Fund HoldingsMASSACHUSETTS FINANCIAL SERVICES CO /MA/

Total Portfolio Value
$297.51B
Total Bought
$18.96B
Total Sold
$48.38B
Net Transaction
-$29.42B
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
HONEYWELL INTL INC(HON)08,707,049+8,707,04902,522,4300.85%+2,522,430
WATERS CORP(WAT)2,624,7154,630,118+2,005,403996,9452,059,3880.69%+1,062,443
LINDE PLC(LIN)04,757,686+4,757,68603,022,9691.02%+3,022,969
VISA INC(V)04,165,473+4,165,47302,328,1490.78%+2,328,149
EXXON MOBIL CORP19,255,55517,922,157-1,333,3982,317,2133,047,9411.02%+730,728
SCHWAB CHARLES CORP(SCHW)014,521,887+14,521,88702,251,4080.76%+2,251,408
NEXTERA ENERGY INC(NEE)013,192,071+13,192,07101,227,9050.41%+1,227,905
MEDTRONIC PLC(MDT)021,437,599+21,437,59902,657,9640.89%+2,657,964
BROADCOM INC(AVGO)08,980,922+8,980,92203,420,2261.15%+3,420,226
WILLIS TOWERS WATSON PLC LTD(WTW)05,867,533+5,867,53302,579,9220.87%+2,579,922
CONOCOPHILLIPS(COP)020,267,161+20,267,16102,693,6350.91%+2,693,635
APPLE INC(AAPL)26,896,16630,317,142+3,420,9767,311,9927,847,8472.64%+535,856
AGNICO EAGLE MINES LTD(AEM)011,867,001+11,867,00102,497,5660.84%+2,497,566
AIR PRODUCTS AND CHEMICALS I0583,754+583,7540719,2160.24%+719,216
APTIV PLC(APTV)07,985,744+7,985,7440475,6550.16%+475,655
THERMO FISHER SCIENTIFIC INC(TMO)3,087,6663,013,109-74,5571,789,1482,250,8810.76%+461,733
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
2,008,5162,536,122+527,606553,1251,005,4100.34%+452,285
FRANCO NEV CORP(FNV)011,093,148+11,093,14802,819,1810.95%+2,819,181
GILEAD SCIENCES INC(GILD)4,223,3046,281,609+2,058,305518,368909,6860.31%+391,317
GE VERNOVA INC(GEV)01,629,084+1,629,08401,443,2470.49%+1,443,247
BECTON DICKINSON & CO(BDX)9,486,6949,101,454-385,2401,841,0832,217,4580.75%+376,375
APPLIED MATLS INC01,181,838+1,181,8380409,0810.14%+409,081
KLA CORP(KLAC)1,740,0821,641,635-98,4472,114,3392,442,1530.82%+327,815
CHEVRON CORPORATION(CVX)07,109,419+7,109,41901,479,2050.50%+1,479,205
TAIWAN SEMICONDUCTOR MANUFAC(TSM)09,677,855+9,677,85503,403,1071.14%+3,403,107
COMCAST CORP NEW(CCZ)010,486,288+10,486,2880305,5030.10%+305,503
TRANSUNION(TRU)013,146,925+13,146,92501,597,9950.54%+1,597,995
TECK RESOURCES LTD(TECK)05,922,775+5,922,7750313,4770.11%+313,477
FERGUSON ENTERPRISES INC(FERG)01,850,530+1,850,5300434,1210.15%+434,121
TYSON FOODS INC(TSN)03,554,478+3,554,4780229,0750.08%+229,075
PFIZER INC(PFE)056,911,830+56,911,83001,619,1660.54%+1,619,166
INGERSOLL RAND INC(IR)1,623,1314,411,618+2,788,487128,584355,7560.12%+227,172
ARISTA NETWORKS INC(ANET)07,227,921+7,227,9210926,9410.31%+926,941
AIRBNB INC1,362,6943,053,593+1,690,899184,945392,3580.13%+207,413
CENOVUS ENERGY INC(CVE)17,935,59917,388,159-547,440303,470508,2750.17%+204,805
VALERO ENERGY CORP(VLO)02,015,769+2,015,7690504,1300.17%+504,130
SALESFORCE INC(CRM)04,882,551+4,882,5510933,0470.31%+933,047
RBC BEARINGS INC(RBC)0307,380+307,3800166,9430.06%+166,943
EMCOR GROUP INC(EME)111,494311,053+199,55968,211229,6490.08%+161,438
EOG RES INC(EOG)04,729,555+4,729,5550686,4280.23%+686,428
RTX CORPORATION(RTX)014,147,863+14,147,86302,754,0980.93%+2,754,098
CARNIVAL CORP05,916,649+5,916,6490153,1280.05%+153,128
EMERSON ELEC CO(EMR)03,173,181+3,173,1810426,9350.14%+426,935
CREDICORP LTD(BAP)02,787,217+2,787,2170952,4570.32%+952,457
TECHNIPFMC PLC(FTI)07,707,068+7,707,0680541,0050.18%+541,005
CHENIERE ENERGY INC(LNG)03,047,277+3,047,2770873,1710.29%+873,171
QUANTA SVCS INC961,708958,099-3,609405,898525,9970.18%+120,099
WOODWARD INC(WWD)0328,124+328,1240117,4410.04%+117,441
AMCOR PLC
COM NEW
02,783,448+2,783,4480110,6420.04%+110,642
JANUS LIVING INC(JAN)04,369,804+4,369,8040110,2760.04%+110,276
AMETEK INC01,413,837+1,413,8370305,9050.10%+305,905
PERMIAN RESOURCES CORP(PR)016,276,635+16,276,6350347,0180.12%+347,018
CURTISS WRIGHT CORP(CW)0771,508+771,5080528,8080.18%+528,808
TEREX CORP NEW(TEX)01,774,448+1,774,4480104,8700.04%+104,870
MACOM TECH SOLUTIONS HLDGS I(MTSI)0828,448+828,4480183,9740.06%+183,974
MONOLITHIC PWR SYS INC(MPWR)0567,769+567,7690620,7490.21%+620,749
MINIMED GROUP INC(MMED)06,878,460+6,878,4600102,6270.03%+102,627
BROWN & BROWN INC(BRO)01,537,185+1,537,1850100,2400.03%+100,240
MODINE MFG CO(MOD)0608,498+608,4980135,1840.05%+135,184
COHERENT CORP(COHR)1,841,1681,813,256-27,912339,824432,2500.15%+92,425
HUNTINGTON INGALLS INDS INC(HII)0241,938+241,938091,9120.03%+91,912
MEDLINE INC(MDLN)10,227,22711,569,316+1,342,089429,544518,1290.17%+88,586
VERSIGENT LTD(VGNT)02,661,893+2,661,893086,3220.03%+86,322
WHEATON PRECIOUS METALS CORP(WPM)06,297,084+6,297,0840863,2680.29%+863,268
CIENA CORP(CIEN)607,391582,668-24,723142,051226,2050.08%+84,154
ROYAL BK CDA(RY)02,157,232+2,157,2320476,8040.16%+476,804
SOUTHERN CO(SO)015,595,800+15,595,80001,504,3300.51%+1,504,330
CATERPILLAR INC(CAT)1,835,9241,583,565-252,3591,051,7461,134,4710.38%+82,725
BURLINGTON STORES INC(BURL)1,110,6321,226,069+115,437320,806402,9880.14%+82,182
CANADIAN PACIFIC KANSAS CITY(CP)04,838,509+4,838,5090459,5360.15%+459,536
EQUITY RESIDENTIAL(EQR)01,259,931+1,259,931080,2530.03%+80,253
RENAISSANCERE HLDGS LTD(RNR)0304,041+304,041090,4110.03%+90,411
APPLIED INDL TECHNOLOGIES IN(AIT)0299,596+299,596079,4880.03%+79,488
HUBBELL INC(HUBB)01,537,597+1,537,5970776,9180.26%+776,918
BARRICK MNG CORP(B)1,212,7582,308,989+1,096,23152,816130,5100.04%+77,694
VICI PPTYS INC(VICI)08,929,246+8,929,2460250,1180.08%+250,118
VERISK ANALYTICS INC(VRSK)02,543,490+2,543,4900503,2770.17%+503,277
KINROSS GOLD CORP(KGC)04,889,216+4,889,2160185,4750.06%+185,475
ENBRIDGE INC(ENB)03,162,304+3,162,3040231,9960.08%+231,996
DT MIDSTREAM INC(DTM)0543,107+543,107073,2000.02%+73,200
BIRKENSTOCK HOLDING PLC(BIRK)03,180,948+3,180,9480113,9730.04%+113,973
PG&E CORP(PCG)0109,393,836+109,393,83601,930,3820.65%+1,930,382
SSR MINING IN(SSRM)02,300,783+2,300,783071,8040.02%+71,804
AMERICAN ELEC PWR CO INC04,493,458+4,493,4580591,4140.20%+591,414
MASIMO CORP02,342,790+2,342,7900416,6930.14%+416,693
DEXCOM INC(DXCM)01,934,452+1,934,4520122,0280.04%+122,028
UBER TECHNOLOGIES INC(UBER)4,902,6606,408,272+1,505,612400,596469,0040.16%+68,408
TJX COS INC NEW(TJX)03,000,374+3,000,3740499,3000.17%+499,300
CAMECO CORP(CCJ)02,870,691+2,870,6910333,9610.11%+333,961
COLGATE PALMOLIVE CO(CL)04,708,266+4,708,2660419,6330.14%+419,633
FIFTH THIRD BANCORP(FITB)04,833,070+4,833,0700224,5440.08%+224,544
T-MOBILE US INC(TMUS)0523,323+523,3230109,9970.04%+109,997
LINCOLN ELEC HLDGS INC(LECO)0256,120+256,120063,7940.02%+63,794
XPO INC(XPO)0477,648+477,648096,1370.03%+96,137
VERTIV HOLDINGS CO(VRT)0713,038+713,0380178,6670.06%+178,667
EDISON INTL(EIX)04,377,239+4,377,2390323,3060.11%+323,306
AXALTA COATING SYS LTD(AXTA)05,632,672+5,632,6720157,8420.05%+157,842
OVINTIV INC(OVV)01,044,654+1,044,654062,0090.02%+62,009
XCEL ENERGY INC(XEL)018,078,640+18,078,64001,449,8900.49%+1,449,890
BIONTECH SE(BNTX)0670,514+670,514059,5950.02%+59,595
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