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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 35 of 51  ·  1,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CNR CORE NATURAL RESOURCES INC Energy 231,877.0 $18.6M 0.01% NEW $80.02 +15.0%
682 OPCH OPTION CARE HEALTH INC Healthcare 871,769.0 $18.3M 0.01% NEW $20.97 +11.6%
683 MANE VERADERMICS INC Healthcare 147,841.0 $18.2M 0.01% NEW $122.94 -9.5%
684 DCO DUCOMMUN INC DEL Industrials 97,961.0 $18.1M 0.01% NEW $185.21 +10.3%
685 BSY BENTLEY SYS INC Technology 603,130.0 $18.0M 0.01% NEW $29.89 +15.9%
686 BEONE MEDICINES LTD 8,175.0 $18.0M 0.01% NEW $2197.07
687 CTRE CARETRUST REIT INC Real Estate 436,602.0 $17.6M 0.01% NEW $40.35 -2.6%
688 DELL DELL TECHNOLOGIES INC Technology 40,677.0 $17.6M 0.01% NEW $431.46 +8.6%
689 QTWO Q2 HLDGS INC Technology 363,191.0 $17.5M 0.01% NEW $48.10 +30.6%
690 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 181,483.0 $17.4M 0.01% NEW $95.98 +33.6%
691 YSWY YESWAY INC 857,768.0 $17.4M 0.01% NEW $20.30 +22.8%
692 EHC ENCOMPASS HEALTH CORP Healthcare 146,708.0 $17.3M 0.01% NEW $118.08 +3.4%
693 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 102,414.0 $17.3M 0.01% NEW $168.53 -8.5%
694 MDU MDU RES GROUP INC Industrials 811,297.0 $17.2M 0.01% NEW $21.21 -3.6%
695 DOX AMDOCS LTD Technology 339,941.0 $17.2M 0.01% NEW $50.54 +14.5%
696 PAY PAYMENTUS HOLDINGS INC Technology 706,796.0 $17.1M 0.01% NEW $24.16 +58.6%
697 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 195,024.0 $17.0M 0.01% NEW $87.10 -13.5%
698 GDDY GODADDY INC Technology 199,611.0 $16.9M 0.01% NEW $84.88 +12.9%
699 BCS BARCLAYS PLC Financial Services 611,390.0 $16.8M 0.01% NEW $27.55 -0.6%
700 GSK GSK PLC Healthcare 319,805.0 $16.8M 0.01% NEW $52.42 -2.4%
Page 35 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%