US Aug 2023 182,021 +1,569 $115.1M -1.6% 2.16% EC
4 Intel Corporation INTC US Aug 2023 382,826 +13,948 $43.9M +160.9% 0.83% EC
5 Netflix Inc. NFLX US Aug 2023 351,385 +298 $30.2M -10.5% 0.57% EC
6 Palo Alto Networks Inc. PANW US Aug 2023 65,884 +475 $18.6M +90.5% 0.35% EC
7 Verizon Communications Inc. VZ US Aug 2023 350,926 +1,565 $16.8M -4.2% 0.32% EC
8 NextEra Energy Inc. NEE US Aug 2023 174,716 +3,868 $15.2M -5.1% 0.29% EC
9 Booking Holdings Inc. BKNG US Aug 2023 63,389 +60,826 $10.6M -2.3% 0.20% EC
10 The Southern Company SO US Aug 2023 92,351 +2,023 $8.5M -3.4% 0.16% EC
11 Duke Energy Corporation DUK US Aug 2023 65,222 +1,427 $8.0M -4.1% 0.15% EC
12 Constellation Energy Corporation CEG US Aug 2023 26,143 +524 $7.5M -11.0% 0.14% EC
13 Synopsys Inc. SNPS US Aug 2023 15,592 +311 $7.4M +17.2% 0.14% EC
14 The PNC Financial Services Group Inc. PNC US Aug 2023 31,707 +250 $7.0M +5.0% 0.13% EC
15 Monolithic Power Systems Inc. MPWR US Aug 2023 3,970 +29 $6.2M +38.1% 0.12% EC
16 American Electric Power Company Inc. AEP US Aug 2023 45,381 +1,469 $5.7M -2.2% 0.11% EC
17 Warner Bros. Discovery Inc. WBD US Aug 2023 206,191 +872 $5.6M -3.7% 0.10% EC
18 Sempra SRE US Aug 2023 54,757 +1,216 $4.9M -5.3% 0.09% EC
19 Dominion Energy Inc. D US Aug 2023 71,634 +1,593 $4.8M +8.4% 0.09% EC
20 Devon Energy Corporation DVN US Aug 2023 97,356 +40,719 $4.3M +75.7% 0.08% EC
21 Vistra Corp. VST US Feb 2026 26,721 +592 $4.3M -5.8% 0.08% EC
22 Entergy Corporation ETR US Aug 2023 37,933 +1,294 $4.1M +5.4% 0.08% EC
23 Carvana Co. CVNA US Feb 2026 55,626 +44,381 $4.1M +8.1% 0.08% EC
24 Xcel Energy Inc. XEL US Aug 2023 49,650 +1,124 $3.9M -2.4% 0.07% EC
25 Exelon Corporation EXC US Aug 2023 85,799 +2,925 $3.9M -4.5% 0.07% EC
26 Electronic Arts Inc. EA US Aug 2023 18,732 +135 $3.8M +1.3% 0.07% EC
27 Public Service Enterprise Group Incorporated PEG US Aug 2023 41,878 +929 $3.3M -6.5% 0.06% EC
28 Take-Two Interactive Software Inc. TTWO US Aug 2023 14,485 +93 $3.2M +6.7% 0.06% EC
29 Consolidated Edison Inc. ED US Aug 2023 30,268 +659 $3.2M -4.0% 0.06% EC
30 WEC Energy Group Inc. WEC US Aug 2023 27,287 +601 $3.0M -2.9% 0.06% EC
31 PGandE Corporation PCG US Aug 2023 184,408 +4,108 $3.0M -12.0% 0.06% EC
32 Carnival Corporation Ltd. CCL US Aug 2023 90,522 +4,182 $2.5M -6.8% 0.05% EC
33 Ameren Corporation AEE US Aug 2023 23,210 +1,022 $2.5M -0.3% 0.05% EC
34 DTE Energy Company DTE US Aug 2023 17,423 +384 $2.5M -1.5% 0.05% EC
35 NRG Energy Inc. NRG US Aug 2023 17,827 +2,105 $2.4M -15.0% 0.04% EC
36 Atmos Energy Corporation ATO US Aug 2023 13,876 +707 $2.3M -4.6% 0.04% EC
37 CenterPoint Energy Inc. CNP US Aug 2023 54,767 +1,216 $2.3M -0.6% 0.04% EC
38 Edison International EIX US Aug 2023 32,273 +705 $2.3M -4.3% 0.04% EC
39 Live Nation Entertainment Inc. LYV US Aug 2023 13,133 +49 $2.2M +4.3% 0.04% EC
40 PPL Corporation PPL US Aug 2023 62,104 +1,425 $2.2M -7.1% 0.04% EC
41 Eversource Energy ES US Aug 2023 31,494 +717 $2.2M -8.3% 0.04% EC
42 FirstEnergy Corp. FE US Aug 2023 43,617 +967 $2.0M -7.3% 0.04% EC
43 American Water Works Company Inc. AWK US Aug 2023 16,356 +348 $2.0M -7.4% 0.04% EC
44 CMS Energy Corporation CMS US Aug 2023 25,726 +762 $1.9M -4.2% 0.04% EC
45 NiSource Inc. NI US Aug 2023 40,144 +998 $1.9M +0.2% 0.03% EC
46 Evergy Inc. EVRG US Aug 2023 19,302 +416 $1.6M +0.2% 0.03% EC
47 Alliant Energy Corporation LNT US Aug 2023 21,555 +463 $1.5M +1.2% 0.03% EC
48 TKO Group Holdings Inc. TKO US Feb 2026 5,519 +26 $1.1M -7.9% 0.02% EC
49 Pinnacle West Capital Corporation PNW US Aug 2023 10,054 +237 $1.0M +1.8% 0.02% EC
50 Skyworks Solutions Inc. SWKS US Aug 2023 12,291 +62 $957K +31.3% 0.02% EC
51 The AES Corporation AES US Aug 2023 59,790 +1,366 $877K -13.1% 0.02% EC
52 The Trade Desk Inc. TTD US Feb 2026 36,547 +68 $788K -9.3% 0.01% EC