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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 41 of 51  ·  1,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 CELH CELSIUS HLDGS INC Consumer Defensive 132,450.0 $3.9M 0.00% NEW $29.28 +1.7%
802 ENS ENERSYS Industrials 16,397.0 $3.8M 0.00% NEW $233.82 -15.6%
803 CMI CUMMINS INC Industrials 5,352.0 $3.8M 0.00% NEW $713.21 -13.0%
804 PH PARKER-HANNIFIN CORP Industrials 3,681.0 $3.6M 0.00% NEW $978.12 +6.2%
805 SM SM ENERGY COMPANY Energy 136,751.0 $3.6M 0.00% NEW $26.10 +35.6%
806 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 12,243.0 $3.3M 0.00% NEW $271.95 -9.1%
807 TIGO MILLICOM INTL CELLULAR S A Communication Services 35,605.0 $3.2M 0.00% NEW $90.76 -3.1%
808 LMT LOCKHEED MARTIN CORP Industrials 4,886.0 $3.2M 0.00% NEW $650.67 -6.5%
809 MEI METHODE ELECTRS INC Technology 163,809.0 $3.1M 0.00% NEW $18.97 -16.0%
810 CTVA CORTEVA INC Basic Materials 32,642.0 $3.0M 0.00% NEW $93.17 -16.7%
811 ELF E L F BEAUTY INC Consumer Defensive 40,445.0 $3.0M 0.00% NEW $74.00 +26.8%
812 IJH ISHARES TR 38,694.0 $3.0M 0.00% NEW $77.11 +0.7%
813 HL HECLA MINING COMPANY Basic Materials 189,850.0 $2.9M 0.00% NEW $15.43 +16.1%
814 AGX ARGAN INC Industrials 3,658.0 $2.9M 0.00% NEW $798.55 -29.7%
815 PRG PROG HOLDINGS INC Industrials 62,581.0 $2.9M 0.00% NEW $46.61 -9.3%
816 ESTC ELASTIC N V Technology 48,982.0 $2.8M 0.00% NEW $57.02 +49.9%
817 YOU CLEAR SECURE INC Technology 49,267.0 $2.7M 0.00% NEW $55.73 -20.8%
818 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 42,610.0 $2.7M 0.00% NEW $63.25 +18.4%
819 PARR PAR PAC HOLDINGS INC Energy 48,054.0 $2.7M 0.00% NEW $56.08 +43.8%
820 PLAB PHOTRONICS INC Technology 80,403.0 $2.6M 0.00% NEW $32.53 -4.3%
Page 41 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%