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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 65 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CSMD PROFESIONALLY MANAGED PORTFO 1,263,909.0 $40.0M 0.00% +760K +150.6% $31.62 +5.3%
1282 IYM ISHARES TR 259,215.0 $39.9M 0.00% +33K +14.6% $153.96 +18.0%
1283 HDEF DBX ETF TR 1,285,847.0 $39.8M 0.00% +60K +4.9% $30.99 +6.9%
1284 PBW INVESCO EXCHANGE TRADED FD T 1,304,790.0 $39.8M 0.00% +345K +36.0% $30.54 +40.8%
1285 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 734,913.0 $39.6M 0.00% +289K +64.8% $53.94 +27.7%
1286 CDL VICTORY PORTFOLIOS II 574,975.0 $39.6M 0.00% +4K +0.7% $68.85 +11.7%
1287 DTCR GLOBAL X FDS 1,870,523.0 $39.5M 0.00% +503K +36.8% $21.10 +44.4%
1288 RYLD GLOBAL X FDS 2,572,759.0 $39.4M 0.00% +322K +14.3% $15.30 +2.0%
1289 AIR AAR CORP Industrials 474,321.0 $39.3M 0.00% +66K +16.1% $82.79 +30.9%
1290 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 1,952,713.0 $39.2M 0.00% +1.2M +158.9% $20.08 -40.9%
1291 SVM SILVERCORP METALS INC Basic Materials 4,692,989.0 $39.1M 0.00% +2.0M +77.2% $8.34 +41.8%
1292 UTG REAVES UTIL INCOME FD Financial Services 1,069,694.0 $39.1M 0.00% +68K +6.8% $36.58 +16.3%
1293 JJSF J & J SNACK FOODS CORP Consumer Defensive 431,968.0 $39.0M 0.00% +98K +29.5% $90.37 -17.5%
1294 XPLR INFRASTRUCTURE LP 3,896,217.0 $39.0M 0.00% +2.9M +303.8% $10.00
1295 ROBO EXCHANGE TRADED CONCEPTS TRU 561,572.0 $38.9M 0.00% +48K +9.4% $69.31 +26.0%
1296 VENTYX BIOSCIENCES INC 4,292,951.0 $38.8M 0.00% +4.0M +1661.2% $9.03
1297 HUBG HUB GROUP INC Industrials 907,794.0 $38.7M 0.00% +63K +7.4% $42.61 -2.7%
1298 SPBO SPDR SERIES TRUST 1,316,598.0 $38.6M 0.00% +48K +3.8% $29.34 -1.5%
1299 XMLV INVESCO EXCH TRADED FD TR II 619,290.0 $38.6M 0.00% +18K +3.0% $62.37 +4.8%
1300 PCVX VAXCYTE INC Healthcare 835,387.0 $38.5M 0.00% +51K +6.5% $46.14 +2.5%
Page 65 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%