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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 121 of 123  ·  2,444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 VITL Vital Farms Inc Consumer Defensive -100.0%
2402 WLDN Willdan Group Inc Industrials -100.0%
2403 Alvarion Ltd 3.0
2404 ATC Venture Group Inc 3,333.0
2405 ATP Oil & Gas Corp/United States 54.0
2406 Besra Gold Inc 39.0
2407 Bio-Heal Laboratories Inc 1.0
2408 Biolife Sciences Inc 1,000.0
2409 CannTrust Holdings Inc 1,300.0
2410 Cavit Sciences Inc 10.0
2411 Cen Biotech INC 1.0
2412 China Agritech Inc 2,265.0
2413 Contra ABIOMED Inc 25.0 +5.0 +25.0%
2414 Contra Blueprint Medicines Corp 9.0
2415 Contra Hologic Incorpo 1,718.0 NEW
2416 Contra Walgreens Boots 26.0 -1K -98.1%
2417 Creative Edge Nutrition Inc 1,350.0
2418 Farfetch Ltd 300.0
2419 Fisker Inc 2,146.0
2420 Fuda Faucet Works Inc 57.0
Page 121 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%