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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 39 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 LQDA Liquidia Corp Healthcare 158.0 $13K -94.0 -37.3% $79.73 -13.9%
762 WH Wyndham Hotels & Resorts Inc Consumer Cyclical 149.0 $13K -36.0 -19.5% $84.21 -11.4%
763 BMI Badger Meter Inc Technology 83.0 $12K -17.0 -17.0% $148.39 -11.2%
764 LNC Lincoln National Corp Financial Services 345.0 $12K -178.0 -34.0% $35.35 +19.2%
765 HTLD Heartland Express Inc Industrials 799.0 $12K -38.0 -4.5% $15.22 -15.6%
766 GKOS Glaukos Corp Healthcare 87.0 $12K -1.0 -1.1% $139.76 +32.3%
767 Liberty Global LTD 1,104.0 $12K -145.0 -11.6% $11.00
768 UE Urban Edge Properties Real Estate 530.0 $12K -291.0 -35.4% $22.88 -6.3%
769 TCBI Texas Capital Bancshares Inc Financial Services 115.0 $12K -15.0 -11.5% $103.26 -4.8%
770 BCPC Balchem Corp Basic Materials 70.0 $12K -53.0 -43.1% $168.96 +7.3%
771 BDC Belden Inc Technology 98.0 $12K -63.0 -39.1% $119.91 +2.1%
772 SUI Sun Communities Inc Real Estate 98.0 $12K -45.0 -31.5% $119.91 +1.5%
773 GIB CGI Inc Technology 180.0 $12K -300.0 -62.5% $64.57 +16.1%
774 ANF Abercrombie & Fitch Co Consumer Cyclical 127.0 $11K -14.0 -9.9% $90.01 +21.1%
775 U-Haul Holding Co 198.0 $11K -15.0 -7.0% $57.70
776 CHCO City Holding Co Financial Services 86.0 $11K -32.0 -27.1% $132.64 +8.9%
777 TRU TransUnion Industrials 158.0 $11K -223.0 -58.5% $72.14 +17.3%
778 NPK National Presto Industries Inc Industrials 91.0 $11K -71.0 -43.8% $124.99 +20.0%
779 LGIH LGI Homes Inc Consumer Cyclical 176.0 $11K -179.0 -50.4% $63.68 -8.7%
780 PB Prosperity Bancshares Inc Financial Services 152.0 $11K -238.0 -61.0% $73.03 -0.4%
Page 39 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%