BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 25 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TRIP TripAdvisor Inc Consumer Cyclical 626.0 $9K +123.0 +24.4% $13.71 -26.6%
482 PCRX Pacira BioSciences Inc Healthcare 335.0 $8K +24.0 +7.7% $25.37 -5.6%
483 ENOV Enovis Corp Industrials 403.0 $8K +275.0 +214.8% $20.70 +26.1%
484 HRMY Harmony Biosciences Holdings Inc Healthcare 229.0 $8K +127.0 +124.5% $36.41 +5.0%
485 MSM MSC Industrial Direct Co Inc Industrials 70.0 $8K +3.0 +4.5% $118.96 -1.5%
486 ATMU Atmus Filtration Technologies INC Industrials 163.0 $8K +43.0 +35.8% $50.99 -3.8%
487 NUVB Nuvation Bio Inc Healthcare 1,460.0 $8K +490.0 +50.5% $5.68 +20.2%
488 EYPT EyePoint Inc Healthcare 569.0 $8K +164.0 +40.5% $14.30 -62.5%
489 STAA STAAR Surgical Co Healthcare 283.0 $8K +147.0 +108.1% $28.69 -19.2%
490 XHR Xenia Hotels & Resorts Inc Real Estate 396.0 $8K +44.0 +12.5% $20.36 -4.2%
491 CUBI Customers Bancorp Inc Financial Services 101.0 $8K +53.0 +110.4% $79.10 +0.1%
492 HNI HNI Corp Industrials 197.0 $8K +73.0 +58.9% $40.41 +18.1%
493 TRNO Terreno Realty Corp Real Estate 122.0 $8K +23.0 +23.2% $64.77 +5.9%
494 BTSG BrightSpring Health Services Inc Healthcare 113.0 $8K +61.0 +117.3% $69.74 -14.8%
495 WVE WaVe Life Sciences LTD Healthcare 1,350.0 $8K +921.0 +214.7% $5.81 -10.5%
496 INN Summit Hotel Properties Inc Real Estate 1,109.0 $8K +267.0 +31.7% $7.01 -12.1%
497 VVX V2X Inc Industrials 104.0 $8K +14.0 +15.6% $74.56 +6.4%
498 Ralliant Corp 103.0 $8K +2.0 +2.0% $73.63
499 AMLX Amylyx Pharmaceuticals Inc Healthcare 420.0 $8K +267.0 +174.5% $17.96 +116.9%
500 ASAN Asana Inc Technology 1,070.0 $7K +611.0 +133.1% $7.00 +35.5%
Page 25 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%