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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 26 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ALGN Align Technology Inc Healthcare 307.0 $52K 0.00% -51.0 -14.2% $168.66 -3.6%
502 TKO TKO Group Holdings Inc Communication Services 257.0 $52K 0.00% -7.0 -2.6% $201.31 -4.1%
503 Bluerock Private Real Estate Fund 3,972.0 $52K 0.00% -93.0 -2.3% $13.01
504 PDFS PDF Solutions Inc Technology 719.0 $51K 0.00% -110.0 -13.3% $70.79 -35.5%
505 LAMR Lamar Advertising Co Real Estate 323.0 $50K 0.00% -17.0 -5.0% $155.98 -3.3%
506 DIOD Diodes Inc Technology 457.0 $50K 0.00% -36.0 -7.3% $109.44 -14.1%
507 VSH Vishay Intertechnology Inc Technology 926.0 $50K 0.00% -188.0 -16.9% $53.78 -41.2%
508 SFM Sprouts Farmers Market Inc Consumer Defensive 586.0 $50K 0.00% -51.0 -8.0% $84.58 -4.1%
509 NU NU Holdings Ltd/Cayman Islands Financial Services 3,696.0 $49K 0.00% -698.0 -15.9% $13.36 +9.1%
510 NDSN Nordson Corp Industrials 163.0 $49K 0.00% -2.0 -1.2% $301.69 +10.1%
511 HP Helmerich & Payne Inc Energy 1,494.0 $49K 0.00% -274.0 -15.5% $32.74 +33.0%
512 ROG Rogers Corp Technology 295.0 $48K 0.00% -145.0 -33.0% $163.73 -22.7%
513 ITT ITT Inc Industrials 244.0 $48K 0.00% -101.0 -29.3% $197.76 +5.2%
514 ESS Essex Property Trust Inc Real Estate 165.0 $48K 0.00% -37.0 -18.3% $291.59 -0.9%
515 KNX Knight-Swift Transportation Holdings Inc Industrials 616.0 $48K 0.00% -248.0 -28.7% $77.87 -8.1%
516 GEN Gen Digital Inc Technology 1,921.0 $48K 0.00% -302.0 -13.6% $24.89 +16.2%
517 MEDP Medpace Holdings Inc Healthcare 90.0 $48K 0.00% -7.0 -7.2% $529.59 +17.2%
518 BLDR Builders FirstSource Inc Industrials 532.0 $48K 0.00% -203.0 -27.6% $89.48 -21.5%
519 RGLD Royal Gold Inc Basic Materials 238.0 $48K 0.00% -710.0 -74.9% $199.61 +29.8%
520 CNI Canadian National Railway Co Industrials 397.0 $47K 0.00% -146.0 -26.9% $119.24 +8.9%
Page 26 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 31.7%
Financial Services 15.8%
Industrials 11.5%
Healthcare 10.1%
Consumer Cyclical 10.1%
Communication Services 7.1%
Consumer Defensive 5.5%
Energy 4.0%
Utilities 1.9%
Basic Materials 1.5%