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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 17 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MLI Mueller Industries Inc Industrials 173.0 $21K 0.00% +15.0 +9.5% $122.93 -49.0%
322 WSR Whitestone REIT Real Estate 1,114.0 $21K 0.00% +264.0 +31.1% $18.96 +0.2%
323 AYI Acuity Inc Industrials 56.0 $21K 0.00% +12.0 +27.3% $376.66 -7.4%
324 RDDT Reddit Inc Communication Services 119.0 $21K 0.00% +39.0 +48.8% $173.58 -12.6%
325 MTDR Matador Resources Co Energy 411.0 $20K 0.00% +11.0 +2.8% $49.78 +16.5%
326 WAL Western Alliance Bancorp Financial Services 248.0 $20K 0.00% +43.0 +21.0% $82.20 -2.2%
327 LUNR Intuitive Machines Inc Industrials 947.0 $20K 0.00% +293.0 +44.8% $21.39 -13.4%
328 Flutter Entertainment PLC 198.0 $20K 0.00% +83.0 +72.2% $102.17
329 SSD Simpson Manufacturing Co Inc Industrials 96.0 $20K 0.00% +1.0 +1.1% $209.35 -7.7%
330 ITGR Integer Holdings Corp Healthcare 215.0 $20K 0.00% +9.0 +4.4% $93.45 +34.1%
331 MZTI Marzetti Company/The Consumer Defensive 176.0 $20K 0.00% +135.0 +329.3% $114.16 +2.4%
332 NXT NEXTracker INC Technology 168.0 $20K 0.00% +54.0 +47.4% $119.14 -22.7%
333 CCC CCC Intelligent Solutions Holdings Inc Technology 3,861.0 $20K 0.00% +4K +1571.4% $5.16 +44.2%
334 APPF Appfolio Inc Technology 123.0 $20K 0.00% +94.0 +324.1% $160.35 +34.2%
335 KRMN Karman Holdings Inc Industrials 387.0 $19K +121.0 +45.5% $49.92 +16.6%
336 DY Dycom Industries Inc Industrials 38.0 $19K +1.0 +2.7% $505.58 -20.3%
337 CDE Coeur Mining Inc Basic Materials 1,176.0 $19K +533.0 +82.9% $16.32 +28.2%
338 GTLB Gitlab Inc Technology 624.0 $19K +393.0 +170.1% $30.53 +39.5%
339 ROKU Roku Inc Communication Services 137.0 $19K +64.0 +87.7% $138.14 +13.5%
340 LOAR Loar Holdings Inc Industrials 233.0 $19K +72.0 +44.7% $80.61 -5.1%
Page 17 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%