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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 20 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LNN Lindsay Corp Industrials 872.0 $108K 0.00% -754.0 -46.4% $123.80 -6.2%
382 ESLT Elbit Systems Ltd Industrials 141.0 $107K 0.00% -24.0 -14.6% $758.72 -2.0%
383 ULTA Ulta Beauty Inc Consumer Cyclical 236.0 $106K 0.00% -29.0 -10.9% $450.98 +14.2%
384 OTIS Otis Worldwide Corp Industrials 1,473.0 $105K 0.00% -1K -46.0% $71.60 +0.2%
385 BMO Bank of Montreal Financial Services 596.0 $105K 0.00% -32.0 -5.1% $176.70 -2.2%
386 IT Gartner Inc Technology 810.0 $105K 0.00% -497.0 -38.0% $129.62 +49.4%
387 STLD Steel Dynamics Inc Basic Materials 452.0 $104K 0.00% -106.0 -19.0% $229.46 -4.6%
388 CNQ Canadian Natural Resources Ltd Energy 2,620.0 $103K 0.00% -494.0 -15.9% $39.50 +29.2%
389 FORM FormFactor Inc Technology 645.0 $103K 0.00% -80.0 -11.0% $159.93 -27.6%
390 CBOE Cboe Global Markets Inc Financial Services 425.0 $103K 0.00% -139.0 -24.6% $242.67 +21.2%
391 Q Qnity Electronics Inc Technology 622.0 $102K 0.00% -16.0 -2.5% $163.31 -18.2%
392 EXPD Expeditors International of Washington Inc Industrials 621.0 $101K 0.00% -220.0 -26.2% $162.98 +14.4%
393 IWY iShares Russell Top 200 Growth ETF 344.0 $100K 0.00% -75.0 -17.9% $290.62 -2.1%
394 SNOW Snowflake Inc Technology 392.0 $100K 0.00% -12.0 -3.0% $254.50 +26.2%
395 LH Labcorp Holdings Inc Healthcare 354.0 $99K 0.00% -70.0 -16.5% $280.00 +18.9%
396 LYV Live Nation Entertainment Inc Communication Services 530.0 $97K 0.00% -125.0 -19.1% $183.11 -0.6%
397 ENTG Entegris Inc Technology 538.0 $97K 0.00% -405.0 -43.0% $179.86 -19.6%
398 MANH Manhattan Associates Inc Technology 682.0 $95K 0.00% -68.0 -9.1% $139.25 +51.7%
399 EXEL Exelixis Inc Healthcare 1,697.0 $92K 0.00% -660.0 -28.0% $54.41 -1.3%
400 IBKR Interactive Brokers Group Inc Financial Services 1,056.0 $92K 0.00% -297.0 -21.9% $87.04 +3.2%
Page 20 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%