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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 40 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 WHD Cactus Inc Energy 215.0 $11K -130.0 -37.7% $51.23 +35.5%
782 NVST Envista Holdings Corp Healthcare 416.0 $11K -129.0 -23.7% $26.35 +3.2%
783 CNM Core & Main Inc Industrials 227.0 $11K -56.0 -19.8% $48.25 -7.0%
784 GBCI Glacier Bancorp Inc Financial Services 212.0 $11K -153.0 -41.9% $51.58 -8.4%
785 TTEK Tetra Tech Inc Industrials 378.0 $11K -2K -83.2% $28.89 +28.1%
786 CARS Cars.com Inc Consumer Cyclical 998.0 $11K -325.0 -24.6% $10.94 +11.7%
787 RYAN Ryan Specialty Holdings Inc Financial Services 289.0 $11K -204.0 -41.4% $37.76 +14.6%
788 GVA Granite Construction Inc Industrials 69.0 $11K -3.0 -4.2% $158.09 -21.7%
789 Seadrill Ltd 286.0 $11K -111.0 -28.0% $37.82
790 BIO Bio-Rad Laboratories Inc Healthcare 36.0 $11K -45.0 -55.6% $293.61 +29.4%
791 PI Impinj Inc Technology 73.0 $10K -11.0 -13.1% $143.23 +15.6%
792 SBRA Sabra Health Care REIT Inc Real Estate 533.0 $10K -205.0 -27.8% $19.51 +4.5%
793 TDW Tidewater Inc Energy 156.0 $10K -57.0 -26.8% $66.63 +43.0%
794 Lifecore Biomedical Inc 1,966.0 $10K -1K -42.8% $5.25
795 KBH KB Home Consumer Cyclical 163.0 $10K -134.0 -45.1% $62.59 -11.5%
796 FLR Fluor Corp Industrials 194.0 $10K -17.0 -8.1% $52.39 +0.1%
797 BAH Booz Allen Hamilton Holding Corp Industrials 167.0 $10K -73.0 -30.4% $60.67 +27.0%
798 APEI American Public Education Inc Consumer Defensive 185.0 $10K -3.0 -1.6% $53.70 -15.1%
799 HFWA Heritage Financial Corp/WA Financial Services 332.0 $10K -438.0 -56.9% $29.62 -1.8%
800 THFF First Financial Corp Financial Services 125.0 $10K -7.0 -5.3% $77.44 +2.1%
Page 40 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%