Fund Holdings

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
HONEYWELL INTL INC(HON)6,846,7998,707,049+1,860,2501,335,742,0172,522,429,8090.85%+1,186,687,792
WATERS CORP(WAT)2,624,7154,630,118+2,005,403996,945,4992,059,388,3050.69%+1,062,442,806
LINDE PLC(LIN)5,115,7114,757,686-358,0252,181,288,0143,022,968,8271.02%+841,680,813
VISA INC(V)4,535,1994,165,473-369,7261,590,539,6402,328,148,8650.78%+737,609,225
EXXON MOBIL CORP19,255,55517,922,157-1,333,3982,317,213,4903,047,941,3941.02%+730,727,904
SCHWAB CHARLES CORP(SCHW)15,366,86814,521,887-844,9811,535,303,7812,251,407,9550.76%+716,104,174
NEXTERA ENERGY INC(NEE)6,495,50313,192,071+6,696,568521,458,9811,227,905,2400.41%+706,446,259
MEDTRONIC PLC(MDT)20,947,96021,437,599+489,6392,012,261,0382,657,964,0620.89%+645,703,024
BROADCOM INC(AVGO)8,068,2268,980,922+912,6962,792,413,0193,420,226,1711.15%+627,813,152
WILLIS TOWERS WATSON PLC LTD(WTW)5,977,8165,867,533-110,2831,964,310,3362,579,922,1190.87%+615,611,783
CONOCOPHILLIPS(COP)22,336,72820,267,161-2,069,5672,090,941,1082,693,634,5910.91%+602,693,483
APPLE INC(AAPL)26,896,16630,317,142+3,420,9767,311,991,6907,847,847,3362.64%+535,855,646
AGNICO EAGLE MINES LTD(AEM)11,672,70611,867,001+194,2951,978,873,8502,497,565,9230.84%+518,692,073
AIR PRODUCTS AND CHEMICALS I835,033583,754-251,279206,269,852719,216,4220.24%+512,946,570
APTIV PLC(APTV)07,985,744+7,985,7440475,654,5160.16%+475,654,516
THERMO FISHER SCIENTIFIC INC(TMO)3,087,6663,013,109-74,5571,789,148,0642,250,880,8500.76%+461,732,786
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
2,008,5162,536,122+527,606553,125,2221,005,409,9840.34%+452,284,762
FRANCO NEV CORP(FNV)11,688,53711,093,148-595,3892,422,799,9492,819,180,7460.95%+396,380,797
GILEAD SCIENCES INC(GILD)4,223,3046,281,609+2,058,305518,368,332909,685,6070.31%+391,317,275
GE VERNOVA INC(GEV)1,616,6491,629,084+12,4351,056,593,2881,443,246,7770.49%+386,653,489
BECTON DICKINSON & CO(BDX)9,486,6949,101,454-385,2401,841,082,7042,217,457,5590.75%+376,374,855
APPLIED MATLS INC262,9831,181,838+918,85567,584,001409,081,0760.14%+341,497,075
KLA CORP(KLAC)1,740,0821,641,635-98,4472,114,338,8362,442,153,4740.82%+327,814,638
CHEVRON CORPORATION(CVX)7,567,8587,109,419-458,4391,153,417,2371,479,204,9390.50%+325,787,702
TAIWAN SEMICONDUCTOR MANUFAC(TSM)10,147,2389,677,855-469,3833,083,644,1553,403,107,3891.14%+319,463,234
COMCAST CORP NEW(CCZ)010,486,288+10,486,2880305,503,3220.10%+305,503,322
TRANSUNION(TRU)15,540,47113,146,925-2,393,5461,332,595,3891,597,995,4230.54%+265,400,034
TECK RESOURCES LTD(TECK)1,229,6865,922,775+4,693,08958,889,663313,476,7650.11%+254,587,102
FERGUSON ENTERPRISES INC(FERG)877,6331,850,530+972,897195,387,435434,120,5600.15%+238,733,125
TYSON FOODS INC(TSN)03,554,478+3,554,4780229,075,0940.08%+229,075,094
PFIZER INC(PFE)55,873,00256,911,830+1,038,8281,391,237,7511,619,165,6760.54%+227,927,925
INGERSOLL RAND INC(IR)1,623,1314,411,618+2,788,487128,584,438355,756,0340.12%+227,171,596
ARISTA NETWORKS INC(ANET)5,389,3557,227,921+1,838,566706,167,186926,940,6710.31%+220,773,485
AIRBNB INC1,362,6943,053,593+1,690,899184,944,830392,358,0650.13%+207,413,235
CENOVUS ENERGY INC(CVE)17,935,59917,388,159-547,440303,470,335508,274,8540.17%+204,804,519
VALERO ENERGY CORP(VLO)1,882,8032,015,769+132,966306,501,501504,130,2780.17%+197,628,777
SALESFORCE INC(CRM)2,844,2324,882,551+2,038,319753,465,498933,047,1590.31%+179,581,661
RBC BEARINGS INC(RBC)0307,380+307,3800166,943,3490.06%+166,943,349
EMCOR GROUP INC(EME)111,494311,053+199,55968,210,915229,649,0820.08%+161,438,167
EOG RES INC(EOG)5,029,9874,729,555-300,432528,198,935686,427,5970.23%+158,228,662
RTX CORPORATION(RTX)14,162,40914,147,863-14,5462,597,385,8102,754,098,4540.93%+156,712,644
CARNIVAL CORP05,916,649+5,916,6490153,128,3370.05%+153,128,337
EMERSON ELEC CO(EMR)2,125,1753,173,181+1,048,006282,053,227426,934,9620.14%+144,881,735
CREDICORP LTD(BAP)2,866,3932,787,217-79,176822,654,791952,456,6640.32%+129,801,873
TECHNIPFMC PLC(FTI)9,237,7717,707,068-1,530,703411,635,074541,004,9430.18%+129,369,869
CHENIERE ENERGY INC(LNG)3,868,4763,047,277-821,199751,993,050873,171,2860.29%+121,178,236
QUANTA SVCS INC961,708958,099-3,609405,898,479525,997,2240.18%+120,098,745
WOODWARD INC(WWD)0328,124+328,1240117,441,0190.04%+117,441,019
AMCOR PLC
COM NEW
02,783,448+2,783,4480110,642,0580.04%+110,642,058
JANUS LIVING INC(JAN)04,369,804+4,369,8040110,276,3810.04%+110,276,381
AMETEK INC959,9371,413,837+453,900197,084,666305,904,7200.10%+108,820,054
PERMIAN RESOURCES CORP(PR)17,200,15416,276,635-923,519241,318,161347,017,8580.12%+105,699,697
CURTISS WRIGHT CORP(CW)768,260771,508+3,248423,518,691528,807,5860.18%+105,288,895
TEREX CORP NEW(TEX)01,774,448+1,774,4480104,869,8770.04%+104,869,877
MACOM TECH SOLUTIONS HLDGS I(MTSI)467,797828,448+360,65180,124,270183,974,2000.06%+103,849,930
MONOLITHIC PWR SYS INC(MPWR)570,719567,769-2,950517,276,874620,748,7320.21%+103,471,858
MINIMED GROUP INC(MMED)06,878,460+6,878,4600102,627,3350.03%+102,627,335
BROWN & BROWN INC(BRO)01,537,185+1,537,1850100,239,8330.03%+100,239,833
MODINE MFG CO(MOD)262,637608,498+345,86135,064,666135,183,9430.05%+100,119,277
COHERENT CORP(COHR)1,841,1681,813,256-27,912339,824,377432,249,7640.15%+92,425,387
HUNTINGTON INGALLS INDS INC(HII)0241,938+241,938091,912,0410.03%+91,912,041
MEDLINE INC(MDLN)10,227,22711,569,316+1,342,089429,543,534518,129,1130.17%+88,585,579
VERSIGENT LTD(VGNT)02,661,893+2,661,893086,321,7800.03%+86,321,780
WHEATON PRECIOUS METALS CORP(WPM)6,614,7746,297,084-317,690777,368,240863,267,5820.29%+85,899,342
CIENA CORP(CIEN)607,391582,668-24,723142,050,534226,204,9860.08%+84,154,452
ROYAL BK CDA(RY)2,309,2552,157,232-152,023393,704,885476,803,5310.16%+83,098,646
SOUTHERN CO(SO)16,300,98515,595,800-705,1851,421,445,8911,504,329,7530.51%+82,883,862
CATERPILLAR INC(CAT)1,835,9241,583,565-252,3591,051,745,7821,134,471,1210.38%+82,725,339
BURLINGTON STORES INC(BURL)1,110,6321,226,069+115,437320,806,053402,988,3690.14%+82,182,316
CANADIAN PACIFIC KANSAS CITY(CP)5,137,3434,838,509-298,834378,262,565459,536,4580.15%+81,273,893
EQUITY RESIDENTIAL(EQR)01,259,931+1,259,931080,252,5880.03%+80,252,588
RENAISSANCERE HLDGS LTD(RNR)37,853304,041+266,18810,642,74990,411,2680.03%+79,768,519
APPLIED INDL TECHNOLOGIES IN(AIT)0299,596+299,596079,488,2970.03%+79,488,297
HUBBELL INC(HUBB)1,574,0651,537,597-36,468699,058,007776,918,3440.26%+77,860,337
BARRICK MNG CORP(B)1,212,7582,308,989+1,096,23152,815,611130,509,7410.04%+77,694,130
VICI PPTYS INC(VICI)6,135,6768,929,246+2,793,570172,535,209250,117,8070.08%+77,582,598
VERISK ANALYTICS INC(VRSK)1,903,4222,543,490+640,068425,776,467503,277,0350.17%+77,500,568
KINROSS GOLD CORP(KGC)3,920,0994,889,216+969,117110,389,987185,475,0010.06%+75,085,014
ENBRIDGE INC(ENB)3,292,2113,162,304-129,907157,466,452231,995,8430.08%+74,529,391
DT MIDSTREAM INC(DTM)0543,107+543,107073,200,2620.02%+73,200,262
BIRKENSTOCK HOLDING PLC(BIRK)1,005,1433,180,948+2,175,80541,110,349113,973,3670.04%+72,863,018
PG&E CORP(PCG)115,610,105109,393,836-6,216,2691,857,854,3881,930,382,0620.65%+72,527,674
SSR MINING IN(SSRM)02,300,783+2,300,783071,804,4330.02%+71,804,433
AMERICAN ELEC PWR CO INC4,508,0414,493,458-14,583519,822,208591,413,8970.20%+71,591,689
MASIMO CORP2,663,8752,342,790-321,085346,463,583416,692,6720.14%+70,229,089
DEXCOM INC(DXCM)793,4271,934,452+1,141,02552,659,750122,027,6190.04%+69,367,869
UBER TECHNOLOGIES INC(UBER)4,902,6606,408,272+1,505,612400,596,348469,004,4720.16%+68,408,124
TJX COS INC NEW(TJX)2,805,4323,000,374+194,942430,942,409499,299,5300.17%+68,357,121
CAMECO CORP(CCJ)2,905,6172,870,691-34,926265,834,899333,961,0330.11%+68,126,134
COLGATE PALMOLIVE CO(CL)4,454,0454,708,266+254,221351,958,634419,633,3400.14%+67,674,706
FIFTH THIRD BANCORP(FITB)3,399,4924,833,070+1,433,578159,130,220224,544,3780.08%+65,414,158
T-MOBILE US INC(TMUS)222,843523,323+300,48045,246,043109,996,8230.04%+64,750,780
LINCOLN ELEC HLDGS INC(LECO)0256,120+256,120063,793,7590.02%+63,793,759
XPO INC(XPO)239,738477,648+237,91032,582,79296,137,1650.03%+63,554,373
VERTIV HOLDINGS CO(VRT)712,226713,038+812115,387,734178,667,1540.06%+63,279,420
EDISON INTL(EIX)4,346,2014,377,239+31,038260,858,983323,305,7560.11%+62,446,773
AXALTA COATING SYS LTD(AXTA)2,965,1195,632,672+2,667,55395,802,994157,841,9890.05%+62,038,995
OVINTIV INC(OVV)01,044,654+1,044,654062,009,4090.02%+62,009,409
XCEL ENERGY INC(XEL)18,814,76718,078,640-736,1271,389,658,6901,449,889,8530.49%+60,231,163
BIONTECH SE(BNTX)0670,514+670,514059,595,2840.02%+59,595,284
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