FundWatcher
MFRCX
MFS Research Fund
MFS Series Trust V

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
T-MOBILE US INC 0 254,934 254,934 0.73% $53.54M
HONEYWELL INTL INC 0 196,726 196,726 0.61% $44.47M
GE VERNOVA LLC 0 49,992 49,992 0.60% $43.64M
SEAGATE TECHNOLOGY HOLDINGS PLC 0 110,982 110,982 0.59% $43.48M
NEXTERA ENERGY INC 0 416,417 416,417 0.53% $38.68M
XPO LOGISTICS INC 0 153,544 153,544 0.41% $29.87M
Aptiv plc 0 504,482 504,482 0.40% $29.51M
INGERSOLL RAND INC 0 366,794 366,794 0.40% $29.39M
VERTEX PHARMACEUTICALS INC 0 65,477 65,477 0.40% $29.24M
TYSON FOODS INC CL A 0 239,588 239,588 0.21% $15.35M
Versigent Ltd 0 168,161 168,161 0.07% $5.36M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ABBVIE INC 235,705 0 -235,705 0.00% -$53.86M
CONSTELLATION SOFTWARE INC 21,200 0 -21,200 0.00% -$50.99M
EATON CORP PLC 143,531 0 -143,531 0.00% -$45.72M
APTIV PLC 580,953 0 -580,953 0.00% -$44.20M
UNION PACIFIC CORP 189,915 0 -189,915 0.00% -$43.93M
TYLER TECHNOLOGIES INC 95,404 0 -95,404 0.00% -$43.31M
VISTRA CORP 146,870 0 -146,870 0.00% -$23.69M
ATLASSIAN CORP PLC CLS A 87,820 0 -87,820 0.00% -$14.24M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
APPLE INC 1,811,880 1,975,830 163,950 6.85% $8.87M
ALPHABET INC CL A 1,137,741 1,176,414 38,673 4.62% -$17.82M
SPOTIFY TECHNOLOGY SA 141,323 164,253 22,930 1.09% -$2.42M
THERMO FISHER SCIENTIFIC INC 142,432 149,840 7,408 1.01% -$8.88M
PFIZER INC 2,254,135 2,555,850 301,715 0.98% $15.64M
AMPHENOL CORPORATION CL A 403,364 544,223 140,859 0.94% $14.25M
AON PLC 174,227 212,269 38,042 0.94% $7.03M
GILEAD SCIENCES INC 396,159 475,810 79,651 0.91% $17.69M
ARISTA NETWORKS INC 342,074 499,702 157,628 0.84% $16.53M
GENERAL DYNAMICS CORPORATION 164,042 177,010 12,968 0.83% $5.53M
TRANE TECHNOLOGIES PLC 104,543 144,695 40,152 0.82% $19.61M
CRH PLC 516,774 526,643 9,869 0.76% -$9.13M
WATERS CORP 138,431 174,253 35,822 0.71% -$687.70K
MFS Institutional Money Market Portfolio, Class A 35,604,061 51,411,502 15,807,441 0.70% $15.80M
MOODYS CORP 95,425 115,961 20,536 0.69% $1.84M
WW GRAINGER INC 43,996 44,928 932 0.67% $4.61M
UBER TECHNOLOGIES INC 543,464 667,775 124,311 0.66% $3.63M
FERGUSON ENTERPRISES INC 125,872 192,780 66,908 0.61% $16.94M
BOSTON SCIENTIFIC CORP 520,988 644,533 123,545 0.55% -$9.23M
PENTAIR PLC 356,873 454,909 98,036 0.54% $2.46M
COHERENT CORP 151,396 164,942 13,546 0.54% $11.35M
CURTISS WRIGHT CORPORATION 51,166 54,493 3,327 0.51% $8.91M
GFL ENVIRONM-SUB 796,977 846,621 49,644 0.48% $1.09M
SHOPIFY INC CL A 198,134 267,957 69,823 0.43% -$108.57K
HUMANA INC 96,645 128,499 31,854 0.30% -$2.47M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NVIDIA CORP 3,569,017 3,505,420 -63,597 8.35% -$54.28M
MICROSOFT CORP 1,212,723 1,164,669 -48,054 5.89% -$155.37M
AMAZON.COM INC 1,671,260 1,582,494 -88,766 4.50% -$56.17M
BROADCOM INC 746,019 730,233 -15,786 3.09% -$32.18M
META PLATFORMS INC CL A 395,577 362,827 -32,750 2.83% -$53.53M
MASTERCARD INC CL A 390,248 369,522 -20,726 2.52% -$38.15M
JPMORGAN CHASE and CO 654,073 619,334 -34,739 2.49% -$28.57M
EXXON MOBIL CORP 938,159 835,527 -102,632 1.94% $28.86M
LAM RESEARCH CORP 644,752 512,837 -131,915 1.50% -$795.89K
JOHNSON&JOHNSON 590,300 434,333 -155,967 1.45% -$15.99M
RTX CORP 639,315 470,649 -168,666 1.24% -$26.46M
PNC FINANCIAL SERVICES GRP INC 388,084 367,472 -20,612 1.04% -$4.54M
CATERPILLAR INC 124,690 106,629 -18,061 1.03% $4.11M
CONOCOPHILLIPS 670,332 561,218 -109,114 1.01% $11.33M
CHUBB LTD 236,351 223,798 -12,553 1.00% -$827.39K
CME GROUP INC CL A 268,741 241,850 -26,891 0.98% -$1.96M
SCHWAB CHARLES CORP 777,494 736,198 -41,296 0.94% -$8.49M
MORGAN STANLEY 433,152 410,147 -23,005 0.92% -$9.40M
ARAMARK 1,845,378 1,653,376 -192,002 0.92% -$992.77K
MEDTRONIC PLC 795,145 752,912 -42,233 0.89% -$11.14M
PHILIP MORRIS INTL INC 400,083 378,833 -21,250 0.86% -$1.54M
ACCENTURE PLC CL A 320,579 303,552 -17,027 0.82% -$25.82M
PEPSICO INC 404,127 382,663 -21,464 0.81% $1.42M
THE CIGNA GROUP 234,026 221,596 -12,430 0.81% -$5.30M
HILTON WORLDWIDE HOLDINGS INC 195,463 185,081 -10,382 0.77% $132.68K
TJX COS INC 362,842 343,570 -19,272 0.75% -$868.03K
SALESFORCE INC 321,574 279,194 -42,380 0.71% -$33.07M
HOWMET AEROSPACE INC 310,423 224,554 -85,869 0.71% -$11.89M
MCKESSON CORP 61,561 58,291 -3,270 0.69% -$55.17K
PROGRESSIVE CORP OHIO 267,700 253,482 -14,218 0.69% -$10.71M
BECTON DICKINSON and CO 336,890 318,996 -17,894 0.68% -$15.22M
BJS WHSL CLUB HLDGS INC 516,236 488,818 -27,418 0.66% $1.63M
OMNICOM GROUP INC 808,895 629,360 -179,535 0.65% -$17.92M
DUKE ENERGY CORP NEW 377,202 357,167 -20,035 0.64% $2.56M
CADENCE DESIGN SYSTEMS INC 223,673 161,587 -62,086 0.61% -$25.02M
AUTODESK INC 196,591 186,962 -9,629 0.61% -$13.43M
TRANSUNION 666,602 631,196 -35,406 0.60% -$13.49M
EMERSON ELECTRIC CO 529,950 328,205 -201,745 0.59% -$27.33M
STARBUCKS CORP 488,879 462,913 -25,966 0.57% $303.88K
ALLIANT ENERGY CORPORATION 574,646 544,124 -30,522 0.53% $1.69M
COLGATE-PALMOLIVE CO 470,818 445,810 -25,008 0.52% $792.35K
US FOODS HOLDING CORP 498,595 390,824 -107,771 0.49% -$1.52M
STERIS PLC 166,698 161,430 -5,268 0.49% -$6.56M
PPL CORPORATION 951,542 901,002 -50,540 0.47% $1.10M
NORDSON CORP 235,727 126,476 -109,251 0.46% -$23.03M
PULTEGROUP INC 292,332 276,806 -15,526 0.44% -$1.72M
PG&E CORP 2,369,714 1,722,995 -646,719 0.41% -$7.81M
KENVUE INC 1,804,909 1,709,044 -95,865 0.40% -$1.67M
COGNIZANT TECH SOLUTIONS CL A 502,159 475,488 -26,671 0.40% -$12.51M
MONDELEZ INTL INC 522,137 494,404 -27,733 0.39% $390.81K
ALLEGION PLC 202,459 191,705 -10,754 0.38% -$4.38M
SHERWIN WILLIAMS CO 101,137 85,115 -16,022 0.37% -$5.49M
KKR & CO INC 302,182 286,132 -16,050 0.36% -$12.05M
OKTA INC CL A 555,086 332,352 -222,734 0.36% -$21.84M
TRACTOR SUPPLY CO. 596,907 565,204 -31,703 0.35% -$4.25M
WILLIS TOWERS WATSON PLC 171,944 86,380 -85,564 0.34% -$31.39M
TKO GROUP HOLDINGS INC 128,097 121,294 -6,803 0.33% -$2.31M
VIKING HOLDINGS LTD 346,100 327,717 -18,383 0.33% -$634.36K
VALERO ENERGY CORP 125,602 97,336 -28,266 0.33% $3.60M
FLOOR & DECOR-A 487,799 461,890 -25,909 0.32% -$6.24M
AMERICAN TOWER CORP 333,342 105,403 -227,939 0.25% -$40.33M
EQT CORPORATION 259,066 245,307 -13,759 0.21% $1.73M
CHENIERE ENERGY INC 86,892 51,629 -35,263 0.20% -$2.24M
TECHNIPFMC PLC 396,224 162,486 -233,738 0.15% -$6.42M
ESTEE LAUDER COS INC CL A 219,683 72,386 -147,297 0.07% -$17.81M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CONSTELLATION SO 30,929 30,929 0 0.00% $0

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