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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 2 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MMIT NYLI MacKay Muni Intermediate ETF 459,502.0 $11.2M 0.29% +4K +0.9% $24.35 -1.6%
22 AMD Advanced Micro Devices Inc Technology 18,713.0 $10.9M 0.28% +11K +128.3% $580.91 -17.3%
23 MDT Medtronic PLC Healthcare 130,393.0 $10.2M 0.26% +14K +12.3% $78.23 +18.3%
24 VMBS Vanguard Mortgage-Backed Securities ETF 203,493.0 $9.5M 0.25% +3K +1.6% $46.81 -1.4%
25 BX Blackstone Inc Financial Services 72,616.0 $8.5M 0.22% +21K +41.2% $117.67 +19.4%
26 AMAT Applied Materials Inc Technology 10,723.0 $7.8M 0.20% +3K +47.2% $723.00 -30.1%
27 CMI Cummins Inc Industrials 10,033.0 $7.2M 0.18% +2K +30.0% $713.21 -12.9%
28 BIV Vanguard Intermediate-Term Bond ETF 86,974.0 $6.7M 0.17% +5K +6.0% $76.70 -1.6%
29 BLV Vanguard Long-Term Bond ETF 95,326.0 $6.6M 0.17% +3K +3.4% $68.93 -5.0%
30 COP ConocoPhillips Energy 62,162.0 $6.5M 0.17% +4K +7.7% $103.96 +24.5%
31 PFF iShares Preferred and Income Securities ETF 205,596.0 $6.3M 0.16% +3K +1.4% $30.49 -0.0%
32 APD Air Products and Chemicals Inc Basic Materials 21,060.0 $6.2M 0.16% +11K +101.4% $293.18 +3.4%
33 CDNS Cadence Design Systems INC Technology 15,784.0 $5.9M 0.15% +5K +44.0% $375.32 -15.4%
34 MSI Motorola Solutions Inc Technology 14,047.0 $5.8M 0.15% +1K +11.1% $415.29 +13.0%
35 LRCX Lam Research Corp Technology 12,894.0 $5.6M 0.14% +9K +204.3% $433.33 -25.7%
36 INTC Intel Corp Technology 38,552.0 $5.4M 0.14% +21K +115.5% $139.63 -31.2%
37 MU Micron Technology Inc Technology 4,406.0 $5.1M 0.13% +195.0 +4.6% $1154.29 -18.4%
38 SBUX Starbucks Corp Consumer Cyclical 48,433.0 $4.9M 0.13% +6K +15.4% $102.19 +5.2%
39 GVI iShares Intermediate Government/Credit Bond ETF 43,570.0 $4.6M 0.12% +1K +2.5% $106.09 -0.7%
40 QQQ Invesco QQQ Trust Series 1 Financial Services 6,189.0 $4.6M 0.12% +5K +349.1% $736.40 -2.5%
Page 2 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%