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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 8 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 Birkenstock Holding Plc 24 $982.0 SOLD
142 MGX Metagenomi Inc Healthcare 593 $961.0 SOLD
143 CTLP Cantaloupe Inc Technology 88 $935.0 SOLD
144 MNKD MannKind Corp Healthcare 162 $919.0 SOLD
145 Edible Garden AG Inc 1,500 $912.0 SOLD
146 MED Medifast Inc Consumer Cyclical 83 $886.0 SOLD
147 fuboTV Inc 340 $857.0 SOLD
148 ETD Ethan Allen Interiors Inc Consumer Cyclical 37 $845.0 SOLD
149 LPRO Open Lending Corp Financial Services 533 $826.0 SOLD
150 Baldwin Insurance Group Inc/The 34 $817.0 SOLD
151 ISPR Ispire Technology Inc Consumer Defensive 289 $809.0 SOLD
152 PRA ProAssurance Corp Financial Services 32 $773.0 SOLD
153 NCNO nCino Inc Technology 29 $744.0 SOLD
154 CVI CVR Energy Inc Energy 29 $738.0 SOLD
155 HUMA Humacyte Inc Healthcare 765 $735.0 SOLD
156 Plymouth Industrial REIT Inc 32 $700.0 SOLD
157 ATKR Atkore Inc Industrials 11 $696.0 SOLD
158 MidWestOne Financial Group Inc 18 $693.0 SOLD
159 NVCR Novocure Ltd Healthcare 51 $659.0 SOLD
160 HRTG Heritage Insurance Holdings Inc Financial Services 22 $644.0 SOLD
Page 8 of 10  ·  199 positions
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%