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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 21 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 Six Flags Entertainment Corp 598.0 $13K +397.0 +197.5% $21.30
402 CAKE Cheesecake Factory Inc/The Consumer Cyclical 160.0 $13K +22.0 +15.9% $79.54 +30.9%
403 Acadian Asset Management Inc 177.0 $13K +88.0 +98.9% $71.52
404 PRGS Progress Software Corp Technology 374.0 $13K +174.0 +87.0% $33.58 +29.3%
405 PD PagerDuty Inc Technology 1,301.0 $13K +1K +1998.4% $9.65 +25.3%
406 KMPR Kemper Corp Financial Services 465.0 $13K +328.0 +239.4% $26.96 +1.0%
407 COLD Americold Realty Trust Inc Real Estate 791.0 $12K +159.0 +25.2% $15.72 -3.7%
408 LRN Stride Inc Consumer Defensive 143.0 $12K +111.0 +346.9% $86.24 -4.5%
409 CLSK Cleanspark Inc Technology 847.0 $12K +166.0 +24.4% $14.55 -17.2%
410 FFIN First Financial Bankshares Inc Financial Services 355.0 $12K +203.0 +133.6% $34.60 -1.4%
411 OGE OGE Energy Corp Utilities 250.0 $12K +10.0 +4.2% $48.66 -2.9%
412 CAE CAE Inc Industrials 484.0 $12K +50.0 +11.5% $25.06 +0.4%
413 CBRL Cracker Barrel Old Country Store Inc Consumer Cyclical 227.0 $12K +167.0 +278.3% $53.30 +3.9%
414 PKE Park Aerospace Corp Industrials 317.0 $12K +150.0 +89.8% $38.16 -10.6%
415 CROX Crocs Inc Consumer Cyclical 100.0 $12K +1.0 +1.0% $120.64 +2.1%
416 AVTR Avantor Inc Healthcare 1,208.0 $12K +728.0 +151.7% $9.90 +45.2%
417 KTB Kontoor Brands Inc Consumer Cyclical 143.0 $12K +48.0 +50.5% $83.34 -5.8%
418 VSEC VSE Corp Industrials 52.0 $12K +17.0 +48.6% $228.50 -4.4%
419 JOBY Joby Aviation Inc Industrials 1,327.0 $12K +256.0 +23.9% $8.92 -17.2%
420 POWI Power Integrations Inc Technology 141.0 $12K +43.0 +43.9% $83.76 -34.3%
Page 21 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%