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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 20 of 51  ·  1,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FCX FREEPORT MCMORAN INC Basic Materials 1,711,684.0 $109.2M 0.04% NEW $63.81 +3.9%
382 CDW CDW CORP Technology 759,648.0 $106.8M 0.03% NEW $140.64 -4.0%
383 AKR ACADIA RLTY TR Real Estate 4,825,446.0 $106.8M 0.03% NEW $22.14 -4.9%
384 PPL PPL CORP Utilities 2,894,825.0 $105.9M 0.03% NEW $36.60 -2.7%
385 AGI ALAMOS GOLD INC Basic Materials 3,432,865.0 $105.9M 0.03% NEW $30.84 +6.7%
386 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 350,560.0 $105.5M 0.03% NEW $301.02 -24.1%
387 GIB CGI INC Technology 1,300,860.0 $103.6M 0.03% NEW $79.62 -8.4%
388 VALE VALE S A Basic Materials 6,793,093.0 $102.6M 0.03% NEW $15.10 -9.4%
389 ALAB ASTERA LABS INC Technology 208,919.0 $100.9M 0.03% NEW $482.98 -37.2%
390 ALGM ALLEGRO MICROSYSTEMS INC Technology 1,443,495.0 $100.5M 0.03% NEW $69.61 -43.4%
391 NWL NEWELL BRANDS INC Consumer Defensive 16,190,860.0 $99.4M 0.03% NEW $6.14 -3.4%
392 SRAD SPORTRADAR GROUP AG Technology 6,572,121.0 $98.4M 0.03% NEW $14.98 -14.1%
393 CLS CELESTICA INC Technology 189,826.0 $98.2M 0.03% NEW $517.11 -39.9%
394 DOC HEALTHPEAK PROPERTIES INC Real Estate 4,230,551.0 $98.1M 0.03% NEW $23.18 -11.8%
395 LIBERTY MEDIA CORP DEL 1,015,061.0 $96.6M 0.03% NEW $95.13
396 SMTC SEMTECH CORP Technology 596,020.0 $96.5M 0.03% NEW $161.84 -16.4%
397 SMURFIT WESTROCK PLC 2,049,143.0 $96.2M 0.03% NEW $46.97
398 BROWN FORMAN CORP 3,530,345.0 $94.1M 0.03% NEW $26.65
399 TRMB TRIMBLE INC Technology 1,829,387.0 $93.6M 0.03% NEW $51.18 +11.4%
400 MET METLIFE INC Financial Services 1,019,531.0 $93.4M 0.03% NEW $91.64 +5.6%
Page 20 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%