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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 34 of 46  ·  902 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 ASH Ashland Inc Basic Materials 136.0 $8K -69.0 -33.7% $58.67 -4.6%
662 THFF First Financial Corp Financial Services 132.0 $8K -1.0 -0.8% $60.42 +9.7%
663 YORW York Water Co/The Utilities 250.0 $8K -45.0 -15.2% $31.84 -8.1%
664 ROKU Roku Inc Communication Services 73.0 $8K -3.0 -4.0% $108.49 +11.1%
665 DEI Douglas Emmett Inc Real Estate 693.0 $8K -53.0 -7.1% $10.99 +3.5%
666 HTLD Heartland Express Inc Industrials 837.0 $8K -16.0 -1.9% $9.03 +54.5%
667 RAMP LiveRamp Holdings Inc Technology 255.0 $7K -54.0 -17.5% $29.37 +28.3%
668 SPSC SPS Commerce Inc Technology 84.0 $7K -115.0 -57.8% $89.13 -41.1%
669 SiriusPoint Ltd 342.0 $7K -94.0 -21.6% $21.89
670 PRGO Perrigo Co PLC Healthcare 537.0 $7K -129.0 -19.4% $13.92 -23.8%
671 ACHC Acadia Healthcare Co Inc Healthcare 519.0 $7K -91.0 -14.9% $14.19 +69.6%
672 RH RH Consumer Cyclical 41.0 $7K -53.0 -56.4% $179.15 -31.8%
673 XRAY DENTSPLY SIRONA Inc Healthcare 640.0 $7K -2K -74.9% $11.43 -14.8%
674 HTZ Hertz Global Holdings Inc Industrials 1,420.0 $7K -10.0 -0.7% $5.14 -4.1%
675 EWTX Edgewise Therapeutics Inc Healthcare 294.0 $7K -50.0 -14.5% $24.82 +26.7%
676 WVE WaVe Life Sciences LTD Healthcare 429.0 $7K -299.0 -41.1% $17.00 -63.9%
677 FWRD Forward Air Corp Industrials 288.0 $7K -9.0 -3.0% $25.00 -66.8%
678 DLB Dolby Laboratories Inc Technology 111.0 $7K -125.0 -53.0% $64.22 -16.9%
679 APAM Artisan Partners Asset Management Inc Financial Services 173.0 $7K -56.0 -24.4% $40.74 -10.5%
680 Alexander & Baldwin Investments LLC 341.0 $7K -157.0 -31.5% $20.64
Page 34 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%