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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 9 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CRVL CorVel Corp Financial Services 1,228.0 $77K 0.00% +928.0 +309.3% $62.52 +7.7%
162 Brookfield Asset Management Ltd 1,674.0 $75K 0.00% +411.0 +32.5% $44.85
163 PAYC Paycom Software Inc Technology 596.0 $75K 0.00% +427.0 +252.7% $125.68 +71.6%
164 EQR Equity Residential Real Estate 1,093.0 $74K 0.00% +257.0 +30.7% $67.93 -6.3%
165 TWLO Twilio Inc Communication Services 355.0 $73K 0.00% +52.0 +17.2% $206.33 +12.5%
166 CPB Campbell Soup Co Consumer Defensive 3,289.0 $73K 0.00% +2K +169.4% $22.27 +2.6%
167 LULU Lululemon Athletica Inc Consumer Cyclical 630.0 $72K 0.00% +113.0 +21.9% $114.18 +4.2%
168 MAA Mid-America Apartment Communities Inc Real Estate 516.0 $72K 0.00% +104.0 +25.2% $138.94 -6.3%
169 SIRI Sirius XM Holdings Inc Communication Services 2,407.0 $71K 0.00% +95.0 +4.1% $29.54 -3.1%
170 AEIS Advanced Energy Industries Inc Industrials 190.0 $71K 0.00% +10.0 +5.6% $372.87 -15.7%
171 MXL MaxLinear Inc Technology 543.0 $70K 0.00% +273.0 +101.1% $128.03 -43.3%
172 GTLS Chart Industries Inc Industrials 328.0 $69K 0.00% +37.0 +12.7% $208.94 +0.5%
173 BXP BXP Inc Real Estate 1,028.0 $68K 0.00% +276.0 +36.7% $66.31 -0.2%
174 SAIA Saia Inc Industrials 159.0 $67K 0.00% +4.0 +2.6% $421.16 -12.4%
175 AVT Avnet Inc Technology 750.0 $67K 0.00% +13.0 +1.8% $88.82 +5.2%
176 DOCN DigitalOcean Holdings Inc Technology 417.0 $65K 0.00% +8.0 +2.0% $157.03 -20.2%
177 GIS General Mills Inc Consumer Defensive 1,868.0 $65K 0.00% +16.0 +0.9% $34.80 +9.4%
178 QLYS Qualys Inc Technology 472.0 $65K 0.00% +354.0 +300.0% $137.49 +36.7%
179 NTNX Nutanix Inc Technology 1,267.0 $65K 0.00% +735.0 +138.2% $50.96 +29.2%
180 CPT Camden Property Trust Real Estate 563.0 $64K 0.00% +230.0 +69.1% $114.49 -6.3%
Page 9 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%