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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 66 of 120  ·  2,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 CBT Cabot Corp Basic Materials 186.0 $12K +117.0 +169.6% $66.28 +18.2%
1302 BSY Bentley Systems Inc Technology 322.0 $12K +72.0 +28.8% $38.16 -12.6%
1303 MRCY Mercury Systems Inc Industrials 168.0 $12K +18.0 +12.0% $73.01 +32.0%
1304 PLMR Palomar Holdings Inc Financial Services 91.0 $12K +43.0 +89.6% $134.76 -14.1%
1305 SSNC SS&C Technologies Holdings Inc Technology 140.0 $12K -107.0 -43.3% $87.42 -23.1%
1306 TOST Toast Inc Technology 340.0 $12K -139.0 -29.0% $35.51 -34.3%
1307 Globus Medical Inc 138.0 $12K +11.0 +8.7% $87.31
1308 RITM Rithm Capital Corp Real Estate 1,090.0 $12K +90.0 +9.0% $10.90 -15.0%
1309 WIX Wix.com Ltd Technology 114.0 $12K -45.0 -28.3% $103.89 -47.3%
1310 NVST Envista Holdings Corp Healthcare 545.0 $12K $21.71 +8.8%
1311 WSR Whitestone REIT Real Estate 850.0 $12K $13.89 +36.6%
1312 TCBI Texas Capital Bancshares Inc Financial Services 130.0 $12K $90.54 +9.1%
1313 GameStop Corp 586.0 $12K -347.0 -37.2% $20.08
1314 MRTN Marten Transport Ltd Industrials 1,026.0 $12K +17.0 +1.7% $11.38 +45.8%
1315 XLI State Street Industrial Select Sector SPDR ETF 75.0 $12K -95.0 -55.9% $155.12 +9.9%
1316 AFG American Financial Group Inc/OH Financial Services 85.0 $12K $136.68 +0.4%
1317 RWR State Street SPDR Dow Jones REIT ETF 118.0 $12K $98.23 +13.0%
1318 MLYS Mineralys Therapeutics Inc Healthcare 319.0 $12K $36.29 -16.7%
1319 REYN Reynolds Consumer Products Inc Consumer Cyclical 502.0 $12K +152.0 +43.4% $22.92 -5.1%
1320 INSW International Seaways Inc Energy 237.0 $12K $48.55 +75.3%
Page 66 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%