1y return+14.5%S&P 500 +20.9%
3y return+47.7%S&P 500 +68.5%
5y return+46.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2019: $205 against $255 in the S&P 500.2
MassMutual Private Wealth & Trust, FSBS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $186.0M | 4.8% | −4.2% |
| NVDANVIDIA Corp | $184.1M | 4.8% | −6.6% |
| VOVanguard Mid-Cap ETF | $144.3M | 3.7% | −12.9% |
| MSFTMicrosoft Corp | $135.7M | 3.5% | −1.4% |
| VEAVanguard FTSE Developed Markets ETF | $108.6M | 2.8% | −2.0% |
| AMZNAmazon.com Inc | $102.7M | 2.7% | −3.6% |
| GOOGLAlphabet Inc | $99.8M | 2.6% | −8.2% |
| JPMJPMorgan Chase & Co | $86.3M | 2.2% | +2.2% |
| AVGOBroadcom INC | $80.6M | 2.1% | |
| GOOGAlphabet Inc | $75.4M | 1.9% | −3.3% |
| CSCOCisco Systems Inc | $60.0M | 1.5% | −3.6% |
| EFAiShares MSCI EAFE ETF | $59.7M | 1.5% | −5.3% |
| Dimensional US Small Cap ETFCUSIP 25434V500 | $59.2M | 1.5% | −2.2% |
| METAMeta Platforms Inc | $56.9M | 1.5% | +1.7% |
| IJHiShares Core S&P Mid-Cap ETF | $50.8M | 1.3% | −7.0% |
| VVisa Inc | $50.0M | 1.3% | −1.7% |
| BRK/BBerkshire Hathaway Inc | $48.1M | 1.2% | +6.3% |
| CVXChevron Corp | $45.7M | 1.2% | −3.5% |
| JNJJohnson & Johnson | $45.3M | 1.2% | −3.7% |
| CATCaterpillar Inc | $45.3M | 1.2% | −11.8% |
| VGTVanguard Information Technology ETF | $42.0M | 1.1% | −7.1% |
| ABBVAbbVie INC | $41.4M | 1.1% | −2.3% |
| HDHome Depot Inc/The | $41.2M | 1.1% | −1.2% |
| SCHOSchwab Short-Term U.S. Treasury ETF | $41.0M | 1.1% | +48.1% |
| RTXRTX Corp | $39.4M | 1.0% | −4.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANVIDIA Corp | June 30, 2020 | +2006.7% | $184.1M |
| AVGOBroadcom INC | June 30, 2020 | +1096.9% | $80.6M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $45.3M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $32.8M |
| PANWPalo Alto Networks Inc | December 31, 2020 | +475.7% | $33.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $99.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $75.4M |
| JPMJPMorgan Chase & Co | June 30, 2020 | +248.0% | $86.3M |
| VGTVanguard Information Technology ETF | June 30, 2020 | +243.1% | $42.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $186.0M |
Sold off last quarter
- Honeywell International IncCUSIP 438516106 was $19.5M
- SCHBSchwab US Broad Market ETF was $891K
- Hologic IncCUSIP 436440101 was $132K
- Carnival CorpCUSIP 143658300 was $101K
- BMOPBNY Mellon Municipal Opportunities ETF was $95K
- USFRWisdomTree Floating Rate Treasury Fund was $86K
- URAGlobal X Uranium ETF was $74K
- MGCVanguard Mega Cap ETF was $71K
- DuPont de Nemours IncCUSIP 26614N102 was $62K
- CTRACoterra Energy Inc was $59K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.5% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −3.0% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +8.5% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +6.3% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −14.6% | −16.5% |
| March 31, 2022 | −5.3% | −4.9% |
| December 31, 2021 | +8.5% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: MassMutual Private Wealth & Trust, FSB Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1103653&type=13F-HR&dateb=&owner=include&count=40CIK 1103653
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1103653/000119312526293910/Filed July 2, 2026 · accession 0001193125-26-293910