Titelia

Holdings of MFS Mid Cap Value Portfolio

MFS VARIABLE INSURANCE TRUST III ·153 declared positions · as of Mar 31, 2026

Original filing · Net assets 591.5M $ · Ten largest lines: 13.3 % of the equity sleeve

Sector breakdown

  • Industrials 9.4 %
  • Financials 9.3 %
  • Technology 8.5 %
  • Utilities 7.3 %
  • Energy 6.8 %
  • Health care 4.8 %
  • Consumer discretionary 2.9 %
  • Consumer staples 2.5 %
  • Communication 1.8 %
  • Materials 1.7 %
  • Real estate 1.6 %
  • Unattributed 43.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 99.1 %
  • EUR 0.5 %
  • GBP 0.4 %

The quoted currency of each line, as declared.

Country breakdown

  • US 90.1 %
  • IE 2.2 %
  • GB 1.7 %
  • SG 1.4 %
  • JE 1.2 %
  • BM 0.8 %
  • CA 0.7 %
  • NL 0.6 %
  • FR 0.5 %
  • IL 0.4 %
  • DE 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US137528.9M $90.05 %
2IE313.2M $2.25 %
3GB310.3M $1.75 %
4SG18.4M $1.43 %
5JE37.2M $1.22 %
6BM14.6M $0.78 %
7CA14M $0.68 %
8NL13.7M $0.62 %
9FR13M $0.51 %
10IL12.6M $0.44 %
11DE11.6M $0.27 %

Positions

RankCompanySharesValueWeight
1MFS Institutional Money Market Portfolio 11,767,08011.8M $1.99 %
2Flex Ltd 128,5778.4M $1.42 %
3Valero Energy Corp 33,4488.3M $1.40 %
4Permian Resources Corp 344,7747.4M $1.24 %
5PG&E Corp 415,8377.3M $1.24 %
6Corning Inc 53,4517.3M $1.23 %
7Hartford Insurance Group Inc/The 52,9577.2M $1.21 %
8Westinghouse Air Brake Technologies Corp 28,2007M $1.19 %
9Targa Resources Corp 27,4156.9M $1.16 %
10Northern Trust Corp 45,9296.4M $1.08 %
11Diamondback Energy Inc 31,1016.2M $1.04 %
12L3Harris Technologies Inc 17,7396.1M $1.04 %
13CMS Energy Corp 78,0256.1M $1.02 %
14US Foods Holding Corp 65,6366.1M $1.02 %
15Alliant Energy Corp 84,2286M $1.02 %
16Raymond James Financial Inc 41,6086M $1.02 %
17Willis Towers Watson PLC 20,3455.9M $1.00 %
18Agilent Technologies Inc 51,7175.9M $1.00 %
19Public Service Enterprise Group Inc 72,6965.9M $1.00 %
20M&T Bank Corp 28,3475.9M $0.99 %
21Expand Energy Corp 53,0115.8M $0.98 %
22PulteGroup Inc 49,2315.8M $0.98 %
23TechnipFMC PLC 82,4605.7M $0.96 %
24Assurant Inc 25,4765.5M $0.94 %
25Ross Stores Inc 25,1735.5M $0.92 %
26Allegion plc 37,1935.4M $0.91 %
27nVent Electric PLC 44,6185.3M $0.89 %
28Jones Lang LaSalle Inc 17,1815.2M $0.88 %
29Aramark 127,7775.2M $0.88 %
30Extra Space Storage Inc 39,0005.1M $0.86 %
31Sempra 52,0755.1M $0.86 %
32Brixmor Property Group Inc 173,0065M $0.84 %
33Pinnacle West Capital Corp. 48,7774.9M $0.83 %
34Ventas Inc 60,0254.9M $0.83 %
35Kenvue Inc 281,7694.9M $0.82 %
36WP Carey Inc 70,7034.8M $0.81 %
37AGCO Corp 41,4004.8M $0.81 %
38CenterPoint Energy Inc 110,9814.8M $0.81 %
39Seagate Technology Holdings PLC 12,1834.8M $0.81 %
40Regions Financial Corp 179,4824.7M $0.79 %
41Viking Holdings Ltd 62,0214.6M $0.77 %
42Plains GP Holdings LP 187,2694.5M $0.77 %
43Jacobs Solutions Inc 35,5914.5M $0.77 %
44American International Group Inc 59,7954.5M $0.76 %
45Atmos Energy Corp 24,3064.5M $0.76 %
46Equity LifeStyle Properties Inc 71,2034.4M $0.75 %
47Global Payments Inc 65,3044.4M $0.74 %
48Entegris Inc 37,4114.4M $0.74 %
49Eastman Chemical Co 57,3124.4M $0.74 %
50VICI Properties Inc 158,2424.3M $0.73 %
51Aptiv PLC 73,8334.3M $0.73 %
52Hyatt Hotels Corp 29,5014.2M $0.72 %
53Pentair PLC 48,3214.2M $0.71 %
54Fifth Third Bancorp 89,9574.2M $0.71 %
55Delta Air Lines Inc 61,9174.1M $0.70 %
56East West Bancorp Inc 38,2574.1M $0.69 %
57TransUnion 59,0074.1M $0.69 %
58GFL Environmental Inc 95,7034M $0.68 %
59Coherent Corp 16,7444M $0.67 %
60Ferguson Enterprises Inc 17,0934M $0.67 %
61Labcorp Holdings Inc 14,8584M $0.67 %
62Brunswick Corp/DE 54,1983.9M $0.67 %
63Leidos Holdings Inc 25,2763.9M $0.66 %
64Flowserve Corp 53,2583.9M $0.66 %
65Hubbell Inc 7,9173.9M $0.66 %
66Sysco Corp 53,8843.8M $0.65 %
67Cencora Inc 12,1803.8M $0.65 %
68Humana Inc 21,8653.8M $0.64 %
69Nucor Corp 22,3093.8M $0.64 %
70PACCAR Inc 32,6403.8M $0.64 %
71JB Hunt Transport Services Inc 17,4963.7M $0.63 %
72Baker Hughes Co 59,9293.7M $0.62 %
73LKQ Corp 124,4773.7M $0.62 %
74NXP Semiconductors NV 18,5463.7M $0.62 %
75Avery Dennison Corp 21,0983.6M $0.62 %
76International Flavors & Fragrances Inc 50,0323.6M $0.61 %
77STERIS PLC 16,4083.6M $0.61 %
78Becton Dickinson & Co 23,0633.6M $0.61 %
79Essex Property Trust Inc 14,9603.6M $0.61 %
80Lincoln National Corp 100,9173.6M $0.61 %
81Universal Health Services Inc 19,3923.5M $0.59 %
82FedEx Corp 9,6253.4M $0.58 %
83Everest Group Ltd 10,4393.4M $0.58 %
84Ingersoll Rand Inc 42,3693.4M $0.57 %
85Mid-America Apartment Communities, Inc. 27,7533.4M $0.57 %
86Evergy Inc 40,8033.3M $0.57 %
87Fidelity National Information Services Inc 70,8993.3M $0.56 %
88Otis Worldwide Corp 43,1343.3M $0.56 %
89Chord Energy Corp 23,2323.3M $0.56 %
90Tyson Foods Inc 51,5243.3M $0.56 %
91Ingredion Inc 29,2933.3M $0.56 %
92Albertsons Cos Inc 193,2933.3M $0.56 %
93Voya Financial Inc 47,8553.3M $0.55 %
94Ashland Inc 57,4633.2M $0.54 %
95Stanley Black & Decker Inc 44,9573.2M $0.54 %
96Corebridge Financial Inc 131,5503.1M $0.53 %
97SLM Corp 145,5983.1M $0.53 %
98Synchrony Financial 45,1243.1M $0.52 %
99Omnicom Group Inc 40,7503.1M $0.52 %
100DuPont de Nemours Inc 66,7423.1M $0.52 %