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Holdings (Monthly) Guide ↗

MFS Value Fund

· Mfs Series Trust I
Monthly Holdings $51.2B AUM 75 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 13 New 3 Added 55 Reduced 4 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 JPMorgan Chase & Co 46625H100 Feb 2026 7,311,533 -614,506 $2.19B -8.1% 4.28% EC
2 Cigna Group/The 125523100 Feb 2026 5,165,954 -434,176 $1.43B -11.7% 2.80% EC
3 Johnson & Johnson 478160104 Feb 2026 6,243,503 -524,740 $1.41B -16.3% 2.75% EC
4 Analog Devices Inc 032654105 Feb 2026 3,348,129 -281,398 $1.39B +7.3% 2.71% EC
5 Morgan Stanley 617446448 Feb 2026 6,588,396 -553,726 $1.37B +15.2% 2.68% EC
6 RTX Corp 75513E101 Feb 2026 7,114,543 -597,946 $1.28B -18.2% 2.50% EC
7 KLA Corp 482480100 Feb 2026 656,782 -55,199 $1.26B +16.3% 2.47% EC
8 Progressive Corp/The 743315103 Feb 2026 6,584,694 -1,311,658 $1.25B -25.7% 2.45% EC
9 Boeing Co/The 097023105 Feb 2026 5,353,903 -449,973 $1.24B -6.3% 2.42% EC
10 Exxon Mobil Corp 30231G102 Feb 2026 8,204,104 -689,520 $1.19B -12.1% 2.33% EC
11 McKesson Corp 58155Q103 Feb 2026 1,566,944 -379,176 $1.16B -39.5% 2.28% EC
12 Honeywell International Inc 438516106 Feb 2026 4,473,957 +1,276,940 $1.06B +36.6% 2.08% EC
13 Nasdaq Inc 631103108 Feb 2026 11,378,090 -252,256 $1.05B +3.3% 2.06% EC
14 General Dynamics Corp 369550108 Feb 2026 2,966,184 -249,297 $1.03B -10.4% 2.01% EC
15 Amazon.com Inc 023135106 May 2026 3,769,629 NEW $1.02B 2.00% EC
16 Prologis Inc 74340W103 Feb 2026 7,043,223 -591,953 $1.01B -7.2% 1.98% EC
17 ConocoPhillips 20825C104 Feb 2026 8,559,880 -719,422 $975.7M -7.3% 1.91% EC
18 Citigroup Inc 172967424 Feb 2026 7,728,286 -1,339,107 $973.0M -2.6% 1.90% EC
19 NXP Semiconductors NV 000000000 Feb 2026 3,021,687 +1,436,965 $971.0M +63.0% 1.90% EC
20 Dominion Energy Inc 25746U109 Feb 2026 14,478,338 -1,216,845 $969.2M -2.2% 1.90% EC
21 Marriott International Inc/MD 571903202 Feb 2026 2,513,158 -211,220 $943.9M +1.4% 1.85% EC
22 Travelers Cos Inc/The 89417E109 Feb 2026 3,207,432 -269,572 $936.2M -12.8% 1.83% EC
23 Union Pacific Corp 907818108 Feb 2026 3,536,201 -297,203 $928.7M -8.6% 1.82% EC
24 Duke Energy Corp 26441C204 Feb 2026 7,556,374 -1,124,605 $927.4M -18.4% 1.81% EC
25 Texas Instruments Inc 882508104 Feb 2026 3,004,695 -252,530 $918.5M +32.9% 1.80% EC
26 American Express Co 025816109 Feb 2026 2,840,352 -522,428 $898.9M -13.5% 1.76% EC
27 Chubb Ltd 000000000 Feb 2026 2,792,935 NEW $870.6M 1.70% EC
28 Lowe's Cos Inc 548661107 Feb 2026 3,776,904 -317,434 $809.6M -25.3% 1.58% EC
29 Marsh & McLennan Cos Inc 571748102 Feb 2026 4,896,500 -411,532 $783.3M -21.0% 1.53% EC
30 Aon PLC 000000000 Feb 2026 2,416,344 NEW $763.7M 1.49% EC
31 Chevron Corp 166764100 Feb 2026 4,126,336 -346,802 $752.9M -9.9% 1.47% EC
32 PNC Financial Services Group Inc/The 693475105 Feb 2026 3,376,948 -1,206,301 $746.7M -23.3% 1.46% EC
33 Blackrock Inc 09290D101 Feb 2026 699,661 -58,803 $732.5M -9.2% 1.43% EC
34 Southern Co/The 842587107 Feb 2026 7,803,904 -655,885 $718.3M -12.8% 1.41% EC
35 Xcel Energy Inc 98389B100 Feb 2026 8,610,810 -723,704 $684.6M -12.0% 1.34% EC
36 Wells Fargo & Co 949746101 Feb 2026 8,409,874 -706,816 $652.1M -12.2% 1.28% EC
37 Accenture PLC 000000000 Feb 2026 3,421,795 NEW $640.1M 1.25% EC
38 AbbVie Inc 00287Y109 Feb 2026 2,875,656 -679,828 $626.1M -24.1% 1.22% EC
39 KKR & Co Inc 48251W104 Feb 2026 6,499,627 -546,266 $623.6M +0.9% 1.22% EC
40 PACCAR Inc 693718108 Feb 2026 5,430,347 -456,398 $599.3M -19.3% 1.17% EC
41 Eaton Corp PLC 000000000 Feb 2026 1,461,859 NEW $585.6M 1.15% EC
42 PG&E Corp 69331C108 Feb 2026 35,313,901 -2,967,988 $577.0M -20.7% 1.13% EC
43 Abbott Laboratories 002824100 Feb 2026 6,618,090 -556,224 $566.5M -32.1% 1.11% EC
44 Elevance Health Inc 036752103 Feb 2026 1,395,797 -117,311 $548.8M +13.3% 1.07% EC
45 CRH PLC 000000000 Feb 2026 4,919,217 NEW $535.2M 1.05% EC
46 PepsiCo Inc 713448108 Feb 2026 3,656,679 -307,332 $527.3M -21.6% 1.03% EC
47 Alphabet Inc 02079K305 May 2026 1,319,327 NEW $501.8M 0.98% EC
48 Illinois Tool Works Inc 452308109 Feb 2026 2,012,943 -169,179 $497.8M -21.5% 0.97% EC
49 Northrop Grumman Corp 666807102 Feb 2026 848,481 -219,399 $478.3M -38.2% 0.94% EC
50 Humana Inc 444859102 Feb 2026 1,554,873 -130,680 $474.9M +47.9% 0.93% EC
51 Equifax Inc 294429105 Feb 2026 2,736,180 -229,965 $453.6M -26.8% 0.89% EC
52 Caterpillar Inc 149123101 Feb 2026 496,555 -107,892 $434.9M -3.1% 0.85% EC
53 Philip Morris International Inc 718172109 Feb 2026 2,368,623 -199,070 $420.1M -12.4% 0.82% EC
54 EOG Resources Inc 26875P101 Feb 2026 2,983,432 -250,746 $397.9M -0.8% 0.78% EC
55 Pfizer Inc 717081103 Feb 2026 15,033,063 -1,263,467 $393.6M -12.7% 0.77% EC
56 NextEra Energy Inc 65339F101 Feb 2026 4,369,765 -367,262 $380.2M -14.4% 0.74% EC
57 Kimberly-Clark Corp 494368103 Feb 2026 3,808,553 -320,092 $371.7M -19.2% 0.73% EC
58 Nestle SA 000000000 Feb 2026 3,144,430 NEW $320.0M 0.63% EC
59 WW Grainger Inc 384802104 Feb 2026 249,337 -20,956 $307.7M -0.5% 0.60% EC
60 Microsoft Corp 594918104 Feb 2026 654,669 -48,060 $294.8M +6.8% 0.58% EC
61 Salesforce Inc 79466L302 Feb 2026 1,387,968 -101,895 $265.2M -8.6% 0.52% EC
62 Coca-Cola Europacific Partners PLC 000000000 Feb 2026 2,837,592 NEW $257.3M 0.50% EC
63 Reckitt Benckiser Group PLC 000000000 Feb 2026 4,159,689 NEW $257.2M 0.50% EC
64 American Electric Power Co Inc 025537101 Feb 2026 2,016,159 -169,451 $255.4M -12.7% 0.50% EC
65 Medline Inc 58507V107 Feb 2026 6,590,752 +4,539,570 $241.0M +147.3% 0.47% EC
66 MFS Institutional Money Market Portfolio 55291X109 Feb 2026 218,914,564 -172,915,411 $218.9M -44.1% 0.43% EC
67 Ares Management Corp 03990B101 Feb 2026 1,693,527 -142,335 $217.6M +5.8% 0.43% EC
68 Seagate Technology Holdings PLC 000000000 Feb 2026 196,928 NEW $173.3M 0.34% EC
69 Trane Technologies PLC 000000000 Feb 2026 342,403 NEW $154.5M 0.30% EC
70 Kenvue Inc 49177J102 Feb 2026 7,084,034 -595,385 $122.4M -16.6% 0.24% EC
71 POUND STERLING 000000000 Feb 2026 44 NEW $60 0.00%
LPL Financial Holdings Inc 50212V100 1,122,714 SOLD $337.2M
Sherwin-Williams Co/The 824348106 639,568 SOLD $231.9M
Public Storage 74460D109 543,319 SOLD $166.8M
Otis Worldwide Corp 68902V107 1,643,371 SOLD $152.1M