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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 75 of 123  ·  2,444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 ATMU Atmus Filtration Technologies INC Industrials 163.0 $8K +43.0 +35.8% $50.99 -2.3%
1482 RCUS Arcus Biosciences Inc Healthcare 269.0 $8K $30.83 -1.6%
1483 NUVB Nuvation Bio Inc Healthcare 1,460.0 $8K +490.0 +50.5% $5.68 +22.0%
1484 VAC Marriott Vacations Worldwide Corp Consumer Cyclical 81.0 $8K -7.0 -8.0% $101.88 +10.5%
1485 PINE Alpine Income Property Trust Inc Real Estate 397.0 $8K $20.76 -5.8%
1486 FLY Firefly Aerospace Inc Industrials 280.0 $8K NEW $29.40 -16.8%
1487 AVNS Avanos Medical Inc Healthcare 330.0 $8K -175.0 -34.6% $24.88 +0.4%
1488 SiriusPoint Ltd 342.0 $8K $24.00
1489 OLN Olin Corp Basic Materials 412.0 $8K -20.0 -4.6% $19.82 -7.2%
1490 JJSF J & J Snack Foods Corp Consumer Defensive 111.0 $8K -328.0 -74.7% $73.45 +19.3%
1491 EYPT EyePoint Inc Healthcare 569.0 $8K +164.0 +40.5% $14.30 -62.8%
1492 STAA STAAR Surgical Co Healthcare 283.0 $8K +147.0 +108.1% $28.69 -19.3%
1493 CGGR Capital Group Growth ETF 172.0 $8K NEW $47.20 -0.4%
1494 AtaiBeckley Inc 1,539.0 $8K NEW $5.27
1495 XHR Xenia Hotels & Resorts Inc Real Estate 396.0 $8K +44.0 +12.5% $20.36 -4.6%
1496 ORA Ormat Technologies Inc Utilities 74.0 $8K -39.0 -34.5% $108.91 -0.5%
1497 CUBI Customers Bancorp Inc Financial Services 101.0 $8K +53.0 +110.4% $79.10 +0.9%
1498 HNI HNI Corp Industrials 197.0 $8K +73.0 +58.9% $40.41 +21.8%
1499 DAR Darling Ingredients Inc Consumer Defensive 145.0 $8K -76.0 -34.4% $54.62 +20.4%
1500 M Macy's Inc Consumer Cyclical 336.0 $8K -172.0 -33.9% $23.55 -3.1%
Page 75 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%