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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 19 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MUSA Murphy USA Inc Consumer Cyclical 62.0 $25K 0.00% +28.0 +82.3% $403.52 +40.2%
362 ARW Arrow Electronics Inc Technology 226.0 $25K 0.00% +67.0 +42.1% $110.18 +93.0%
363 Flutter Entertainment PLC 115.0 $25K 0.00% +79.0 +219.4% $215.04
364 PBH Prestige Consumer Healthcare Inc Healthcare 399.0 $25K 0.00% +105.0 +35.7% $61.69 -23.5%
365 IRT Independence Realty Trust Inc Real Estate 1,398.0 $24K 0.00% +49.0 +3.6% $17.48 -5.1%
366 CR Crane Co Industrials 130.0 $24K 0.00% +5.0 +4.0% $184.43 -6.8%
367 EXLS ExlService Holdings Inc Technology 560.0 $24K 0.00% +282.0 +101.4% $42.44 -31.6%
368 LNC Lincoln National Corp Financial Services 523.0 $23K 0.00% +65.0 +14.2% $44.53 -20.3%
369 AR Antero Resources Corp Energy 674.0 $23K 0.00% +31.0 +4.8% $34.46 +10.7%
370 WDFC WD-40 Co Basic Materials 116.0 $23K 0.00% +74.0 +176.2% $196.90 +4.5%
371 HR Healthcare Realty Trust Inc Real Estate 1,335.0 $23K 0.00% +26.0 +2.0% $16.95 +20.8%
372 TTC Toro Co/The Industrials 287.0 $23K 0.00% +52.0 +22.1% $78.72 +12.8%
373 BRBR BellRing Brands Inc Consumer Defensive 842.0 $23K 0.00% +251.0 +42.5% $26.73 -66.6%
374 GDYN Grid Dynamics Holdings Inc Technology 2,492.0 $23K 0.00% +2K +485.0% $9.03 -25.2%
375 KEX Kirby Corp Industrials 203.0 $22K 0.00% +36.0 +21.6% $110.18 +34.6%
376 Brown-Forman Corp 855.0 $22K 0.00% +141.0 +19.8% $26.06
377 REGCO Regency Centers Corp Real Estate 320.0 $22K 0.00% +24.0 +8.1% $69.03 -67.5%
378 NOV Nov Inc Energy 1,413.0 $22K 0.00% +105.0 +8.0% $15.63 +34.7%
379 RC Ready Capital Corp Real Estate 10,048.0 $22K 0.00% +9K +1091.9% $2.18 -17.7%
380 NVR NVR Inc Consumer Cyclical 3.0 $22K 0.00% +1.0 +50.0% $7292.67 -18.6%
Page 19 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%