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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 44 of 123  ·  2,444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 PCTY Paylocity Holding Corp Technology 385.0 $40K 0.00% +195.0 +102.6% $104.53 +46.7%
862 XLF Financial Select Sector SPDR Fund 750.0 $40K 0.00% $53.61 +7.2%
863 LVS Las Vegas Sands Corp Consumer Cyclical 870.0 $40K 0.00% -108.0 -11.0% $46.19 +1.8%
864 QRVO Qorvo Inc Technology 430.0 $40K 0.00% -48.0 -10.0% $93.27 +2.5%
865 SLV iShares Silver Trust Financial Services 750.0 $40K 0.00% -500.0 -40.0% $53.47 +17.3%
866 OWL Blue Owl Capital Inc Financial Services 4,577.0 $40K 0.00% +3K +237.0% $8.75 +33.4%
867 THRM Gentherm Inc Consumer Cyclical 1,173.0 $40K 0.00% +293.0 +33.3% $34.11 +18.6%
868 NI NiSource Inc Utilities 840.0 $40K 0.00% -77.0 -8.4% $47.55 -14.6%
869 CCEP Coca-Cola Europacific Partners PLC Consumer Defensive 399.0 $40K 0.00% -41.0 -9.3% $100.07 +7.9%
870 SNX TD SYNNEX Corp Technology 149.0 $40K 0.00% +7.0 +4.9% $267.34 -6.4%
871 HOPE Hope Bancorp Incorporated Financial Services 2,910.0 $40K 0.00% +81.0 +2.9% $13.68 +2.1%
872 IMO Imperial Oil Ltd Energy 348.0 $39K 0.00% -98.0 -22.0% $112.02 +23.2%
873 MGM MGM Resorts International Consumer Cyclical 810.0 $39K 0.00% -44.0 -5.2% $47.81 -8.5%
874 DKS Dick's Sporting Goods Inc Consumer Cyclical 170.0 $39K 0.00% +21.0 +14.1% $226.81 -19.2%
875 CPF Central Pacific Financial Corp Financial Services 1,008.0 $39K 0.00% +307.0 +43.8% $38.20 -2.0%
876 TXRH Texas Roadhouse Inc Consumer Cyclical 199.0 $38K 0.00% -153.0 -43.5% $193.23 +5.8%
877 RSP Invesco S&P 500 Equal Weight ETF 180.0 $38K 0.00% -925.0 -83.7% $212.77 +4.2%
878 CYTK Cytokinetics INC Healthcare 448.0 $38K 0.00% +11.0 +2.5% $85.19 -9.8%
879 SIGI Selective Insurance Group Inc Financial Services 392.0 $38K 0.00% -163.0 -29.4% $97.01 -5.7%
880 SHOO Steven Madden Ltd Consumer Cyclical 901.0 $38K 0.00% -60.0 -6.2% $42.10 +9.5%
Page 44 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%