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Portfolio (Quarterly) Guide ↗

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

· CIK 0000912938
13F Portfolio $315.2B AUM 4,175 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1005 New
Page 10 of 51  ·  1,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AGCO AGCO CORP Industrials 2,999,252.0 $365.1M 0.12% NEW $121.72 -18.6%
182 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,442,143.0 $360.5M 0.11% NEW $81.16 -6.1%
183 INGERSOLL RAND INC 4,301,093.0 $354.7M 0.11% NEW $82.46
184 WMB WILLIAMS COS INC Energy 4,695,435.0 $354.2M 0.11% NEW $75.43 -0.2%
185 AME AMETEK INC Industrials 1,445,401.0 $352.1M 0.11% NEW $243.62 +2.3%
186 BC BRUNSWICK CORP Consumer Cyclical 4,136,460.0 $352.1M 0.11% NEW $85.12 -5.2%
187 CME CME GROUP INC Financial Services 1,480,387.0 $346.3M 0.11% NEW $233.95 +17.0%
188 PWR QUANTA SVCS INC Industrials 477,445.0 $343.7M 0.11% NEW $719.98 -2.8%
189 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,165,051.0 $340.9M 0.11% NEW $292.64 -3.4%
190 EIX EDISON INTL Utilities 4,459,540.0 $335.4M 0.11% NEW $75.20 -1.9%
191 TER TERADYNE INC Technology 678,033.0 $334.6M 0.11% NEW $493.54 -19.6%
192 BURL BURLINGTON STORES INC Consumer Cyclical 1,038,322.0 $333.3M 0.11% NEW $320.96 +4.6%
193 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,871,551.0 $331.7M 0.10% NEW $85.67 -4.8%
194 ADSK AUTODESK INC Technology 1,655,978.0 $331.4M 0.10% NEW $200.12 +25.3%
195 JBL JABIL INC Technology 857,505.0 $330.5M 0.10% NEW $385.44 -11.2%
196 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,191,586.0 $329.4M 0.10% NEW $103.22 -3.8%
197 CG CARLYLE GROUP INC Financial Services 7,739,524.0 $328.6M 0.10% NEW $42.45 +13.8%
198 WPC WP CAREY INC Real Estate 4,467,099.0 $325.2M 0.10% NEW $72.80 -1.6%
199 BMO BANK MONTREAL MEDIUM Financial Services 1,300,991.0 $324.8M 0.10% NEW $249.69 -27.1%
200 ATO ATMOS ENERGY CORP Utilities 1,842,583.0 $321.4M 0.10% NEW $174.44 -1.5%
Page 10 of 51  ·  1,005 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Financial Services 17.6%
Healthcare 11.9%
Industrials 11.4%
Consumer Cyclical 7.4%
Communication Services 6.0%
Utilities 5.4%
Basic Materials 4.4%
Energy 3.9%
Consumer Defensive 3.0%