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Portfolio (Quarterly) Guide ↗

MassMutual Private Wealth & Trust, FSB

· CIK 0001103653
13F Portfolio $3.9B AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2398 New
Page 61 of 120  ·  2,398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 NFG National Fuel Gas Co Energy 179.0 $17K NEW $92.37 -12.0%
1202 SSD Simpson Manufacturing Co Inc Industrials 98.0 $16K NEW $167.46 +10.5%
1203 SPFI South Plains Financial Inc Financial Services 424.0 $16K NEW $38.65 +3.7%
1204 COTY Coty Inc Consumer Defensive 4,047.0 $16K NEW $4.04 -51.0%
1205 MIDD Middleby Corp/The Industrials 123.0 $16K NEW $132.93 +9.2%
1206 BFH Bread Financial Holdings Inc Financial Services 293.0 $16K NEW $55.77 +53.8%
1207 HSTM HealthStream Inc Healthcare 578.0 $16K NEW $28.24 -16.2%
1208 Sealed Air Corp 461.0 $16K NEW $35.35
1209 LKQ LKQ Corp Consumer Cyclical 532.0 $16K NEW $30.54 -12.0%
1210 POWI Power Integrations Inc Technology 403.0 $16K NEW $40.21 +71.9%
1211 GSBC Great Southern Bancorp Inc Financial Services 264.0 $16K NEW $61.25 +16.2%
1212 ENR Energizer Holdings Inc Industrials 647.0 $16K NEW $24.89 -30.5%
1213 SNDR Schneider National Inc Industrials 761.0 $16K NEW $21.16 +58.8%
1214 NVR NVR Inc Consumer Cyclical 2.0 $16K NEW $8034.50 -24.7%
1215 DVA DaVita Inc Healthcare 120.0 $16K NEW $132.87 +49.5%
1216 LSTR Landstar System Inc Industrials 130.0 $16K NEW $122.56 +55.9%
1217 PLXS Plexus Corp Technology 109.0 $16K NEW $144.69 +78.6%
1218 RUN Sunrun Inc Energy 912.0 $16K NEW $17.29 -20.8%
1219 ALLETE Inc 237.0 $16K NEW $66.40
1220 CHE Chemed Corp Healthcare 35.0 $16K NEW $447.74 -1.4%
Page 61 of 120  ·  2,398 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 30.9%
Financial Services 15.3%
Industrials 11.5%
Consumer Cyclical 11.2%
Healthcare 9.2%
Communication Services 8.9%
Consumer Defensive 5.4%
Energy 3.6%
Utilities 1.6%
Basic Materials 1.4%