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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 108 of 123  ·  2,444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 ABAT American Battery Technology Co Basic Materials 400.0 $1K $2.83 -17.3%
2142 PHR Phreesia Inc Healthcare 110.0 $1K NEW $10.29 +17.2%
2143 Hudson Pacific Properties Inc 74.0 $1K NEW $15.19
2144 COGT Cogent Biosciences Inc Healthcare 29.0 $1K $38.69 -9.1%
2145 OM Outset Medical Inc Healthcare 259.0 $1K NEW $4.32 -0.9%
2146 FOUR Shift4 Payments Inc Technology 23.0 $1K -76.0 -76.8% $48.65 -1.5%
2147 SPB Spectrum Brands Holdings Inc Consumer Defensive 13.0 $1K $85.77 +0.2%
2148 CNK Cinemark Holdings Inc Communication Services 35.0 $1K +5.0 +16.7% $31.74 +18.1%
2149 TK Teekay Corporation Ltd Com Stk Energy 111.0 $1K -17.0 -13.3% $10.00 +31.5%
2150 WEYS Weyco Group Inc Consumer Cyclical 28.0 $1K $39.32 +12.8%
2151 DRVN Driven Brands Holdings Inc Consumer Cyclical 79.0 $1K -222.0 -73.8% $13.94 -5.2%
2152 CERT Certara Inc Healthcare 168.0 $1K NEW $6.55 +35.2%
2153 CHCT Community Healthcare Trust Inc Real Estate 60.0 $1K $18.28 -19.2%
2154 NVMI Nova Ltd Technology 2.0 $1K $543.00 -29.5%
2155 FTRE Fortrea Holdings Inc - W/I Healthcare 62.0 $1K -720.0 -92.1% $17.40 +5.9%
2156 MTW Manitowoc Co Inc/The Industrials 77.0 $1K $13.90 +36.4%
2157 Ascendis Pharma A/S 4.0 $1K NEW $266.75
2158 FLOC Flowco Holdings Inc Energy 50.0 $1K $21.34 +5.8%
2159 LEG Leggett & Platt Inc Consumer Cyclical 91.0 $1K -317.0 -77.7% $11.71 -19.1%
2160 PTEN Patterson-UTI Energy Inc Energy 116.0 $1K +48.0 +70.6% $9.18 +32.8%
Page 108 of 123  ·  2,444 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%