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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 49 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 CUZ Cousins Properties Inc Real Estate 103.0 $3K -323.0 -75.8% $29.98 -3.3%
962 PRIM Primoris Services Corp Industrials 31.0 $3K -2.0 -6.1% $99.13 -19.5%
963 KWR Quaker Chemical Corp Basic Materials 19.0 $3K -21.0 -52.5% $158.89 +3.8%
964 EPC Edgewell Personal Care Co Consumer Defensive 110.0 $3K -9.0 -7.6% $26.86 +5.9%
965 GCMG GCM Grosvenor Inc Financial Services 237.0 $3K -292.0 -55.2% $12.30 +11.1%
966 MCFT MasterCraft Boat Holdings Inc Consumer Cyclical 109.0 $3K -47.0 -30.1% $25.82 -2.6%
967 CSW Industrials Inc 10.0 $3K -1.0 -9.1% $278.30
968 FIP FTAI Infrastructure Inc Industrials 597.0 $3K -148.0 -19.9% $4.64 -13.1%
969 FMC FMC Corp Basic Materials 240.0 $3K -167.0 -41.0% $11.50 -12.0%
970 WMG Warner Music Group Corp Communication Services 100.0 $3K -8.0 -7.4% $27.07 -2.8%
971 NATL NCR Atleos Corp Technology 62.0 $3K -63.0 -50.4% $43.40 +6.0%
972 VCEL Vericel Corp Healthcare 60.0 $3K -1.0 -1.6% $44.48 -0.5%
973 BKU BankUnited Inc Financial Services 55.0 $3K -175.0 -76.1% $48.45 -1.4%
974 EPAC Enerpac Tool Group Corp Industrials 74.0 $3K -353.0 -82.7% $35.86 +1.8%
975 OXM Oxford Industries Inc Consumer Cyclical 76.0 $3K -35.0 -31.5% $34.87 +2.1%
976 MBB iShares MBS ETF 28.0 $3K -15.0 -34.9% $94.54 -1.5%
977 WU Western Union Co/The Financial Services 341.0 $3K -2K -87.9% $7.70 -6.4%
978 STEP StepStone Group Inc Financial Services 63.0 $3K -9.0 -12.5% $41.37 +17.2%
979 SCSC ScanSource Inc Technology 50.0 $3K -58.0 -53.7% $52.10 +0.4%
980 AXTA Axalta Coating Systems Ltd Basic Materials 76.0 $3K -156.0 -67.2% $34.22 +3.5%
Page 49 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%