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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 23 of 51  ·  1,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 LECO LINCOLN ELEC HLDGS INC Industrials 259,457.0 $68.9M 0.02% NEW $265.50 +6.2%
442 SIMO SILICON MOTION TECHNOLOGY CO Technology 204,951.0 $68.7M 0.02% NEW $335.16 -24.9%
443 GRAB GRAB HOLDINGS LIMITED Technology 17,687,253.0 $68.2M 0.02% NEW $3.86 -10.5%
444 SYK STRYKER CORPORATION Healthcare 195,835.0 $67.8M 0.02% NEW $346.42 -4.3%
445 BTU PEABODY ENGR CORP Energy 2,898,295.0 $67.0M 0.02% NEW $23.12 +8.9%
446 CACI CACI INTL INC Technology 137,670.0 $66.3M 0.02% NEW $481.71 +36.2%
447 WEC WEC ENERGY GROUP INC Utilities 562,657.0 $65.7M 0.02% NEW $116.77 -4.9%
448 SNX TD SYNNEX CORPORATION Technology 234,648.0 $64.7M 0.02% NEW $275.56 -5.7%
449 POWI POWER INTEGRATIONS INC Technology 767,672.0 $64.3M 0.02% NEW $83.75 -30.0%
450 BNTX BIONTECH SE Healthcare 677,708.0 $63.1M 0.02% NEW $93.05 -0.3%
451 LFUS LITTELFUSE INC Technology 138,168.0 $62.9M 0.02% NEW $455.33 -3.9%
452 OGE OGE ENERGY CORP Utilities 1,284,747.0 $62.5M 0.02% NEW $48.66 -3.3%
453 BZ KANZHUN LIMITED Industrials 4,538,343.0 $62.5M 0.02% NEW $13.77 +14.7%
454 TMUS T-MOBILE US INC Communication Services 371,968.0 $62.4M 0.02% NEW $167.87 +8.9%
455 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 849,322.0 $62.1M 0.02% NEW $73.12 -23.7%
456 EPAM EPAM SYS INC Technology 778,355.0 $62.0M 0.02% NEW $79.68 +25.8%
457 COLD AMERICOLD REALTY TRUST INC Real Estate 3,586,722.0 $61.1M 0.02% NEW $17.03 -12.7%
458 FORM FORMFACTOR INC Technology 381,320.0 $61.0M 0.02% NEW $159.93 -22.3%
459 AVNT AVIENT CORPORATION Basic Materials 1,637,970.0 $60.5M 0.02% NEW $36.96 +17.6%
460 NEXTERA ENERGY INC 1,186,600.0 $60.3M 0.02% NEW $50.80
Page 23 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%