U.S. Sector Rotation Fund
Registrant
John Hancock Funds II
Net Assets
$5,078,592,561
Holdings
494
Latest Report
Aug 31, 2026
Net Assets Over Time
Holdings · 494
Export CSV
Portfolio coverage: 494 of
508 reported positions.
Showing 1–50
of 494 holdings by value
· page 1 of 10
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| NVIDIA Corporation | NVDA | 1,817,520 | $401,272,066 | 7.90% | Long | EC | |
| Apple Inc. | AAPL | 1,102,148 | $349,215,594 | 6.88% | Long | EC | |
| Microsoft Corporation | MSFT | 557,429 | $282,778,157 | 5.57% | Long | EC | |
| Amazon.com Inc. | AMZN | 713,224 | $185,274,198 | 3.65% | Long | EC | |
| Alphabet Inc. | GOOGL | 429,978 | $145,913,034 | 2.87% | Long | EC | |
| Broadcom Inc. | AVGO | 355,297 | $131,580,691 | 2.59% | Long | EC | |
| Meta Platforms Inc. | META | 161,040 | $92,169,634 | 1.81% | Long | EC | |
| Micron Technology Inc. | MU | 84,623 | $81,130,609 | 1.60% | Long | EC | |
| Tesla Inc. | TSLA | 205,119 | $75,473,536 | 1.49% | Long | EC | |
| JPMorgan Chase and Co. | JPM | 200,893 | $71,521,926 | 1.41% | Long | EC | |
| Eli Lilly and Company | LLY | 60,098 | $69,517,160 | 1.37% | Long | EC | |
| Berkshire Hathaway Inc. | BRK-B | 137,451 | $69,279,428 | 1.36% | Long | EC | |
| Advanced Micro Devices Inc. | AMD | 122,362 | $57,598,241 | 1.13% | Long | EC | |
| ExxonMobil Holdings Corporation | XOM | 319,468 | $51,418,375 | 1.01% | Long | EC | |
| Johnson and Johnson | JNJ | 182,895 | $48,622,636 | 0.96% | Long | EC | |
| Visa Inc. | V | 124,429 | $47,204,630 | 0.93% | Long | EC | |
| Mastercard Incorporated | MA | 60,499 | $35,652,666 | 0.70% | Long | EC | |
| AbbVie Inc. | ABBV | 134,233 | $34,420,026 | 0.68% | Long | EC | |
| Intel Corporation | INTC | 370,475 | $33,161,217 | 0.65% | Long | EC | |
| Walmart Inc. | WMT | 313,733 | $32,901,180 | 0.65% | Long | EC | |
| Cisco Systems Inc. | CSCO | 296,393 | $32,748,463 | 0.64% | Long | EC | |
| Palantir Technologies Inc. | PLTR | 172,295 | $32,112,342 | 0.63% | Long | EC | |
| Bank of America Corporation | BAC | 489,521 | $30,320,931 | 0.60% | Long | EC | |
| Costco Wholesale Corporation | COST | 31,746 | $29,964,732 | 0.59% | Long | EC | |
| Chevron Corporation | CVX | 144,284 | $29,742,704 | 0.59% | Long | EC | |
| Lam Research Corporation | LRCX | 93,840 | $28,291,822 | 0.56% | Long | EC | |
| Merck and Co. Inc. | MRK | 187,646 | $27,726,573 | 0.55% | Long | EC | |
| Applied Materials Inc. | AMAT | 59,553 | $27,298,500 | 0.54% | Long | EC | |
| Caterpillar Inc. | CAT | 33,820 | $26,970,435 | 0.53% | Long | EC | |
| UnitedHealth Group Incorporated | UNH | 68,998 | $26,868,511 | 0.53% | Long | EC | |
| General Electric Company | GE | 76,605 | $25,717,065 | 0.51% | Long | EC | |
| Netflix Inc. | NFLX | 308,768 | $25,025,646 | 0.49% | Long | EC | |
| The Coca-Cola Company | KO | 277,108 | $24,571,166 | 0.48% | Long | EC | |
| The Procter and Gamble Company | PG | 166,637 | $24,182,361 | 0.48% | Long | EC | |
| The Home Depot Inc. | HD | 72,570 | $23,790,623 | 0.47% | Long | EC | |
| Palo Alto Networks Inc. | PANW | 60,853 | $23,253,757 | 0.46% | Long | EC | |
| The Goldman Sachs Group Inc. | GS | 22,118 | $22,690,856 | 0.45% | Long | EC | |
| Philip Morris International Inc. | PM | 111,534 | $20,890,318 | 0.41% | Long | EC | |
| RTX Corporation | RTX | 98,879 | $20,540,135 | 0.40% | Long | EC | |
| Wells Fargo and Company | WFC | 229,432 | $19,820,630 | 0.39% | Long | EC | |
| Morgan Stanley | MS | 89,869 | $19,170,855 | 0.38% | Long | EC | |
| Oracle Corporation | ORCL | 127,327 | $18,987,002 | 0.37% | Long | EC | |
| Texas Instruments Incorporated | TXN | 68,292 | $17,818,066 | 0.35% | Long | EC | |
| GE Vernova Inc. | GEV | 19,736 | $17,733,388 | 0.35% | Long | EC | |
| CrowdStrike Holdings Inc. | CRWD | 76,394 | $17,647,014 | 0.35% | Long | EC | |
| Amgen Inc. | AMGN | 40,997 | $17,623,790 | 0.35% | Long | EC | |
| Thermo Fisher Scientific Inc. | TMO | 28,233 | $17,422,584 | 0.34% | Long | EC | |
| Sandisk Corporation | SNDK | 11,111 | $17,407,604 | 0.34% | Long | EC | |
| Linde Public Limited Company | LIN | 35,309 | $17,286,580 | 0.34% | Long | EC | |
| KLA Corporation | KLAC | 98,013 | $17,196,381 | 0.34% | Long | EC |
Showing the top 50 of 494 holdings. Create a free account to see every holding and download the CSV.