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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 42 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 POST POST HLDGS INC Consumer Defensive 909,995.0 $90.1M 0.01% +108K +13.5% $99.05 -1.6%
822 BIZD VANECK ETF TRUST 6,353,665.0 $90.1M 0.01% +446K +7.5% $14.18 -11.7%
823 ELF E L F BEAUTY INC Consumer Defensive 1,184,786.0 $90.1M 0.01% +138K +13.2% $76.04 -30.1%
824 BBJP J P MORGAN EXCHANGE TRADED F 1,365,237.0 $90.0M 0.01% +44K +3.3% $65.91 +12.6%
825 AXSM AXSOME THERAPEUTICS INC Healthcare 491,201.0 $89.7M 0.01% +82K +19.9% $182.64 +27.9%
826 SOUN SOUNDHOUND AI INC Technology 8,987,522.0 $89.6M 0.01% +2.9M +48.1% $9.97 -15.2%
827 GFI GOLD FIELDS LTD Basic Materials 2,049,360.0 $89.5M 0.01% +68K +3.5% $43.66 -8.2%
828 MIDD MIDDLEBY CORP Industrials 600,687.0 $89.3M 0.01% +289K +92.9% $148.67 -2.3%
829 GUNR FLEXSHARES TR 1,946,464.0 $89.2M 0.01% +117K +6.4% $45.85 +18.9%
830 TEX TEREX CORP NEW Industrials 1,669,042.0 $89.1M 0.01% +727K +77.2% $53.38 +7.9%
831 DDWM WISDOMTREE TR 2,041,359.0 $88.9M 0.01% +134K +7.0% $43.54 +6.8%
832 JNK SPDR SERIES TRUST 913,187.0 $88.8M 0.01% +80K +9.6% $97.21 -1.0%
833 BLOK AMPLIFY ETF TR 1,559,411.0 $88.7M 0.01% +191K +14.0% $56.89 +13.0%
834 HQH ABRDN HEALTHCARE INVESTORS Financial Services 4,683,466.0 $88.7M 0.01% +482K +11.5% $18.94 +3.4%
835 BOE BLACKROCK ENHANCED GLOBAL DI Financial Services 7,519,901.0 $88.1M 0.01% +220K +3.0% $11.71 +1.3%
836 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 556,135.0 $88.0M 0.01% +10K +1.8% $158.29 +2.2%
837 FDT FIRST TR EXCH TRD ALPHDX FD 1,107,012.0 $87.9M 0.01% +36K +3.4% $79.45 +22.2%
838 CTRE CARETRUST REIT INC Real Estate 2,430,189.0 $87.9M 0.01% +265K +12.2% $36.16 +13.4%
839 AVLV AMERICAN CENTY ETF TR 1,159,380.0 $87.8M 0.01% +32K +2.9% $75.77 +17.1%
840 BEPC BROOKFIELD RENEWABLE CORP Utilities 2,289,593.0 $87.8M 0.01% +103K +4.7% $38.34 -1.9%
Page 42 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%