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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 68 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 ERO ERO COPPER CORP Basic Materials 1,275,535.0 $36.1M 0.00% +460K +56.4% $28.29 -4.6%
1342 IGEB ISHARES TR 786,559.0 $35.9M 0.00% +196K +33.2% $45.66 -1.7%
1343 PKST PEAKSTONE REALTY TRUST Real Estate 2,500,507.0 $35.9M 0.00% +677K +37.1% $14.35 +46.3%
1344 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 768,826.0 $35.8M 0.00% +87K +12.7% $46.55 -20.9%
1345 LMAT LEMAITRE VASCULAR INC Healthcare 440,933.0 $35.8M 0.00% +19K +4.6% $81.10 +20.5%
1346 HIO WESTERN ASSET HIGH INCOME OP Financial Services 9,632,812.0 $35.7M 0.00% +321K +3.4% $3.71 -2.2%
1347 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 1,282,187.0 $35.7M 0.00% +399K +45.1% $27.83 +20.2%
1348 ONEQ FIDELITY COMWLTH TR 389,358.0 $35.6M 0.00% +56K +16.6% $91.40 +13.5%
1349 ADMA ADMA BIOLOGICS INC Healthcare 1,948,373.0 $35.5M 0.00% +490K +33.6% $18.24 -54.8%
1350 IAC IAC INC Technology 907,984.0 $35.5M 0.00% +45K +5.2% $39.10 +7.5%
1351 PAYO PAYONEER GLOBAL INC Technology 6,300,854.0 $35.4M 0.00% +372K +6.3% $5.62 -12.1%
1352 AUPH AURINIA PHARMACEUTICALS INC Healthcare 2,216,915.0 $35.4M 0.00% +270K +13.9% $15.95 -4.6%
1353 DAN DANA INC Consumer Cyclical 1,486,339.0 $35.3M 0.00% +118K +8.6% $23.76 +43.8%
1354 QDEL QUIDELORTHO CORP Healthcare 1,235,267.0 $35.3M 0.00% +209K +20.4% $28.56 -58.5%
1355 HOMB HOME BANCSHARES INC Financial Services 1,269,330.0 $35.3M 0.00% +409K +47.5% $27.78 -4.2%
1356 SON SONOCO PRODS CO Consumer Cyclical 807,972.0 $35.3M 0.00% +185K +29.8% $43.64 +13.1%
1357 HNGE HINGE HEALTH INC Healthcare 757,781.0 $35.2M 0.00% +553K +270.8% $46.45 +18.9%
1358 TRN TRINITY INDS INC Industrials 1,321,554.0 $34.9M 0.00% +137K +11.6% $26.44 +23.8%
1359 DMLP DORCHESTER MINERALS LP Energy 1,560,165.0 $34.9M 0.00% +555K +55.2% $22.36 +22.9%
1360 VSEC VSE CORP Industrials 201,857.0 $34.9M 0.00% +22K +12.3% $172.77 -0.5%
Page 68 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%