MassMutual Private Wealth & Trust, FSB

MassMutual Private Wealth & Trust, FSB declares $1.3B in 190 of the 220 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 33.7% of its $3.9B 13F portfolio. Largest positions: Apple (0.00% of the company) and NVIDIA (0.00% of the company). Over time: $1.3B in 190 of these companies for Q2 2026, against $269.1M in 64 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $23.2M and sold $62.2M of these stocks, at the quarter's prices: a net sale of $39.0M; 10 new positions and 4 sold out.

Performance of its AI picks

The AI-stock portfolio MassMutual Private Wealth & Trust, FSB declared for Q2 2026 (Form 13F), held unchanged, returned +7.3% in Q3 2026 (SMH -7.1%), ranked 301 of 1,776 active managers. Over the last 12 months, quarter after quarter: +21.7% (SMH +87.2%), ranked 1106 of 1,356 active managers. Over three years, quarter after quarter: +126.8% (SMH +325.8%), ranked 592 of 782 active managers. Over five years, quarter after quarter: +142.2% (SMH +389.8%), ranked 360 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Apple (AAPL) — $186.0M: 642,937 shares, 0.00% of the company, 4.8% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
2. NVIDIA (NVDA) — $184.1M: 920,098 shares, 0.00% of the company, 4.8% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
3. Alphabet (GOOGL) — $175.3M: 492,838 shares, 0.00% of the company, 4.5% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
4. Microsoft (MSFT) — $135.7M: 363,800 shares, 0.00% of the company, 3.5% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
5. Amazon (AMZN) — $102.7M: 430,794 shares, 0.00% of the company, 2.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
6. Broadcom (AVGO) — $80.6M: 213,408 shares, 0.00% of the company, 2.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
7. Cisco (CSCO) — $60.0M: 510,618 shares, 0.01% of the company, 1.5% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
8. Meta Platforms (META) — $56.9M: 101,098 shares, 0.00% of the company, 1.5% of its portfolio (added this quarter); held since Q4 2019 or earlier
9. Caterpillar (CAT) — $45.3M: 42,523 shares, 0.01% of the company, 1.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
10. Palo Alto Networks (PANW) — $33.8M: 98,971 shares, 0.01% of the company, 0.87% of its portfolio (added this quarter); held since Q4 2020
11. NextEra Energy (NEE) — $26.1M: 296,830 shares, 0.01% of the company, 0.67% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
12. Eaton (ETN) — $20.8M: 48,850 shares, 0.01% of the company, 0.54% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
13. Marvell (MRVL) — $15.7M: 52,784 shares, 0.01% of the company, 0.41% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
14. AMD (AMD) — $10.9M: 18,713 shares, 0.00% of the company, 0.28% of its portfolio (added this quarter); held since Q4 2019 or earlier
15. Qualcomm (QCOM) — $10.1M: 54,881 shares, 0.01% of the company, 0.26% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier

By sector

• Cloud & AI giants — $656.7M, 50% of its AI holdings, 6 companies
• Chips & compute — $319.5M, 24% of its AI holdings, 30 companies
• Power, electrical & cooling — $131.4M, 10% of its AI holdings, 46 companies
• AI software — $76.1M, 6% of its AI holdings, 28 companies
• Interconnect — $70.6M, 5% of its AI holdings, 11 companies
• Equipment & test — $17.6M, 1% of its AI holdings, 21 companies
• Neoclouds & data centers — $11.1M, 1% of its AI holdings, 22 companies
• Memory & storage — $8.7M, 1% of its AI holdings, 6 companies
• Servers & systems — $7.5M, 1% of its AI holdings, 12 companies
• Optics — $6.7M, 1% of its AI holdings, 8 companies

Biggest changes this quarter

• trimmed NVIDIA (NVDA): -$13.1M at the quarter's price
• trimmed Alphabet (GOOGL): -$11.5M at the quarter's price
• trimmed Apple (AAPL): -$8.1M at the quarter's price
• trimmed Caterpillar (CAT): -$6.0M at the quarter's price
• added to AMD (AMD): +$5.4M at the quarter's price
• trimmed Accenture (ACN): -$4.9M at the quarter's price
• trimmed Amazon (AMZN): -$3.8M at the quarter's price
• added to Lam Research (LRCX): +$3.7M at the quarter's price
• added to Intel (INTC): +$3.0M at the quarter's price
• added to Applied Materials (AMAT): +$2.8M at the quarter's price

Follow MassMutual Private Wealth & Trust, FSB's SEC filings (Atom feed)

All holders · All tracked companies · The AI market