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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 60 of 123  ·  2,444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 JEF Jefferies Financial Group Inc Financial Services 332.0 $17K -855.0 -72.0% $49.98 +4.7%
1182 ONON On Holding AG Consumer Cyclical 468.0 $17K -373.0 -44.4% $35.42 -15.2%
1183 IWS iShares Russell Mid-Cap Value ETF 100.0 $16K $164.60 +4.5%
1184 QTWO Q2 Holdings Inc Technology 342.0 $16K +109.0 +46.8% $48.10 +32.9%
1185 CRGY Crescent Energy Co Energy 1,670.0 $16K -408.0 -19.6% $9.82 +43.2%
1186 NLR VanEck Uranium and Nuclear ETF 141.0 $16K NEW $115.98 +3.4%
1187 ASTS AST SpaceMobile Inc Technology 184.0 $16K -977.0 -84.2% $88.86 -22.7%
1188 Pinnacle Financial Partners Inc 162.0 $16K NEW $100.88
1189 MDLN Medline Inc Healthcare 413.0 $16K NEW $39.44 -13.1%
1190 TIGO Millicom International Cellular SA Communication Services 179.0 $16K -26.0 -12.7% $90.76 +3.2%
1191 GFS GLOBALFOUNDRIES Inc Technology 196.0 $16K +19.0 +10.7% $82.41 -41.7%
1192 WLK Westlake Corp Basic Materials 221.0 $16K -53.0 -19.3% $73.00 +8.1%
1193 CNX CNX Resources Corp Energy 474.0 $16K -19.0 -3.9% $33.93 +7.2%
1194 RLI RLI Corp Financial Services 272.0 $16K -346.0 -56.0% $59.07 +10.7%
1195 PTGX Protagonist Therapeutics Inc Healthcare 131.0 $16K +12.0 +10.1% $122.58 +25.9%
1196 NCLH Norwegian Cruise Line Holdings Ltd Consumer Cyclical 760.0 $16K -654.0 -46.2% $21.11 -18.3%
1197 FCPT Four Corners Property Trust Inc Real Estate 653.0 $16K +85.0 +15.0% $24.55 +2.8%
1198 AGX Argan Inc Industrials 20.0 $16K +16.0 +400.0% $798.55 -37.2%
1199 JHG Janus Henderson Group PLC Financial Services 307.0 $16K -92.0 -23.1% $51.95 -0.0%
1200 SSNC SS&C Technologies Holdings Inc Technology 257.0 $16K +117.0 +83.6% $62.05 +33.7%
Page 60 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%