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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 122 of 123  ·  2,444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 Genus International Corp 1,000.0
2422 Global Energy Networks Corp 11.0
2423 Heroes Inc Com Stk 8.0
2424 Merrimack Pharmaceuticals Inc 24,500.0
2425 Nexaira Wireless Inc 1,000.0
2426 Notis Global Inc 15,000.0
2427 Pulse Beverage Corp/The 3,000.0
2428 Rainbow Coral Corp 5.0
2429 Striker Oil & Gas Inc 105,000.0
2430 US Fuel Corp 4,500.0
2431 Vert Infrastructure Ltd 745.0
2432 Webull Corp -100.0%
2433 Xcelera Inc Com Stk 150.0
2434 CECO CECO Environmental Corp Industrials NEW
2435 ELMD Electromed Inc Healthcare NEW
2436 EOSE Eos Energy Enterprises INC Industrials NEW
2437 WGS GeneDx Holdings Corp Healthcare NEW
2438 GCT GigaCloud Technology Inc Technology -100.0%
2439 GYRE Gyre Therapeutics Inc Com Healthcare NEW
2440 HNRG Hallador Energy Co Energy -100.0%
Page 122 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%