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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 35 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 TTEK TETRA TECH INC NEW Industrials 2,320,740.0 $77.8M 0.01% -61K -2.5% $33.54 -18.8%
682 HLNE HAMILTON LANE INC Financial Services 579,226.0 $77.8M 0.01% -72K -11.1% $134.31 -37.4%
683 PTNQ PACER FDS TR 988,311.0 $77.7M 0.01% -99K -9.1% $78.65 +9.4%
684 SPSC SPS COMM INC Technology 872,018.0 $77.7M 0.01% -102K -10.4% $89.13 -41.1%
685 HAMILTON INSURANCE GROUP LTD 2,772,152.0 $77.3M 0.01% -251K -8.3% $27.90
686 ENSG ENSIGN GROUP INC Healthcare 442,247.0 $77.0M 0.01% -3K -0.6% $174.20 +1.0%
687 MKTX MARKETAXESS HLDGS INC Financial Services 424,877.0 $77.0M 0.01% -124K -22.6% $181.25 -22.1%
688 GNTX GENTEX CORP Consumer Cyclical 3,296,313.0 $76.7M 0.01% -374K -10.2% $23.27 -2.6%
689 TDS TELEPHONE & DATA SYS INC Communication Services 1,869,536.0 $76.7M 0.01% -202K -9.8% $41.00 +2.6%
690 KSS KOHLS CORP Consumer Cyclical 3,725,573.0 $76.0M 0.01% -1.7M -31.6% $20.41 -42.5%
691 ADUS ADDUS HOMECARE CORP Healthcare 707,035.0 $75.9M 0.01% -52K -6.8% $107.39 -12.7%
692 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 1,267,205.0 $75.6M 0.01% -298K -19.1% $59.67 +4.1%
693 DDS DILLARDS INC Consumer Cyclical 124,430.0 $75.4M 0.01% -22K -15.1% $606.34 -12.4%
694 CDC VICTORY PORTFOLIOS II 1,142,029.0 $75.2M 0.00% -100K -8.0% $65.89 +10.2%
695 THO THOR INDS INC Consumer Cyclical 728,757.0 $74.8M 0.00% -262K -26.4% $102.67 -29.7%
696 CUBE CUBESMART Real Estate 2,072,198.0 $74.7M 0.00% -91K -4.2% $36.05 +8.1%
697 JHG JANUS HENDERSON GROUP PLC Financial Services 1,562,026.0 $74.3M 0.00% -520K -25.0% $47.57 +8.9%
698 BOOT BOOT BARN HLDGS INC Consumer Cyclical 420,273.0 $74.2M 0.00% -121K -22.3% $176.47 -19.4%
699 SLM SLM CORP Financial Services 2,740,342.0 $74.2M 0.00% -115K -4.0% $27.06 -20.7%
700 ICUI ICU MED INC Healthcare 518,636.0 $74.0M 0.00% -47K -8.2% $142.67 -13.3%
Page 35 of 143  ·  2,849 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%