MML INVESTORS SERVICES, LLC

CIK

701059

Location

SPRINGFIELD, MA

Portfolio Value

Large $13,006,647,014

Diversification

Diversified

Filing Date

Global Rank

#254 / 8,232 ▼ 3

Top Industry

Semiconductors 10.5%

3Y Alpha vs SPY

-2.6%

Period ended 2 months ago

Filed May 4, 2026 · 41d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.4%

SPY

+76.3%

Annualised alpha

-2.6%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,500 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.2%

+0.3 pts

Top 5

20.8%

−0.4 pts

Top 10

32.1%

−1.2 pts

HHI

141

Diversified−5

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.6%	$3,585,600,748	227
Financial Services	13.0%	$1,692,435,903	310
Unclassified	10.1%	$1,311,731,615	39
Industrials	8.9%	$1,158,354,579	205
Consumer Cyclical	8.9%	$1,158,330,543	153
Healthcare	8.6%	$1,113,042,158	174
Communication Services	7.8%	$1,017,554,291	51
Consumer Defensive	5.2%	$675,719,954	68
Energy	4.1%	$530,181,831	74
Utilities	2.6%	$344,077,289	47
Basic Materials	1.7%	$217,037,137	70
Real Estate	1.6%	$202,580,966	82

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOGO	Gogo Inc.	+239,181	259,815	$1,044,456
CCC	CCC Intelligent Solutions Holdings Inc.	+173,464	373,252	$2,239,512
ITUB	Itau Unibanco Holding S.A.	+118,424	170,817	$1,431,446
BKR	Baker Hughes Co	+113,132	140,713	$8,590,528
ONDS	Ondas Inc.	+100,442	110,959	$1,003,069
KIM	Kimco Realty Corp	+94,325	117,448	$2,639,056
DAL	Delta Air Lines, Inc.	+84,819	204,743	$13,611,314
HAL	Halliburton Co	+82,463	116,954	$4,560,036
NVDA	Nvidia Corp	+65,137	3,881,649	$676,959,585
OKE	Oneok Inc /New/	+56,743	127,576	$11,531,594
BJ	BJ's Wholesale Club Holdings, Inc.	+56,585	70,275	$6,916,465
BALL	BALL Corp	+53,156	57,809	$3,417,089
PPG	Ppg Industries Inc	+48,809	52,691	$5,631,614
GOF	Guggenheim Strategic Opportunities Fund	+46,787	842,008	$9,278,928
RDDT	Reddit, Inc.	+46,670	69,737	$9,390,087
IBIT	iShares Bitcoin Trust ETF	+45,771	630,889	$24,238,755
ICE	Intercontinental Exchange, Inc.	+45,454	109,256	$17,183,783
MDLZ	Mondelez International, Inc.	+45,308	121,419	$6,998,591
IX	Orix Corp	+45,273	66,374	$1,990,556
AGNC	AGNC Investment Corp.	+44,662	331,674	$3,326,690
BTC	Grayscale Bitcoin Mini Trust ETF	+42,885	227,896	$6,834,601
HIMS	Hims & Hers Health, Inc.	+38,930	90,546	$1,879,734
SOUN	Soundhound Ai, Inc.	+36,238	92,114	$632,823
HYT	Blackrock Corporate High Yield Fund, Inc.	+36,232	959,669	$8,176,379
AM	Antero Midstream Corp	+35,656	67,294	$1,534,303
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−975,089	1,131,583	$99,760,357
SLV	iShares Silver Trust	−606,891	795,313	$54,192,627
KVUE	Kenvue Inc.	−522,485	73,660	$1,269,898
PFE	Pfizer Inc	−278,633	1,102,413	$30,955,757
KMX	Carmax Inc	−252,680	33,902	$1,409,645
BBAI	BigBear.ai Holdings, Inc.	−240,942	77,927	$274,303
LYG	Lloyds Banking Group plc	−239,626	1,010,755	$5,084,097
BAC	Bank Of America Corp /De/	−235,523	659,336	$32,142,630
CSCO	Cisco Systems, Inc.	−215,695	956,310	$74,200,092
AAPL	Apple Inc.	−207,424	2,570,695	$652,416,684
VZ	Verizon Communications Inc	−196,046	1,412,971	$70,931,144
GOOGL	Alphabet Inc.	−195,890	1,279,205	$367,848,189
VALE	Vale S.A.	−187,354	73,085	$1,162,782
AMZN	Amazon Com Inc	−181,910	2,125,246	$442,624,984
KMI	Kinder Morgan, Inc.	−172,338	559,003	$18,743,370
CMG	Chipotle Mexican Grill Inc	−165,288	205,163	$6,567,267
WMT	Walmart Inc.	−164,039	1,009,285	$125,433,939
WIT	Wipro Ltd	−163,612	25,268	$53,568
CMCSA	Comcast Corp	−162,215	724,050	$20,787,475
WBD	Warner Bros. Discovery, Inc.	−157,048	215,006	$5,904,064
DEO	Diageo PLC	−150,594	30,570	$2,275,936
JPM	Jpmorgan Chase & Co	−150,009	795,261	$233,933,975
QQQ	Invesco Qqq Trust, Series 1	−148,443	756,926	$436,882,548
ABT	Abbott Laboratories	−136,447	437,353	$44,903,032
GSK	GSK plc	−135,208	166,369	$9,181,905
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	140,117	$27,633,874
AMRZ	Amrize Ltd	84,588	$4,738,619
AMCR	Amcor plc	89,726	$3,566,608
GL	Globe Life Inc.	23,675	$3,294,849
NYT	New York Times Co	29,963	$2,508,801
PNFP	Pinnacle Financial Partners, Inc.	24,798	$2,136,099
ALHC	Alignment Healthcare, Inc.	95,017	$1,674,199
AAOI	Applied Optoelectronics, Inc.	17,742	$1,500,795
AXTI	Axt Inc	25,858	$1,473,388
QGEN	Qiagen N.V.	35,547	$1,423,301
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	85,582	$1,375,302
ESLT	Elbit Systems Ltd	1,584	$1,344,958
BPRE	Bluerock Private Real Estate Fund	76,289	$1,267,160
DY	Dycom Industries Inc	3,606	$1,221,784
SEZL	Sezzle Inc.	18,938	$1,198,586
SATS	EchoStar CORP	10,166	$1,190,133
FHI	Federated Hermes, Inc.	18,230	$1,033,823
EPAC	Enerpac Tool Group Corp	27,986	$1,020,649
ALGN	Align Technology Inc	5,612	$962,065
VPG	Vishay Precision Group, Inc.	21,559	$936,091
BKSY	BlackSky Technology Inc.	36,393	$915,647
CSTM	Constellium SE	32,890	$808,436
WDS	Woodside Energy Group Ltd	30,391	$725,737
GHM	Graham Corp	8,333	$657,640
SNDA	Sonida Senior Living, Inc.	19,523	$629,616
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AXTA	Axalta Coating Systems Ltd.	86,308	$2,788,611
EXAS	EXACT SCIENCES CORP	21,011	$2,133,877
DIAX	Nuveen Dow 30sm Dynamic Overwrite Fund	135,848	$2,073,040
FLR	Fluor Corp	47,908	$1,898,594
CPNG	Coupang, Inc.	63,871	$1,506,716
AI	C3.ai, Inc.	108,509	$1,462,701
CRMD	CorMedix Inc.	120,264	$1,398,670
PSN	Parsons Corp	22,537	$1,392,786
GLXY	Galaxy Digital Inc.	55,586	$1,242,902
RUN	Sunrun Inc.	65,561	$1,206,322
VAL	Valaris Ltd	23,706	$1,194,782
HUM	Humana Inc	4,493	$1,150,792
MP	MP Materials Corp. / DE	22,594	$1,141,448
GERN	Geron Corp	834,115	$1,101,031
VIPS	Vipshop Holdings Ltd	57,859	$1,023,525
FUBO	FuboTV Inc.	32,096	$970,583
WYNN	Wynn Resorts Ltd	7,747	$932,196
PIPR	Piper Sandler Companies	9,474	$804,603
ACM	Aecom	8,355	$796,482
NEXT	NextDecade Corp	140,700	$741,489
CNR	Core Natural Resources, Inc.	8,163	$722,507
CNXC	Concentrix Corp	15,585	$648,024
HRB	H&R Block Inc	14,381	$626,723
ZLAB	Zai Lab Ltd	34,421	$607,186
IAC	IAC Inc.	15,476	$605,111
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,500 positions · $13,006,647,014 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,500 positions by value · page 1 of 30

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	3,881,649	+65,137	$676,959,585	−4.9%	5.20%
AAPL	Apple Inc. Technology	Reduced	2,570,695	-207,424	$652,416,684	−13.6%	5.02%
MSFT	Microsoft Corp Technology	Reduced	1,347,117	-88,846	$498,662,299	−28.2%	3.83%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,125,246	-181,910	$442,624,984	−16.9%	3.40%
QQQ	Invesco Qqq Trust, Series 1	Reduced	756,926	-148,443	$436,882,548	−21.4%	3.36%
SPY	Spdr S&P 500 ETF Trust	Reduced	613,228	-117,359	$398,806,697	−20.0%	3.07%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,279,205	-195,890	$367,848,189	−20.3%	2.83%
META	Meta Platforms, Inc. Communication Services	Reduced	452,507	-56,737	$258,892,829	−23.0%	1.99%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	795,261	-150,009	$233,933,975	−23.2%	1.80%
AVGO	Broadcom Inc. Technology	Reduced	659,935	-37,253	$204,256,481	−15.4%	1.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	314,685	+8,772	$150,797,052	−1.9%	1.16%
GLD	Spdr Gold Trust	Reduced	344,770	-75,076	$148,351,083	−10.8%	1.14%
LLY	ELI LILLY & Co Healthcare	Reduced	151,246	-805	$139,111,533	−14.9%	1.07%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	353,885	-10,672	$131,556,748	−19.8%	1.01%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	376,221	-78,592	$127,143,886	−8.0%	0.98%
V	Visa Inc. Financial Services	Reduced	419,490	-53,251	$126,786,657	−23.5%	0.97%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,009,285	-164,039	$125,433,939	−4.0%	0.96%
ABBV	AbbVie Inc. Healthcare	Reduced	551,567	-107,956	$119,960,306	−20.4%	0.92%
XOM	Exxon Mobil Corp Energy	Reduced	695,664	-118,839	$118,026,354	+20.4%	0.91%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	116,974	-16,892	$116,556,402	+1.0%	0.90%
NFLX	Netflix Inc Communication Services	Added	1,129,069	+28,141	$108,559,984	+5.2%	0.83%
CVX	Chevron Corp Energy	Reduced	492,077	-32,412	$101,810,731	+27.4%	0.78%
IAU	Ishares Gold Trust	Reduced	1,131,583	-975,089	$99,760,357	−41.7%	0.77%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	270,080	-54,225	$88,826,611	−20.4%	0.68%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	534,689	-131,449	$88,405,479	−17.3%	0.68%
CAT	Caterpillar Inc Industrials	Reduced	123,525	-25,384	$87,512,521	+2.6%	0.67%
RTX	RTX Corp Industrials	Added	450,284	+34,373	$86,859,783	+13.9%	0.67%
MA	Mastercard Inc Financial Services	Reduced	154,951	-18,880	$77,422,816	−22.0%	0.60%
CSCO	Cisco Systems, Inc. Technology	Reduced	956,310	-215,695	$74,200,092	−17.8%	0.57%
PLTR	Palantir Technologies Inc. Technology	Reduced	497,533	-28,798	$72,779,127	−22.2%	0.56%
MS	Morgan Stanley Financial Services	Reduced	436,384	-66,741	$71,815,714	−19.6%	0.55%
VZ	Verizon Communications Inc Communication Services	Reduced	1,412,971	-196,046	$70,931,144	+8.2%	0.55%
GS	Goldman Sachs Group Inc Financial Services	Reduced	81,915	-16,564	$69,299,270	−19.9%	0.53%
JNJ	Johnson & Johnson Healthcare	Reduced	281,666	-70,463	$68,850,437	−5.5%	0.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	474,063	+11,960	$68,473,659	+3.4%	0.53%
AMGN	Amgen Inc Healthcare	Reduced	184,939	-20,336	$65,070,787	−3.2%	0.50%
AMAT	Applied Materials Inc /De Technology	Reduced	188,302	-48,062	$64,359,740	+6.0%	0.49%
NEE	Nextera Energy Inc Utilities	Reduced	623,770	-76,071	$57,935,757	+3.1%	0.45%
ASML	Asml Holding NV Technology	Reduced	42,782	-8,111	$56,507,749	+3.8%	0.43%
SLV	iShares Silver Trust	Reduced	795,313	-606,891	$54,192,627	−40.0%	0.42%
SCHW	Schwab Charles Corp Financial Services	Reduced	575,017	-117,168	$54,040,097	−21.9%	0.42%
BLK	BlackRock, Inc. Financial Services	Reduced	54,918	-17,540	$52,815,189	−31.9%	0.41%
ETN	Eaton Corp plc Industrials	Added	147,025	+5,040	$52,586,431	+16.3%	0.40%
UBER	Uber Technologies, Inc Technology	Reduced	725,473	-22,000	$52,183,272	−14.6%	0.40%
T	At&T Inc. Communication Services	Reduced	1,796,246	-26,552	$52,073,171	+15.0%	0.40%
PLD	Prologis, Inc. Real Estate	Reduced	382,107	-83,536	$50,506,903	−15.0%	0.39%
DUK	Duke Energy CORP Utilities	Reduced	383,697	-49,020	$50,241,285	−0.9%	0.39%
LMT	Lockheed Martin Corp Industrials	Reduced	79,736	-31,185	$48,191,641	−10.2%	0.37%
KO	Coca Cola Co Consumer Defensive	Reduced	628,161	-89,129	$47,771,644	−4.7%	0.37%
AMD	Advanced Micro Devices Inc Technology	Reduced	232,900	-20,124	$47,378,847	−12.6%	0.36%