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Portfolio (Quarterly) Guide ↗

MORGAN STANLEY

· CIK 0000895421
13F Portfolio $1.67T AUM 45,420 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 515 New 3828 Added 2849 Reduced 476 Exited
Page 108 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 XAI OCTAGN FLT RAT & ALT INM 1,672,500.0 $8.0M +913K +120.1% $4.80
2142 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 555,079.0 $8.0M +36K +7.0% $14.42 +42.6%
2143 SBSI SOUTHSIDE BANCSHARES INC Financial Services 263,365.0 $8.0M +11K +4.3% $30.39 +7.7%
2144 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 530,690.0 $8.0M +75K +16.5% $15.08 -23.8%
2145 INTEGRA RES CORP 1,994,832.0 $8.0M +645K +47.8% $4.01
2146 GABC GERMAN AMERN BANCORP INC Financial Services 203,849.0 $8.0M +33K +19.4% $39.18 +10.4%
2147 HELE HELEN OF TROY LTD Consumer Defensive 374,573.0 $8.0M +52K +16.3% $21.25 +20.7%
2148 CGEM CULLINAN THERAPEUTICS INC Healthcare 766,934.0 $7.9M +367K +91.7% $10.35 +33.7%
2149 ZURA BIO LTD 1,509,411.0 $7.9M +1.3M +620.7% $5.24
2150 RAPID7 INC 8,374,000.0 $7.9M +130K +1.6% $0.94
2151 CIG CIA ENERGETICA DE MINAS GERA Utilities 3,946,057.0 $7.9M +62K +1.6% $2.00 +10.5%
2152 STUBHUB HLDGS INC 582,770.0 $7.9M +546K +1472.3% $13.53
2153 NWPX NWPX INFRASTRUCTURE INC Industrials 125,986.0 $7.9M +49K +64.0% $62.49 +79.6%
2154 DNUT KRISPY KREME INC Consumer Defensive 1,957,342.0 $7.9M +647K +49.4% $4.02 -18.7%
2155 BKV BKV CORP Energy 289,510.0 $7.9M +44K +18.1% $27.15 +4.2%
2156 CTA SIMPLIFY EXCHANGE TRADED FUN 288,267.0 $7.9M +5K +1.7% $27.26 +12.6%
2157 NX QUANEX BLDG PRODS CORP Industrials 510,832.0 $7.9M +126K +32.9% $15.38 +15.1%
2158 CMPS COMPASS PATHWAYS PLC Healthcare 1,137,520.0 $7.8M +107K +10.4% $6.90 +71.2%
2159 EAGG ISHARES TR 163,870.0 $7.8M +11K +7.3% $47.85 -1.5%
2160 NUHY NUSHARES ETF TR 362,430.0 $7.8M +40K +12.4% $21.60 -1.3%
Page 108 of 192  ·  3,828 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 29.6%
Financial Services 17.2%
Healthcare 10.2%
Consumer Cyclical 10.1%
Communication Services 9.9%
Industrials 8.6%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 2.6%
Basic Materials 2.1%