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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 93 of 123  ·  2,444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 PLTK Playtika Holding Corp Technology 873.0 $3K +670.0 +330.1% $3.72 -36.3%
1842 SONO Sonos Inc Technology 240.0 $3K $13.53 +17.0%
1843 Diversified Energy Co 234.0 $3K -128.0 -35.4% $13.86
1844 NWS News Corp 115.0 $3K -42.0 -26.8% $28.06
1845 DGII Digi International Inc Technology 43.0 $3K +4.0 +10.3% $74.95 -0.1%
1846 BJRI BJ's Restaurants Inc Consumer Cyclical 53.0 $3K -224.0 -80.9% $60.74 +9.9%
1847 SXT Sensient Technologies Corp Basic Materials 26.0 $3K -38.0 -59.4% $123.31 +9.1%
1848 BBIO Bridgebio Pharma Inc Healthcare 43.0 $3K +8.0 +22.9% $74.49 +9.4%
1849 DFIN Donnelley Financial Solutions Inc Financial Services 76.0 $3K -7.0 -8.4% $41.95 +15.0%
1850 RRR Red Rock Resorts Inc Consumer Cyclical 49.0 $3K -2.0 -3.9% $65.06 -6.1%
1851 VOYA Voya Financial Inc Financial Services 35.0 $3K $90.54 +8.0%
1852 FSTR L B Foster Co Industrials 70.0 $3K $45.17 -15.7%
1853 WRBY Warby Parker Inc Healthcare 104.0 $3K $30.34 -9.5%
1854 YSS York Space Systems Inc Technology 128.0 $3K NEW $24.62 -62.1%
1855 BILL BILL Holdings Inc Technology 87.0 $3K -141.0 -61.8% $36.16 +32.2%
1856 BXMT Blackstone Mortgage Trust Inc Real Estate 185.0 $3K $16.95 -15.8%
1857 SENEA Seneca Foods Corp Consumer Defensive 18.0 $3K +9.0 +100.0% $173.94 +11.6%
1858 ENVA Enova International Inc Financial Services 13.0 $3K -14.0 -51.9% $240.69 +0.9%
1859 Exyn Technologies Inc 600.0 $3K NEW $5.20
1860 PL Planet Labs PBC Industrials 94.0 $3K NEW $33.13 -32.7%
Page 93 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%