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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 38 of 123  ·  2,444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 Monarch Cement Co/The 191.0 $55K 0.00% -96.0 -33.5% $287.25
742 PSF Cohen & Steers Select Preferred and Income Fund Inc Financial Services 2,723.0 $55K 0.00% $20.13 -4.1%
743 UCB United Community Banks Inc/GA Financial Services 1,561.0 $55K 0.00% $35.09 +1.4%
744 PPG PPG Industries Inc Basic Materials 451.0 $55K 0.00% +22.0 +5.1% $121.29 -6.3%
745 SLAB Silicon Laboratories Inc Technology 250.0 $55K 0.00% +83.0 +49.7% $218.56 -0.3%
746 Digi Power X Inc Com 10,000.0 $54K 0.00% $5.45
747 COHU Cohu Inc Technology 737.0 $54K 0.00% -638.0 -46.4% $73.91 -26.4%
748 ATEN A10 Networks Inc Technology 1,455.0 $54K 0.00% -146.0 -9.1% $37.36 -30.1%
749 VNO Vornado Realty Trust Real Estate 1,382.0 $54K 0.00% +436.0 +46.1% $39.30 -3.6%
750 SWKS Skyworks Solutions Inc Technology 799.0 $54K 0.00% -615.0 -43.5% $67.80 -1.0%
751 DECK Deckers Outdoor Corp Consumer Cyclical 541.0 $54K 0.00% -41.0 -7.0% $99.29 -7.7%
752 LLYVA Liberty Live Holdings Inc 527.0 $53K 0.00% -14.0 -2.6% $101.26
753 PHIN Phinia Inc Consumer Cyclical 645.0 $53K 0.00% -78.0 -10.8% $82.37 -11.7%
754 MGA Magna International Inc Consumer Cyclical 807.0 $53K 0.00% -40.0 -4.7% $65.66 +11.3%
755 FIS Fidelity National Information Services Inc Technology 1,357.0 $53K 0.00% -492.0 -26.6% $38.88 +6.3%
756 PFG Principal Financial Group Inc Financial Services 485.0 $52K 0.00% -47.0 -8.8% $107.78 +2.8%
757 Franklin Pennsylvania Municipal Income ETF 5,949.0 $52K 0.00% NEW $8.76
758 MTZ MasTec Inc Industrials 125.0 $52K 0.00% +46.0 +58.2% $416.06 -36.0%
759 GIL Gildan Activewear Inc Consumer Cyclical 1,004.0 $52K 0.00% -108.0 -9.7% $51.60 +8.9%
760 RHI Robert Half Inc Industrials 1,687.0 $52K 0.00% -645.0 -27.7% $30.70 +45.8%
Page 38 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 31.7%
Financial Services 15.8%
Industrials 11.5%
Healthcare 10.1%
Consumer Cyclical 10.1%
Communication Services 7.1%
Consumer Defensive 5.5%
Energy 4.0%
Utilities 1.9%
Basic Materials 1.5%