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MFS Research Fund (MFRCX) is an MF managed by Independent / Boutique. Its largest position is NVIDIA CORP (NVDA), representing 8.34% of fund assets.

MFS Research Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
MFRCX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 26, 2026
Showing 50 out of 102 holdings
Holding Weight Market Value Shares
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NVIDIA CORP
8.34% $611,345,248.00 3,505,420
-
Apple Inc.
6.84% $501,445,895.70 1,975,830
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MICROSOFT CORP
5.88% $431,125,523.73 1,164,669
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Alphabet Inc.
4.62% $338,289,609.84 1,176,414
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AMAZON COM INC
4.50% $329,586,025.38 1,582,494
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Broadcom Inc.
3.08% $226,014,415.83 730,233
-
Meta Platforms, Inc.
2.83% $207,584,211.51 362,827
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Mastercard Inc
2.52% $184,635,362.52 369,522
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JPMORGAN CHASE & CO
2.49% $182,183,289.44 619,334
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ExxonMobil Holdings Corp
1.93% $141,755,510.82 835,527
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LAM RESEARCH CORP
1.50% $109,572,753.42 512,837
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JOHNSON & JOHNSON
1.45% $106,168,358.52 434,333
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RTX Corp
1.24% $90,788,192.10 470,649
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APPLIED MATERIALS INC /DE
1.09% $79,647,922.23 164,253
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PNC FINANCIAL SERVICES GROUP, INC.
1.04% $76,467,248.48 367,472
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CATERPILLAR INC
1.03% $75,542,381.34 106,629
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CONOCOPHILLIPS
1.01% $74,080,776.00 561,218
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THERMO FISHER SCIENTIFIC INC.
1.01% $73,650,855.20 149,840
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Chubb Ltd
1.00% $72,942,482.14 223,798
-
PFIZER INC
0.98% $71,768,268.00 2,555,850
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CME GROUP INC.
0.97% $71,430,397.50 241,850
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SCHWAB CHARLES CORP
0.94% $69,187,888.04 736,198
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AMPHENOL CORP /DE/
0.94% $68,762,576.05 544,223
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Aon plc
0.94% $68,516,187.82 212,269
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MORGAN STANLEY
0.92% $67,497,891.79 410,147
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Aramark
0.91% $67,027,863.04 1,653,376
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GILEAD SCIENCES, INC.
0.91% $66,313,639.70 475,810
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Medtronic plc
0.89% $65,239,824.80 752,912
-
Philip Morris International Inc.
0.85% $62,636,248.22 378,833
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Arista Networks, Inc.
0.84% $61,353,411.56 499,702
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GENERAL DYNAMICS CORP
0.83% $60,753,372.20 177,010
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Trane Technologies plc
0.82% $60,300,194.30 144,695
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Accenture plc
0.82% $60,191,326.08 303,552
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PEPSICO INC
0.81% $59,423,737.27 382,663
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Cigna Group
0.81% $59,110,733.00 221,596
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Hilton Worldwide Holdings Inc.
0.77% $56,279,430.48 185,081
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APPLIED MATERIALS INC /DE
0.76% $55,360,712.16 526,643
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TJX COMPANIES INC /DE/
0.75% $54,868,129.00 343,570
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T-Mobile US, Inc.
0.73% $53,543,788.02 254,934
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Salesforce, Inc.
0.71% $52,117,143.98 279,194
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WATERS CORP /DE/
0.71% $51,892,543.40 174,253
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Howmet Aerospace Inc.
0.71% $51,750,714.84 224,554
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MFS INSTITUTIONAL MONEY MARKET PORTFOLIO
0.70% $51,411,502.20 51,411,502
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MOODYS CORP /DE/
0.69% $50,587,986.25 115,961
-
MCKESSON CORP
0.69% $50,442,699.76 58,291
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PROGRESSIVE CORP/OH/
0.69% $50,250,271.68 253,482
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BECTON DICKINSON & CO
0.68% $50,155,741.08 318,996
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W.W. GRAINGER, INC.
0.67% $49,007,911.68 44,928
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BJ's Wholesale Club Holdings, Inc.
0.66% $48,109,467.56 488,818
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Uber Technologies, Inc
0.66% $48,033,055.75 667,775
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