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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 44 of 120  ·  2,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TOL Toll Brothers Inc Consumer Cyclical 296.0 $40K 0.00% -17.0 -5.4% $135.22 +0.8%
862 SHOO Steven Madden Ltd Consumer Cyclical 961.0 $40K 0.00% $41.64 -2.8%
863 CCEP Coca-Cola Europacific Partners PLC Consumer Defensive 440.0 $40K 0.00% +9.0 +2.1% $90.70 +3.8%
864 JJSF J & J Snack Foods Corp Consumer Defensive 439.0 $40K 0.00% +395.0 +897.7% $90.37 -18.4%
865 NDSN Nordson Corp Industrials 165.0 $40K 0.00% -7.0 -4.1% $240.43 +19.3%
866 RLI RLI Corp Financial Services 618.0 $40K 0.00% +259.0 +72.1% $63.98 -17.7%
867 Civitas Resources Inc 1,453.0 $39K 0.00% +11.0 +0.8% $27.09
868 ONON On Holding AG Consumer Cyclical 841.0 $39K 0.00% -105.0 -11.1% $46.48 -15.7%
869 Guess Inc 2,324.0 $39K 0.00% +27.0 +1.2% $16.75
870 ACLS Axcelis Technologies Inc Technology 484.0 $39K 0.00% -12.0 -2.4% $80.34 +89.8%
871 LQD iShares iBoxx USD Investment Grade Corporate Bond ETF 350.0 $39K 0.00% $110.19 -1.8%
872 UDR UDR Inc Real Estate 1,051.0 $39K 0.00% +146.0 +16.1% $36.68 +3.1%
873 IMO Imperial Oil Ltd Energy 446.0 $38K 0.00% -27.0 -5.7% $86.31 +55.1%
874 MORN Morningstar Inc Financial Services 177.0 $38K 0.00% +104.0 +142.5% $217.31 -20.2%
875 WPC WP Carey Inc Real Estate 597.0 $38K 0.00% -11.0 -1.8% $64.36 +16.5%
876 CRS Carpenter Technology Corp Industrials 122.0 $38K 0.00% -49.0 -28.6% $314.84 +39.2%
877 DMAC DiaMedica Therapeutics Inc Healthcare 4,824.0 $38K 0.00% $7.96 -27.5%
878 NI NiSource Inc Utilities 917.0 $38K 0.00% +60.0 +7.0% $41.76 +14.2%
879 EHC Encompass Health Corp Healthcare 360.0 $38K 0.00% +8.0 +2.3% $106.14 -1.6%
880 OHI Omega Healthcare Investors Inc Real Estate 857.0 $38K 0.00% -675.0 -44.1% $44.34 +8.8%
Page 44 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%