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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 45 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 ACI Albertsons Cos Inc Consumer Defensive 411.0 $6K -1K -74.8% $13.53 -9.8%
882 NOG Northern Oil & Gas Inc Energy 306.0 $6K -437.0 -58.8% $18.15 +43.1%
883 EXPO Exponent Inc Industrials 94.0 $6K -197.0 -67.7% $58.76 +16.1%
884 MMYT MakeMyTrip Ltd Consumer Cyclical 102.0 $5K -5.0 -4.7% $53.29 +14.3%
885 Lennar Corp 61.0 $5K -26.0 -29.9% $88.70
886 VPG Vishay Precision Group Inc Technology 36.0 $5K -138.0 -79.3% $149.92 -56.0%
887 CHDN Churchill Downs Inc Consumer Cyclical 60.0 $5K -337.0 -84.9% $89.63 -0.6%
888 ASB Associated Banc-Corp Financial Services 174.0 $5K -50.0 -22.3% $30.77 +3.0%
889 CNA CNA Financial Corp Financial Services 110.0 $5K -127.0 -53.6% $48.61 +3.8%
890 OFIX Orthofix Medical Inc Healthcare 584.0 $5K -109.0 -15.7% $9.14 +16.7%
891 James Hardie Industries PLC Com 203.0 $5K -193.0 -48.7% $26.18
892 AIN Albany International Corp Consumer Cyclical 71.0 $5K -9.0 -11.2% $74.51 -16.3%
893 AMR Alpha Metallurgical Resources Inc Com Energy 32.0 $5K -1.0 -3.0% $164.94 +9.5%
894 RH RH Consumer Cyclical 32.0 $5K -9.0 -21.9% $164.72 +7.3%
895 ITM VanEck Intermediate Muni ETF 111.0 $5K -10K -98.9% $46.99 -1.9%
896 NMRK Newmark Group Inc Real Estate 345.0 $5K -9.0 -2.5% $15.11 +4.9%
897 Cushman & Wakefield Ltd 389.0 $5K -143.0 -26.9% $13.39
898 VC Visteon Corp Consumer Cyclical 52.0 $5K -13.0 -20.0% $99.21 +7.4%
899 SHAK Shake Shack Inc Consumer Cyclical 92.0 $5K -45.0 -32.9% $56.02 +29.5%
900 TW Tradeweb Markets Inc Financial Services 51.0 $5K -39.0 -43.3% $99.67 +5.2%
Page 45 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%