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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 32 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ULS UL Solutions Inc Industrials 27.0 $3K +13.0 +92.9% $101.85 -24.8%
622 NHC National HealthCare Corp Healthcare 13.0 $3K +1.0 +8.3% $211.38 +12.0%
623 REZI Resideo Technologies Inc Industrials 88.0 $3K +56.0 +175.0% $31.10 -29.7%
624 HZO MarineMax Inc Consumer Cyclical 73.0 $3K +58.0 +386.7% $36.62 +42.4%
625 Himalaya Shipping Ltd 197.0 $3K +43.0 +27.9% $13.36
626 DORM Dorman Products Inc Consumer Cyclical 19.0 $3K +10.0 +111.1% $136.47 -1.6%
627 IMAX IMAX Corp Communication Services 65.0 $3K +45.0 +225.0% $39.86 +34.1%
628 BWFG Bankwell Financial Group Inc Financial Services 43.0 $3K +21.0 +95.5% $58.74 +14.2%
629 Biohaven Ltd 169.0 $3K +66.0 +64.1% $14.88
630 ANAB AnaptysBio Inc Healthcare 37.0 $2K +25.0 +208.3% $67.51 -12.5%
631 SBSI Southside Bancshares Inc Financial Services 71.0 $2K +28.0 +65.1% $35.18 -8.1%
632 BTC Grayscale Bitcoin Mini Trust ETF Financial Services 95.0 $2K +50.0 +111.1% $25.95 +16.2%
633 IDT IDT Corp Communication Services 42.0 $2K +8.0 +23.5% $58.17 +15.2%
634 COMP Compass Inc Technology 196.0 $2K +7.0 +3.7% $12.33 +4.0%
635 MBC Masterbrand Inc Consumer Cyclical 234.0 $2K +137.0 +141.2% $10.29 -9.0%
636 OKLO Oklo Inc Utilities 46.0 $2K +44.0 +2200.0% $52.33 -19.4%
637 PAYO Payoneer Global Inc Com USD0.0001 CL A Technology 336.0 $2K +57.0 +20.4% $7.12 -0.2%
638 SRPT Sarepta Therapeutics Inc Healthcare 133.0 $2K +33.0 +33.0% $17.97 +9.5%
639 IRMD iRadimed Corp Healthcare 25.0 $2K +11.0 +78.6% $95.56 -8.0%
640 S SentinelOne Inc Technology 137.0 $2K +107.0 +356.7% $16.97 +27.5%
Page 32 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%