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Portfolio (Quarterly) Guide ↗

MassMutual Private Wealth & Trust, FSB

· CIK 0001103653
13F Portfolio $3.9B AUM 2,394 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 126 New 685 Added 902 Reduced 128 Exited
Page 110 of 120  ·  2,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 NUVL Nuvalent Inc Healthcare 8.0 $805.0 +4.0 +100.0% $100.62 -0.7%
2182 PLTK Playtika Holding Corp Technology 203.0 $802.0 -158.0 -43.8% $3.95 -5.6%
2183 MYGN Myriad Genetics Inc Healthcare 128.0 $787.0 -35.0 -21.5% $6.15 -40.6%
2184 PRA ProAssurance Corp Financial Services 32.0 $773.0 $24.16 +1.9%
2185 SPB Spectrum Brands Holdings Inc Consumer Defensive 13.0 $768.0 $59.08 +30.5%
2186 TOWN Towne Bank/Portsmouth VA Financial Services 23.0 $768.0 $33.39 +2.5%
2187 VICR Vicor Corp Technology 7.0 $767.0 $109.57 +127.3%
2188 PRKS United Parks & Resorts Inc Consumer Cyclical 21.0 $762.0 NEW $36.29 -0.4%
2189 CENTA Central Garden & Pet Co Consumer Defensive 26.0 $759.0 +21.0 +420.0% $29.19 +18.6%
2190 AHRT Armada Hoffler Properties Inc Financial Services 114.0 $755.0 -707.0 -86.1% $6.62 -0.3%
2191 DFH Dream Finders Homes Inc Consumer Cyclical 44.0 $752.0 NEW $17.09 -24.6%
2192 NCNO nCino Inc Technology 29.0 $744.0 $25.66 -41.1%
2193 IMAX IMAX Corp Communication Services 20.0 $739.0 -5.0 -20.0% $36.95 -9.1%
2194 CVI CVR Energy Inc Energy 29.0 $738.0 $25.45 +35.7%
2195 HUMA Humacyte Inc Healthcare 765.0 $735.0 $0.96 -14.1%
2196 OSCR Oscar Health Inc Healthcare 50.0 $719.0 -5.0 -9.1% $14.38 +75.9%
2197 FRME First Merchants Corp Financial Services 19.0 $712.0 $37.47 +5.6%
2198 GLNG Golar LNG Ltd Energy 19.0 $707.0 $37.21 +52.6%
2199 MGEE MGE Energy Inc Utilities 9.0 $706.0 -24.0 -72.7% $78.44 -4.4%
2200 STVN Stevanato Group SpA Healthcare 35.0 $704.0 $20.11 -11.6%
Page 110 of 120  ·  2,394 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 30.0%
Financial Services 16.2%
Industrials 11.2%
Consumer Cyclical 10.5%
Healthcare 9.8%
Communication Services 9.8%
Consumer Defensive 5.2%
Energy 3.6%
Utilities 1.7%
Basic Materials 1.3%