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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 48 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ESTC Elastic NV Technology 62.0 $4K -64.0 -50.8% $57.02 +49.1%
942 AMSF AMERISAFE Inc Financial Services 104.0 $4K -32.0 -23.5% $33.83 -21.6%
943 EGY VAALCO Energy Inc Energy 685.0 $3K -224.0 -24.6% $5.08 +14.8%
944 EXTR Extreme Networks Inc Technology 107.0 $3K -88.0 -45.1% $32.37 -26.6%
945 IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF 135.0 $3K -13K -99.0% $25.58 -0.3%
946 DLB Dolby Laboratories Inc Technology 65.0 $3K -46.0 -41.4% $52.58 +16.2%
947 HAE Haemonetics Corp Healthcare 45.0 $3K -44.0 -49.4% $75.00 +39.5%
948 TAP Molson Coors Beverage Co Consumer Defensive 85.0 $3K -245.0 -74.2% $38.96 +5.6%
949 MICC Magnum Ice Cream Co NV/The Consumer Defensive 189.0 $3K -427.0 -69.3% $17.41 +9.0%
950 RGEN Repligen Corp Healthcare 24.0 $3K -3.0 -11.1% $136.46 +21.8%
951 WIX Wix.com Ltd Technology 72.0 $3K -42.0 -36.8% $45.38 +70.0%
952 Diversified Energy Co 234.0 $3K -128.0 -35.4% $13.86
953 NWS News Corp Communication Services 115.0 $3K -42.0 -26.8% $28.06 +19.3%
954 BJRI BJ's Restaurants Inc Consumer Cyclical 53.0 $3K -224.0 -80.9% $60.74 +7.5%
955 SXT Sensient Technologies Corp Basic Materials 26.0 $3K -38.0 -59.4% $123.31 +5.5%
956 DFIN Donnelley Financial Solutions Inc Financial Services 76.0 $3K -7.0 -8.4% $41.95 +15.3%
957 RRR Red Rock Resorts Inc Consumer Cyclical 49.0 $3K -2.0 -3.9% $65.06 -5.5%
958 BILL BILL Holdings Inc Technology 87.0 $3K -141.0 -61.8% $36.16 +36.0%
959 ENVA Enova International Inc Financial Services 13.0 $3K -14.0 -51.9% $240.69 +8.9%
960 UHT Universal Health Realty Income Trust Real Estate 71.0 $3K -506.0 -87.7% $43.86 -7.9%
Page 48 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%