Massmutual Trust Co Fsb/Adv Top Holdings and 13F Report (2025)

About Massmutual Trust Co Fsb/Adv

Investment Activity

Massmutual Trust Co Fsb/Adv has $3.75 billion in total holdings as of June 30, 2025.
Massmutual Trust Co Fsb/Adv owns shares of 2,375 different stocks, but just 88 companies or ETFs make up 80% of its holdings.
Approximately 4.29% of the portfolio was purchased this quarter.
About 2.57% of the portfolio was sold this quarter.
This quarter, Massmutual Trust Co Fsb/Adv has purchased 2,386 new stocks and bought additional shares in 1,024 stocks.
Massmutual Trust Co Fsb/Adv sold shares of 834 stocks and completely divested from 213 stocks this quarter.

Largest Holdings

Microsoft: $194,124,201
NVIDIA: $175,821,699
Vanguard Mid-Cap ETF: $147,363,515
Apple: $146,056,009
Amazon.com: $105,951,768

Largest New Holdings this Quarter

750940108 - Ralliant Corp: $686,586 Holding
921935870 - Vanguard Short-Term Tax-Exempt Bond ETF: $586,101 Holding
46438G356 - iShares iBonds Dec 2031 Term Muni Bond ETF: $544,500 Holding
46435U283 - iShares iBonds Dec 2027 Term Muni Bond ETF: $495,314 Holding
46438G687 - iShares iBonds Dec 2030 Term Muni Bond ETF: $362,191 Holding

Largest Purchases this Quarter

O'Reilly Automotive: 292,724 shares (about $26.38M)
Blackstone: 47,727 shares (about $7.14M)
ServiceNow: 5,035 shares (about $5.18M)
Carlisle Companies: 13,707 shares (about $5.12M)
iShares Core MSCI Emerging Markets ETF: 82,897 shares (about $4.97M)

Largest Sales this Quarter

Comcast: 195,000 shares (about $6.96M)
UnitedHealth Group: 17,655 shares (about $5.51M)
Northrop Grumman: 8,874 shares (about $4.44M)
Constellation Brands: 25,882 shares (about $4.21M)
Newmont: 66,361 shares (about $3.87M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$194,124,201	$1,301,225 ▲	0.7%	390,270	5.2%	Computer and Technology
NVDA NVIDIA	$175,821,699	$3,456,031 ▼	-1.9%	1,112,866	4.7%	Computer and Technology
VO Vanguard Mid-Cap ETF	$147,363,515	$2,730,581 ▲	1.9%	526,618	3.9%	ETF
AAPL Apple	$146,056,009	$1,387,770 ▲	1.0%	711,878	3.9%	Computer and Technology
AMZN Amazon.com	$105,951,768	$1,340,912 ▲	1.3%	482,938	2.8%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$90,117,246	$2,527,025 ▲	2.9%	1,580,727	2.4%	ETF
JPM JPMorgan Chase & Co.	$84,331,630	$2,214,912 ▼	-2.6%	290,889	2.2%	Finance
DFAS Dimensional U.S. Small Cap ETF	$75,414,292	$1,593,323 ▲	2.2%	1,183,712	2.0%	ETF
META Meta Platforms	$74,612,042	$1,322,657 ▲	1.8%	101,088	2.0%	Computer and Technology
GOOGL Alphabet	$63,976,072	$425,067 ▼	-0.7%	363,026	1.7%	Computer and Technology
AVGO Broadcom	$61,017,884	$4,049,023 ▲	7.1%	221,360	1.6%	Computer and Technology
V Visa	$55,455,260	$956,505 ▼	-1.7%	156,190	1.5%	Business Services
EFA iShares MSCI EAFE ETF	$53,042,775	$3,843,681 ▲	7.8%	593,386	1.4%	Finance
IJH iShares Core S&P Mid-Cap ETF	$49,165,859	$2,159,164 ▼	-4.2%	792,742	1.3%	ETF
PG Procter & Gamble	$46,318,307	$438,927 ▼	-0.9%	290,725	1.2%	Consumer Staples
BRK.B Berkshire Hathaway	$45,066,826	$280,289 ▲	0.6%	92,774	1.2%	Finance
CVX Chevron	$44,820,045	$476,393 ▼	-1.1%	313,011	1.2%	Energy
GOOG Alphabet	$43,818,878	$630,799 ▲	1.5%	247,020	1.2%	Computer and Technology
HD Home Depot	$43,156,461	$236,849 ▲	0.6%	117,708	1.1%	Retail/Wholesale
CSCO Cisco Systems	$39,803,306	$390,193 ▲	1.0%	573,700	1.1%	Computer and Technology
WMT Walmart	$38,213,304	$330,301 ▼	-0.9%	390,809	1.0%	Retail/Wholesale
MCD McDonald's	$38,204,441	$195,462 ▲	0.5%	130,761	1.0%	Retail/Wholesale
AMP Ameriprise Financial	$37,103,308	$342,121 ▼	-0.9%	69,517	1.0%	Finance
RTX RTX	$36,782,876	$81,771 ▼	-0.2%	251,903	1.0%	Aerospace
MDY SPDR S&P MidCap 400 ETF Trust	$34,059,610	$71,943 ▼	-0.2%	60,125	0.9%	ETF
VGT Vanguard Information Technology ETF	$33,738,400	$1,739,783 ▲	5.4%	50,866	0.9%	ETF
ABBV AbbVie	$33,660,145	$1,302,681 ▼	-3.7%	181,339	0.9%	Medical
BAC Bank of America	$32,852,572	$462,080 ▼	-1.4%	694,264	0.9%	Finance
IJR iShares Core S&P Small-Cap ETF	$31,389,181	$2,143,395 ▲	7.3%	287,210	0.8%	ETF
JNJ Johnson & Johnson	$31,327,192	$152,445 ▲	0.5%	205,088	0.8%	Medical
IEFA iShares Core MSCI EAFE ETF	$30,853,874	$1,405,386 ▲	4.8%	369,596	0.8%	ETF
VGSH Vanguard Short-Term Treasury ETF	$30,207,277	$3,913,925 ▲	14.9%	513,904	0.8%	ETF
CB Chubb	$29,058,337	$285,954 ▲	1.0%	100,298	0.8%	Finance
PEP PepsiCo	$29,006,811	$224,072 ▲	0.8%	219,682	0.8%	Consumer Staples
ORLY O'Reilly Automotive	$28,324,885	$26,383,214 ▲	1,358.8%	314,267	0.8%	Retail/Wholesale
ADBE Adobe	$27,836,403	$19,731 ▼	-0.1%	71,951	0.7%	Computer and Technology
VNQ Vanguard Real Estate ETF	$27,250,935	$859,340 ▲	3.3%	305,984	0.7%	ETF
SYK Stryker	$27,125,184	$289,601 ▼	-1.1%	68,562	0.7%	Medical
ECL Ecolab	$26,244,264	$367,786 ▲	1.4%	97,403	0.7%	Basic Materials
NOW ServiceNow	$23,353,865	$5,176,383 ▲	28.5%	22,716	0.6%	Computer and Technology
DHR Danaher	$23,196,332	$1,623,384 ▲	7.5%	117,426	0.6%	Medical
CAT Caterpillar	$22,965,727	$637,053 ▲	2.9%	59,158	0.6%	Industrials
HON Honeywell International	$22,243,067	$659,749 ▼	-2.9%	95,513	0.6%	Multi-Sector Conglomerates
FI Fiserv	$22,217,097	$281,718 ▼	-1.3%	128,862	0.6%	Business Services
BKNG Booking	$21,634,390	$237,359 ▼	-1.1%	3,737	0.6%	Retail/Wholesale
TMO Thermo Fisher Scientific	$21,547,766	$561,157 ▲	2.7%	53,144	0.6%	Medical
VZ Verizon Communications	$20,957,478	$661,209 ▲	3.3%	484,342	0.6%	Computer and Technology
NEE NextEra Energy	$20,815,309	$949,943 ▲	4.8%	299,846	0.6%	Utilities
BlackRock Inc	$20,377,484	$611,713 ▼	-2.9%	19,421	0.5%	Common / Ordinary Stock
SCHO Schwab Short-Term U.S. Treasury ETF	$20,099,311	$170,855 ▼	-0.8%	824,418	0.5%	ETF
ROP Roper Technologies	$19,896,084	$151,346 ▲	0.8%	35,100	0.5%	Computer and Technology
LECO Lincoln Electric	$19,130,660	$614,082 ▲	3.3%	92,276	0.5%	Industrials
ETN Eaton	$18,043,346	$3,992,576 ▲	28.4%	50,543	0.5%	Industrials
RMD ResMed	$18,030,588	$295,926 ▲	1.7%	69,886	0.5%	Medical
AVEM Avantis Emerging Markets Equity ETF	$17,907,926	$730,431 ▲	4.3%	261,277	0.5%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$17,640,193	$150,480 ▼	-0.8%	704,762	0.5%	ETF
LHX L3Harris Technologies	$17,371,924	$491,897 ▲	2.9%	69,255	0.5%	Aerospace
ACN Accenture	$17,315,295	$195,474 ▲	1.1%	57,932	0.5%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$17,307,230	$307,188 ▲	1.8%	217,701	0.5%	ETF
IVV iShares Core S&P 500 ETF	$16,700,968	$532,111 ▲	3.3%	26,898	0.4%	ETF
XOM Exxon Mobil	$16,323,938	$471,517 ▲	3.0%	151,428	0.4%	Energy
VWO Vanguard FTSE Emerging Markets ETF	$15,890,163	$65,732 ▲	0.4%	321,273	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$15,822,304	$4,969,412 ▲	45.8%	263,939	0.4%	ETF
COST Costco Wholesale	$15,618,283	$164,330 ▲	1.1%	15,777	0.4%	Retail/Wholesale
AOS A. O. Smith	$15,356,625	$448,237 ▲	3.0%	234,202	0.4%	Industrials
VFH Vanguard Financials ETF	$14,320,995	$455,479 ▲	3.3%	112,498	0.4%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$13,582,313	$3,269,095 ▲	31.7%	227,091	0.4%	ETF
TSLA Tesla	$13,449,407	$253,493 ▲	1.9%	42,339	0.4%	Auto/Tires/Trucks
XYL Xylem	$13,387,984	$1,411,706 ▲	11.8%	103,494	0.4%	Business Services
CSL Carlisle Companies	$13,365,853	$5,118,194 ▲	62.1%	35,795	0.4%	Multi-Sector Conglomerates
UNP Union Pacific	$13,019,767	$189,816 ▲	1.5%	56,588	0.3%	Transportation
GS The Goldman Sachs Group	$12,840,708	$609,373 ▼	-4.5%	18,143	0.3%	Finance
MRK Merck & Co., Inc.	$12,433,503	$296,929 ▲	2.4%	157,068	0.3%	Medical
GDX VanEck Gold Miners ETF	$12,011,856	$136,658 ▼	-1.1%	230,731	0.3%	ETF
VRTX Vertex Pharmaceuticals	$11,927,353	$4,351,830 ▲	57.4%	26,791	0.3%	Medical
WM Waste Management	$11,799,561	$285,567 ▼	-2.4%	51,567	0.3%	Business Services
KMX CarMax	$11,712,888	$667,194 ▲	6.0%	174,273	0.3%	Retail/Wholesale
MS Morgan Stanley	$11,381,629	$39,441 ▲	0.3%	80,801	0.3%	Finance
SPGI S&P Global	$10,851,101	$4,182,992 ▲	62.7%	20,579	0.3%	Finance
VCR Vanguard Consumer Discretionary ETF	$10,759,455	$266,668 ▲	2.5%	29,696	0.3%	ETF
LMT Lockheed Martin	$10,739,290	$82,902 ▼	-0.8%	23,188	0.3%	Aerospace
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$10,729,682	$371,647 ▲	3.6%	129,398	0.3%	ETF
KO CocaCola	$10,516,280	$1,346,656 ▼	-11.4%	148,640	0.3%	Consumer Staples
VHT Vanguard Health Care ETF	$10,416,125	$341,716 ▲	3.4%	41,943	0.3%	ETF
VOE Vanguard Mid-Cap Value ETF	$10,153,760	$616,067 ▼	-5.7%	61,740	0.3%	ETF
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$9,948,193	$2,787,278 ▲	38.9%	417,115	0.3%	ETF
QCOM QUALCOMM	$9,727,601	$189,679 ▼	-1.9%	61,080	0.3%	Computer and Technology
NOC Northrop Grumman	$9,553,618	$4,436,823 ▼	-31.7%	19,108	0.3%	Aerospace
VIS Vanguard Industrials ETF	$9,450,402	$108,107 ▲	1.2%	33,743	0.3%	ETF
CRM Salesforce	$9,350,540	$404,399 ▲	4.5%	34,290	0.2%	Computer and Technology
VOT Vanguard Mid-Cap Growth ETF	$9,312,351	$471,803 ▼	-4.8%	32,745	0.2%	ETF
VOX Vanguard Communication Services ETF	$9,257,341	$225,418 ▲	2.5%	54,127	0.2%	ETF
VBK Vanguard Small-Cap Growth ETF	$9,034,060	$540,864 ▼	-5.6%	32,621	0.2%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$8,956,734	$29,472 ▲	0.3%	193,283	0.2%	ETF
MDT Medtronic	$8,673,066	$84,729 ▼	-1.0%	99,496	0.2%	Medical
ETR Entergy	$8,597,600	$861,289 ▼	-9.1%	103,436	0.2%	Utilities
GD General Dynamics	$8,590,554	$100,623 ▼	-1.2%	29,454	0.2%	Aerospace
CRWD CrowdStrike	$8,588,495	$995,701 ▼	-10.4%	16,863	0.2%	Computer and Technology
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$8,535,467	$1,163,856 ▼	-12.0%	76,264	0.2%	ETF
PAYX Paychex	$8,510,428	$167,715 ▼	-1.9%	58,507	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Massmutual Trust Co Fsb/Adv Top Holdings and 13F Report (2025)

About Massmutual Trust Co Fsb/Adv

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Massmutual Trust Co Fsb/Adv Top Holdings and 13F Report (2025)

About Massmutual Trust Co Fsb/Adv

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMassmutual Trust Co Fsb/Adv

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools