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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 11 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KVYO Klaviyo Inc Technology 28.0 $423.0 NEW $15.11 +19.8%
202 First Tracks Biotherapeutics Inc 21.0 $423.0 NEW $20.14
203 DNTH Magenta Therapeutics Inc Healthcare 4.0 $390.0 NEW $97.50 +18.5%
204 AMPX Amprius Technologies Inc Industrials 28.0 $388.0 NEW $13.86 -22.5%
205 AEHR Aehr Test Systems Technology 4.0 $384.0 NEW $96.00 +29.0%
206 NTST Netstreit Corp Real Estate 17.0 $359.0 NEW $21.12 -3.1%
207 SLS Sellas Life Sciences Group Inc Healthcare 24.0 $354.0 NEW $14.75 -12.2%
208 Flotek Industries Inc 15.0 $353.0 NEW $23.53
209 EVC Entravision Communications Corp Communication Services 26.0 $339.0 NEW $13.04 -34.9%
210 BATL Battalion Oil Corp Energy 250.0 $328.0 NEW $1.31 +7.9%
211 MLKN Millerknoll Inc Consumer Cyclical 16.0 $327.0 NEW $20.44 +14.7%
212 AVPT AvePoint Inc Technology 29.0 $325.0 NEW $11.21 +19.9%
213 SEI Solaris Energy Infrastructure Inc Energy 4.0 $322.0 NEW $80.50 -23.4%
214 METCB Ramaco Resources Inc Energy 37.0 $320.0 NEW $8.65 -28.6%
215 MAX MediaAlpha Inc Communication Services 25.0 $314.0 NEW $12.56 +4.4%
216 TWST Twist Bioscience Corp Healthcare 3.0 $309.0 NEW $103.00 +12.9%
217 ORKA Oruka Therapeutics Inc Healthcare 3.0 $286.0 NEW $95.33 +17.9%
218 CDNL Cardinal Infrastructure Group Inc Industrials 3.0 $283.0 NEW $94.33 -53.5%
219 AXGN AxoGen Inc Healthcare 6.0 $277.0 NEW $46.17 +8.5%
220 FUBO fuboTV Inc Communication Services 28.0 $258.0 NEW $9.21 +10.5%
Page 11 of 13  ·  249 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%