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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 44 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ZD Ziff Davis Inc Communication Services 129.0 $7K -80.0 -38.3% $52.37 +6.0%
862 WGO Winnebago Industries Inc Consumer Cyclical 212.0 $7K -321.0 -60.2% $31.24 +5.2%
863 MPT Medical Properties Trust Inc Financial Services 1,431.0 $7K -143.0 -9.1% $4.62 -10.0%
864 CE Celanese Corp Basic Materials 143.0 $7K -21.0 -12.8% $46.00 +0.6%
865 ESNT Essent Group Ltd Financial Services 100.0 $6K -52.0 -34.2% $64.28 +7.4%
866 RMR RMR Group Inc/The Real Estate 312.0 $6K -4.0 -1.3% $20.53 -2.7%
867 CRI Carter's Inc Consumer Cyclical 154.0 $6K -5.0 -3.1% $41.16 -9.6%
868 FBIN Fortune Brands Innovations Inc Industrials 115.0 $6K -187.0 -61.9% $54.90 -15.3%
869 POST Post Holdings Inc Consumer Defensive 71.0 $6K -261.0 -78.6% $88.25 -10.7%
870 ACHC Acadia Healthcare Co Inc Healthcare 205.0 $6K -314.0 -60.5% $29.53 -7.4%
871 CACI CACI International Inc Technology 13.0 $6K -7.0 -35.0% $463.23 +43.1%
872 LCII LCI Industries Com Consumer Cyclical 56.0 $6K -3.0 -5.1% $105.88 +1.7%
873 SAFT Safety Insurance Group Inc Financial Services 79.0 $6K -45.0 -36.3% $74.86 +38.3%
874 TOST Toast Inc Technology 212.0 $6K -128.0 -37.6% $27.82 +26.4%
875 Beacon Financial Corp 193.0 $6K -72.0 -27.2% $30.45
876 LAND Gladstone Land Corp Real Estate 676.0 $6K -37.0 -5.2% $8.53 +0.9%
877 BCC Boise Cascade Co Basic Materials 74.0 $6K -208.0 -73.8% $77.64 +7.1%
878 PLAY Dave & Buster's Entertainment Inc Communication Services 500.0 $6K -29.0 -5.5% $11.40 -12.5%
879 ENR Energizer Holdings Inc Industrials 264.0 $6K -308.0 -53.9% $21.44 +1.3%
880 SMB VanEck Short Muni ETF 323.0 $6K -11K -97.1% $17.35 -0.7%
Page 44 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%