MASSACHUSETTS FINANCIAL SERVICES CO /MA/

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
960
Quarter
2025 Q4
Top Holding
MSFT (4.2%)
Top 10 Concentration
21.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 960
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MSFT
MICROSOFT CORP
Technology 4.22% 4.87% #1
Prev: #1
1.7 -3,257,332 -10.7%
P
S
27,071,322 $13,092,232,746 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 4.04% 4.15% #2
Prev: #2
1.6 -4,567,179 -6.4%
P
S
67,153,414 $12,524,111,714 2001 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 2.54% 1.78% #3 2
Prev: #5
3.0 1,515,685 6.4%
P
S
25,189,635 $7,884,355,755 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.36% 2.24% #4 1
Prev: #3
1.0 -1,484,246 -5.2%
P
S
26,896,166 $7,311,991,690 1999 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 2.11% 1.93% #5 1
Prev: #4
2.8 77,581 0.3%
P
S
28,384,589 $6,551,730,832 1999 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.61% 1.60% #6 1
Prev: #7
0.7 -896,279 -5.5%
P
S
15,519,405 $5,000,662,679 1999 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 1.09% 1.01% #7 3
Prev: #10
0.5 -1,172,786 -6.7%
P
S
16,388,566 $3,391,613,735 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MA
MASTERCARD INCO...
Financial Services 1.08% 1.10% #8 1
Prev: #9
0.4 -367,930 -5.9%
P
S
5,871,070 $3,351,676,440 2006 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CI
THE CIGNA GROUP
Healthcare 1.05% 0.97% #9 4
Prev: #13
2.4 903,334 8.3%
P
S
11,805,083 $3,249,112,994 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.03% 1.75% #10 4
Prev: #6
0.5 -2,849,436 -37.1%
P
S
4,823,902 $3,184,209,471 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UBS
UBS GROUP AG
Financial Services 1.02% 0.98% #11
Prev: #11
0.4 -8,731,150 -11.3%
P
S
68,622,440 $3,177,905,196 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSM
TAIWAN SEMICOND...
Technology 0.99% 1.36% #12 4
Prev: #8
0.5 -5,612,181 -35.6%
P
S
10,147,238 $3,083,644,155 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AON
AON PLC
Financial Services 0.97% 0.97% #13 1
Prev: #14
0.4 -212,650 -2.4%
P
S
8,545,036 $3,015,372,303 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PGR
PROGRESSIVE COR...
Financial Services 0.94% 0.98% #14 2
Prev: #12
2.4 28,173 0.2%
P
S
12,779,665 $2,910,185,313 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ACN
ACCENTURE PLC I...
Technology 0.93% 0.78% #15 6
Prev: #21
2.4 546,198 5.4%
P
S
10,693,994 $2,869,198,591 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MCK
MCKESSON CORP
Healthcare 0.91% 0.94% #16 1
Prev: #15
0.4 -478,159 -12.2%
P
S
3,446,123 $2,826,820,236 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 0.90% 0.87% #17 1
Prev: #16
0.4 -452,418 -5.3%
P
S
8,068,226 $2,792,413,019 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NDAQ
NASDAQ INC
Financial Services 0.87% 0.72% #18 5
Prev: #23
2.4 1,258,964 4.8%
P
S
27,627,767 $2,683,485,008 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TTFNF
TOTALENERGIES S...
Energy 0.85% #19
Prev: #—
2.3 40,380,511 no change
NEW
40,380,511 $2,641,693,029 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RTX
RTX CORPORATION
Industrials 0.84% 0.82% #20 2
Prev: #18
0.4 -1,706,461 -10.8%
P
S
14,162,409 $2,597,385,810 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FNV
FRANCO NEV CORP
Basic Materials 0.78% 0.81% #21 2
Prev: #19
2.3 21,333 0.2%
P
S
11,688,537 $2,422,799,949 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KKR
KKR & CO INC
Financial Services 0.77% 0.79% #22 2
Prev: #20
0.3 -853,878 -4.4%
P
S
18,652,960 $2,377,879,341 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.75% 0.68% #23 3
Prev: #26
0.3 -286,019 -1.5%
P
S
19,255,555 $2,317,213,490 1999 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MS
MORGAN STANLEY
Financial Services 0.71% 0.66% #24 6
Prev: #30
0.3 -998,912 -7.4%
P
S
12,458,302 $2,211,722,355 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LIN
LINDE PLC
Basic Materials 0.70% 0.76% #25 3
Prev: #22
0.3 -78,272 -1.5%
P
S
5,115,711 $2,181,288,014 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CMCSA
COMCAST CORP NE...
Communication Services 0.00% 0.17%
Sold All 😨
(Was: #140)
0.3 -16,957,412 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ALAB
ASTERA LABS INC
Technology 0.00% 0.09%
Sold All 😨
(Was: #211)
0.3 -1,507,675 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HAL
HALLIBURTON CO
Energy 0.00% 0.02%
Sold All 😨
(Was: #401)
0.3 -3,178,933 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TFX
TELEFLEX INCORP...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #407)
0.3 -610,933 -100.0%
CLOSED
$— 2011 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WY
WEYERHAEUSER CO...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #479)
0.3 -1,875,477 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CPRT
COPART INC
Industrials 0.00% 0.01%
Sold All 😨
(Was: #526)
0.3 -809,128 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DAN
DANA INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #545)
0.3 -1,675,719 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #564)
0.3 -1,932,694 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #576)
0.3 -1,028,642 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EXLS
EXLSERVICE HOLD...
Technology 0.00% 0.01%
Sold All 😨
(Was: #583)
0.3 -625,081 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ATR
APTARGROUP INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #584)
0.3 -204,949 -100.0%
CLOSED
$— 2010 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AUB
ATLANTIC UN BAN...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #589)
0.3 -758,084 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ADM
ARCHER DANIELS ...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #620)
0.3 -368,922 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PANW
PALO ALTO NETWO...
Technology 0.00% 0.01%
Sold All 😨
(Was: #640)
0.3 -91,255 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MUFG
MITSUBISHI UFJ ...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #643)
0.3 -1,134,979 -100.0%
CLOSED
$— 2007 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UA
UNDER ARMOUR IN...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #648)
0.3 -3,587,624 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CMI
CUMMINS INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #671)
0.3 -31,556 -100.0%
CLOSED
$— 2001 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ONTO
ONTO INNOVATION...
Technology 0.00% 0.00%
Sold All 😨
(Was: #672)
0.3 -102,316 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.00%
Sold All 😨
(Was: #682)
0.3 -187,834 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OM
OUTSET MED INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #695)
0.3 -631,663 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BHF
BRIGHTHOUSE FIN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #709)
0.3 -109,913 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
REVG
REV GROUP INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #721)
0.3 -77,696 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
KLARNA GROUP PL...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #724)
0.3 -117,881 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
QSR
RESTAURANT BRAN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #731)
0.3 -48,386 -100.0%
CLOSED
$— 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NOV
NOV INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #734)
0.3 -226,344 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CAH
CARDINAL HEALTH...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #740)
0.3 -18,387 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QDEL
QUIDELORTHO COR...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #745)
0.3 -92,542 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RYI
RYERSON HLDG CO...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #753)
0.3 -104,134 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MOS
MOSAIC CO NEW
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #764)
0.3 -58,146 -100.0%
CLOSED
$— 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FLY
FIREFLY AEROSPA...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #774)
0.3 -59,001 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NAVI
NAVIENT CORPORA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #776)
0.3 -122,589 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SMPL
SIMPLY GOOD FOO...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #780)
0.3 -61,191 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WTTR
SELECT WATER SO...
Energy 0.00% 0.00%
Sold All 😨
(Was: #783)
0.3 -135,208 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTZ
MASTEC INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #786)
0.3 -6,462 -100.0%
CLOSED
$— 2009 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZEUS
OLYMPIC STEEL I...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #788)
0.3 -44,406 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
W
WAYFAIR INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #789)
0.3 -14,619 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FMC
FMC CORP
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #793)
0.3 -36,021 -100.0%
CLOSED
$— 2008 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BCRX
BIOCRYST PHARMA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #803)
0.3 -131,711 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GAMB
GAMBLING COM GR...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #838)
0.3 -47,591 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NTNX
NUTANIX INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #839)
0.3 -4,796 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LNTH
LANTHEUS HLDGS ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #841)
0.3 -6,586 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FTNT
FORTINET INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #844)
0.3 -3,723 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MRVI
MARAVAI LIFESCI...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #857)
0.3 -20,079 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 960 holdings

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