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Portfolio (Quarterly) Guide ↗

MassMutual Private Wealth & Trust, FSB

· CIK 0001103653
13F Portfolio $3.9B AUM 2,394 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 126 New 685 Added 902 Reduced 128 Exited
Page 9 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CBOE Cboe Global Markets Inc Financial Services 564.0 $142K 0.00% +8.0 +1.4% $251.00 +45.9%
162 VTR Ventas Inc Real Estate 1,808.0 $140K 0.00% +22.0 +1.2% $77.38 +13.0%
163 FLEX Flex Ltd Technology 2,312.0 $140K 0.00% +411.0 +21.6% $60.42 +128.2%
164 EIX Edison International Utilities 2,283.0 $137K 0.00% +149.0 +7.0% $60.02 +15.2%
165 DDOG Datadog Inc Technology 1,006.0 $137K 0.00% +326.0 +47.9% $135.99 +52.9%
166 COHR Coherent Corp Technology 739.0 $136K 0.00% +44.0 +6.3% $184.57 +96.6%
167 SBAC SBA Communications Corp Real Estate 704.0 $136K 0.00% +88.0 +14.3% $193.43 +3.2%
168 ACGL Arch Capital Group Ltd Financial Services 1,415.0 $136K 0.00% +310.0 +28.1% $95.92 -0.1%
169 EQT EQT Corp Energy 2,514.0 $135K 0.00% +66.0 +2.7% $53.60 +4.9%
170 LEN Lennar Corp Consumer Cyclical 1,310.0 $135K 0.00% +35.0 +2.8% $102.80 -19.9%
171 CTVA Corteva Inc Basic Materials 2,005.0 $134K 0.00% +74.0 +3.8% $67.03 +22.6%
172 BIIB Biogen Inc Healthcare 760.0 $134K 0.00% +34.0 +4.7% $175.99 +9.6%
173 QLD ProShares Ultra QQQ 1,898.0 $134K 0.00% +949.0 +100.0% $70.41 +28.1%
174 DELL Dell Technologies Inc Technology 1,054.0 $133K 0.00% +45.0 +4.5% $125.88 +92.3%
175 QYLD Global X Nasdaq 100 Covered Call ETF 7,481.0 $132K 0.00% +73.0 +1.0% $17.67 +0.2%
176 RF Regions Financial Corp Financial Services 4,870.0 $132K 0.00% +59.0 +1.2% $27.10 -1.6%
177 UTHR United Therapeutics Corp Healthcare 267.0 $130K 0.00% +55.0 +25.9% $487.25 +16.7%
178 STZ Constellation Brands Inc Consumer Defensive 883.0 $122K 0.00% +410.0 +86.7% $137.96 +3.2%
179 AEE Ameren Corp Utilities 1,208.0 $121K 0.00% +8.0 +0.7% $99.86 +7.5%
180 KDP Keurig Dr Pepper Inc Consumer Defensive 4,256.0 $119K 0.00% +596.0 +16.3% $28.01 +3.3%
Page 9 of 35  ·  685 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 30.0%
Financial Services 16.2%
Industrials 11.2%
Consumer Cyclical 10.5%
Healthcare 9.8%
Communication Services 9.8%
Consumer Defensive 5.2%
Energy 3.6%
Utilities 1.7%
Basic Materials 1.3%