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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 27 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 JBT Marel Corp 46.0 $7K +7.0 +17.9% $145.00
522 ECG Everus Construction Group Inc Industrials 40.0 $7K +8.0 +25.0% $165.95 -21.9%
523 VSCO Victoria's Secret & Co Consumer Cyclical 79.0 $7K +27.0 +51.9% $83.48 +9.6%
524 FOXF Fox Factory Holding Corp Consumer Cyclical 384.0 $7K +48.0 +14.3% $16.95 +27.9%
525 WAY Waystar Holding Corp Technology 316.0 $6K +249.0 +371.6% $20.53 +21.0%
526 ESPR Esperion Therapeutics Inc Healthcare 2,050.0 $6K +818.0 +66.4% $3.16 +0.6%
527 MCBS Metrocity Bankshares Inc Financial Services 180.0 $6K +144.0 +400.0% $35.89 -1.5%
528 DV DoubleVerify Holdings Inc Technology 593.0 $6K +389.0 +190.7% $10.84 +22.6%
529 CCK Crown Holdings Inc Consumer Cyclical 57.0 $6K +1.0 +1.8% $111.82 +4.6%
530 KFRC Kforce Inc Industrials 135.0 $6K +67.0 +98.5% $46.92 +25.1%
531 VYX NCR Voyix Corp Technology 774.0 $6K +464.0 +149.7% $8.17 -6.5%
532 KRC Kilroy Realty Corp Real Estate 164.0 $6K +57.0 +53.3% $37.47 -1.9%
533 CVCO Cavco Industries Inc Consumer Cyclical 10.0 $6K +3.0 +42.9% $614.40 -2.5%
534 HOG Harley-Davidson Inc Consumer Cyclical 251.0 $6K +199.0 +382.7% $24.46 +13.1%
535 SHO Sunstone Hotel Investors Inc Real Estate 536.0 $6K +17.0 +3.3% $11.45 -2.4%
536 Iridium Communications Inc 109.0 $6K +8.0 +7.9% $54.85
537 TILE Interface Inc Consumer Cyclical 166.0 $6K +49.0 +41.9% $35.84 +9.7%
538 MDGL Madrigal Pharmaceuticals Inc Healthcare 11.0 $6K +1.0 +10.0% $536.91 +0.6%
539 GRBK Green Brick Partners Inc Consumer Cyclical 73.0 $6K +33.0 +82.5% $80.04 -10.9%
540 RIG Transocean Ltd Energy 1,185.0 $6K +14.0 +1.2% $4.89 +19.4%
Page 27 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%