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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 21 of 51  ·  1,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XPO XPO INC Industrials 426,782.0 $93.1M 0.03% NEW $218.21 -7.0%
402 CARR CARRIER GLOBAL CORPORATION Industrials 1,005,951.0 $93.0M 0.03% NEW $92.44 -33.9%
403 SPGI S&P GLOBAL INC Financial Services 229,364.0 $93.0M 0.03% NEW $405.37 +3.8%
404 TPG TPG INC Financial Services 2,271,967.0 $92.1M 0.03% NEW $40.55 +27.9%
405 MO ALTRIA GROUP INC Consumer Defensive 1,262,056.0 $91.6M 0.03% NEW $72.57 -10.6%
406 PEGA PEGASYSTEMS INC Technology 3,031,497.0 $91.4M 0.03% NEW $30.15 +8.4%
407 CHEF CHEFS WHSE INC Consumer Defensive 943,154.0 $90.6M 0.03% NEW $96.10 +13.8%
408 LGN LEGENCE CORP Industrials 1,045,881.0 $89.1M 0.03% NEW $85.23 -23.3%
409 NI NISOURCE INC Utilities 1,860,744.0 $88.5M 0.03% NEW $47.55 -10.8%
410 HR HEALTHCARE RLTY TR Real Estate 4,026,952.0 $88.2M 0.03% NEW $21.90 -12.6%
411 EQR EQUITY RESIDENTIAL Real Estate 1,184,124.0 $87.3M 0.03% NEW $73.71 -13.6%
412 SSRM SSR MINING IN Basic Materials 2,854,956.0 $85.5M 0.03% NEW $29.95 +5.8%
413 GLW CORNING INC Technology 331,912.0 $85.3M 0.03% NEW $256.89 -37.7%
414 REGCO REGENCY CTRS CORP Real Estate 971,564.0 $84.8M 0.03% NEW $87.30 -74.9%
415 LAMR LAMAR ADVERTISING CO Real Estate 507,505.0 $84.6M 0.03% NEW $166.60 -8.2%
416 CSGP COSTAR GROUP INC Real Estate 2,983,969.0 $84.5M 0.03% NEW $28.32 +12.7%
417 PINS PINTEREST INC Communication Services 3,966,279.0 $83.4M 0.03% NEW $21.03 +11.5%
418 KBR KBR INC Industrials 2,381,015.0 $82.2M 0.03% NEW $34.53 +9.8%
419 CEREBRAS SYSTEMS INC 371,665.0 $82.1M 0.03% NEW $220.92
420 SWKS SKYWORKS SOLUTIONS INC Technology 1,176,673.0 $79.8M 0.03% NEW $67.80 -1.1%
Page 21 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%