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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 40 of 51  ·  1,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 AES AES CORP Utilities 466,238.0 $6.8M 0.00% NEW $14.66 +0.5%
782 RDY DR REDDYS LABS LTD Healthcare 475,589.0 $6.8M 0.00% NEW $14.33 -15.2%
783 RDDT REDDIT INC Communication Services 38,256.0 $6.6M 0.00% NEW $173.58 -5.5%
784 MCD MCDONALDS CORP Consumer Cyclical 21,681.0 $6.6M 0.00% NEW $303.71 -11.4%
785 PG&E CORP 6,224,000.0 $6.5M 0.00% NEW $1.05
786 PDM PIEDMONT REALTY TRUST INC Real Estate 679,845.0 $6.2M 0.00% NEW $9.15 +2.4%
787 ANNX ANNEXON INC Healthcare 1,037,366.0 $5.9M 0.00% NEW $5.71 -9.3%
788 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 144,366.0 $5.9M 0.00% NEW $41.03 -3.5%
789 GTX GARRETT MOTION INC Consumer Cyclical 162,766.0 $5.9M 0.00% NEW $36.23 -23.0%
790 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 661,497.0 $5.5M 0.00% NEW $8.29 -5.7%
791 WFRD WEATHERFORD INTL PLC Energy 67,203.0 $5.5M 0.00% NEW $81.50 +12.3%
792 CIGI COLLIERS INTL GROUP INC Real Estate 39,789.0 $5.3M 0.00% NEW $133.00 -20.0%
793 SLVM SYLVAMO CORP Basic Materials 133,132.0 $5.0M 0.00% NEW $37.80 -2.7%
794 BILL BILL HOLDINGS INC Technology 137,679.0 $5.0M 0.00% NEW $36.16 +36.0%
795 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 44,418.0 $4.8M 0.00% NEW $108.35 +1.8%
796 FIVN FIVE9 INC Technology 216,589.0 $4.6M 0.00% NEW $21.32 +54.0%
797 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 25,109.0 $4.3M 0.00% NEW $173.12 -7.2%
798 IWF ISHARES TR 33,736.0 $4.2M 0.00% NEW $124.16 -0.8%
799 CSX CSX CORP Industrials 68,621.0 $4.2M 0.00% NEW $60.67 -17.0%
800 PLTR PALANTIR TECHNOLOGIES INC Technology 34,539.0 $4.0M 0.00% NEW $116.67 +47.3%
Page 40 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%