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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 49 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 CNX CNX RES CORP Energy 1,860,631.0 $68.4M 0.00% +36K +2.0% $36.77 -3.3%
962 GAMESTOP CORP NEW 3,406,885.0 $68.4M 0.00% +623K +22.4% $20.08
963 AXS AXIS CAP HLDGS LTD Financial Services 637,596.0 $68.3M 0.00% +64K +11.2% $107.09 -6.0%
964 ALRM ALARM COM HLDGS INC Technology 1,338,254.0 $68.3M 0.00% +12K +0.9% $51.02 -14.3%
965 XSMO INVESCO EXCHANGE TRADED FD T 942,702.0 $67.9M 0.00% +181K +23.7% $72.01 +18.4%
966 IPAC ISHARES TR 927,022.0 $67.9M 0.00% +16K +1.7% $73.21 +11.8%
967 AROC ARCHROCK INC Energy 2,607,412.0 $67.8M 0.00% +442K +20.4% $26.02 +41.8%
968 CADENCE BANK 1,582,463.0 $67.8M 0.00% +341K +27.4% $42.84
969 RDNT RADNET INC Healthcare 949,971.0 $67.8M 0.00% +218K +29.8% $71.35 -24.0%
970 MMIT NEW YORK LIFE INVTS ACTIVE E 2,785,502.0 $67.8M 0.00% +183K +7.0% $24.33 -0.8%
971 DOL WISDOMTREE TR 1,024,259.0 $67.4M 0.00% +34K +3.5% $65.85 +12.5%
972 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 910,301.0 $67.4M 0.00% +216K +31.1% $74.03 +15.9%
973 GAP GAP INC Consumer Cyclical 2,625,165.0 $67.2M 0.00% +66K +2.6% $25.60 -9.5%
974 APOGEE THERAPEUTICS INC 890,264.0 $67.2M 0.00% +425K +91.5% $75.48
975 GLOB GLOBANT S A Technology 1,027,471.0 $67.2M 0.00% +108K +11.7% $65.37 -37.8%
976 HTO H2O AMERICA Utilities 1,368,180.0 $67.0M 0.00% +755K +123.0% $48.99 +17.5%
977 SPYD SPDR SERIES TRUST 1,546,240.0 $66.9M 0.00% +63K +4.3% $43.25 +9.2%
978 VLYPN VALLEY NATL BANCORP Financial Services 5,715,459.0 $66.8M 0.00% +1.6M +39.6% $11.68 +121.5%
979 IESC IES HLDGS INC Industrials 171,488.0 $66.7M 0.00% +12K +7.7% $389.02 +66.5%
980 BRBR BELLRING BRANDS INC Consumer Defensive 2,494,422.0 $66.7M 0.00% +888K +55.2% $26.73 -66.1%
Page 49 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%