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 05-31-26)
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
22041X10 CRSR US Corsair Gaming Inc 142,010 $1,724,001.40 1.98% $1,724,001.40 1.98% 1,297.55 Information Technology United States
09371210 BE US Bloom Energy Corp 5,656 $1,611,960.00 1.85% $1,611,960.00 1.85% 81,066.51 Industrials United States
55405W10 MYRG US MYR Group Inc 3,241 $1,507,259.46 1.73% $1,507,259.46 1.73% 7,241.47 Industrials United States
34637510 FORM US FormFactor Inc 11,756 $1,464,680.04 1.68% $1,464,680.04 1.68% 9,712.38 Information Technology United States
90278810 UMBF US UMB Financial Corp 10,197 $1,338,458.22 1.53% $1,338,458.22 1.53% 9,972.97 Financials United States
60782810 MOD US Modine Manufacturing Co 4,651 $1,297,210.41 1.49% $1,297,210.41 1.49% 14,730.85 Industrials United States
73650884 POR US Portland General Electric Co 25,342 $1,270,141.04 1.46% $1,270,141.04 1.46% 5,800.39 Utilities United States
G4883311 WFRD US Weatherford International PLC 12,030 $1,250,113.95 1.43% $1,246,789.20 1.43% 7,454.34 Energy United States
73317470 BPOP US Popular Inc 8,279 $1,235,889.12 1.41% $1,229,679.87 1.41% 9,603.21 Financials United States
00797310 AEIS US Advanced Energy Industries Inc 4,015 $1,213,654.20 1.39% $1,213,252.70 1.39% 11,492.10 Information Technology United States
11704310 BC US Brunswick Corp/DE 13,427 $1,130,553.40 1.29% $1,124,645.52 1.29% 5,445.57 Consumer Discretionary United States
27876810 SATS US EchoStar Corp 8,594 $1,110,258.86 1.27% $1,110,258.86 1.27% 37,372.34 Communication Services United States
29415F10 NVST US Envista Holdings Corp 46,850 $1,103,317.50 1.26% $1,103,317.50 1.26% 3,836.30 Health Care United States
53418710 LNC US Lincoln National Corp 31,180 $1,100,342.20 1.26% $1,100,342.20 1.26% 6,747.91 Financials United States
52476L10 LGN US Legence Corp 13,023 $1,090,546.02 1.25% $1,090,546.02 1.25% 6,436.83 Industrials United States
05368V10 AVNT US Avient Corp 29,654 $1,050,344.68 1.20% $1,050,344.68 1.20% 3,248.37 Materials United States
08468010 BBT US Beacon Financial Corp 36,104 $1,050,265.36 1.20% $1,050,265.36 1.20% 2,444.38 Financials United States
33830710 FIVN US Five9 Inc 42,615 $1,037,675.25 1.19% $1,037,675.25 1.19% 1,864.33 Information Technology United States
29670E10 EPRT US Essential Properties Realty Trust Inc REIT 32,815 $1,003,482.70 1.15% $1,003,482.70 1.15% 6,612.80 Real Estate United States
72019020 PDM US Piedmont Realty Trust Inc REIT 117,993 $980,521.83 1.12% $980,521.83 1.12% 1,038.91 Real Estate United States
92908910 VOYA US Voya Financial Inc 11,955 $976,603.95 1.11% $970,985.10 1.11% 7,505.38 Financials United States
34354P10 FLS US Flowserve Corp 12,618 $952,785.18 1.09% $952,785.18 1.09% 9,650.71 Industrials United States
14915010 CATY US Cathay General Bancorp 16,464 $955,570.56 1.09% $949,314.24 1.09% 3,865.27 Financials United States
00108410 AGCO US AGCO Corp 8,446 $950,850.68 1.09% $948,316.88 1.09% 8,130.03 Industrials United States
28618M10 ESI US Element Solutions Inc 21,671 $919,500.53 1.05% $919,500.53 1.05% 10,336.25 Materials United States
N3144W10 XPRO US Expro Group Holdings NV 60,062 $887,115.74 1.02% $887,115.74 1.02% 1,674.85 Energy United States
78442P10 SLM US SLM Corp 39,861 $881,725.32 1.01% $881,725.32 1.01% 4,171.46 Financials United States
41086710 THG US Hanover Insurance Group Inc 4,576 $852,051.20 0.98% $852,051.20 0.98% 6,535.62 Financials United States
16308610 CHEF US Chefs' Warehouse Inc 11,013 $842,935.02 0.97% $842,935.02 0.97% 3,121.12 Consumer Staples United States
38526M10 LOPE US Grand Canyon Education Inc 5,592 $837,961.20 0.96% $837,961.20 0.96% 4,001.74 Consumer Discretionary United States
88077910 TEX US Terex Corp 13,760 $800,556.80 0.92% $800,556.80 0.92% 6,644.16 Industrials United States
89628810 TNET US TriNet Group Inc 17,045 $778,615.60 0.89% $778,615.60 0.89% 2,107.04 Industrials United States
43128410 HIW US Highwoods Properties Inc REIT 29,827 $793,398.20 0.89% $778,484.70 0.89% 2,878.13 Real Estate United States
87305R10 TTMI US TTM Technologies Inc 4,477 $777,744.44 0.89% $777,744.44 0.89% 18,040.83 Information Technology United States
19723610 COLB US Columbia Banking System Inc 26,162 $785,121.62 0.89% $775,441.68 0.89% 8,581.67 Financials United States
00737L10 CVSA US Covista Inc 6,491 $764,639.80 0.88% $764,639.80 0.88% 4,008.84 Consumer Discretionary United States
84489510 SWX US Southwest Gas Holdings Inc 8,745 $759,546.98 0.86% $753,906.45 0.86% 6,239.44 Utilities United States
92839U20 VC US Visteon Corp 5,893 $697,082.97 0.80% $697,082.97 0.80% 3,158.34 Consumer Discretionary United States
01858110 BFH US Alliance Data Systems Corp 7,791 $695,736.30 0.80% $693,944.37 0.80% 3,678.59 Financials United States
42829110 HXL US Hexcel Corp 7,677 $689,317.83 0.79% $689,317.83 0.79% 6,772.61 Industrials United States
84857L10 SR US Laclede Group Inc/The 8,145 $670,007.70 0.77% $670,007.70 0.77% 4,862.95 Utilities United States
70557310 PEGA US Pegasystems Inc 18,373 $656,467.29 0.75% $656,467.29 0.75% 6,030.08 Information Technology United States
48282T10 KAI US Kadant Inc 1,970 $628,784.60 0.72% $628,784.60 0.72% 3,769.02 Industrials United States
74736L10 QTWO US Q2 Holdings Inc 13,077 $619,195.95 0.71% $619,195.95 0.71% 2,967.19 Information Technology United States
78473010 SSRM US SSR Mining Inc 19,673 $614,191.06 0.70% $614,191.06 0.70% 6,759.50 Materials Canada
65122910 NWL US Newell Brands Inc 177,665 $616,497.55 0.69% $604,061.00 0.69% 1,444.66 Consumer Discretionary United States
85924110 STRL US Sterling Infrastructure Inc 699 $601,727.16 0.69% $601,727.16 0.69% 26,415.70 Industrials United States
42270410 HL US Hecla Mining Co 33,289 $591,670.36 0.68% $591,545.53 0.68% 11,918.56 Materials United States
G0692U10 AXS US Axis Capital Holdings Ltd 6,153 $584,104.29 0.67% $584,104.29 0.67% 7,018.84 Financials United States
74164F10 PRIM US Primoris Services Corp 4,624 $581,606.72 0.67% $581,606.72 0.67% 6,824.19 Industrials United States
01749D10 ALGM US Allegro MicroSystems Inc 11,916 $570,418.92 0.65% $570,418.92 0.65% 8,914.47 Information Technology United States
04963C20 ATRC US AtriCure Inc 20,487 $566,875.29 0.65% $566,875.29 0.65% 1,401.24 Health Care United States
N1450610 ESTC US Elastic NV 8,751 $566,189.70 0.65% $566,189.70 0.65% 6,777.39 Information Technology United States
18467V10 YOU US Clear Secure Inc 10,206 $565,922.70 0.65% $565,922.70 0.65% 5,580.99 Information Technology United States
97809710 WWW US Wolverine World Wide Inc 32,164 $564,478.20 0.65% $564,478.20 0.65% 1,438.92 Consumer Discretionary United States
74006W20 PRAX US Praxis Precision Medicines Inc 1,581 $553,302.57 0.63% $553,302.57 0.63% 9,756.73 Health Care United States
09004310 BILL US BILL Holdings Inc 13,591 $503,138.82 0.58% $503,138.82 0.58% 3,687.07 Information Technology United States
G2545710 CRDO US Credo Technology Group Holding Ltd 2,123 $501,091.69 0.57% $501,091.69 0.57% 43,535.72 Information Technology United States
00449810 ACIW US ACI Worldwide Inc 11,117 $485,479.39 0.56% $485,479.39 0.56% 4,439.56 Information Technology United States
69888T20 PARR US Par Pacific Holdings Inc 8,592 $482,526.72 0.55% $482,526.72 0.55% 2,816.10 Energy United States
23282W60 CYTK US Cytokinetics Inc 6,146 $471,766.96 0.54% $471,766.96 0.54% 9,551.44 Health Care United States
88224Q10 TCBI US Texas Capital Bancshares Inc 4,713 $468,896.37 0.54% $468,896.37 0.54% 4,344.83 Financials United States
36831E10 GCMG US GCM Grosvenor Inc 43,911 $466,773.93 0.54% $466,773.93 0.54% 641.87 Financials United States
71940510 PLAB US Photronics Inc 14,195 $459,208.25 0.53% $459,208.25 0.53% 1,907.56 Information Technology United States
71896810 PXED US Phoenix Education Partners Inc 14,926 $451,362.24 0.52% $451,362.24 0.52% 1,082.92 Consumer Discretionary United States
15672710 CRNC US Cerence Inc 34,805 $447,592.30 0.51% $447,592.30 0.51% 581.12 Information Technology United States
63741710 NNN US NNN REIT Inc REIT 10,050 $447,325.50 0.51% $447,325.50 0.51% 8,468.03 Real Estate United States
82907310 SSD US Simpson Manufacturing Co Inc 2,348 $445,509.52 0.51% $445,509.52 0.51% 7,805.59 Industrials United States
80854110 MATV US Mativ Holdings Inc 49,577 $445,201.46 0.50% $440,243.76 0.50% 489.44 Materials United States
67802610 OIS US Oil States International Inc 51,478 $437,563.00 0.50% $437,563.00 0.50% 511.64 Energy United States
78709Y10 SAIA US Saia Inc 887 $418,992.19 0.48% $418,992.19 0.48% 12,598.68 Industrials United States
74982T10 RXO US RXO Inc 16,245 $415,547.10 0.48% $415,547.10 0.48% 4,218.66 Industrials United States
74319R10 PRG US PROG Holdings Inc 11,181 $412,690.71 0.47% $411,125.37 0.47% 1,473.21 Financials United States
46269C10 IRDM US Iridium Communications Inc 7,820 $404,919.60 0.46% $404,919.60 0.46% 5,474.58 Communication Services United States
80105610 SANM US Sanmina Corp 1,546 $401,542.58 0.46% $401,542.58 0.46% 13,920.94 Information Technology United States
48592410 KRMN US Karman Holdings Inc 6,911 $397,382.50 0.46% $397,382.50 0.46% 7,620.26 Industrials United States
17275510 CRUS US Cirrus Logic Inc 2,334 $396,663.30 0.45% $396,663.30 0.45% 8,598.79 Information Technology United States
27579R10 EWBC US East West Bancorp Inc 3,218 $394,333.72 0.45% $394,333.72 0.45% 16,787.52 Financials United States
72703X10 PL US Planet Labs PBC 7,696 $393,573.44 0.45% $393,573.44 0.45% 17,148.88 Industrials United States
78454L10 SM US SM Energy Co 12,780 $392,473.80 0.45% $392,473.80 0.45% 7,362.68 Energy United States
50157510 KYMR US Kymera Therapeutics Inc 4,687 $381,615.54 0.44% $381,615.54 0.44% 6,697.41 Health Care United States
G2717C10 CWK US Cushman & Wakefield Ltd 30,235 $376,123.40 0.43% $376,123.40 0.43% 2,914.70 Real Estate United States
87918A10 TDOC US Teladoc Health Inc 48,396 $368,293.56 0.42% $368,293.56 0.42% 1,373.70 Health Care United States
G1757E11 CMCL US Caledonia Mining Corp PLC 15,372 $367,067.99 0.42% $365,238.72 0.42% 459.40 Materials South Africa
71424F10 PR US Permian Resources Corp 18,805 $361,620.15 0.41% $361,620.15 0.41% 16,101.05 Energy United States
12719030 CACI US CACI International Inc 697 $357,916.47 0.41% $357,916.47 0.41% 11,344.11 Industrials United States
90984P30 UCB US United Community Banks Inc/GA 10,315 $339,879.25 0.39% $339,879.25 0.39% 3,943.67 Financials United States
60474910 MIRM US Mirum Pharmaceuticals Inc 3,332 $338,198.00 0.39% $338,198.00 0.39% 6,189.59 Health Care United States
59152020 MEI US Methode Electronics Inc 29,269 $337,764.26 0.39% $337,764.26 0.39% 408.87 Information Technology United States
45579U10 INDV US Indivior Pharmaceuticals Inc 9,374 $337,651.48 0.39% $337,651.48 0.39% 4,394.44 Health Care United States
68237F10 OFRM US Once Upon a Farm PBC 21,483 $331,912.35 0.38% $331,912.35 0.38% 647.39 Consumer Staples United States
00486H10 ADTN US ADTRAN Holdings Inc 19,613 $324,595.15 0.37% $324,595.15 0.37% 1,340.52 Information Technology United States
74112D10 PBH US Prestige Brands Holdings Inc 6,696 $318,260.88 0.36% $318,260.88 0.36% 2,251.60 Health Care United States
46222210 IONS US Ionis Pharmaceuticals Inc 4,142 $316,863.00 0.36% $316,863.00 0.36% 12,691.50 Health Care United States
67000240 NVAX US Novavax Inc 28,296 $310,407.12 0.36% $310,407.12 0.36% 1,803.89 Health Care United States
91688F10 UPWK US Upwork Inc 34,765 $306,627.30 0.35% $306,627.30 0.35% 1,089.93 Industrials United States
G3323L10 FN US Fabrinet 463 $302,876.08 0.35% $302,876.08 0.35% 23,438.38 Information Technology United States
45005610 IRTC US IRhythm Holdings Inc 2,624 $298,873.60 0.34% $298,873.60 0.34% 3,743.03 Health Care United States
92581510 VICR US Vicor Corp 873 $292,315.32 0.34% $292,315.32 0.34% 15,253.30 Industrials United States
67421520 CHRD US Chord Energy Corp 2,150 $286,315.50 0.33% $283,520.50 0.33% 7,424.17 Energy United States
00174410 AMN US AMN Healthcare Services Inc 9,744 $282,283.68 0.32% $282,283.68 0.32% 1,123.63 Health Care United States
07083010 BBWI US Bath & Body Works Inc 13,859 $277,457.18 0.32% $277,457.18 0.32% 4,035.27 Consumer Discretionary United States
49428J10 KE US Kimball Electronics Inc 10,516 $272,679.88 0.31% $272,679.88 0.31% 627.77 Information Technology United States
11434010 AZTA US Azenta Inc 11,711 $267,947.68 0.31% $267,947.68 0.31% 1,054.60 Health Care United States
45765U10 NSIT US Insight Enterprises Inc 2,495 $265,418.10 0.30% $265,418.10 0.30% 3,213.09 Information Technology United States
55024110 LUMN US Lumen Technologies Inc 24,094 $264,793.06 0.30% $264,793.06 0.30% 11,323.12 Communication Services United States
92552V10 VSAT US Viasat Inc 3,278 $264,272.36 0.30% $264,272.36 0.30% 10,950.73 Information Technology United States
00187Y10 APG US API Group Corp 6,397 $262,277.00 0.30% $262,277.00 0.30% 17,762.35 Industrials United States
69318G10 PBF US PBF Energy Inc 6,430 $261,701.00 0.30% $261,701.00 0.30% 4,815.15 Energy United States
81730H10 S US SentinelOne Inc 15,775 $261,076.25 0.30% $261,076.25 0.30% 5,590.21 Information Technology United States
73912810 POWL US Powell Industries Inc 907 $258,050.57 0.30% $257,968.94 0.30% 10,361.99 Industrials United States
65487K10 LASR US nLight Inc 3,430 $254,231.60 0.29% $254,231.60 0.29% 4,181.01 Information Technology United States
G5087110 JAZZ US Jazz Pharmaceuticals PLC 1,060 $250,679.40 0.29% $250,679.40 0.29% 14,838.05 Health Care United States
01644J10 ALKT US Alkami Technology Inc 13,782 $250,418.94 0.29% $250,418.94 0.29% 1,944.54 Information Technology United States
69366J20 PTCT US PTC Therapeutics Inc 3,380 $249,613.00 0.29% $249,613.00 0.29% 6,125.81 Health Care United States
42238D10 HTFL US HeartFlow Inc 8,010 $248,149.80 0.28% $248,149.80 0.28% 2,671.74 Health Care United States
19210850 CDE US Coeur Mining Inc 12,725 $246,101.50 0.28% $245,847.00 0.28% 19,986.75 Materials United States
26856L10 ELF US elf Beauty Inc 4,260 $238,560.00 0.27% $238,560.00 0.27% 3,328.67 Consumer Staples United States
26894810 EGBN US Eagle Bancorp Inc 8,485 $231,555.65 0.27% $231,555.65 0.27% 832.23 Financials United States
G7280010 PRTA US Prothena Corp PLC 22,704 $231,126.72 0.27% $231,126.72 0.27% 548.02 Health Care United States
76655970 RIGL US Rigel Pharmaceuticals Inc 7,571 $230,839.79 0.26% $230,839.79 0.26% 564.13 Health Care United States
00857U20 AGL US agilon health Inc 2,490 $229,777.20 0.26% $229,777.20 0.26% 1,539.58 Health Care United States
64125C10 NBIX US Neurocrine Biosciences Inc 1,446 $228,901.80 0.26% $228,901.80 0.26% 15,924.98 Health Care United States
30161Q10 EXEL US Exelixis Inc 4,443 $224,282.64 0.26% $224,282.64 0.26% 12,806.83 Health Care United States
00422510 ACAD US ACADIA Pharmaceuticals Inc 10,179 $220,477.14 0.25% $220,477.14 0.25% 3,708.97 Health Care United States
00181T10 GOLD US Gold.com Inc 5,181 $220,244.31 0.25% $219,208.11 0.25% 1,204.74 Consumer Discretionary United States
G6331P10 AOSL US Alpha & Omega Semiconductor Ltd 4,767 $216,183.45 0.25% $216,183.45 0.25% 1,357.31 Information Technology United States
26740W10 QBTS US D-Wave Quantum Inc 7,131 $214,928.34 0.25% $214,928.34 0.25% 11,152.95 Information Technology United States
G5269410 KNSA US Kiniksa Pharmaceuticals International Plc 4,396 $212,678.48 0.24% $212,678.48 0.24% 3,710.21 Health Care United States
74730110 QUAD US Quad/Graphics Inc 27,960 $211,098.00 0.24% $208,302.00 0.24% 384.42 Industrials United States
65290E10 NXT US Nextpower Inc 1,312 $205,196.80 0.24% $205,196.80 0.24% 23,502.93 Industrials United States
15694410 CGON US CG oncology Inc 3,228 $201,072.12 0.23% $201,072.12 0.23% 5,494.13 Health Care United States
19851610 COLM US Columbia Sportswear Co 2,985 $198,442.80 0.23% $197,547.30 0.23% 3,384.51 Consumer Discretionary United States
04010E10 AGX US Argan Inc 295 $196,770.90 0.23% $196,770.90 0.23% 9,311.91 Industrials United States
19240Q20 COGT US Cogent Biosciences Inc 5,614 $196,265.44 0.23% $196,265.44 0.23% 5,973.55 Health Care United States
09624H20 BXC US BlueLinx Holdings Inc 3,685 $191,583.15 0.22% $191,583.15 0.22% 408.95 Industrials United States
61225M10 GLUE US Monte Rosa Therapeutics Inc 9,713 $191,443.23 0.22% $191,443.23 0.22% 1,665.09 Health Care United States
09062W20 BLFS US BioLife Solutions Inc 7,624 $189,990.08 0.22% $189,990.08 0.22% 1,217.53 Health Care United States
59177410 MCB US Metropolitan Bank Holding Corp 2,106 $188,529.12 0.22% $188,529.12 0.22% 1,109.58 Financials United States
03525510 ANIK US Anika Therapeutics Inc 12,829 $186,405.37 0.21% $186,405.37 0.21% 194.08 Health Care United States
68760410 ORKA US Oruka Therapeutics Inc 3,180 $186,125.40 0.21% $186,125.40 0.21% 3,530.07 Health Care United States
85423L10 SARO US StandardAero Inc 6,373 $182,522.72 0.21% $182,522.72 0.21% 9,522.00 Industrials United States
66661N88 NPB US Northpointe Bancshares Inc 10,588 $180,843.04 0.21% $180,843.04 0.21% 590.66 Financials United States
38474710 GRAL US GRAIL Inc 2,493 $178,698.24 0.20% $178,698.24 0.20% 3,076.26 Health Care United States
39322210 GPRE US Green Plains Inc 10,899 $170,787.33 0.20% $170,787.33 0.20% 1,097.37 Energy United States
41319710 HRMY US Harmony Biosciences Holdings Inc 5,389 $170,238.51 0.20% $170,238.51 0.20% 1,828.83 Health Care United States
20602D10 CNXC US Concentrix Corp 5,955 $168,466.95 0.19% $168,466.95 0.19% 1,725.83 Industrials United States
80603710 SCSC US ScanSource Inc 3,495 $161,713.65 0.19% $161,713.65 0.19% 961.54 Information Technology United States
68404L20 OPCH US Option Care Health Inc 7,707 $160,845.09 0.18% $160,845.09 0.18% 3,277.16 Health Care United States
29414B10 EPAM US EPAM Systems Inc 1,530 $156,763.80 0.18% $156,763.80 0.18% 5,405.48 Information Technology United States
98708410 YSS US York Space Systems Inc 4,788 $156,280.32 0.18% $156,280.32 0.18% 4,233.23 Industrials United States
78375410 RYZ US Ryerson Holding Corp 5,377 $153,782.20 0.18% $153,782.20 0.18% 1,485.06 Materials United States
52603B10 TREE US LendingTree Inc 3,944 $150,660.80 0.17% $150,660.80 0.17% 533.01 Financials United States
G3385610 GSM US Ferroglobe PLC 34,657 $150,064.81 0.17% $150,064.81 0.17% 809.11 Materials United States
37153210 GCO US Genesco Inc 3,873 $148,607.01 0.17% $148,607.01 0.17% 416.63 Consumer Discretionary United States
19459J10 COLL US Collegium Pharmaceutical Inc 4,403 $147,984.83 0.17% $147,984.83 0.17% 1,090.10 Health Care United States
92764N10 VIR US Vir Biotechnology Inc 15,225 $145,246.50 0.17% $145,246.50 0.17% 1,608.94 Health Care United States
09057220 BIO US Bio-Rad Laboratories Inc 464 $144,990.72 0.17% $144,990.72 0.17% 8,383.21 Health Care United States
G4412G10 HLF US Herbalife Ltd 11,802 $141,151.92 0.16% $141,151.92 0.16% 1,239.89 Consumer Staples United States
63947X10 NCNO US nCino Inc 8,621 $138,625.68 0.16% $138,625.68 0.16% 1,831.59 Information Technology United States
90400D10 RARE US Ultragenyx Pharmaceutical Inc 5,764 $137,990.16 0.16% $137,990.16 0.16% 2,357.83 Health Care United States
22279550 CUZ US Cousins Properties Inc REIT 5,088 $136,409.28 0.16% $136,409.28 0.16% 4,411.37 Real Estate United States
72447910 PBI US Pitney Bowes Inc 8,470 $137,214.00 0.16% $136,367.00 0.16% 2,228.59 Industrials United States
29082K10 EMBC US Embecta Corp 39,964 $135,477.96 0.15% $135,078.32 0.15% 200.53 Health Care United States
75901B10 RGNX US REGENXBIO Inc 19,246 $134,914.46 0.15% $134,914.46 0.15% 362.40 Health Care United States
G9600F10 VGNT US Versigent PLC 2,990 $131,918.80 0.15% $131,918.80 0.15% 3,134.59 Consumer Discretionary United States
40749710 HLNE US Hamilton Lane Inc 1,504 $131,043.52 0.15% $131,043.52 0.15% 3,829.45 Financials United States
04335A10 ARVN US Arvinas Inc 13,983 $125,567.34 0.14% $125,567.34 0.14% 579.40 Health Care United States
15643110 CENX US Century Aluminum Co 1,900 $125,343.00 0.14% $125,343.00 0.14% 6,529.32 Materials United States
03589W10 ANNX US Annexon Inc 23,028 $124,811.76 0.14% $124,811.76 0.14% 888.03 Health Care United States
71742Q10 PAHC US Phibro Animal Health Corp 4,044 $124,514.76 0.14% $124,514.76 0.14% 1,249.00 Health Care United States
14610310 CARE US Carter Bankshares Inc 4,430 $120,939.00 0.14% $120,939.00 0.14% 606.66 Financials United States
86150R10 STOK US Stoke Therapeutics Inc 3,893 $120,332.63 0.14% $120,332.63 0.14% 1,925.13 Health Care United States
80360710 SRPT US Sarepta Therapeutics Inc 6,710 $119,907.70 0.14% $119,907.70 0.14% 1,886.65 Health Care United States
69512710 PCRX US Pacira BioSciences Inc 5,141 $119,374.02 0.14% $119,374.02 0.14% 913.36 Health Care United States
98985Y10 ZYME US Zymeworks Inc 4,701 $118,136.13 0.14% $118,136.13 0.14% 1,850.93 Health Care United States
50077B20 KTOS US Kratos Defense & Security Solutions Inc 1,750 $112,227.50 0.13% $112,227.50 0.13% 12,025.66 Industrials United States
92165910 VNDA US Vanda Pharmaceuticals Inc 17,341 $111,849.45 0.13% $111,849.45 0.13% 387.87 Health Care United States
90385V10 UCTT US Ultra Clean Holdings Inc 1,300 $111,241.00 0.13% $111,241.00 0.13% 3,835.96 Information Technology United States
87650L10 TARS US Tarsus Pharmaceuticals Inc 1,860 $110,484.00 0.13% $110,484.00 0.13% 2,555.62 Health Care United States
68062P10 OLMA US Olema Pharmaceuticals Inc 8,084 $106,627.96 0.12% $106,627.96 0.12% 1,152.11 Health Care United States
15592310 CTRI US Centuri Holdings Inc 3,441 $105,776.34 0.12% $105,776.34 0.12% 3,102.73 Industrials United States
09016810 BLLN US Billiontoone Inc 1,034 $102,355.66 0.12% $102,355.66 0.12% 4,551.66 Health Care United States
67079U30 NUTX US Nutex Health Inc 791 $102,126.01 0.12% $102,126.01 0.12% 897.57 Health Care United States
03969F10 RCUS US Arcus Biosciences Inc 3,885 $98,445.90 0.11% $98,445.90 0.11% 3,187.09 Health Care United States
69343T10 PJT US PJT Partners Inc 642 $98,161.80 0.11% $98,161.80 0.11% 3,961.94 Financials United States
G1691012 BLSH US Bullish 2,801 $97,782.91 0.11% $97,782.91 0.11% 5,265.61 Financials Cayman Islands
09423510 BLMN US Bloomin' Brands Inc 11,450 $96,638.00 0.11% $96,638.00 0.11% 722.58 Consumer Discretionary United States
G3864410 GCT US GigaCloud Technology Inc 2,670 $96,226.80 0.11% $96,226.80 0.11% 1,319.53 Consumer Discretionary United States
49232710 KROS US Keros Therapeutics Inc 8,424 $94,770.00 0.11% $94,770.00 0.11% 222.66 Health Care United States
62855J10 MYGN US Myriad Genetics Inc 23,752 $94,295.44 0.11% $94,295.44 0.11% 374.96 Health Care United States
88602920 THRY US Thryv Holdings Inc 24,188 $93,849.44 0.11% $93,849.44 0.11% 172.08 Communication Services United States
03272410 ANAB US AnaptysBio Inc 1,683 $93,692.61 0.11% $93,692.61 0.11% 1,620.05 Health Care United States
29479A10 ERAS US Erasca Inc 7,281 $93,488.04 0.11% $93,488.04 0.11% 3,993.04 Health Care United States
23003110 CGEM US Cullinan Therapeutics Inc 5,492 $90,288.48 0.10% $90,288.48 0.10% 1,010.37 Health Care United States
69794710 PVLA US Palvella Therapeutics Inc 751 $88,963.46 0.10% $88,963.46 0.10% 1,699.05 Health Care United States
22101510 CRVS US Corvus Pharmaceuticals Inc 7,122 $88,384.02 0.10% $88,384.02 0.10% 1,043.56 Health Care United States
04280A10 ARWR US Arrowhead Pharmaceuticals Inc 1,132 $88,194.12 0.10% $88,194.12 0.10% 10,974.17 Health Care United States
82982T10 SITM US SiTime Corp 120 $85,224.00 0.10% $85,224.00 0.10% 18,747.15 Information Technology United States
81663L20 WGS US GeneDx Holdings Corp 1,632 $84,847.68 0.10% $84,847.68 0.10% 1,543.48 Health Care United States
45826J10 NTLA US Intellia Therapeutics Inc 5,927 $83,392.89 0.10% $83,392.89 0.10% 1,965.89 Health Care United States
43163610 HLMN US Hillman Solutions Corp 11,131 $83,037.26 0.10% $83,037.26 0.10% 1,464.81 Industrials United States
57776J10 MXL US MaxLinear Inc 880 $81,778.40 0.09% $81,778.40 0.09% 8,321.51 Information Technology United States
03969T10 ARCT US Arcturus Therapeutics Holdings Inc 10,274 $81,370.08 0.09% $81,370.08 0.09% 225.11 Health Care United States
64119N60 NTSK US Netskope Inc 6,651 $80,743.14 0.09% $80,743.14 0.09% 4,836.37 Information Technology United States
40131M10 GH US Guardant Health Inc 618 $80,148.42 0.09% $80,148.42 0.09% 17,196.88 Health Care United States
37611X20 DNA US Ginkgo Bioworks Holdings Inc 8,418 $78,876.66 0.09% $78,876.66 0.09% 545.40 Health Care United States
14215210 CAI US Caris Life Sciences Inc 4,574 $76,477.28 0.09% $76,477.28 0.09% 4,726.42 Health Care United States
73933G20 PSIX US Power Solutions International Inc 1,745 $72,731.60 0.08% $72,731.60 0.08% 960.74 Industrials United States
05352A10 AVTR US Avantor Inc 7,722 $70,424.64 0.08% $70,424.64 0.08% 6,226.73 Health Care United States
31188V10 FSLY US Fastly Inc 3,760 $66,796.40 0.08% $66,796.40 0.08% 2,780.22 Information Technology United States
55024910 LMRI US Lumexa Imaging Holdings Inc 8,215 $63,912.70 0.07% $63,912.70 0.07% 747.74 Health Care United States
82982L10 SITE US SiteOne Landscape Supply Inc 505 $54,843.00 0.06% $54,843.00 0.06% 4,812.39 Industrials United States
14070B30 CAPR US Capricor Therapeutics Inc 1,805 $54,077.80 0.06% $54,077.80 0.06% 1,735.04 Health Care United States
81734D10 SEPN US Septerna Inc 1,785 $53,907.00 0.06% $53,907.00 0.06% 1,361.28 Health Care United States
09077V10 BIOA US BioAge Labs Inc 3,106 $53,702.74 0.06% $53,702.74 0.06% 768.59 Health Care United States
26747510 DY US Dycom Industries Inc 100 $51,000.00 0.06% $51,000.00 0.06% 15,316.04 Industrials United States
26701L10 BROS US Dutch Bros Inc 850 $49,300.00 0.06% $49,300.00 0.06% 7,382.99 Consumer Discretionary United States
20848V10 CCSI US Consensus Cloud Solutions Inc 1,423 $48,880.05 0.06% $48,880.05 0.06% 631.97 Information Technology United States
81685010 SMTC US Semtech Corp 320 $48,812.80 0.06% $48,812.80 0.06% 14,209.28 Information Technology United States
G4740B10 ICHR US Ichor Holdings Ltd 680 $48,633.60 0.06% $48,633.60 0.06% 2,485.34 Information Technology United States
G4388N10 HELE US Helen of Troy Ltd 1,780 $48,309.20 0.06% $48,309.20 0.06% 631.21 Consumer Discretionary United States
69073210 ACH US Accendra Health Inc 16,811 $47,743.24 0.05% $47,743.24 0.05% 217.50 Health Care United States
39687910 GLSI US Greenwich Lifesciences Inc 1,800 $47,115.00 0.05% $47,115.00 0.05% 362.64 Health Care United States
60855R10 MOH US Molina Healthcare Inc 269 $46,698.40 0.05% $46,698.40 0.05% 9,044.56 Health Care United States
87583X10 TNGX US Tango Therapeutics Inc 1,992 $43,784.16 0.05% $43,784.16 0.05% 3,179.36 Health Care United States
34984V20 FET US Forum Energy Technologies Inc 830 $41,682.60 0.05% $41,682.60 0.05% 568.39 Energy United States
03969710 ARDX US Ardelyx Inc 6,574 $39,706.96 0.05% $39,706.96 0.05% 1,492.06 Health Care United States
60249610 MDXG US MiMedx Group Inc 10,751 $39,563.68 0.05% $39,563.68 0.05% 548.12 Health Care United States
33767U10 FSUN US Firstsun Capital Bancorp 1,103 $39,101.35 0.04% $39,101.35 0.04% 1,564.19 Financials United States
92555010 VIAV US Viavi Solutions Inc 790 $38,362.40 0.04% $38,362.40 0.04% 11,898.12 Information Technology United States
41987010 HE US Hawaiian Electric Industries Inc 2,559 $34,034.70 0.04% $34,034.70 0.04% 2,296.06 Utilities United States
70455110 BTU US Peabody Energy Corp 1,220 $33,092.50 0.04% $33,001.00 0.04% 3,294.69 Energy United States
98937L10 ZBIO US Zenas Biopharma Inc 1,607 $29,568.80 0.03% $29,568.80 0.03% 1,161.65 Health Care United States
CASH_USD CASH_USD Cash & Cash Equivalents - $611,811.07 0.70% $609,981.91 0.70% - - -
CASH_DERV - Other - $0.00 - $1,829.16 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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