Massmutual Trust Co Fsb/Adv Top Holdings and 13F Report (2026)

About Massmutual Trust Co Fsb/Adv

Investment Activity

Massmutual Trust Co Fsb/Adv has $3.67 billion in total holdings as of March 31, 2026.
Massmutual Trust Co Fsb/Adv owns shares of 2,429 different stocks, but just 84 companies or ETFs make up 80% of its holdings.
Approximately 2.09% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Massmutual Trust Co Fsb/Adv has purchased 2,394 new stocks and bought additional shares in 718 stocks.
Massmutual Trust Co Fsb/Adv sold shares of 992 stocks and completely divested from 184 stocks this quarter.

Largest Holdings

NVIDIA: $171,850,795
Apple: $170,281,923
Vanguard Mid-Cap ETF: $147,722,233
Microsoft: $136,645,294
Vanguard FTSE Developed Markets ETF: $99,622,677

Largest New Holdings this Quarter

78468R531 - SPDR S&P 500 ESG ETF: $2,364,190 Holding
G0593M107 - AstraZeneca: $734,447 Holding
46436E544 - iShares ESG Select Screened S&P Small-Cap ETF: $660,420 Holding
922020805 - Vanguard Short-Term Inflation-Protected Securities ETF: $489,011 Holding
746729839 - Franklin California Municipal Income ETF: $449,256 Holding

Largest Purchases this Quarter

Schwab Short-Term U.S. Treasury ETF: 296,365 shares (about $7.19M)
Palo Alto Networks: 31,302 shares (about $5.02M)
iShares MSCI EAFE ETF: 39,164 shares (about $3.80M)
DOW: 80,117 shares (about $3.34M)
PepsiCo: 19,072 shares (about $2.96M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 23,445 shares (about $15.25M)
NVIDIA: 57,623 shares (about $10.05M)
Vanguard Real Estate ETF: 104,246 shares (about $9.25M)
Vanguard S&P 500 ETF: 14,825 shares (about $8.86M)
Adobe: 32,182 shares (about $7.82M)

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
NVDA NVIDIA	$171,850,795	$10,049,451 ▼	-5.5%	985,383	4.7%	Computer and Technology
AAPL Apple	$170,281,923	$3,793,145 ▼	-2.2%	670,956	4.6%	Computer and Technology
VO Vanguard Mid-Cap ETF	$147,722,233	$1,968,619 ▼	-1.3%	514,389	4.0%	ETF
MSFT Microsoft	$136,645,294	$1,114,952 ▼	-0.8%	369,142	3.7%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$99,622,677	$634,584 ▼	-0.6%	1,554,661	2.7%	ETF
AMZN Amazon.com	$93,085,027	$1,969,193 ▼	-2.1%	446,944	2.5%	Retail/Wholesale
GOOGL Alphabet	$87,551,093	$5,417,343 ▼	-5.8%	304,462	2.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$75,857,981	$2,443,587 ▼	-3.1%	257,880	2.1%	Finance
AVGO Broadcom	$66,669,383	$550,928 ▼	-0.8%	215,403	1.8%	Computer and Technology
GOOG Alphabet	$63,352,457	$3,415,929 ▼	-5.1%	220,848	1.7%	Computer and Technology
CVX Chevron	$59,080,916	$1,194,434 ▼	-2.0%	285,553	1.6%	Energy
EFA iShares MSCI EAFE ETF	$58,979,473	$3,803,999 ▲	6.9%	607,222	1.6%	Finance
META Meta Platforms	$56,850,842	$291,786 ▼	-0.5%	99,367	1.5%	Computer and Technology
DFAS Dimensional U.S. Small Cap ETF	$52,310,140	$1,781,806 ▼	-3.3%	735,416	1.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$47,872,017	$1,649,758 ▼	-3.3%	708,900	1.3%	ETF
JNJ Johnson & Johnson	$45,285,199	$2,592,531 ▼	-5.4%	185,261	1.2%	Medical
V Visa	$44,800,431	$388,076 ▼	-0.9%	148,228	1.2%	Business Services
Walmart Inc	$44,163,271	$2,707,067 ▼	-5.8%	355,353	1.2%	Common / Ordinary Stock
BRK.B Berkshire Hathaway	$43,318,722	$587,020 ▼	-1.3%	90,398	1.2%	Finance
RTX RTX	$42,137,462	$3,617,068 ▼	-7.9%	218,442	1.1%	Aerospace
CSCO Cisco Systems	$41,080,724	$957,383 ▼	-2.3%	529,459	1.1%	Computer and Technology
MCD McDonald's	$38,978,971	$582,420 ▼	-1.5%	125,419	1.1%	Retail/Wholesale
HD Home Depot	$38,895,847	$296,659 ▲	0.8%	118,264	1.1%	Retail/Wholesale
PG Procter & Gamble	$38,010,686	$705,734 ▲	1.9%	263,159	1.0%	Consumer Staples
ABBV AbbVie	$36,577,686	$738,161 ▼	-2.0%	168,181	1.0%	Medical
MDY SPDR S&P MidCap 400 ETF Trust	$35,188,625	$675,352 ▼	-1.9%	57,054	1.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$34,287,332	$853,879 ▲	2.6%	378,740	0.9%	ETF
IJR iShares Core S&P Small-Cap ETF	$34,277,364	$176,147 ▼	-0.5%	275,741	0.9%	ETF
CAT Caterpillar	$34,137,854	$4,353,487 ▼	-11.3%	48,186	0.9%	Industrials
VGT Vanguard Information Technology ETF	$33,008,435	$36,281 ▼	-0.1%	47,309	0.9%	ETF
BAC Bank of America	$31,537,740	$832,260 ▼	-2.6%	646,928	0.9%	Finance
CB Chubb	$31,255,383	$916,515 ▼	-2.8%	95,896	0.9%	Finance
AMP Ameriprise Financial	$31,039,118	$300,414 ▲	1.0%	69,845	0.8%	Finance
VGSH Vanguard Short-Term Treasury ETF	$29,332,228	$237,263 ▼	-0.8%	501,063	0.8%	ETF
XOM ExxonMobil	$28,803,518	$3,158,391 ▼	-9.9%	169,772	0.8%	Energy
NEE NextEra Energy	$28,259,947	$165,141 ▼	-0.6%	304,263	0.8%	Utilities
SCHO Schwab Short-Term U.S. Treasury ETF	$27,790,849	$7,192,779 ▲	34.9%	1,145,070	0.8%	ETF
TMO Thermo Fisher Scientific	$26,131,209	$202,019 ▼	-0.8%	53,163	0.7%	Medical
LLY Eli Lilly and Company	$25,771,955	$1,918,640 ▲	8.0%	28,020	0.7%	Medical
ORLY O'Reilly Automotive	$25,573,932	$1,295,755 ▼	-4.8%	277,044	0.7%	Retail/Wholesale
ECL Ecolab	$25,257,535	$160,676 ▼	-0.6%	94,946	0.7%	Basic Materials
BKNG Booking	$24,975,618	$1,107,314 ▲	4.6%	5,932	0.7%	Retail/Wholesale
PEP PepsiCo	$23,733,126	$2,961,691 ▲	14.3%	152,831	0.6%	Consumer Staples
VZ Verizon Communications	$23,530,497	$659,979 ▲	2.9%	468,735	0.6%	Computer and Technology
SYK Stryker	$22,714,112	$188,282 ▲	0.8%	69,126	0.6%	Medical
LHX L3Harris Technologies	$22,057,156	$1,193,184 ▼	-5.1%	63,906	0.6%	Aerospace
LECO Lincoln Electric	$21,420,133	$862,813 ▼	-3.9%	85,997	0.6%	Industrials
IEMG iShares Core MSCI Emerging Markets ETF	$20,733,078	$440,524 ▲	2.2%	297,448	0.6%	ETF
AVEM Avantis Emerging Markets Equity ETF	$20,534,524	$279,854 ▼	-1.3%	254,834	0.6%	ETF
HON Honeywell International	$19,544,362	$495,910 ▼	-2.5%	86,468	0.5%	Multi-Sector Conglomerates
VCSH Vanguard Short-Term Corporate Bond ETF	$18,559,564	$416,405 ▲	2.3%	234,131	0.5%	ETF
MRK Merck & Co., Inc.	$18,553,770	$729,439 ▼	-3.8%	154,242	0.5%	Medical
ETN Eaton	$17,926,063	$249,654 ▲	1.4%	50,119	0.5%	Industrials
VNQ Vanguard Real Estate ETF	$17,881,565	$9,246,620 ▼	-34.1%	201,596	0.5%	ETF
BlackRock Inc	$16,508,714	$541,443 ▼	-3.2%	17,166	0.4%	Common / Ordinary Stock
IVV iShares Core S&P 500 ETF	$16,398,837	$7,839 ▲	0.0%	25,105	0.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$16,270,401	$232,793 ▼	-1.4%	301,025	0.4%	ETF
GDX VanEck Gold Miners ETF	$16,258,065	$2,538,909 ▼	-13.5%	177,161	0.4%	ETF
COST Costco Wholesale	$15,762,526	$769,244 ▲	5.1%	15,819	0.4%	Retail/Wholesale
PANW Palo Alto Networks	$15,662,783	$5,018,337 ▲	47.1%	97,697	0.4%	Computer and Technology
AOS A. O. Smith	$15,178,860	$260,529 ▲	1.7%	230,192	0.4%	Industrials
RMD ResMed	$14,971,469	$195,971 ▼	-1.3%	66,694	0.4%	Medical
TSLA Tesla	$14,753,271	$752,422 ▼	-4.9%	39,686	0.4%	Auto/Tires/Trucks
VGIT Vanguard Intermediate-Term Treasury ETF	$14,189,038	$175,077 ▲	1.2%	238,271	0.4%	ETF
UNP Union Pacific	$13,674,306	$86,615 ▲	0.6%	56,361	0.4%	Transportation
VFH Vanguard Financials ETF	$13,401,574	$241,741 ▼	-1.8%	110,931	0.4%	ETF
XYL Xylem	$13,383,642	$787,625 ▲	6.3%	111,997	0.4%	Business Services
CSL Carlisle Companies	$12,851,042	$2,459,113 ▲	23.7%	38,520	0.3%	Multi-Sector Conglomerates
VRTX Vertex Pharmaceuticals	$12,827,308	$362,590 ▲	2.9%	28,726	0.3%	Medical
NOC Northrop Grumman	$12,685,571	$229,915 ▼	-1.8%	18,594	0.3%	Aerospace
GS The Goldman Sachs Group	$12,517,268	$1,279,983 ▼	-9.3%	14,796	0.3%	Finance
LMT Lockheed Martin	$12,011,042	$911,420 ▼	-7.1%	19,873	0.3%	Aerospace
Roper Technologies Inc	$11,739,659	$154,283 ▲	1.3%	33,176	0.3%	Common / Ordinary Stock
MS Morgan Stanley	$11,414,081	$1,732,922 ▼	-13.2%	69,357	0.3%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$11,388,055	$161,859 ▲	1.4%	137,620	0.3%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$11,286,322	$6,712,298 ▼	-37.3%	453,084	0.3%	ETF
VHT Vanguard Health Care ETF	$10,924,790	$257,897 ▼	-2.3%	40,116	0.3%	ETF
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$10,739,645	$233,987 ▼	-2.1%	445,536	0.3%	ETF
WM Waste Management	$10,565,974	$364,907 ▼	-3.3%	45,981	0.3%	Business Services
VCR Vanguard Consumer Discretionary ETF	$10,448,132	$158,691 ▼	-1.5%	29,101	0.3%	ETF
MDT Medtronic	$10,427,548	$366,010 ▲	3.6%	120,341	0.3%	Medical
VIS Vanguard Industrials ETF	$10,026,633	$348,750 ▼	-3.4%	32,114	0.3%	ETF
ACN Accenture	$9,835,977	$2,017,799 ▲	25.8%	49,604	0.3%	Computer and Technology
VOE Vanguard Mid-Cap Value ETF	$9,808,672	$205,472 ▼	-2.1%	53,227	0.3%	ETF
VOX Vanguard Communication Services ETF	$9,772,326	$63,663 ▲	0.7%	54,339	0.3%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$9,599,913	$200,570 ▲	2.1%	204,471	0.3%	ETF
VBK Vanguard Small-Cap Growth ETF	$9,379,422	$219,736 ▼	-2.3%	31,032	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$8,901,204	$15,247,222 ▼	-63.1%	13,687	0.2%	Finance
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$8,750,768	$13,476 ▲	0.2%	74,678	0.2%	ETF
DHR Danaher	$8,691,074	$392,851 ▼	-4.3%	45,839	0.2%	Medical
KO CocaCola	$8,688,789	$488,697 ▼	-5.3%	114,251	0.2%	Consumer Staples
NOW ServiceNow	$8,659,249	$1,405,988 ▼	-14.0%	82,824	0.2%	Computer and Technology
REGN Regeneron Pharmaceuticals	$8,499,040	$79,582 ▼	-0.9%	11,000	0.2%	Medical
ETR Entergy	$8,379,809	$2,227,312 ▼	-21.0%	74,580	0.2%	Utilities
COP ConocoPhillips	$8,347,284	$730,092 ▲	9.6%	63,237	0.2%	Energy
TE Connectivity PLC	$7,933,354	$183,102 ▼	-2.3%	37,955	0.2%	Common / Ordinary Stock
DOW DOW	$7,657,394	$3,336,873 ▲	77.2%	183,851	0.2%	Basic Materials
VLO Valero Energy	$7,545,823	$108,468 ▼	-1.4%	30,540	0.2%	Energy
AEP American Electric Power	$7,400,515	$177,876 ▼	-2.3%	56,458	0.2%	Utilities
QCOM Qualcomm	$7,331,445	$275,589 ▼	-3.6%	56,930	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 (2026)

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

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Massmutual Trust Co Fsb/Adv Top Holdings and 13F Report (2026)

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