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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 48 of 120  ·  2,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 INVH Invitation Homes Inc Real Estate 1,158.0 $32K 0.00% -204.0 -15.0% $27.79 +4.5%
942 THRM Gentherm Inc Consumer Cyclical 880.0 $32K 0.00% $36.37 -14.2%
943 COHU Cohu Inc Technology 1,375.0 $32K 0.00% -28.0 -2.0% $23.27 +96.2%
944 TMP Tompkins Financial Corp Financial Services 437.0 $32K 0.00% $72.52 +17.8%
945 NEU NewMarket Corp Basic Materials 46.0 $32K 0.00% -1.0 -2.1% $687.26 +4.8%
946 NCLH Norwegian Cruise Line Holdings Ltd Consumer Cyclical 1,414.0 $32K 0.00% -84.0 -5.6% $22.32 -26.2%
947 REXR Rexford Industrial Realty Inc Real Estate 814.0 $32K 0.00% -9.0 -1.1% $38.72 -6.9%
948 VNO Vornado Realty Trust Real Estate 946.0 $31K 0.00% -74.0 -7.2% $33.28 -5.0%
949 Dayforce Inc 455.0 $31K 0.00% -4.0 -0.9% $69.16
950 WTFC Wintrust Financial Corp Financial Services 225.0 $31K 0.00% -64.0 -22.1% $139.82 +7.1%
951 THG Hanover Insurance Group Inc/The Financial Services 171.0 $31K 0.00% $182.77 +6.4%
952 MGM MGM Resorts International Consumer Cyclical 854.0 $31K 0.00% -450.0 -34.5% $36.49 +3.2%
953 ZM Zoom Communications Inc Technology 361.0 $31K 0.00% -120.0 -24.9% $86.29 +15.2%
954 BMRN BioMarin Pharmaceutical Inc Healthcare 523.0 $31K 0.00% +71.0 +15.7% $59.43 -9.0%
955 HOPE Hope Bancorp Incorporated Financial Services 2,829.0 $31K 0.00% +60.0 +2.2% $10.96 +13.6%
956 GPK Graphic Packaging Holding Co Consumer Cyclical 2,039.0 $31K 0.00% +2K +649.6% $15.06 -33.3%
957 PCOR Procore Technologies Inc Technology 418.0 $30K 0.00% -592.0 -58.6% $72.74 -36.2%
958 EWX SPDR S&P Emerging Markets SmallCap ETF 460.0 $30K 0.00% $65.66 +11.1%
959 IDA IDACORP Inc Utilities 238.0 $30K 0.00% $126.56 +11.9%
960 MNRO Monro Inc Consumer Cyclical 1,501.0 $30K 0.00% $20.04 -18.3%
Page 48 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%