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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 17 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 JBHT JB Hunt Transport Services Inc Industrials 545.0 $158K 0.00% -24.0 -4.2% $289.43 -5.9%
322 WAB Westinghouse Air Brake Technologies Corp Industrials 585.0 $158K 0.00% -127.0 -17.8% $269.60 +8.4%
323 SCCO Southern Copper Corp Basic Materials 904.0 $158K 0.00% -146.0 -13.9% $174.26 +11.7%
324 HII Huntington Ingalls Industries Inc Industrials 561.0 $157K 0.00% -13.0 -2.3% $279.89 +11.4%
325 DASH DoorDash Inc Communication Services 850.0 $157K 0.00% -132.0 -13.4% $184.53 +19.3%
326 ILMN Illumina Inc Healthcare 884.0 $155K 0.00% -197.0 -18.2% $175.83 +16.6%
327 GRMN Garmin Ltd Technology 654.0 $155K 0.00% -152.0 -18.9% $237.54 +24.5%
328 DOV Dover Corp Industrials 690.0 $155K 0.00% -99.0 -12.6% $224.28 -9.8%
329 VTR Ventas Inc Real Estate 1,727.0 $153K 0.00% -81.0 -4.5% $88.80 +3.4%
330 XEL Xcel Energy Inc Utilities 1,907.0 $153K 0.00% -243.0 -11.3% $80.30 -1.1%
331 CNC Centene Corp Healthcare 2,385.0 $153K 0.00% -400.0 -14.4% $64.19 +0.8%
332 YUM Yum Brands Inc Consumer Cyclical 952.0 $152K 0.00% -68.0 -6.7% $159.86 -8.7%
333 EME EMCOR Group INC Industrials 182.0 $151K 0.00% -44.0 -19.5% $829.88 -2.9%
334 INCY Incyte Corp Healthcare 1,311.0 $149K 0.00% -39.0 -2.9% $113.36 +13.3%
335 BN Brookfield Corp Financial Services 3,488.0 $149K 0.00% -806.0 -18.8% $42.59 -1.0%
336 EXC Exelon Corp Utilities 3,167.0 $148K 0.00% -307.0 -8.8% $46.62 -2.8%
337 CFG Citizens Financial Group Inc Financial Services 2,095.0 $147K 0.00% -452.0 -17.8% $70.07 +1.0%
338 DOW Dow Inc Basic Materials 5,344.0 $146K 0.00% -98K -94.8% $27.36 +16.0%
339 CVE Cenovus Energy Inc Energy 5,889.0 $146K 0.00% -358.0 -5.7% $24.81 +30.9%
340 RF Regions Financial Corp Financial Services 4,824.0 $146K 0.00% -46.0 -0.9% $30.20 +1.3%
Page 17 of 56  ·  1,102 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%