Fund Holdings

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)57,362,54571,720,593+14,358,0489,062,708,48513,381,628,2414.15%+4,318,919,756
APPLE INC(AAPL)25,119,07628,380,412+3,261,3365,153,680,8227,226,504,3082.24%+2,072,823,486
BROADCOM INC(AVGO)6,017,3408,520,644+2,503,3041,658,679,7712,811,045,6630.87%+1,152,365,892
ALPHABET INC(GOOG)26,220,91423,673,950-2,546,9644,620,911,6755,755,137,2471.78%+1,134,225,572
UBS GROUP AG(UBS)63,935,64577,353,590+13,417,9452,162,303,5153,171,497,1900.98%+1,009,193,675
TAIWAN SEMICONDUCTOR MFG LTD(TSM)15,218,37215,759,419+541,0473,446,809,0754,401,448,1331.36%+954,639,058
CATERPILLAR INC(CAT)93,7831,830,414+1,736,63136,407,498873,382,0410.27%+836,974,543
ARISTA NETWORKS INC(ANET)195,3285,721,156+5,525,82819,984,008833,629,6400.26%+813,645,632
MICROSOFT CORP(MSFT)30,098,79930,328,654+229,85514,971,443,61015,708,726,3414.87%+737,282,731
FRANCO NEV CORP(FNV)11,702,41311,667,204-35,2091,918,259,5392,600,736,4440.81%+682,476,905
HUMANA INC(HUM)934,7523,488,261+2,553,509228,528,169907,540,8650.28%+679,012,696
AGNICO EAGLE MINES LTD(AEM)11,109,90811,712,397+602,4891,321,301,3591,974,241,6390.61%+652,940,280
JOHNSON & JOHNSON(JNJ)18,005,60317,561,352-444,2512,750,355,8603,256,225,8871.01%+505,870,027
APPLOVIN CORP(APP)772,7371,077,106+304,369270,519,770773,943,7460.24%+503,423,976
THERMO FISHER SCIENTIFIC INC(TMO)2,342,7802,936,998+594,218949,903,5801,424,502,7710.44%+474,599,191
CADENCE DESIGN SYSTEM INC(CDNS)4,582,6195,314,407+731,7881,412,134,0451,866,738,6030.58%+454,604,558
CHEVRON CORP NEW(CVX)6,907,4529,125,735+2,218,283989,078,0521,417,135,3870.44%+428,057,335
ABBVIE INC(ABBV)8,620,3718,361,387-258,9841,600,113,2661,935,995,5460.60%+335,882,280
KLA CORP(KLAC)1,889,8691,879,717-10,1521,692,831,2582,027,462,7570.63%+334,631,499
RTX CORPORATION(RTX)15,958,19115,868,870-89,3212,330,215,0492,655,338,0180.82%+325,122,969
PULTE GROUP INC(PHM)02,390,701+2,390,7010315,883,3220.10%+315,883,322
INTUIT(INTU)89,952558,499+468,54770,848,895381,404,5520.12%+310,555,657
CRH PLC12,803,34612,361,185-442,1611,175,347,1641,482,106,0810.46%+306,758,917
AMPHENOL CORP NEW20,136,07118,536,443-1,599,6281,988,437,0132,293,884,8240.71%+305,447,811
COCA-COLA EUROPACIFIC PARTNE2,442,9035,835,583+3,392,680226,505,967527,595,0590.16%+301,089,092
XCEL ENERGY INC(XEL)18,719,52019,526,873+807,3531,274,799,3121,574,842,3070.49%+300,042,995
SHOPIFY INC(SHOP)4,563,6935,536,825+973,132526,421,989822,827,5640.25%+296,405,575
BLACKROCK INC(BLK)1,070,4351,213,561+143,1261,123,153,9231,414,854,3630.44%+291,700,440
TRIMBLE INC(TRMB)03,542,608+3,542,6080289,253,9440.09%+289,253,944
UBER TECHNOLOGIES INC(UBER)64,8922,966,828+2,901,9366,054,424290,660,1390.09%+284,605,715
GENERAL DYNAMICS CORP(GD)6,452,0766,334,965-117,1111,881,812,4862,160,223,0650.67%+278,410,579
SYNOPSYS INC(SNPS)312,063865,987+553,924159,988,459427,269,3260.13%+267,280,867
VIKING HOLDINGS LTD(VIK)4,501,8148,117,783+3,615,969239,901,667504,601,3920.16%+264,699,725
JAMES HARDIE INDS PLC013,600,870+13,600,8700261,272,7130.08%+261,272,713
BECTON DICKINSON & CO(BDX)8,514,4469,150,584+636,1381,466,613,3251,712,714,8080.53%+246,101,483
WILLIS TOWERS WATSON PLC LTD(WTW)6,238,3086,183,708-54,6001,912,041,4042,136,161,9280.66%+224,120,524
TAPESTRY INC(TPR)698,6042,449,170+1,750,56661,344,417277,295,0270.09%+215,950,610
LAM RESEARCH CORP(LRCX)4,496,8844,860,685+363,801437,726,689650,845,7230.20%+213,119,034
ROBLOX CORP(RBLX)4,788,1955,148,204+360,009503,718,114713,129,2170.22%+209,411,103
MORGAN STANLEY(MS)13,714,11013,457,214-256,8961,931,769,5362,139,158,7380.66%+207,389,202
AUTODESK INC2,980,3843,544,520+564,136922,637,4751,125,987,6690.35%+203,350,194
CHECK POINT SOFTWARE TECH LT4,853,2886,170,455+1,317,1671,073,789,9731,276,728,8420.40%+202,938,869
ASTERA LABS INC(ALAB)1,028,3151,507,675+479,36092,980,242295,202,7640.09%+202,222,522
GE AEROSPACE(GE)3,421,4073,580,892+159,485880,635,9481,077,203,9320.33%+196,567,984
VISTRA CORP(VST)6,175,5537,106,465+930,9121,196,883,9271,392,298,6230.43%+195,414,696
NORTHROP GRUMMAN CORP(NOC)1,858,5751,825,250-33,325929,250,3291,112,161,3310.34%+182,911,002
CREDICORP LTD(BAP)2,814,6013,038,098+223,497629,119,616808,984,7360.25%+179,865,120
MEDTRONIC PLC(MDT)20,988,27921,086,499+98,2201,829,548,2812,008,278,1650.62%+178,729,884
EQUITY LIFESTYLE PPTYS INC(ELS)2,506,4765,375,154+2,868,678154,574,375326,271,8470.10%+171,697,472
CITIGROUP INC(C)17,611,92416,434,633-1,177,2911,499,126,9711,668,115,2510.52%+168,988,280
LOWES COS INC(LOW)6,718,8916,602,063-116,8281,490,720,3451,659,164,4520.51%+168,444,107
WELLS FARGO CO NEW(WFC)16,635,68117,859,680+1,223,9991,332,850,7611,496,998,3770.46%+164,147,616
LPL FINL HLDGS INC(LPLA)2,442,1823,242,353+800,171915,744,9851,078,698,4190.33%+162,953,434
ALNYLAM PHARMACEUTICALS INC(ALNY)0356,529+356,5290162,577,2240.05%+162,577,224
MONOLITHIC PWR SYS INC(MPWR)485,388556,587+71,199355,003,075512,416,2560.16%+157,413,181
WATERS CORP(WAT)1,863,9702,689,693+825,723650,600,088806,396,8570.25%+155,796,769
PG&E CORP(PCG)122,550,751123,420,731+869,9801,708,357,4681,861,184,6220.58%+152,827,154
PERFORMANCE FOOD GROUP CO(PFGC)01,467,872+1,467,8720152,717,4020.05%+152,717,402
CBRE GROUP INC(CBRE)3,939,8624,472,013+532,151552,053,463704,610,3680.22%+152,556,905
ROYAL CARIBBEAN GROUP268,679725,561+456,88284,134,141234,777,0290.07%+150,642,888
CLOUDFLARE INC(NET)663,6481,302,893+639,245129,962,188279,587,8100.09%+149,625,622
ROBINHOOD MKTS INC(HOOD)3,270,7353,166,085-104,650306,238,919453,320,0500.14%+147,081,131
JPMORGAN CHASE & CO.(JPM)17,366,07116,415,684-950,3875,034,597,6425,177,999,2041.60%+143,401,562
WHEATON PRECIOUS METALS CORP(WPM)6,933,3636,796,854-136,509622,615,997760,160,1520.24%+137,544,155
TORONTO DOMINION BK ONT(TD)11,288,91812,081,305+792,387829,171,026965,900,3350.30%+136,729,309
HUBBELL INC(HUBB)1,428,8901,655,746+226,856583,572,964712,484,0620.22%+128,911,098
PROLOGIS INC.(PLD)16,506,89916,268,008-238,8911,735,205,2221,863,012,2780.58%+127,807,056
CURTISS WRIGHT CORP(CW)554,153728,745+174,592270,731,448395,664,8100.12%+124,933,362
EVERGY INC(EVRG)458,6872,046,787+1,588,10031,617,295155,596,7490.05%+123,979,454
GE VERNOVA INC(GEV)1,996,0191,918,959-77,0601,056,193,4551,179,967,8890.37%+123,774,434
CORNING INC(GLW)3,789,8253,924,205+134,380199,306,896321,902,5360.10%+122,595,640
FLOWSERVE CORP(FLS)2,120,0754,333,481+2,213,406110,985,927230,281,1800.07%+119,295,253
CARNIVAL CORP203,8464,170,268+3,966,4225,732,150120,562,4480.04%+114,830,298
MCKESSON CORP(MCK)3,984,5793,924,282-60,2972,919,819,8003,031,664,8160.94%+111,845,016
CARLYLE GROUP INC(CG)7,138,8597,618,075+479,216366,937,353477,653,3020.15%+110,715,949
DOMINION ENERGY INC(D)29,238,66728,820,116-418,5511,652,569,4591,762,926,4950.55%+110,357,036
GRAINGER W W INC(GWW)302,517443,386+140,869314,690,283422,529,1240.13%+107,838,841
REGENCY CTRS CORP(REG)01,469,744+1,469,7440107,144,3370.03%+107,144,337
UNITY SOFTWARE INC(U)02,653,172+2,653,1720106,233,0070.03%+106,233,007
TJX COS INC NEW(TJX)2,561,5152,904,172+342,657316,321,487419,769,0200.13%+103,447,533
CENOVUS ENERGY INC(CVE)10,482,75014,428,074+3,945,324142,565,400245,132,9780.08%+102,567,578
QUANTA SVCS INC637,149826,283+189,134240,893,295342,428,2010.11%+101,534,906
COOPER COS INC(COO)1,574,0573,099,750+1,525,693112,009,896212,518,8610.07%+100,508,965
VALERO ENERGY CORP(VLO)1,703,4321,929,599+226,167228,975,330328,533,5260.10%+99,558,196
RB GLOBAL INC(RBA)10,021,50310,726,926+705,4231,064,183,4031,162,369,7020.36%+98,186,299
COSTAR GROUP INC(CSGP)6,585,6777,406,788+821,111529,488,429624,910,7030.19%+95,422,274
ALLEGION PLC(ALLE)2,243,0482,356,869+113,821323,268,078417,990,7160.13%+94,722,638
BULLISH(BLSH)01,459,261+1,459,261092,823,5930.03%+92,823,593
CHORD ENERGY CORPORATION(CHRD)0920,136+920,136091,433,9150.03%+91,433,915
CONOCOPHILLIPS(COP)23,474,70123,224,586-250,1152,106,619,6672,196,813,5900.68%+90,193,923
AGCO CORP2,139,5672,840,125+700,558220,717,731304,092,1840.09%+83,374,453
HYATT HOTELS CORP(H)2,220,7822,765,785+545,003310,132,206392,547,8660.12%+82,415,660
BWX TECHNOLOGIES INC(BWXT)919,7411,159,033+239,292132,497,887213,690,9140.07%+81,193,027
ABBOTT LABS14,275,58215,096,907+821,3251,941,621,9072,022,079,7240.63%+80,457,817
THE CAMPBELLS COMPANY(CPB)02,468,022+2,468,022077,940,1350.02%+77,940,135
PNC FINL SVCS GROUP INC(PNC)8,864,0158,608,984-255,0311,652,429,6781,729,803,1540.54%+77,373,476
LEIDOS HOLDINGS INC(LDOS)2,182,1402,221,518+39,378344,254,407419,778,0420.13%+75,523,635
GROUP 1 AUTOMOTIVE INC(GPI)0172,145+172,145075,315,1590.02%+75,315,159
INTEL CORP(INTC)7,032,8826,923,444-109,438157,536,557232,281,5460.07%+74,744,989
EXXON MOBIL CORP19,747,61319,541,574-206,0392,128,792,6802,203,312,4700.68%+74,519,790
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