Full & Historical Holdings

Blended Research® Small Cap Equity Portfolio


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Based on Market Value Based on Equivalent Exposure
CUSIP/SEDOL Ticker Securities
(on 10-31-25)
Shares or Par Amount Value Percent of Net Assets Value Percent of Net Assets Market Cap ($mm) GICS Sectors

The Global Industry Classification Standard (GICS®) was developed by and/or is the exclusive property of MSCI, Inc. and S&P Global Market Intelligence Inc. ("S&P Global Market Intelligence"). GICS is a service mark of MSCI and S&P Global Market Intelligence and has been licensed for use by MFS. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.

Country
00797310 AEIS US Advanced Energy Industries Inc 6,506 $1,318,961.38 1.68% $1,318,961.38 1.68% 7,642.92 Information Technology United States
73650884 POR US Portland General Electric Co 25,920 $1,184,025.60 1.51% $1,184,025.60 1.51% 5,057.87 Utilities United States
73317470 BPOP US Popular Inc 10,371 $1,156,055.37 1.48% $1,156,055.37 1.48% 7,464.03 Financials United States
04247X10 AWI US Armstrong World Industries Inc 5,975 $1,137,819.25 1.45% $1,137,819.25 1.45% 8,221.43 Industrials United States
85924110 STRL US Sterling Infrastructure Inc 2,996 $1,132,188.40 1.45% $1,132,188.40 1.45% 11,495.65 Industrials United States
34637510 FORM US FormFactor Inc 20,144 $1,106,912.80 1.41% $1,106,912.80 1.41% 4,237.43 Information Technology United States
90278810 UMBF US UMB Financial Corp 10,120 $1,081,625.60 1.38% $1,081,625.60 1.38% 8,118.03 Financials United States
33830710 FIVN US Five9 Inc 44,497 $1,080,387.16 1.38% $1,080,387.16 1.38% 1,875.95 Information Technology United States
34354P10 FLS US Flowserve Corp 15,817 $1,079,510.25 1.38% $1,079,510.25 1.38% 8,734.36 Industrials United States
28618M10 ESI US Element Solutions Inc 40,222 $1,074,731.84 1.37% $1,074,731.84 1.37% 6,466.24 Materials United States
05368V10 AVNT US Avient Corp 33,133 $1,062,575.31 1.36% $1,062,575.31 1.36% 2,935.72 Materials United States
19723610 COLB US Columbia Banking System Inc 39,379 $1,055,357.20 1.35% $1,055,357.20 1.35% 8,017.79 Financials United States
88224Q10 TCBI US Texas Capital Bancshares Inc 12,374 $1,037,436.16 1.33% $1,037,436.16 1.33% 3,829.81 Financials United States
22041X10 CRSR US Corsair Gaming Inc 125,752 $1,024,878.80 1.31% $1,024,878.80 1.31% 864.20 Information Technology United States
29670E10 EPRT US Essential Properties Realty Trust Inc REIT 34,264 $1,023,808.32 1.31% $1,023,808.32 1.31% 5,920.57 Real Estate United States
38526M10 LOPE US Grand Canyon Education Inc 5,382 $1,013,430.60 1.29% $1,013,430.60 1.29% 5,316.46 Consumer Discretionary United States
53418710 LNC US Lincoln National Corp 23,979 $1,018,020.60 1.29% $1,007,118.00 1.29% 7,977.44 Financials United States
92908910 VOYA US Voya Financial Inc 13,463 $1,002,454.98 1.28% $1,002,454.98 1.28% 7,179.27 Financials United States
29415F10 NVST US Envista Holdings Corp 48,920 $995,522.00 1.27% $995,522.00 1.27% 3,357.75 Health Care United States
52186520 LEA US Lear Corp 9,496 $993,756.40 1.27% $993,756.40 1.27% 5,568.02 Consumer Discretionary United States
72019020 PDM US Piedmont Realty Trust Inc REIT 123,206 $993,040.36 1.27% $993,040.36 1.27% 1,003.63 Real Estate United States
09371210 BE US Bloom Energy Corp 7,314 $966,618.24 1.23% $966,618.24 1.23% 31,257.26 Industrials United States
G4883311 WFRD US Weatherford International PLC 12,560 $925,546.40 1.18% $925,546.40 1.18% 5,285.79 Energy United States
63741710 NNN US NNN REIT Inc REIT 22,820 $936,989.20 1.18% $923,297.20 1.18% 7,638.12 Real Estate United States
27579R10 EWBC US East West Bancorp Inc 8,995 $913,892.00 1.17% $913,892.00 1.17% 14,002.69 Financials United States
00108410 AGCO US AGCO Corp 8,819 $909,768.04 1.16% $909,768.04 1.16% 7,697.82 Industrials United States
81663L20 WGS US GeneDx Holdings Corp 6,633 $908,124.03 1.16% $908,124.03 1.16% 3,957.33 Health Care United States
43128410 HIW US Highwoods Properties Inc REIT 31,145 $891,681.35 1.14% $891,681.35 1.14% 3,146.26 Real Estate United States
05990K10 BANC US Banc of California Inc 51,964 $881,829.08 1.13% $881,829.08 1.13% 2,639.23 Financials United States
N3144W10 XPRO US Expro Group Holdings NV 64,657 $878,042.06 1.12% $878,042.06 1.12% 1,542.15 Energy United States
74736L10 QTWO US Q2 Holdings Inc 13,655 $843,332.80 1.08% $843,332.80 1.08% 3,856.44 Information Technology United States
41086710 THG US Hanover Insurance Group Inc 4,779 $816,635.52 1.04% $816,635.52 1.04% 6,100.42 Financials United States
N1450610 ESTC US Elastic NV 9,139 $815,381.58 1.04% $815,381.58 1.04% 9,481.49 Information Technology United States
89628810 TNET US TriNet Group Inc 13,188 $791,280.00 1.01% $791,280.00 1.01% 2,915.28 Industrials United States
00187Y10 APG US API Group Corp 21,473 $790,635.86 1.01% $790,635.86 1.01% 15,313.66 Industrials United States
14915010 CATY US Cathay General Bancorp 17,190 $781,285.50 1.00% $781,285.50 1.00% 3,140.30 Financials United States
00737L10 ATGE US Adtalem Global Education Inc 7,905 $774,848.10 0.99% $774,848.10 0.99% 3,560.92 Consumer Discretionary United States
16308610 CHEF US Chefs' Warehouse Inc 12,440 $733,960.00 0.94% $733,960.00 0.94% 2,400.45 Consumer Staples United States
30063P10 EXAS US Exact Sciences Corp 11,285 $730,026.65 0.93% $730,026.65 0.93% 12,247.05 Health Care United States
84489510 SWX US Southwest Gas Holdings Inc 9,133 $726,073.50 0.93% $726,073.50 0.93% 5,722.35 Utilities United States
14178810 CARG US Cargurus Inc 20,097 $705,806.64 0.90% $705,806.64 0.90% 3,475.30 Communication Services United States
09004310 BILL US BILL Holdings Inc 14,191 $704,725.06 0.90% $704,725.06 0.90% 5,115.58 Information Technology United States
90110910 TPC US Tutor Perini Corp 10,428 $702,430.08 0.90% $702,430.08 0.90% 3,552.79 Industrials United States
78442P10 SLM US SLM Corp 26,041 $699,200.85 0.89% $699,200.85 0.89% 5,701.06 Financials United States
60819010 MHK US Mohawk Industries Inc 6,127 $696,272.28 0.89% $696,272.28 0.89% 7,034.32 Consumer Discretionary United States
74982T10 RXO US RXO Inc 38,946 $690,512.58 0.88% $690,512.58 0.88% 2,907.49 Industrials United States
55087P10 LYFT US Lyft Inc 33,482 $685,041.72 0.88% $685,041.72 0.88% 8,411.23 Industrials United States
48840110 KMPR US Kemper Corp 15,159 $682,003.41 0.87% $682,003.41 0.87% 2,860.28 Financials United States
74952710 REVG US REV Group Inc 13,146 $673,995.42 0.86% $673,995.42 0.86% 2,501.89 Industrials United States
80854110 MATV US Mativ Holdings Inc 59,013 $630,258.84 0.81% $630,258.84 0.81% 583.90 Materials United States
92839U20 VC US Visteon Corp 5,853 $627,207.48 0.80% $627,207.48 0.80% 2,925.47 Consumer Discretionary United States
12719030 CACI US CACI International Inc 1,087 $611,165.75 0.78% $611,165.75 0.78% 12,414.32 Industrials United States
G4863A10 BRSL US Brightstar Lottery PLC 34,255 $570,688.30 0.73% $570,688.30 0.73% 3,381.98 Consumer Discretionary United States
80105610 SANM US Sanmina Corp 4,084 $559,712.20 0.72% $559,712.20 0.72% 7,302.63 Information Technology United States
62955J10 NOV US NOV Inc 38,299 $559,165.40 0.71% $559,165.40 0.71% 5,350.99 Energy United States
00449810 ACIW US ACI Worldwide Inc 11,608 $552,889.04 0.71% $552,889.04 0.71% 4,925.56 Information Technology United States
18467V10 YOU US Clear Secure Inc 18,119 $552,085.93 0.71% $552,085.93 0.71% 2,904.72 Information Technology United States
20603L10 CON US Concentra Group Holdings Parent Inc 27,078 $539,393.76 0.69% $539,393.76 0.69% 2,553.17 Health Care United States
69366J20 PTCT US PTC Therapeutics Inc 7,798 $532,681.38 0.68% $532,681.38 0.68% 5,426.42 Health Care United States
01749D10 ALGM US Allegro MicroSystems Inc 17,710 $529,883.20 0.68% $529,883.20 0.68% 5,536.41 Information Technology United States
71742Q10 PAHC US Phibro Animal Health Corp 12,460 $524,067.60 0.67% $524,067.60 0.67% 1,704.86 Health Care United States
65122910 NWL US Newell Brands Inc 152,835 $519,639.00 0.66% $519,639.00 0.66% 1,424.94 Consumer Discretionary United States
01858110 BFH US Alliance Data Systems Corp 8,135 $509,657.75 0.65% $509,657.75 0.65% 2,881.90 Financials United States
71424F10 PR US Permian Resources Corp 40,416 $507,624.96 0.65% $507,624.96 0.65% 9,348.46 Energy United States
75875010 RRX US Regal Rexnord Corp 3,415 $481,139.35 0.61% $481,139.35 0.61% 9,355.10 Industrials United States
30041R10 EVER US EverQuote Inc 22,207 $478,338.78 0.61% $478,338.78 0.61% 786.49 Communication Services United States
74112D10 PBH US Prestige Brands Holdings Inc 7,665 $464,499.00 0.59% $464,499.00 0.59% 2,982.38 Health Care United States
71896810 PXED US Phoenix Education Partners Inc 12,364 $456,849.80 0.58% $456,849.80 0.58% 1,315.28 Consumer Discretionary United States
45005610 IRTC US iRhythm Technologies Inc 2,425 $454,202.50 0.58% $454,202.50 0.58% 6,034.65 Health Care United States
87918A10 TDOC US Teladoc Health Inc 50,534 $436,108.42 0.56% $436,108.42 0.56% 1,531.60 Health Care United States
78709Y10 SAIA US Saia Inc 1,474 $431,145.00 0.55% $431,145.00 0.55% 7,792.97 Industrials United States
G5269410 KNSA US Kiniksa Pharmaceuticals International Plc 11,635 $430,611.35 0.55% $430,611.35 0.55% 2,791.48 Health Care United States
21979810 QDEL US QuidelOrtho Corp 15,657 $422,582.43 0.54% $422,582.43 0.54% 1,832.63 Health Care United States
90268110 UGI US UGI Corp 12,557 $419,780.51 0.54% $419,780.51 0.54% 7,184.92 Utilities United States
98147510 WKC US World Kinect Corp 16,003 $413,677.55 0.53% $413,677.55 0.53% 1,437.26 Energy United States
50157510 KYMR US Kymera Therapeutics Inc 6,685 $413,400.40 0.53% $413,400.40 0.53% 4,421.41 Health Care United States
17275510 CRUS US Cirrus Logic Inc 3,106 $412,010.90 0.53% $412,010.90 0.53% 6,809.21 Information Technology United States
23282W60 CYTK US Cytokinetics Inc 6,416 $407,993.44 0.52% $407,993.44 0.52% 7,609.00 Health Care United States
68622V10 OGN US Organon & Co 59,509 $401,685.75 0.51% $401,685.75 0.51% 1,754.77 Health Care United States
01234810 AIN US Albany International Corp 7,064 $399,681.12 0.51% $399,681.12 0.51% 1,669.11 Industrials United States
67802610 OIS US Oil States International Inc 66,866 $399,190.02 0.51% $399,190.02 0.51% 361.84 Energy United States
71940510 PLAB US Photronics Inc 16,339 $390,502.10 0.50% $390,502.10 0.50% 1,410.21 Information Technology United States
15672710 CRNC US Cerence Inc 36,342 $389,949.66 0.50% $389,949.66 0.50% 464.82 Information Technology United States
78375410 RYI US Ryerson Holding Corp 17,618 $388,653.08 0.50% $388,653.08 0.50% 710.54 Materials United States
08468010 BBT US Beacon Financial Corp 15,959 $388,442.06 0.50% $388,442.06 0.50% 2,051.19 Financials United States
48592410 KRMN US Karman Holdings Inc 4,540 $382,449.60 0.49% $382,449.60 0.49% 11,146.84 Industrials United States
52476L10 LGN US Legence Corp 9,096 $376,301.52 0.48% $376,301.52 0.48% 2,420.58 Industrials United States
72913210 PLXS US Plexus Corp 2,612 $365,418.80 0.47% $365,418.80 0.47% 3,775.44 Information Technology United States
07083010 BBWI US Bath & Body Works Inc 14,471 $354,250.08 0.45% $354,250.08 0.45% 5,091.84 Consumer Discretionary United States
98581710 YELP US Yelp Inc 10,454 $344,772.92 0.44% $344,772.92 0.44% 2,105.48 Communication Services United States
78435P10 SEZL US Sezzle Inc 5,250 $344,137.50 0.44% $344,137.50 0.44% 2,230.24 Financials United States
20337X10 COMM US CommScope Holding Co Inc 19,814 $342,782.20 0.44% $342,782.20 0.44% 3,832.79 Information Technology United States
74319R10 PRG US PROG Holdings Inc 11,676 $337,786.68 0.43% $337,786.68 0.43% 1,144.07 Financials United States
03168L10 AMRX US Amneal Pharmaceuticals Inc 30,649 $331,622.18 0.42% $331,622.18 0.42% 3,398.34 Health Care United States
46222210 IONS US Ionis Pharmaceuticals Inc 4,326 $321,421.80 0.41% $321,421.80 0.41% 12,034.70 Health Care United States
49428J10 KE US Kimball Electronics Inc 10,979 $319,214.43 0.41% $319,214.43 0.41% 709.06 Information Technology United States
09624H20 BXC US BlueLinx Holdings Inc 4,840 $316,729.60 0.40% $316,729.60 0.40% 516.48 Industrials United States
90984P30 UCB US United Community Banks Inc/GA 10,770 $314,484.00 0.40% $314,484.00 0.40% 3,549.35 Financials United States
74164F10 PRIM US Primoris Services Corp 2,183 $308,938.16 0.39% $308,938.16 0.39% 7,643.89 Industrials United States
30161Q10 EXEL US Exelixis Inc 7,650 $295,825.50 0.38% $295,825.50 0.38% 10,446.00 Health Care United States
81730H10 S US SentinelOne Inc 16,473 $294,043.05 0.38% $294,043.05 0.38% 5,928.61 Information Technology United States
76655970 RIGL US Rigel Pharmaceuticals Inc 9,261 $292,462.38 0.37% $292,462.38 0.37% 566.46 Health Care United States
01644J10 ALKT US Alkami Technology Inc 14,392 $292,013.68 0.37% $292,013.68 0.37% 2,130.53 Information Technology United States
69553P10 PD US PagerDuty Inc 18,129 $291,151.74 0.37% $291,151.74 0.37% 1,497.54 Information Technology United States
14888U10 CPRX US Catalyst Pharmaceuticals Inc 13,528 $287,740.56 0.37% $287,740.56 0.37% 2,603.26 Health Care United States
G2717B10 CWK US Cushman & Wakefield PLC 17,890 $280,873.00 0.36% $280,873.00 0.36% 3,636.20 Real Estate United States
78454L10 SM US SM Energy Co 13,344 $281,437.76 0.36% $278,756.16 0.36% 2,401.39 Energy United States
68162K10 ZEUS US Olympic Steel Inc 7,511 $277,907.00 0.36% $277,907.00 0.36% 414.33 Materials United States
38255010 GT US Goodyear Tire & Rubber Co 39,938 $275,172.82 0.35% $275,172.82 0.35% 1,970.86 Consumer Discretionary United States
81617J30 WTTR US Select Water Solutions Inc 22,876 $264,446.56 0.34% $264,446.56 0.34% 1,214.32 Energy United States
75901B10 RGNX US REGENXBIO Inc 20,097 $256,638.69 0.33% $256,638.69 0.33% 645.07 Health Care United States
63938C10 NAVI US Navient Corp 20,734 $253,576.82 0.32% $253,576.82 0.32% 1,198.54 Financials United States
15592310 CTRI US Centuri Holdings Inc 12,471 $251,789.49 0.32% $251,789.49 0.32% 1,789.83 Industrials United States
00422510 ACAD US ACADIA Pharmaceuticals Inc 10,627 $241,232.90 0.31% $241,232.90 0.31% 3,829.77 Health Care United States
G2545710 CRDO US Credo Technology Group Holding Ltd 1,277 $239,590.74 0.31% $239,590.74 0.31% 32,457.43 Information Technology United States
09057220 BIO US Bio-Rad Laboratories Inc 725 $231,673.75 0.30% $231,673.75 0.30% 8,619.54 Health Care United States
09062W20 BLFS US BioLife Solutions Inc 7,960 $221,845.20 0.28% $221,845.20 0.28% 1,335.12 Health Care United States
64125C10 NBIX US Neurocrine Biosciences Inc 1,512 $216,533.52 0.28% $216,533.52 0.28% 14,278.85 Health Care United States
69888T20 PARR US Par Pacific Holdings Inc 5,362 $214,372.76 0.27% $214,372.76 0.27% 2,031.57 Energy United States
G5087110 JAZZ US Jazz Pharmaceuticals PLC 1,497 $206,047.08 0.26% $206,047.08 0.26% 8,349.08 Health Care United States
59152020 MEI US Methode Electronics Inc 30,562 $205,682.26 0.26% $205,682.26 0.26% 237.01 Information Technology United States
03152W10 FOLD US Amicus Therapeutics Inc 21,944 $198,154.32 0.25% $198,154.32 0.25% 2,783.40 Health Care United States
85423L10 SARO US StandardAero Inc 6,654 $192,234.06 0.25% $192,234.06 0.25% 9,662.85 Industrials United States
12008R10 BLDR US Builders FirstSource Inc 1,622 $188,427.74 0.24% $188,427.74 0.24% 12,846.15 Industrials United States
90267310 UFPT US UFP Technologies Inc 887 $170,871.68 0.22% $170,871.68 0.22% 1,485.47 Health Care United States
64119N60 NTSK US Netskope Inc 6,945 $164,179.80 0.21% $164,179.80 0.21% 9,032.21 Information Technology United States
09058V10 BCRX US BioCryst Pharmaceuticals Inc 22,283 $163,111.56 0.21% $163,111.56 0.21% 1,541.08 Health Care United States
74730110 QUAD US Quad/Graphics Inc 29,194 $160,858.94 0.21% $160,858.94 0.21% 281.01 Industrials United States
29882P10 EWCZ US European Wax Center Inc 40,843 $159,287.70 0.20% $159,287.70 0.20% 169.11 Consumer Discretionary United States
80603710 SCSC US ScanSource Inc 3,650 $156,603.25 0.20% $156,603.25 0.20% 953.22 Information Technology United States
14215210 CAI US Caris Life Sciences Inc 4,777 $143,692.16 0.18% $143,692.16 0.18% 8,459.22 Health Care United States
G6331P10 AOSL US Alpha & Omega Semiconductor Ltd 4,978 $139,682.68 0.18% $139,682.68 0.18% 843.01 Information Technology United States
22279550 CUZ US Cousins Properties Inc REIT 5,312 $137,740.16 0.18% $137,740.16 0.18% 4,355.41 Real Estate United States
67000240 NVAX US Novavax Inc 16,273 $136,693.20 0.17% $136,693.20 0.17% 1,364.34 Health Care United States
46222L10 IONQ US IonQ Inc 2,128 $132,744.64 0.17% $132,744.64 0.17% 21,672.56 Information Technology United States
90400D10 RARE US Ultragenyx Pharmaceutical Inc 3,820 $132,172.00 0.17% $132,172.00 0.17% 3,334.46 Health Care United States
26856L10 ELF US elf Beauty Inc 1,054 $128,735.56 0.16% $128,735.56 0.16% 6,929.61 Consumer Staples United States
00486H10 ADTN US ADTRAN Holdings Inc 12,136 $126,457.12 0.16% $126,457.12 0.16% 834.14 Information Technology United States
88602920 THRY US Thryv Holdings Inc 16,131 $124,370.01 0.16% $124,370.01 0.16% 338.67 Communication Services United States
29332G10 EHAB US Enhabit Inc 15,118 $122,909.34 0.16% $122,909.34 0.16% 412.11 Health Care United States
91820410 VFC US VF Corp 8,655 $121,516.20 0.16% $121,516.20 0.16% 5,485.78 Consumer Discretionary United States
00181T10 AMRK US A-Mark Precious Metals Inc 4,567 $121,390.86 0.16% $121,390.86 0.16% 655.05 Consumer Discretionary United States
37153210 GCO US Genesco Inc 4,043 $117,287.43 0.15% $117,287.43 0.15% 313.22 Consumer Discretionary United States
64073B10 NP US Neptune Insurance Holdings Inc 4,549 $116,818.32 0.15% $116,818.32 0.15% 2,429.33 Financials United States
20848V10 CCSI US Consensus Cloud Solutions Inc 3,909 $114,611.88 0.15% $114,611.88 0.15% 559.78 Information Technology United States
60249610 MDXG US MiMedx Group Inc 14,727 $112,661.55 0.14% $112,661.55 0.14% 1,132.98 Health Care United States
00650F10 ADPT US Adaptive Biotechnologies Corp 6,222 $108,013.92 0.14% $108,013.92 0.14% 2,643.48 Health Care United States
03969T10 ARCT US Arcturus Therapeutics Holdings Inc 10,727 $106,948.19 0.14% $106,948.19 0.14% 270.73 Health Care United States
67080M10 NRIX US Nurix Therapeutics Inc 7,657 $99,081.58 0.13% $99,081.58 0.13% 1,311.72 Health Care United States
41987010 HE US Hawaiian Electric Industries Inc 8,328 $96,771.36 0.12% $96,771.36 0.12% 2,005.75 Utilities United States
98985Y10 ZYME US Zymeworks Inc 4,909 $93,688.27 0.12% $93,688.27 0.12% 1,439.31 Health Care United States
72447910 PBI US Pitney Bowes Inc 8,843 $87,368.84 0.11% $87,368.84 0.11% 1,731.19 Industrials United States
G7280010 PRTA US Prothena Corp PLC 8,038 $86,408.50 0.11% $86,408.50 0.11% 578.67 Health Care United States
26740W10 QBTS US D-Wave Quantum Inc 2,256 $83,607.36 0.11% $83,607.36 0.11% 12,594.40 Information Technology United States
40749710 HLNE US Hamilton Lane Inc 719 $81,937.24 0.10% $81,937.24 0.10% 5,000.47 Financials United States
03969F10 RCUS US Arcus Biosciences Inc 4,057 $80,004.04 0.10% $80,004.04 0.10% 2,129.24 Health Care United States
03525510 ANIK US Anika Therapeutics Inc 8,109 $79,062.75 0.10% $79,062.75 0.10% 140.58 Health Care United States
92165910 VNDA US Vanda Pharmaceuticals Inc 18,108 $78,769.80 0.10% $78,769.80 0.10% 257.07 Health Care United States
23834J20 DAVE US Dave Inc 297 $71,078.04 0.09% $71,078.04 0.09% 3,242.07 Financials United States
69073210 OMI US Owens & Minor Inc 17,553 $69,685.41 0.09% $69,685.41 0.09% 306.66 Health Care United States
37611X20 DNA US Ginkgo Bioworks Holdings Inc 5,121 $66,521.79 0.08% $66,521.79 0.08% 719.97 Health Care United States
G4412G10 HLF US Herbalife Ltd 7,087 $56,696.00 0.07% $56,696.00 0.07% 824.85 Consumer Staples United States
68334410 ONTO US Onto Innovation Inc 410 $55,333.60 0.07% $55,333.60 0.07% 6,613.52 Information Technology United States
02156V10 OKLO US Oklo Inc 376 $49,921.52 0.06% $49,921.52 0.06% 19,598.07 Utilities United States
50077B20 KTOS US Kratos Defense & Security Solutions Inc 524 $47,474.40 0.06% $47,474.40 0.06% 15,292.78 Industrials United States
42226A10 HQY US HealthEquity Inc 477 $45,114.66 0.06% $45,114.66 0.06% 8,173.70 Health Care United States
19459J10 COLL US Collegium Pharmaceutical Inc 1,222 $43,992.00 0.06% $43,992.00 0.06% 1,135.76 Health Care United States
76655K10 RGTI US Rigetti Computing Inc 851 $37,673.77 0.05% $37,673.77 0.05% 14,350.79 Information Technology United States
29082K10 EMBC US Embecta Corp 2,614 $34,870.76 0.04% $34,870.76 0.04% 780.19 Health Care United States
82982L10 SITE US SiteOne Landscape Supply Inc 232 $30,106.64 0.04% $30,106.64 0.04% 5,800.20 Industrials United States
CASH_USD CASH_USD Cash - 566,738.11 0.72% 565,105.53 0.72% - - -
CASH_DERV - Other - 0.01 - 1,632.59 0.00% - - Other

*Short positions, unlike long positions, lose value if the underlying asset gains value.

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.
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MFS registered investment products are offered through MFS® Fund Distributors, Inc., Member SIPC, 111 Huntington Avenue, Boston, MA 02199.

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