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Holdings (Monthly) Guide ↗

MFS Active Value ETF

· MFS Active Exchange Traded Funds Trust
Monthly Holdings $474M AUM 65 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 8 New 55 Added 2 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 JPMorgan Chase & Co 46625H100 Feb 2026 68,620 +28,200 $20.5M +69.2% 4.33% EC
2 KLA Corp 482480100 Feb 2026 8,336 +3,384 $16.0M +112.2% 3.38% EC
3 Morgan Stanley 617446448 Feb 2026 67,185 +27,636 $14.0M +112.2% 2.95% EC
4 Progressive Corp/The 743315103 Feb 2026 71,322 +29,328 $13.6M +51.3% 2.86% EC
5 Cigna Group/The 125523100 Feb 2026 47,358 +19,458 $13.1M +62.5% 2.77% EC
6 Analog Devices Inc 032654105 Feb 2026 31,441 +12,972 $13.0M +98.0% 2.74% EC
7 Exxon Mobil Corp 30231G102 Feb 2026 89,348 +30,370 $13.0M +44.3% 2.74% EC
8 Prologis Inc 74340W103 Feb 2026 74,713 +30,738 $10.7M +71.0% 2.26% EC
9 Travelers Cos Inc/The 89417E109 Feb 2026 36,381 +14,946 $10.6M +60.5% 2.24% EC
10 NXP Semiconductors NV 000000000 Feb 2026 32,788 +22,720 $10.5M +178.4% 2.22% EC
11 Amazon.com Inc 023135106 May 2026 38,610 NEW $10.4M 2.20% EC
12 Duke Energy Corp 26441C204 Feb 2026 82,355 +27,441 $10.1M +40.7% 2.13% EC
13 Boeing Co/The 097023105 Feb 2026 43,372 +17,766 $10.0M +72.1% 2.11% EC
14 McKesson Corp 58155Q103 Feb 2026 13,406 +2,873 $10.0M -4.3% 2.10% EC
15 RTX Corp 75513E101 Feb 2026 54,141 +22,278 $9.7M +50.7% 2.05% EC
16 Chevron Corp 166764100 Feb 2026 52,356 +16,384 $9.6M +42.2% 2.01% EC
17 Southern Co/The 842587107 Feb 2026 102,877 +42,300 $9.5M +60.5% 2.00% EC
18 Union Pacific Corp 907818108 Feb 2026 35,470 +10,399 $9.3M +40.2% 1.96% EC
19 Citigroup Inc 172967424 Feb 2026 72,045 +23,165 $9.1M +68.4% 1.91% EC
20 Dominion Energy Inc 25746U109 Feb 2026 128,933 +53,016 $8.6M +80.1% 1.82% EC
21 Honeywell International Inc 438516106 Feb 2026 36,230 +23,695 $8.6M +182.2% 1.82% EC
22 ConocoPhillips 20825C104 Feb 2026 75,422 +31,020 $8.6M +70.6% 1.81% EC
23 Nasdaq Inc 631103108 Feb 2026 92,182 +40,852 $8.5M +89.7% 1.80% EC
24 General Dynamics Corp 369550108 Feb 2026 23,979 +9,870 $8.3M +65.1% 1.75% EC
25 Hilton Worldwide Holdings Inc 43300A203 Feb 2026 25,358 +10,434 $8.3M +78.6% 1.75% EC
26 AbbVie Inc 00287Y109 Feb 2026 36,323 +14,946 $7.9M +59.4% 1.67% EC
27 American Express Co 025816109 Feb 2026 24,829 +8,831 $7.9M +59.0% 1.66% EC
28 KKR & Co Inc 48251W104 Feb 2026 78,900 +32,430 $7.6M +85.8% 1.60% EC
29 Alliant Energy Corp 018802108 Feb 2026 104,273 +42,864 $7.5M +68.1% 1.57% EC
30 Bank of America Corp 060505104 Feb 2026 140,583 +57,810 $7.3M +75.9% 1.53% EC
31 Home Depot Inc/The 437076102 Feb 2026 21,970 +9,024 $7.0M +41.4% 1.47% EC
32 Johnson & Johnson 478160104 Feb 2026 30,890 +12,690 $7.0M +53.9% 1.47% EC
33 Eaton Corp PLC 000000000 Feb 2026 17,118 NEW $6.9M 1.45% EC
34 Marsh & McLennan Cos Inc 571748102 Feb 2026 41,872 +17,202 $6.7M +45.4% 1.41% EC
35 Abbott Laboratories 002824100 Feb 2026 78,110 +32,148 $6.7M +25.0% 1.41% EC
36 PACCAR Inc 693718108 Feb 2026 59,634 +24,534 $6.6M +48.7% 1.39% EC
37 Texas Instruments Inc 882508104 Feb 2026 21,280 +8,742 $6.5M +144.6% 1.37% EC
38 Aon PLC 000000000 Feb 2026 19,895 NEW $6.3M 1.33% EC
39 Northrop Grumman Corp 666807102 Feb 2026 11,006 +4,512 $6.2M +31.9% 1.31% EC
40 Accenture PLC 000000000 Feb 2026 32,964 NEW $6.2M 1.30% EC
41 Wells Fargo & Co 949746101 Feb 2026 78,896 +32,430 $6.1M +61.6% 1.29% EC
42 Xcel Energy Inc 98389B100 Feb 2026 73,416 +30,174 $5.8M +61.9% 1.23% EC
43 Procter & Gamble Co/The 742718109 Feb 2026 40,500 +16,638 $5.8M +45.7% 1.23% EC
44 Humana Inc 444859102 Feb 2026 17,702 +7,332 $5.4M +173.6% 1.14% EC
45 Illinois Tool Works Inc 452308109 Feb 2026 21,280 +8,742 $5.3M +44.4% 1.11% EC
46 CMS Energy Corp 125896100 Feb 2026 67,954 +27,918 $4.9M +57.8% 1.04% EC
47 Elevance Health Inc 036752103 Feb 2026 12,508 +1,566 $4.9M +40.5% 1.04% EC
48 Equifax Inc 294429105 Feb 2026 29,556 +12,126 $4.9M +34.5% 1.03% EC
49 Mondelez International Inc 609207105 Feb 2026 78,841 +32,430 $4.8M +68.7% 1.02% EC
50 CRH PLC 000000000 Feb 2026 43,993 NEW $4.8M 1.01% EC
51 Philip Morris International Inc 718172109 Feb 2026 26,717 +10,998 $4.7M +61.4% 1.00% EC
52 Pfizer Inc 717081103 Feb 2026 172,901 +71,064 $4.5M +60.8% 0.95% EC
53 Alphabet Inc 02079K305 May 2026 11,858 NEW $4.5M 0.95% EC
54 LPL Financial Holdings Inc 50212V100 Feb 2026 15,145 +7,350 $4.1M +77.1% 0.87% EC
55 Caterpillar Inc 149123101 Feb 2026 4,334 +1,475 $3.8M +78.7% 0.80% EC
56 Kimberly-Clark Corp 494368103 Feb 2026 37,869 +15,510 $3.7M +48.3% 0.78% EC
57 Ingersoll Rand Inc 45687V106 Feb 2026 49,825 +24,669 $3.6M +50.7% 0.75% EC
58 State Street Global Advisors 857492706 Feb 2026 2,879,359 +299,739 $2.9M +11.6% 0.61% STIV
59 Microsoft Corp 594918104 Feb 2026 6,045 +2,538 $2.7M +97.6% 0.57% EC
60 Salesforce Inc 79466L302 Feb 2026 12,409 +5,076 $2.4M +66.0% 0.50% EC
61 Coca-Cola Europacific Partners PLC 000000000 Feb 2026 24,708 NEW $2.2M 0.47% EC
62 Medline Inc 58507V107 Feb 2026 53,713 +47,115 $2.0M +526.5% 0.41% EC
63 Seagate Technology Holdings PLC 000000000 Feb 2026 1,809 NEW $1.6M 0.34% EC
Mid-America Apartment Communities Inc 59522J103 17,791 SOLD $2.4M
Merck & Co Inc 58933Y105 18,200 SOLD $2.3M