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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 43 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CRNX Crinetics Pharmaceuticals Inc Healthcare 199.0 $7K -2.0 -1.0% $37.42 +126.3%
842 CLDT Chatham Lodging Trust Real Estate 554.0 $7K -205.0 -27.0% $13.23 +1.3%
843 ASH Ashland Inc Basic Materials 111.0 $7K -25.0 -18.4% $65.89 +10.5%
844 AHR American Healthcare REIT Inc Real Estate 139.0 $7K -35.0 -20.1% $52.15 +6.9%
845 CVLG Covenant Logistics Group Inc Industrials 164.0 $7K -64.0 -28.1% $44.18 -21.4%
846 UPST Upstart Holdings Inc Financial Services 204.0 $7K -20.0 -8.9% $35.43 -18.5%
847 FCN FTI Consulting Inc Industrials 48.0 $7K -2.0 -4.0% $149.00 +3.0%
848 IONS Ionis Pharmaceuticals Inc Com Healthcare 90.0 $7K -1.0 -1.1% $79.29 -25.9%
849 NEU NewMarket Corp Basic Materials 9.0 $7K -37.0 -80.4% $791.22 +17.2%
850 CHH Choice Hotels International Inc Consumer Cyclical 64.0 $7K -99.0 -60.7% $110.27 -0.9%
851 ICUI ICU Medical Inc Healthcare 48.0 $7K -29.0 -37.7% $146.60 +24.5%
852 NFG National Fuel Gas Co Energy 91.0 $7K -138.0 -60.3% $77.21 +8.7%
853 TBBK Bancorp Inc/The Financial Services 112.0 $7K -28.0 -20.0% $62.64 +6.8%
854 GLDM SPDR Gold MiniShares Trust Financial Services 88.0 $7K -111.0 -55.8% $79.42 +12.8%
855 ITRI Itron Inc Technology 80.0 $7K -36.0 -31.0% $86.53 +13.8%
856 SMPL Simply Good Foods Co/The Consumer Defensive 517.0 $7K -113.0 -17.9% $13.28 -17.2%
857 NVR NVR Inc Consumer Cyclical 1.0 $7K -2.0 -66.7% $6813.00 -7.5%
858 BRBR BellRing Brands Inc Consumer Defensive 526.0 $7K -316.0 -37.5% $12.94 -19.2%
859 OZK Bank OZK Financial Services 130.0 $7K -47.0 -26.6% $52.09 -5.4%
860 VRNS Varonis Systems Inc Technology 161.0 $7K -15.0 -8.5% $41.96 -2.7%
Page 43 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 30.8%
Financial Services 15.4%
Industrials 11.2%
Healthcare 9.8%
Consumer Cyclical 9.8%
Communication Services 9.6%
Consumer Defensive 5.4%
Energy 3.9%
Utilities 1.8%
Basic Materials 1.4%