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Portfolio (Quarterly) Guide ↗

MassMutual Private Wealth & Trust, FSB

· CIK 0001103653
13F Portfolio $3.9B AUM 2,444 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 249 New 693 Added 1102 Reduced 199 Exited
Page 16 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 JBLU JetBlue Airways Corp Industrials 4,206.0 $24K 0.00% +192.0 +4.8% $5.73 -14.5%
302 BHE Benchmark Electronics Inc Technology 244.0 $24K 0.00% +16.0 +7.0% $98.67 -25.5%
303 DUOL Duolingo Inc Technology 208.0 $24K 0.00% +173.0 +494.3% $115.02 +27.0%
304 PRI Primerica Inc Financial Services 83.0 $24K 0.00% +1.0 +1.2% $284.20 +5.9%
305 APAM Artisan Partners Asset Management Inc Financial Services 678.0 $23K 0.00% +505.0 +291.9% $34.53 +23.1%
306 SPSC SPS Commerce Inc Technology 409.0 $23K 0.00% +325.0 +386.9% $57.17 +41.3%
307 QDEL Quidelortho Corporation Com Healthcare 1,322.0 $23K 0.00% +886.0 +203.2% $17.52 -21.2%
308 BIPC Brookfield Infrastructure Corp Utilities 596.0 $23K 0.00% +255.0 +74.8% $38.50 +4.1%
309 WSC WillScot Holdings Corp Industrials 792.0 $23K 0.00% +21.0 +2.7% $28.86 -21.7%
310 ALGT Allegiant Travel Co Industrials 194.0 $23K 0.00% +13.0 +7.2% $117.60 -33.6%
311 CAVA Cava Group Inc Consumer Cyclical 288.0 $23K 0.00% +77.0 +36.5% $78.48 -8.8%
312 RBC RBC Bearings Inc Industrials 35.0 $23K 0.00% +5.0 +16.7% $644.06 -19.2%
313 StandardAero Inc 747.0 $22K 0.00% +373.0 +99.7% $29.91
314 TXNM Energy Inc 389.0 $22K 0.00% +114.0 +41.5% $56.78
315 PAG Penske Automotive Group Inc Consumer Cyclical 123.0 $22K 0.00% +53.0 +75.7% $178.95 +21.7%
316 OII Oceaneering International Inc Energy 543.0 $22K 0.00% +109.0 +25.1% $40.52 +30.0%
317 ERIE Erie Indemnity Co Financial Services 91.0 $22K 0.00% +45.0 +97.8% $239.75 +11.5%
318 MRTN Marten Transport Ltd Industrials 1,255.0 $22K 0.00% +229.0 +22.3% $17.35 -14.5%
319 GBTC Grayscale Bitcoin Trust ETF Financial Services 477.0 $22K 0.00% +250.0 +110.1% $45.52 +16.4%
320 NJR New Jersey Resources Corp Utilities 382.0 $21K 0.00% +9.0 +2.4% $56.04 -1.7%
Page 16 of 35  ·  693 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 30.8%
Financial Services 15.4%
Industrials 11.2%
Healthcare 9.8%
Consumer Cyclical 9.8%
Communication Services 9.6%
Consumer Defensive 5.4%
Energy 3.9%
Utilities 1.8%
Basic Materials 1.4%