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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 64 of 123  ·  2,444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 VICR Vicor Corp Technology 36.0 $14K +29.0 +414.3% $379.78 -49.4%
1262 MMSI Merit Medical Systems Inc Healthcare 197.0 $14K -112.0 -36.2% $69.34 +30.3%
1263 ALGM Allegro MicroSystems Inc Technology 196.0 $14K $69.62 -48.7%
1264 EXLS ExlService Holdings Inc Technology 526.0 $14K -34.0 -6.1% $25.86 +45.8%
1265 SUPN Supernus Pharmaceuticals Inc Healthcare 292.0 $14K -40.0 -12.1% $46.51 -3.0%
1266 ALKS Alkermes PLC Healthcare 259.0 $14K -45.0 -14.8% $52.39 -6.8%
1267 BFAM Bright Horizons Family Solutions Inc Consumer Cyclical 191.0 $14K +127.0 +198.4% $70.88 +4.5%
1268 MKTX MarketAxess Holdings Inc Financial Services 119.0 $14K -192.0 -61.7% $113.49 +43.0%
1269 INDB Independent Bank Corp Financial Services 161.0 $13K -99.0 -38.1% $83.72 +0.0%
1270 MSEX Middlesex Water Co Utilities 240.0 $13K -107.0 -30.8% $56.16 +5.5%
1271 CMC Commercial Metals Co Basic Materials 214.0 $13K -30.0 -12.3% $62.75 +2.9%
1272 SMG Scotts Miracle-Gro Co/The Basic Materials 196.0 $13K $68.11 -12.1%
1273 DRH DiamondRock Hospitality Co Real Estate 1,096.0 $13K +63.0 +6.1% $12.18 +4.7%
1274 APLE Apple Hospitality REIT Inc Real Estate 792.0 $13K +26.0 +3.4% $16.81 -1.3%
1275 IDCC InterDigital Inc Technology 47.0 $13K +8.0 +20.5% $283.13 +21.2%
1276 GXO GXO Logistics Inc Industrials 262.0 $13K -34.0 -11.5% $50.70 -7.4%
1277 GAP Gap Inc/The Consumer Cyclical 710.0 $13K -85.0 -10.7% $18.68 +8.5%
1278 XRAY DENTSPLY SIRONA Inc Healthcare 1,249.0 $13K +609.0 +95.2% $10.61 +2.7%
1279 RUN Sunrun Inc Energy 988.0 $13K -5.0 -0.5% $13.38 -32.8%
1280 HWKN Hawkins Inc Basic Materials 93.0 $13K -42.0 -31.1% $142.10 -17.2%
Page 64 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%