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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 58 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 LEU CENTRUS ENERGY CORP Energy 203,092.0 $49.3M 0.00% +19K +10.5% $242.76 -27.0%
1142 PATK PATRICK INDS INC Consumer Cyclical 454,681.0 $49.3M 0.00% +52K +12.9% $108.43 -16.8%
1143 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 4,362,677.0 $49.3M 0.00% +302K +7.5% $11.30 -1.8%
1144 FBP FIRST BANCORP P R Financial Services 2,369,906.0 $49.1M 0.00% +192K +8.8% $20.73 +16.5%
1145 EQL ALPS ETF TR 1,059,156.0 $49.1M 0.00% +305K +40.4% $46.38 +8.6%
1146 MIR MIRION TECHNOLOGIES INC Industrials 2,096,858.0 $49.1M 0.00% +783K +59.6% $23.42 -24.8%
1147 MWA MUELLER WTR PRODS INC Industrials 2,059,150.0 $49.0M 0.00% +300K +17.1% $23.82 +5.5%
1148 HIW HIGHWOODS PPTYS INC Real Estate 1,894,544.0 $48.9M 0.00% +348K +22.5% $25.82 -1.0%
1149 SFBS SERVISFIRST BANCSHARES INC Financial Services 681,079.0 $48.9M 0.00% +132K +23.9% $71.79 +7.5%
1150 SKM SK TELECOM CO LTD Communication Services 2,374,999.0 $48.8M 0.00% +133K +5.9% $20.53 +84.9%
1151 CORZ CORE SCIENTIFIC INC NEW Technology 3,338,427.0 $48.6M 0.00% +1.9M +135.7% $14.56 +70.5%
1152 AX AXOS FINANCIAL INC Financial Services 563,890.0 $48.6M 0.00% +89K +18.8% $86.16 -0.3%
1153 JPME J P MORGAN EXCHANGE TRADED F 446,483.0 $48.5M 0.00% +8K +1.8% $108.66 +10.8%
1154 CAI CARIS LIFE SCIENCES INC Healthcare 1,794,991.0 $48.4M 0.00% +261K +17.0% $26.98 -40.9%
1155 INDB INDEPENDENT BK CORP MASS Financial Services 662,432.0 $48.4M 0.00% +37K +5.9% $73.08 +7.6%
1156 PFFV GLOBAL X FDS 2,173,299.0 $48.3M 0.00% +281K +14.9% $22.22 +0.4%
1157 DFNL DAVIS FUNDAMENTAL ETF TR 998,160.0 $48.2M 0.00% +50K +5.3% $48.33 -3.7%
1158 BLACKROCK TECH AND PRIVATE E 7,293,873.0 $48.1M 0.00% +1.9M +36.0% $6.59
1159 CRBN ISHARES TR 208,394.0 $48.0M 0.00% +4K +1.9% $230.53 +9.0%
1160 EDIV SPDR INDEX SHS FDS 1,226,265.0 $48.0M 0.00% +52K +4.5% $39.15 +5.2%
Page 58 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%