MFS Massachusetts Investors Growth Stock Portfolio
Registrant
MFS VARIABLE INSURANCE TRUST II
Net Assets
$856,704,492
Holdings
43
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 43
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Portfolio coverage: 43 of
55 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| NVIDIA Corp | NVDA | 571,470 | $114,345,432 | 13.35% | Long | EC | |
| Alphabet Inc | GOOGL | 245,524 | $87,742,912 | 10.24% | Long | EC | |
| Broadcom Inc | AVGO | 109,099 | $41,212,147 | 4.81% | Long | EC | |
| Taiwan Semiconductor Manufacturing Co Ltd | TSM | 85,784 | $40,967,865 | 4.78% | Long | EC | |
| Amphenol Corp | APH | 195,503 | $34,471,089 | 4.02% | Long | EC | |
| Visa Inc | V | 93,582 | $32,107,048 | 3.75% | Long | EC | |
| Apple Inc | AAPL | 90,865 | $26,292,696 | 3.07% | Long | EC | |
| Moody's Corp | MCO | 46,344 | $20,990,124 | 2.45% | Long | EC | |
| Hubbell Inc | HUBB | 39,513 | $20,673,202 | 2.41% | Long | EC | |
| Waters Corp | WAT | 53,869 | $20,203,030 | 2.36% | Long | EC | |
| TransUnion | TRU | 262,832 | $18,960,700 | 2.21% | Long | EC | |
| Microsoft Corp | MSFT | 50,096 | $18,686,810 | 2.18% | Long | EC | |
| CMS Energy Corp | CMS | 240,281 | $18,381,497 | 2.15% | Long | EC | |
| Mastercard Inc | MA | 35,760 | $18,366,336 | 2.14% | Long | EC | |
| Church & Dwight Co Inc | CHD | 186,215 | $18,040,509 | 2.11% | Long | EC | |
| Hilton Worldwide Holdings Inc | HLT | 52,783 | $17,442,670 | 2.04% | Long | EC | |
| Agilent Technologies Inc | A | 130,905 | $17,388,111 | 2.03% | Long | EC | |
| Verisk Analytics Inc | VRSK | 88,269 | $15,846,934 | 1.85% | Long | EC | |
| Amazon.com Inc | AMZN | 65,168 | $15,532,141 | 1.81% | Long | EC | |
| Thermo Fisher Scientific Inc | TMO | 26,307 | $13,189,278 | 1.54% | Long | EC | |
| Boston Scientific Corp | BSX | 304,843 | $13,010,699 | 1.52% | Long | EC | |
| Danaher Corp | DHR | 59,022 | $11,242,511 | 1.31% | Long | EC | |
| Advanced Micro Devices Inc | AMD | 16,188 | $9,403,771 | 1.10% | Long | EC | |
| Mettler-Toledo International Inc | MTD | 7,325 | $9,357,761 | 1.09% | Long | EC | |
| Sherwin-Williams Co/The | SHW | 27,037 | $9,309,380 | 1.09% | Long | EC | |
| Charles Schwab Corp/The | SCHW | 94,612 | $8,729,849 | 1.02% | Long | EC | |
| Pool Corp | POOL | 38,917 | $8,363,263 | 0.98% | Long | EC | |
| TJX Cos Inc/The | TJX | 52,913 | $8,016,320 | 0.94% | Long | EC | |
| Intuit Inc | INTU | 29,842 | $7,788,762 | 0.91% | Long | EC | |
| Graco Inc | GGG | 99,577 | $7,529,017 | 0.88% | Long | EC | |
| Brookfield Asset Management Ltd | BAM | 155,517 | $6,976,197 | 0.81% | Long | EC | |
| Otis Worldwide Corp | OTIS | 94,150 | $6,741,140 | 0.79% | Long | EC | |
| CME Group Inc | CME | 23,893 | $5,276,291 | 0.62% | Long | EC | |
| Ross Stores Inc | ROST | 18,365 | $3,908,990 | 0.46% | Long | EC | |
| Becton Dickinson & Co | BDX | 21,437 | $3,244,061 | 0.38% | Long | EC | |
| Stryker Corp | SYK | 9,340 | $2,940,606 | 0.34% | Long | EC | |
| Marsh & McLennan Cos Inc | MRSH | 15,055 | $2,509,217 | 0.29% | Long | EC | |
| Analog Devices Inc | ADI | 5,521 | $2,192,776 | 0.26% | Long | EC | |
| PepsiCo Inc | PEP | 14,382 | $1,947,323 | 0.23% | Long | EC | |
| Texas Instruments Inc | TXN | 4,030 | $1,201,222 | 0.14% | Long | EC | |
| Veeva Systems Inc | VEEV | 4,243 | $753,005 | 0.09% | Long | EC | |
| American Tower Corp | AMT | 4,482 | $733,121 | 0.09% | Long | EC | |
| Walt Disney Co/The | DIS | 5,355 | $515,419 | 0.06% | Long | EC |