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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 41 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 STBA S&T Bancorp Inc Financial Services 196.0 $10K -23.0 -10.5% $49.08 +2.6%
802 EMN Eastman Chemical Co Basic Materials 143.0 $10K -13.0 -8.3% $66.98 +10.6%
803 RWT Redwood Trust Inc Real Estate 2,000.0 $9K -11.0 -0.6% $4.74 +1.3%
804 Globus Medical Inc 119.0 $9K -19.0 -13.8% $79.01
805 CVLT Commvault Systems Inc Technology 66.0 $9K -49.0 -42.6% $141.73 -5.6%
806 SATS EchoStar Corp Technology 92.0 $9K -63.0 -40.6% $101.50 -8.9%
807 LUMN Lumen Technologies Inc Communication Services 1,213.0 $9K -11.0 -0.9% $7.68 -22.7%
808 VFC VF Corp Consumer Cyclical 555.0 $9K -470.0 -45.9% $16.68 -13.8%
809 DEA Easterly Government Properties Inc Real Estate 367.0 $9K -92.0 -20.0% $24.93 -1.3%
810 HLNE Hamilton Lane Inc Financial Services 116.0 $9K -22.0 -15.9% $78.83 +33.6%
811 CNR Core Natural Resources Inc Com Energy 114.0 $9K -4.0 -3.4% $80.02 +18.9%
812 MIDD Middleby Corp/The Industrials 53.0 $9K -45.0 -45.9% $172.02 -32.9%
813 CGDV Capital Group Dividend Value ETF 184.0 $9K -965.0 -84.0% $49.28 +1.9%
814 AEO American Eagle Outfitters Inc Consumer Cyclical 525.0 $9K -81.0 -13.4% $17.20 -6.0%
815 GPI Group 1 Automotive Inc Consumer Cyclical 31.0 $9K -1.0 -3.1% $291.16 -10.1%
816 TLH iShares 10-20 Year Treasury Bond ETF 88.0 $9K -358.0 -80.3% $100.35 -3.6%
817 POOL Pool Corp Industrials 41.0 $9K -101.0 -71.1% $214.90 -12.5%
818 AMPH Amphastar Pharmaceuticals Inc Healthcare 433.0 $9K -334.0 -43.5% $20.18 +7.0%
819 CWT California Water Service Group Utilities 176.0 $9K -220.0 -55.6% $48.65 +1.9%
820 UVSP Univest Financial Corp Financial Services 193.0 $8K -1.0 -0.5% $43.75 -4.9%
Page 41 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%