Titelia

Holdings of MML Equity Fund

MML Series Investment Fund II · 220 declared positions · as of Mar 31, 2026

Original filing · Net assets 900.2M $ · Ten largest lines: 28.6 % of the equity sleeve

Sector breakdown

  • Financials 22.4 %
  • Health care 13.2 %
  • Energy 9.0 %
  • Communication 7.9 %
  • Consumer staples 5.3 %
  • Industrials 4.5 %
  • Consumer discretionary 3.4 %
  • Technology 2.9 %
  • Materials 2.1 %
  • Utilities 1.2 %
  • Funds 0.7 %
  • Unattributed 27.6 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 99.3 %
  • BM 0.4 %
  • IE 0.3 %
  • NL 0.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US215889.2M $99.25 %
BM23.4M $0.38 %
IE22.9M $0.33 %
NL1337.7K $0.04 %

Positions

CompanySharesValueWeight
Exxon Mobil Corp 268,00045.5M $5.05 %
JPMorgan Chase & Co 151,00044.4M $4.93 %
Johnson & Johnson 148,00036.2M $4.02 %
Bank of America Corp 468,50022.8M $2.54 %
Morgan Stanley 117,90019.4M $2.16 %
Goldman Sachs Group Inc/The 22,93019.4M $2.16 %
Walt Disney Co/The 191,90018.5M $2.05 %
Wells Fargo & Co 223,60017.8M $1.98 %
Verizon Communications Inc 328,30016.5M $1.83 %
AT&T Inc 551,30016M $1.78 %
Procter & Gamble Co/The 102,90014.9M $1.65 %
QUALCOMM Inc 115,10014.8M $1.65 %
PepsiCo Inc 92,20014.3M $1.59 %
Lowe's Cos Inc 57,30013.5M $1.50 %
Amgen Inc 37,60013.2M $1.47 %
Merck & Co Inc 109,50013.2M $1.46 %
Citigroup Inc 114,30013M $1.44 %
HCA Healthcare Inc 25,60012.1M $1.35 %
Altria Group, Inc. 180,40011.9M $1.32 %
Gilead Sciences Inc 84,30011.7M $1.31 %
Micron Technology Inc 33,20011.2M $1.25 %
Newmont Corp 96,30010.4M $1.16 %
Medtronic PLC 119,30010.3M $1.15 %
T-Mobile US Inc 48,80010.2M $1.14 %
Chubb Ltd 31,30010.2M $1.13 %
American Express Co 30,4009.2M $1.02 %
FedEx Corp 25,3009M $1.00 %
3M Co 57,0008.3M $0.92 %
Travelers Cos Inc/The 27,6008.1M $0.89 %
Kinder Morgan, Inc. 239,0008M $0.89 %
Phillips 66 43,3007.9M $0.88 %
United Parcel Service Inc 79,4007.8M $0.87 %
Duke Energy Corp 57,7007.6M $0.84 %
EOG Resources Inc 50,8007.3M $0.82 %
General Dynamics Corp 21,3007.3M $0.81 %
Charles Schwab Corp/The 77,6007.3M $0.81 %
CVS Health Corp 98,3007.1M $0.78 %
Meta Platforms Inc 11,8006.8M $0.75 %
General Motors Co 90,3006.7M $0.75 %
Bank of New York Mellon Corp/The 53,8006.4M $0.71 %
Diamondback Energy Inc 30,8006.1M $0.68 %
iShares Trust 28,0006M $0.66 %
Mondelez International Inc 103,4006M $0.66 %
Dell Technologies Inc 35,9005.9M $0.65 %
Target Corp 48,6005.9M $0.65 %
Cencora Inc 18,0005.7M $0.63 %
PNC Financial Services Group Inc/The 25,8005.4M $0.60 %
Corteva Inc 63,5005.3M $0.59 %
Ford Motor Co 420,5004.9M $0.54 %
Pfizer Inc 172,2004.8M $0.54 %
Aflac Inc 42,7004.7M $0.52 %
Kroger Co/The 61,9004.5M $0.50 %
eBay Inc 48,6004.4M $0.49 %
US Bancorp 83,5004.3M $0.48 %
Public Service Enterprise Group Inc 53,6004.3M $0.48 %
United Rentals Inc 5,9504.3M $0.48 %
DR Horton Inc 31,4004.3M $0.48 %
Nucor Corp 24,6004.2M $0.46 %
ConocoPhillips 30,5004M $0.45 %
MetLife Inc 55,0003.9M $0.43 %
Sysco Corp 51,5003.7M $0.41 %
Regeneron Pharmaceuticals, Inc. 4,6003.6M $0.39 %
Southern Co/The 36,8003.6M $0.39 %
Halliburton Co 90,5003.5M $0.39 %
American International Group Inc 46,1003.5M $0.39 %
Devon Energy Corp 67,4003.4M $0.38 %
Ameriprise Financial Inc 7,4003.3M $0.37 %
United Airlines Holdings Inc 34,8003.2M $0.36 %
Delta Air Lines Inc 48,0003.2M $0.35 %
Truist Financial Corp 68,7003.2M $0.35 %
FirstEnergy Corp 62,0003.1M $0.35 %
CRH PLC 29,6003.1M $0.35 %
Aon PLC 9,5003.1M $0.34 %
Steel Dynamics Inc 16,7003M $0.33 %
Hartford Insurance Group Inc/The 22,2003M $0.33 %
Allstate Corp/The 14,0002.9M $0.32 %
Expedia Group Inc 12,5002.9M $0.32 %
State Street Corp 22,5002.8M $0.32 %
Tapestry Inc 19,1002.7M $0.30 %
DTE Energy Co 17,9002.6M $0.29 %
PPG Industries Inc 24,1002.6M $0.29 %
Comcast Corp 89,5002.6M $0.29 %
PulteGroup Inc 21,0002.5M $0.27 %
Darden Restaurants Inc 12,3002.4M $0.27 %
Prudential Financial, Inc. 24,4002.4M $0.26 %
United Therapeutics Corp 4,0002.4M $0.26 %
Raymond James Financial Inc 16,1002.3M $0.26 %
Arch Capital Group Ltd 24,1002.3M $0.26 %
NetApp Inc 21,3002.2M $0.24 %
Quest Diagnostics Inc 11,0002.2M $0.24 %
Northern Trust Corp 15,4002.1M $0.24 %
Leidos Holdings Inc 13,7492.1M $0.24 %
Lennar Corp 24,0002.1M $0.23 %
Labcorp Holdings Inc 7,8002.1M $0.23 %
Dollar Tree Inc 19,0002.1M $0.23 %
Williams-Sonoma Inc 11,4002.1M $0.23 %
Synchrony Financial 30,4002.1M $0.23 %
Snap-on Inc 5,6002M $0.23 %
Evergy Inc 24,7002M $0.22 %
Willis Towers Watson PLC 6,9002M $0.22 %
First Citizens BancShares Inc/NC 1,0602M $0.22 %
Alliant Energy Corp 27,6002M $0.22 %
NVR Inc 3002M $0.22 %
Albemarle Corp 11,0002M $0.22 %
First Solar Inc 10,0002M $0.22 %
W R Berkley Corp 29,6502M $0.22 %
CF Industries Holdings Inc 15,1002M $0.22 %
Cincinnati Financial Corp 12,3001.9M $0.22 %
M&T Bank Corp 9,0001.9M $0.21 %
Southwest Airlines Co 49,3001.9M $0.21 %
Marathon Petroleum Corp 7,4001.8M $0.20 %
Loews Corp 16,6001.8M $0.20 %
Block Inc 29,4001.8M $0.20 %
Packaging Corp of America 8,3001.8M $0.20 %
Citizens Financial Group Inc 29,2001.8M $0.19 %
Markel Group Inc 9101.7M $0.19 %
Tyson Foods Inc 26,8001.7M $0.19 %
Ball Corp 28,8001.7M $0.19 %
GE HealthCare Technologies Inc 23,6001.7M $0.19 %
Zimmer Biomet Holdings Inc 18,5001.7M $0.19 %
Textron Inc 18,9001.7M $0.18 %
Dover Corp 7,8001.6M $0.18 %
Tenet Healthcare Corp 8,6001.6M $0.18 %
APA Corp 38,1001.6M $0.18 %
Alcoa Corp 24,2001.6M $0.18 %
Genuine Parts Co 15,0001.6M $0.18 %
Principal Financial Group Inc 17,6001.6M $0.18 %
Coca-Cola Consolidated Inc 8,1001.6M $0.17 %
Regions Financial Corp 59,0001.5M $0.17 %
Fox Corp 26,3001.5M $0.17 %
Reliance Inc 4,9001.5M $0.17 %
TD SYNNEX Corp 8,7001.5M $0.16 %
Viatris Inc 107,8001.5M $0.16 %
Best Buy Co Inc 22,5001.4M $0.16 %
Avery Dennison Corp 8,3001.4M $0.16 %
Toll Brothers Inc 10,2001.4M $0.15 %
RPM International Inc 13,7001.4M $0.15 %
Regal Rexnord Corp 7,2001.3M $0.15 %
Masco Corp 22,3001.3M $0.15 %
Allegion plc 9,2001.3M $0.15 %
T Rowe Price Group Inc 14,7001.3M $0.15 %
Carlisle Cos Inc 3,9001.3M $0.14 %
Jones Lang LaSalle Inc 4,1001.2M $0.14 %
Service Corp International/US 15,1001.2M $0.14 %
HF Sinclair Corp 19,8001.2M $0.14 %
Crown Holdings Inc 12,3001.2M $0.14 %
WESCO International Inc 4,5001.2M $0.14 %
AutoNation Inc 6,3001.2M $0.14 %
Antero Resources Corp 28,9001.2M $0.14 %
WEC Energy Group Inc 10,5001.2M $0.14 %
AECOM 13,9001.2M $0.13 %
KeyCorp 58,3001.2M $0.13 %
Antero Midstream Corp 51,2001.2M $0.13 %
Constellation Brands Inc 7,7001.2M $0.13 %
Mueller Industries Inc 10,4001.2M $0.13 %
Range Resources Corp 25,5001.2M $0.13 %
Dollar General Corp 9,7001.2M $0.13 %
CACI International Inc 2,1001.1M $0.13 %
RenaissanceRe Holdings Ltd 3,8001.1M $0.13 %
Exelixis Inc 25,4001.1M $0.12 %
BorgWarner Inc 20,0001.1M $0.12 %
Everest Group Ltd 3,3001.1M $0.12 %
AES Corp/The 76,5001.1M $0.12 %
Penske Automotive Group Inc 7,1001.1M $0.12 %
Universal Health Services Inc 5,9001.1M $0.12 %
News Corp 40,3001M $0.11 %
Oshkosh Corp 6,8001M $0.11 %
Twilio Inc 7,900994K $0.11 %
Toro Co/The 10,500981.1K $0.11 %
Hasbro Inc 10,400973.4K $0.11 %
Gap Inc/The 40,000968K $0.11 %
Unum Group 13,000949.4K $0.11 %
East West Bancorp Inc 8,700928.8K $0.10 %
AGCO Corp 8,000927K $0.10 %
Jazz Pharmaceuticals PLC 4,900926.3K $0.10 %
Acuity Inc 3,300924.7K $0.10 %
TopBuild Corp 2,600913.4K $0.10 %
Core & Main Inc 17,700874.4K $0.10 %
Corpay Inc 3,000873K $0.10 %
UGI Corp 23,100841.3K $0.09 %
Henry Schein Inc 11,400840.2K $0.09 %
Assurant Inc 3,800827.7K $0.09 %
Reinsurance Group of America Inc 3,997816K $0.09 %
A O Smith Corp 12,200804.5K $0.09 %
Fidelity National Financial Inc 17,300802.4K $0.09 %
SEI Investments Co 10,000784.7K $0.09 %
Carlyle Group Inc/The 16,000774.2K $0.09 %
Old Republic International Corp 19,300770.1K $0.09 %
Stifel Financial Corp 9,900731.8K $0.08 %
IQVIA Holdings Inc 4,200716.3K $0.08 %
Halozyme Therapeutics Inc 11,000710.9K $0.08 %
American Financial Group Inc/OH 5,500702.4K $0.08 %
Match Group Inc 22,800700.2K $0.08 %
Ally Financial Inc 17,500686.5K $0.08 %
Ingredion Inc 6,000676K $0.08 %
Primerica Inc 2,600651.2K $0.07 %
Axis Capital Holdings Ltd 6,300638.9K $0.07 %
Deckers Outdoor Corp 6,300630.6K $0.07 %
Dillard's Inc 1,100629.3K $0.07 %
Cooper Cos Inc/The 8,600614.9K $0.07 %
Globe Life Inc 4,300598.4K $0.07 %
First Horizon Corp 26,100594K $0.07 %
Bio-Rad Laboratories Inc 2,100585.4K $0.07 %
BJ's Wholesale Club Holdings Inc 5,600551.2K $0.06 %
F5 Inc 1,800520.8K $0.06 %
Popular Inc 3,500469.6K $0.05 %
Cullen/Frost Bankers Inc 3,400466.1K $0.05 %
DaVita Inc 3,000461.1K $0.05 %
GameStop Corp 19,800456.2K $0.05 %
J M Smucker Co/The 4,700453.3K $0.05 %
Revvity Inc 4,900429.3K $0.05 %
Zions Bancorp NA 6,500374.5K $0.04 %
Ryder System Inc 1,700348K $0.04 %
CNH Industrial NV 30,700337.7K $0.04 %
Molson Coors Beverage Co 7,800335.9K $0.04 %
Western Alliance Bancorp 4,600325.9K $0.04 %
Allison Transmission Holdings Inc 2,500292.7K $0.03 %
Encompass Health Corp 3,000290.2K $0.03 %
Hormel Foods Corp 8,600194.8K $0.02 %
Skyworks Solutions Inc 2,800149.9K $0.02 %