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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 19 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PTGX Protagonist Therapeutics Inc Healthcare 131.0 $16K +12.0 +10.1% $122.58 +26.4%
362 FCPT Four Corners Property Trust Inc Real Estate 653.0 $16K +85.0 +15.0% $24.55 +2.7%
363 AGX Argan Inc Industrials 20.0 $16K +16.0 +400.0% $798.55 -33.9%
364 SSNC SS&C Technologies Holdings Inc Technology 257.0 $16K +117.0 +83.6% $62.05 +32.6%
365 POR Portland General Electric Co Utilities 306.0 $16K +8.0 +2.7% $51.83 -3.3%
366 TPG TPG Inc Financial Services 391.0 $16K +165.0 +73.0% $40.55 +31.1%
367 KD Kyndryl Holdings Inc Technology 1,391.0 $16K +1K +269.9% $11.31 +9.5%
368 ENPH Enphase Energy Inc Energy 319.0 $16K +112.0 +54.1% $49.24 -20.0%
369 GATX GATX Corp Industrials 88.0 $16K +2.0 +2.3% $177.19 -0.6%
370 NSA National Storage Affiliates Trust Real Estate 346.0 $15K +143.0 +70.4% $44.47 -2.4%
371 KSS Kohl's Corp Consumer Cyclical 859.0 $15K +326.0 +61.2% $17.72 +6.3%
372 FNB FNB Corp/PA Financial Services 791.0 $15K +137.0 +20.9% $19.08 -2.7%
373 Etsy Inc 200.0 $15K +26.0 +14.9% $75.33
374 CXM Sprinklr Inc Technology 2,897.0 $15K +3K +640.9% $5.16 +38.2%
375 IOT Samsara Inc Technology 459.0 $15K +450.0 +5000.0% $32.43 +20.9%
376 TMDX TransMedics Group Inc Healthcare 223.0 $15K +63.0 +39.4% $66.42 +41.5%
377 FRSH Freshworks Inc Technology 1,455.0 $15K +1K +5720.0% $10.12 +29.1%
378 ST Sensata Technologies Holding PLC Technology 308.0 $15K +191.0 +163.2% $47.74 -10.4%
379 GNTX Gentex Corp Consumer Cyclical 580.0 $15K +30.0 +5.5% $25.27 -6.5%
380 BL BlackLine Inc Technology 520.0 $15K +448.0 +622.2% $28.07 +12.0%
Page 19 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%