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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 2 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RWT Redwood Trust Inc Real Estate 2,011.0 $11K NEW $5.53 -4.8%
22 GBDC Golub Capital BDC Inc Financial Services 800.0 $11K NEW $13.57 -4.5%
23 BOW Bowhead Specialty Holdings Inc Financial Services 379.0 $11K NEW $28.54 +2.1%
24 MICC Magnum Ice Cream Co NV/The Consumer Defensive 616.0 $10K NEW $15.85 -0.1%
25 ESGD iShares ESG Aware MSCI EAFE ETF 100.0 $10K NEW $95.09 +6.3%
26 IOSP Innospec Inc Basic Materials 120.0 $9K NEW $76.54 +2.9%
27 Cushman & Wakefield Ltd 532.0 $9K NEW $16.19
28 Nebius Group NV 101.0 $8K NEW $83.70
29 DYNF iShares U.S. Equity Factor Rotation Active ETF 129.0 $8K NEW $60.81 +8.3%
30 LXP Industrial Trust 134.0 $7K NEW $49.58
31 NMAI Nuveen Multi-Asset Income Fund Financial Services 500.0 $7K NEW $13.04 +8.8%
32 ATMU Atmus Filtration Technologies INC Industrials 120.0 $6K NEW $51.91 -0.4%
33 VSEC VSE Corp Industrials 35.0 $6K NEW $172.77 -1.4%
34 Indivior PLC 166.0 $6K NEW $35.88
35 MIR Mirion Technologies Inc Industrials 243.0 $6K NEW $23.42 -23.3%
36 EBC Eastern Bankshares Inc Financial Services 302.0 $6K NEW $18.43 +5.0%
37 AOR iShares Core 60/40 Balanced Allocation ETF 84.0 $5K NEW $65.01 +4.9%
38 AESI Atlas Energy Solutions Inc Energy 572.0 $5K NEW $9.42 +101.0%
39 Diversified Energy Co 362.0 $5K NEW $14.48
40 RAPP Rapport Therapeutics Inc Healthcare 161.0 $5K NEW $30.34 +18.0%
Page 2 of 7  ·  126 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%