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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 29 of 46  ·  902 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MTDR Matador Resources Co Energy 400.0 $17K -143.0 -26.3% $42.44 +45.4%
562 TFX Teleflex Inc Healthcare 139.0 $17K -71.0 -33.8% $122.04 +8.8%
563 KMX CarMax Inc Consumer Cyclical 439.0 $17K -176K -99.8% $38.64 -6.1%
564 CZR Caesars Entertainment Inc Consumer Cyclical 725.0 $17K -468.0 -39.2% $23.39 +17.6%
565 SATS EchoStar Corp Technology 155.0 $17K -23.0 -12.9% $108.70 +25.6%
566 EPAC Enerpac Tool Group Corp Industrials 427.0 $16K -2K -78.6% $38.24 -13.4%
567 MTCH Match Group Inc Communication Services 505.0 $16K -396.0 -44.0% $32.29 +9.5%
568 Sealed Air Corp 392.0 $16K -69.0 -15.0% $41.43
569 CARS Cars.com Inc Consumer Cyclical 1,323.0 $16K -203.0 -13.3% $12.20 -19.8%
570 AEO American Eagle Outfitters Inc Consumer Cyclical 606.0 $16K -253.0 -29.4% $26.37 -37.8%
571 NOG Northern Oil & Gas Inc Energy 743.0 $16K -182.0 -19.7% $21.47 +15.9%
572 DBX Dropbox Inc Technology 572.0 $16K -30.0 -5.0% $27.80 -1.0%
573 LKQ LKQ Corp Consumer Cyclical 520.0 $16K -12.0 -2.3% $30.20 -18.7%
574 QLYS Qualys Inc Technology 118.0 $16K -23.0 -16.3% $132.90 -24.7%
575 NOVT Novanta Inc Technology 130.0 $15K -78.0 -37.5% $118.99 +24.0%
576 TAP Molson Coors Beverage Co Consumer Defensive 330.0 $15K -131.0 -28.4% $46.68 -10.1%
577 SSD Simpson Manufacturing Co Inc Industrials 95.0 $15K -3.0 -3.1% $161.47 +10.2%
578 LGIH LGI Homes Inc Consumer Cyclical 355.0 $15K -573.0 -61.8% $42.96 -5.6%
579 FBIN Fortune Brands Innovations Inc Industrials 302.0 $15K -96.0 -24.1% $50.02 -33.2%
580 WEX WEX Inc Technology 101.0 $15K -6.0 -5.6% $148.98 -5.3%
Page 29 of 46  ·  902 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%