Titelia

Holdings of MetLife Mid Cap Stock Index Portfolio

Brighthouse Funds Trust II · 401 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.1B $ · Ten largest lines: 8.8 % of the equity sleeve

Sector breakdown

  • Industrials 5.5 %
  • Technology 3.8 %
  • Materials 2.9 %
  • Health care 2.6 %
  • Energy 1.8 %
  • Consumer staples 1.6 %
  • Consumer discretionary 1.4 %
  • Financials 0.9 %
  • Unattributed 79.3 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 94.3 %
  • BM 1.3 %
  • IE 0.9 %
  • GB 0.9 %
  • SG 0.7 %
  • CA 0.7 %
  • KY 0.6 %
  • NL 0.3 %
  • JE 0.2 %
  • VG 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3861B $94.35 %
2BM514.7M $1.32 %
3IE210.4M $0.94 %
4GB19.5M $0.86 %
5SG18.2M $0.74 %
6CA27.5M $0.67 %
7KY16.3M $0.57 %
8NL13.3M $0.30 %
9JE12.1M $0.19 %
10VG1712.6K $0.06 %

Positions

RankCompanySharesValueWeight
1State Street SPDR S&P MidCap 400 ETF Trust 40,70025.1M $2.23 %
2TechnipFMC PLC 137,2849.5M $0.84 %
3Casey's General Stores Inc 12,5809.2M $0.81 %
4United Therapeutics Corp 14,6138.7M $0.77 %
5Curtiss-Wright Corp 12,5138.5M $0.76 %
6Flex Ltd 124,7808.2M $0.73 %
7XPO Inc 39,7577.7M $0.69 %
8Woodward Inc 20,2337.2M $0.64 %
9Royal Gold Inc 27,4977M $0.62 %
10US Foods Holding Corp 74,8476.9M $0.61 %
11Burlington Stores Inc 21,1036.9M $0.61 %
12ATI Inc 46,1096.7M $0.60 %
13MasTec Inc 20,8176.7M $0.59 %
14Carpenter Technology Corp 16,9056.7M $0.59 %
15nVent Electric PLC 54,7626.5M $0.57 %
16Twilio Inc 51,4546.5M $0.57 %
17Illumina Inc 51,8916.4M $0.57 %
18BWX Technologies Inc 31,0286.3M $0.56 %
19Fabrinet 12,1596.3M $0.56 %
20Everpure Inc 106,4506.3M $0.56 %
21Nextpower Inc 50,3896.1M $0.54 %
22Entegris Inc 51,5856M $0.54 %
23RB Global Inc 63,0196M $0.54 %
24Alcoa Corp 87,8865.8M $0.52 %
25RBC Bearings Inc 10,7315.8M $0.52 %
26Tenet Healthcare Corp 29,8265.6M $0.50 %
27Ovintiv Inc 94,2345.6M $0.50 %
28ITT Inc 29,1875.6M $0.49 %
29Reliance Inc 17,7455.4M $0.48 %
30Permian Resources Corp 251,2595.4M $0.48 %
31API Group Corp 130,2205.3M $0.47 %
32Somnigroup International Inc 71,2375.3M $0.47 %
33MKS Inc 22,7965.2M $0.47 %
34Annaly Capital Management Inc 243,8035.2M $0.46 %
35WP Carey Inc 74,3735.1M $0.45 %
36East West Bancorp Inc 46,6935M $0.44 %
37TALEN ENERGY CORP 15,5064.9M $0.44 %
38Clean Harbors Inc 17,0464.9M $0.43 %
39Jones Lang LaSalle Inc 16,0174.9M $0.43 %
40MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 21,8934.9M $0.43 %
41Graco Inc 56,2664.8M $0.42 %
42Lincoln Electric Holdings Inc 18,6754.7M $0.41 %
43DT Midstream Inc 34,5064.6M $0.41 %
44Carlisle Cos Inc 13,8444.6M $0.41 %
45New York Times Co/The 54,8324.6M $0.41 %
46Performance Food Group Co 53,3154.6M $0.41 %
47Reinsurance Group of America Inc 22,3024.6M $0.40 %
48Okta Inc 57,5104.5M $0.40 %
49TransUnion 65,2964.5M $0.40 %
50WESCO International Inc 16,5104.5M $0.40 %
51Neurocrine Biosciences Inc 34,0614.5M $0.40 %
52Dick's Sporting Goods Inc 22,5344.5M $0.40 %
53Kratos Defense & Security Solutions, Inc. 62,6544.4M $0.39 %
54Pinnacle Financial Partners Inc 51,0904.4M $0.39 %
55Omega Healthcare Investors Inc 100,3094.4M $0.39 %
56Toll Brothers Inc 32,1564.4M $0.39 %
57RenaissanceRe Holdings Ltd 14,7594.4M $0.39 %
58Penumbra Inc 13,3144.4M $0.39 %
59BJ's Wholesale Club Holdings Inc 44,4064.4M $0.39 %
60RPM International Inc 43,4664.3M $0.38 %
61Guidewire Software Inc 28,8544.3M $0.38 %
62Watsco Inc 11,8534.3M $0.38 %
63Lattice Semiconductor Corp 46,4224.3M $0.38 %
64TD SYNNEX Corp 25,4474.3M $0.38 %
65Five Below Inc 18,7194.3M $0.38 %
66Gaming and Leisure Properties Inc 96,0464.3M $0.38 %
67Carlyle Group Inc/The 88,0664.3M $0.38 %
68Sterling Infrastructure Inc 10,4264.2M $0.38 %
69Roivant Sciences Ltd 153,0224.2M $0.38 %
70Hecla Mining Co 227,4164.2M $0.38 %
71Antero Resources Corp 99,4704.2M $0.37 %
72Regal Rexnord Corp 22,5354.2M $0.37 %
73Mueller Industries Inc 37,6754.2M $0.37 %
74Advanced Energy Industries Inc 12,8104.1M $0.37 %
75Equity LifeStyle Properties Inc 65,7834.1M $0.36 %
76Solstice Advanced Materials Inc 53,8754.1M $0.36 %
77CACI International Inc 7,4964.1M $0.36 %
78Elanco Animal Health Inc 168,6234M $0.36 %
79Fidelity National Financial Inc 86,5604M $0.36 %
80Ensign Group Inc/The 19,5743.9M $0.35 %
81Evercore Inc 13,1273.9M $0.35 %
82Jazz Pharmaceuticals PLC 20,6223.9M $0.35 %
83Service Corp International/US 47,2493.9M $0.35 %
84Essential Utilities Inc 96,0353.9M $0.34 %
85Stifel Financial Corp 51,7533.8M $0.34 %
86Crown Holdings Inc 38,0413.8M $0.34 %
87BorgWarner Inc 70,2673.8M $0.34 %
88Webster Financial Corp 54,7193.8M $0.34 %
89Exelixis Inc 88,1393.8M $0.34 %
90Unum Group 51,7353.8M $0.34 %
91First Horizon Corp 164,5973.7M $0.33 %
92Dynatrace Inc 101,2193.7M $0.33 %
93Ally Financial Inc 95,2723.7M $0.33 %
94Lamar Advertising Co 29,4793.7M $0.33 %
95AECOM 43,8773.7M $0.33 %
96Texas Roadhouse Inc 22,4483.7M $0.33 %
97BioMarin Pharmaceutical Inc 65,1993.7M $0.33 %
98Coca-Cola Consolidated Inc 19,1983.7M $0.33 %
99Medpace Holdings Inc 7,6103.7M $0.32 %
100Pinterest Inc 198,6913.6M $0.32 %