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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 14 of 51  ·  1,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BN BROOKFIELD CORP Financial Services 4,030,678.0 $218.0M 0.07% NEW $54.07 -20.9%
262 RF REGIONS FINANCIAL CORP NEW Financial Services 7,192,487.0 $217.6M 0.07% NEW $30.25 +4.8%
263 PAGP PLAINS GP HLDGS L P Energy 8,930,864.0 $216.8M 0.07% NEW $24.27 +6.3%
264 FIS FIDELITY NATL INFORMATION SV Technology 5,523,078.0 $216.3M 0.07% NEW $39.17 +5.1%
265 JBHT HUNT J B TRANS SVCS INC Industrials 745,382.0 $215.7M 0.07% NEW $289.43 -2.1%
266 VRTX VERTEX PHARMACEUTICALS INC Healthcare 423,049.0 $214.6M 0.07% NEW $507.39 +1.6%
267 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,678,454.0 $211.0M 0.07% NEW $45.11 +27.8%
268 ENTG ENTEGRIS INC Technology 1,161,575.0 $208.9M 0.07% NEW $179.86 -9.3%
269 LEIDOS HOLDINGS INC 2,004,766.0 $208.5M 0.07% NEW $104.01
270 NUE NUCOR CORP Basic Materials 933,119.0 $207.9M 0.07% NEW $222.75 +22.4%
271 XP XP INC Financial Services 12,558,750.0 $205.5M 0.07% NEW $16.36 -4.1%
272 AEE AMEREN CORP Utilities 1,776,298.0 $204.0M 0.07% NEW $114.85 -4.7%
273 BRX BRIXMOR PPTY GROUP INC Real Estate 6,378,046.0 $201.1M 0.06% NEW $31.53 -5.6%
274 PG PROCTER & GAMBLE CO Consumer Defensive 1,301,768.0 $200.1M 0.06% NEW $153.71 -6.9%
275 AR ANTERO RESOURCES CORP Energy 5,662,614.0 $199.0M 0.06% NEW $35.14 +3.6%
276 INNIO NV 4,958,842.0 $197.8M 0.06% NEW $39.88
277 TECH BIO-TECHNE CORP Healthcare 2,746,462.0 $194.0M 0.06% NEW $70.64 +2.5%
278 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 1,728,729.0 $193.4M 0.06% NEW $111.86 -6.4%
279 COLB COLUMBIA BKG SYS INC Financial Services 5,958,440.0 $193.0M 0.06% NEW $32.39 -0.1%
280 FITB FIFTH THIRD BANCORP Financial Services 3,371,547.0 $190.1M 0.06% NEW $56.37 +2.2%
Page 14 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%