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Portfolio (Quarterly) Guide ↗

MassMutual Private Wealth & Trust, FSB

· CIK 0001103653
13F Portfolio $3.9B AUM 2,394 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 126 New 685 Added 902 Reduced 128 Exited
Page 10 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 APA APA Corp Energy 4,790.0 $117K 0.00% +213.0 +4.7% $24.46 +64.1%
182 CNC Centene Corp Healthcare 2,785.0 $115K 0.00% +379.0 +15.8% $41.15 +41.5%
183 B Barrick Mining Corp Basic Materials 2,602.0 $113K 0.00% +40.0 +1.6% $43.55 -6.8%
184 BRO Brown & Brown Inc Financial Services 1,418.0 $113K 0.00% +535.0 +60.6% $79.70 -26.4%
185 VTRS Viatris Inc Healthcare 9,052.0 $113K 0.00% +206.0 +2.3% $12.45 +32.4%
186 JBHT JB Hunt Transport Services Inc Industrials 569.0 $111K 0.00% +41.0 +7.8% $194.34 +34.9%
187 XLC State Street Communication Services Select Sector SPDR ETF 935.0 $110K 0.00% +777.0 +491.8% $117.72 -0.6%
188 Anglogold Ashanti PLC 1,277.0 $109K 0.00% +20.0 +1.6% $85.28
189 TROW T Rowe Price Group Inc Financial Services 1,059.0 $108K 0.00% +26.0 +2.5% $102.38 -0.4%
190 LUV Southwest Airlines Co Industrials 2,617.0 $108K 0.00% +123.0 +4.9% $41.33 -6.8%
191 OMC Omnicom Group Inc Communication Services 1,320.0 $107K 0.00% +539.0 +69.0% $80.75 -12.3%
192 CVE Cenovus Energy Inc Energy 6,247.0 $106K 0.00% +110.0 +1.8% $16.92 +82.2%
193 Aptiv PLC 1,363.0 $104K 0.00% +42.0 +3.2% $76.09
194 EXEL Exelixis Inc Healthcare 2,357.0 $103K 0.00% +210.0 +9.8% $43.83 +14.4%
195 GDDY GoDaddy Inc Technology 832.0 $103K 0.00% +132.0 +18.9% $124.08 -29.7%
196 Expand Energy Corporation 903.0 $100K 0.00% +72.0 +8.7% $110.36
197 FOXA Fox Corp Communication Services 1,360.0 $99K 0.00% +376.0 +38.2% $73.07 -11.2%
198 EL Estee Lauder Cos Inc/The Consumer Defensive 931.0 $97K 0.00% +283.0 +43.7% $104.72 -23.3%
199 STLD Steel Dynamics Inc Basic Materials 558.0 $95K 0.00% +23.0 +4.3% $169.45 +35.3%
200 PODD Insulet Corp Healthcare 325.0 $92K 0.00% +9.0 +2.9% $284.24 -48.1%
Page 10 of 35  ·  685 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 16.2%
Industrials 11.2%
Consumer Cyclical 10.5%
Healthcare 9.8%
Communication Services 9.8%
Consumer Defensive 5.2%
Energy 3.6%
Utilities 1.7%
Basic Materials 1.3%