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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 40 of 46  ·  902 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 RPD Rapid7 Inc Technology 222.0 $3K -12.0 -5.1% $15.20 -55.7%
782 TILE Interface Inc Consumer Cyclical 117.0 $3K -12.0 -9.3% $27.92 +2.1%
783 TGTX TG Therapeutics Inc Healthcare 109.0 $3K -1.0 -0.9% $29.81 +32.5%
784 NPO Enpro Inc Industrials 15.0 $3K -30.0 -66.7% $214.13 +43.2%
785 CNMD CONMED Corp Healthcare 78.0 $3K -255.0 -76.6% $40.60 -9.8%
786 GFF Griffon Corp Industrials 43.0 $3K -4.0 -8.5% $73.65 +12.5%
787 RRR Red Rock Resorts Inc Consumer Cyclical 51.0 $3K -1.0 -1.9% $61.94 -15.9%
788 STAA STAAR Surgical Co Healthcare 136.0 $3K -13.0 -8.7% $23.09 +39.9%
789 MNDY Monday.com Ltd Technology 21.0 $3K -2.0 -8.7% $147.57 -47.1%
790 TRN Trinity Industries Inc Industrials 117.0 $3K -104.0 -47.1% $26.44 +29.6%
791 DHT DHT Holdings Inc Energy 251.0 $3K -12.0 -4.6% $12.21 +46.7%
792 HUN Huntsman Corp Basic Materials 306.0 $3K -414.0 -57.5% $10.00 +38.1%
793 MAT Mattel Inc Consumer Cyclical 154.0 $3K -15.0 -8.9% $19.84 -24.7%
794 LZB La-Z-Boy Inc Consumer Cyclical 81.0 $3K -4.0 -4.7% $37.27 -7.3%
795 YELP Yelp Inc Communication Services 99.0 $3K -66.0 -40.0% $30.39 -28.3%
796 AVNT Avient Corp Basic Materials 96.0 $3K -79.0 -45.1% $31.24 +4.5%
797 WK Workiva Inc Technology 34.0 $3K -3.0 -8.1% $86.26 -42.3%
798 CMDB Costamare Bulkers Holdings Ltd Industrials 185.0 $3K -139.0 -42.9% $15.41 +15.2%
799 XPEL XPEL Inc Consumer Cyclical 56.0 $3K -7.0 -11.1% $49.91 -16.2%
800 JBSS John B Sanfilippo & Son Inc Consumer Defensive 39.0 $3K -2.0 -4.9% $70.59 +7.0%
Page 40 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%