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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 73 of 120  ·  2,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 MMYT MakeMyTrip Ltd Consumer Cyclical 107.0 $9K $82.12 -47.6%
1442 DIN Dine Brands Global Inc Consumer Cyclical 273.0 $9K $32.14 -5.7%
1443 SAIC Science Applications International Corp Technology 87.0 $9K -54.0 -38.3% $100.66 -4.1%
1444 RXO RXO Inc Industrials 691.0 $9K +245.0 +54.9% $12.64 +88.7%
1445 TALO Talos Energy Inc Energy 792.0 $9K $11.02 +47.0%
1446 HROW Harrow Inc Healthcare 178.0 $9K -16.0 -8.2% $49.00 -32.7%
1447 LQDA Liquidia Corp Healthcare 252.0 $9K -48.0 -16.0% $34.49 +79.7%
1448 NUVB Nuvation Bio Inc Healthcare 970.0 $9K -360.0 -27.1% $8.96 -46.5%
1449 GTLB Gitlab Inc Technology 231.0 $9K -9.0 -3.8% $37.53 -31.7%
1450 TPH TRI Pointe Homes Inc Consumer Cyclical 275.0 $9K $31.47 +49.2%
1451 STBA S&T Bancorp Inc Financial Services 219.0 $9K -27.0 -11.0% $39.35 +14.3%
1452 Cushman & Wakefield Ltd 532.0 $9K NEW $16.19
1453 PRGS Progress Software Corp Technology 200.0 $9K +56.0 +38.9% $42.96 -32.0%
1454 PLAY Dave & Buster's Entertainment Inc Communication Services 529.0 $9K $16.21 -31.2%
1455 STRL Sterling Infrastructure Inc Industrials 28.0 $9K +5.0 +21.7% $306.21 +145.6%
1456 PSKY Paramount Skydance Corp Communication Services 638.0 $9K +186.0 +41.1% $13.40 -24.4%
1457 FCN FTI Consulting Inc Industrials 50.0 $9K -38.0 -43.2% $170.84 -10.3%
1458 UAMY United States Antimony Corp Basic Materials 1,700.0 $9K $5.02 +65.9%
1459 ALKS Alkermes PLC Healthcare 304.0 $9K $27.98 +32.1%
1460 OGN Organon & Co Healthcare 1,186.0 $9K -621.0 -34.4% $7.17 +87.2%
Page 73 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%