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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 48 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 FLQL FRANKLIN TEMPLETON ETF TR 496,973.0 $34.5M 0.00% -7K -1.4% $69.33 +10.6%
942 IHF ISHARES TR 717,727.0 $34.4M 0.00% -8K -1.1% $47.94 +4.7%
943 SMG SCOTTS MIRACLE-GRO CO Basic Materials 589,618.0 $34.4M 0.00% -108K -15.4% $58.35 -0.0%
944 ST SENSATA TECHNOLOGIES HLDG PL Technology 1,031,999.0 $34.4M 0.00% -108K -9.5% $33.29 +43.4%
945 SIRI SIRIUSXM HOLDINGS INC Communication Services 1,711,687.0 $34.2M 0.00% -459K -21.1% $20.00 +35.3%
946 SKY CHAMPION HOMES INC Consumer Cyclical 404,828.0 $34.2M 0.00% -12K -2.8% $84.50 -17.5%
947 ROAD CONSTRUCTION PARTNERS INC Industrials 314,957.0 $34.2M 0.00% -71K -18.4% $108.55 +3.7%
948 IXC ISHARES TR 814,044.0 $34.1M 0.00% -18K -2.1% $41.93 +33.7%
949 HUT 8 CORP 739,649.0 $34.0M 0.00% -554K -42.8% $45.94
950 PSK SPDR SERIES TRUST 1,070,368.0 $33.9M 0.00% -200K -15.8% $31.69 -2.5%
951 CNK CINEMARK HLDGS INC Communication Services 1,458,260.0 $33.9M 0.00% -562K -27.8% $23.24 +14.5%
952 BDC BELDEN INC Technology 290,437.0 $33.9M 0.00% -39K -11.9% $116.55 -10.1%
953 PEBBLEBROOK HOTEL TR 34,990,000.0 $33.8M 0.00% -1.4M -3.8% $0.96
954 HCI HCI GROUP INC Financial Services 175,661.0 $33.7M 0.00% -18K -9.2% $191.69 -17.3%
955 JHML JOHN HANCOCK EXCHANGE TRADED 421,658.0 $33.7M 0.00% -21K -4.7% $79.85 +9.2%
956 ICVT ISHARES TR 341,624.0 $33.7M 0.00% -32K -8.5% $98.50 +19.8%
957 MIRM MIRUM PHARMACEUTICALS INC Healthcare 425,685.0 $33.6M 0.00% -244K -36.5% $78.99 +27.4%
958 INSW INTERNATIONAL SEAWAYS INC Energy 686,629.0 $33.3M 0.00% -134K -16.3% $48.55 +75.3%
959 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 2,166,951.0 $33.3M 0.00% -152K -6.5% $15.38 -1.0%
960 CWT CALIFORNIA WTR SVC GROUP Utilities 767,034.0 $33.2M 0.00% -35K -4.4% $43.33 -0.3%
Page 48 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%