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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 38 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 DT DYNATRACE INC Technology 2,494,681.0 $108.1M 0.01% +967K +63.2% $43.34 -9.7%
742 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 1,066,234.0 $108.1M 0.01% +218K +25.7% $101.40 -33.4%
743 INGR INGREDION INC Consumer Defensive 979,877.0 $108.0M 0.01% +15K +1.5% $110.26 -7.4%
744 RWJ INVESCO EXCH TRADED FD TR II 2,214,246.0 $107.9M 0.01% +124K +5.9% $48.72 +12.2%
745 LFUS LITTELFUSE INC Technology 426,222.0 $107.8M 0.01% +24K +6.0% $252.92 +75.5%
746 BAP CREDICORP LTD Financial Services 375,502.0 $107.8M 0.01% +84K +28.8% $287.00 +19.9%
747 GSUS GOLDMAN SACHS ETF TR 1,140,097.0 $107.6M 0.01% +108K +10.4% $94.40 +8.5%
748 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 764,049.0 $107.6M 0.01% +29K +3.9% $140.83 +9.4%
749 BBIO BRIDGEBIO PHARMA INC Healthcare 1,399,809.0 $107.1M 0.01% +345K +32.7% $76.49 -8.1%
750 NXST NEXSTAR MEDIA GROUP INC Communication Services 524,484.0 $106.5M 0.01% +58K +12.3% $203.05 -6.7%
751 MTZ MASTEC INC Industrials 489,911.0 $106.5M 0.01% +22K +4.6% $217.37 +78.9%
752 MAT MATTEL INC Consumer Cyclical 5,350,290.0 $106.1M 0.01% +704K +15.2% $19.84 -24.5%
753 LRN STRIDE INC Consumer Defensive 1,631,570.0 $105.9M 0.01% +808K +98.1% $64.93 +35.0%
754 XT ISHARES TR 1,512,452.0 $105.5M 0.01% +1.3M +523.0% $69.74 +14.9%
755 SNAP SNAP INC Communication Services 13,059,829.0 $105.4M 0.01% +4.9M +60.9% $8.07 -30.3%
756 SOMNIGROUP INTERNATIONAL INC 1,178,755.0 $105.2M 0.01% +108K +10.1% $89.28
757 NRP NATURAL RESOURCE PARTNERS L Energy 1,006,232.0 $105.1M 0.01% +126K +14.2% $104.40 -1.6%
758 BROS DUTCH BROS INC Consumer Cyclical 1,709,256.0 $104.6M 0.01% +142K +9.0% $61.22 -12.7%
759 ACIW ACI WORLDWIDE INC Technology 2,188,415.0 $104.6M 0.01% +124K +6.0% $47.81 -11.1%
760 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 7,862,669.0 $104.4M 0.01% +1.2M +17.3% $13.28 -19.4%
Page 38 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%