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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 52 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 1,252,451.0 $27.0M 0.00% -548K -30.4% $21.56 -14.8%
1022 CMPR CIMPRESS PLC Communication Services 405,127.0 $27.0M 0.00% -50K -11.0% $66.59 +42.9%
1023 FXG FIRST TR EXCHANGE TRADED FD 444,087.0 $26.9M 0.00% -69K -13.5% $60.68 -0.4%
1024 NUVL NUVALENT INC Healthcare 267,389.0 $26.9M 0.00% -8K -2.8% $100.59 +0.6%
1025 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 3,962,540.0 $26.9M 0.00% -86K -2.1% $6.78 -3.7%
1026 GHY PGIM GLOBAL HIGH YIELD FD FO Financial Services 2,174,084.0 $26.8M 0.00% -44K -2.0% $12.34 -3.8%
1027 EGO ELDORADO GOLD CORP NEW Basic Materials 746,774.0 $26.8M 0.00% -489K -39.5% $35.92 -11.8%
1028 JGLO J P MORGAN EXCHANGE TRADED F 396,221.0 $26.8M 0.00% -58K -12.9% $67.67 +4.8%
1029 ROG ROGERS CORP Technology 292,457.0 $26.8M 0.00% -33K -10.2% $91.57 +45.2%
1030 ROUS LATTICE STRATEGIES TR 459,588.0 $26.5M 0.00% -42K -8.3% $57.71 +12.6%
1031 RVLV REVOLVE GROUP INC Consumer Cyclical 876,350.0 $26.5M 0.00% -189K -17.7% $30.19 -38.2%
1032 BIDD BLACKROCK ETF TRUST 917,386.0 $26.4M 0.00% -475K -34.1% $28.82 +9.5%
1033 RAMP LIVERAMP HLDGS INC Technology 899,142.0 $26.4M 0.00% -7K -0.8% $29.37 +28.5%
1034 BUR BURFORD CAP LTD Financial Services 2,958,887.0 $26.4M 0.00% -26K -0.9% $8.92 -47.3%
1035 LEG LEGGETT & PLATT INC Consumer Cyclical 2,395,741.0 $26.4M 0.00% -497K -17.2% $11.00 -8.7%
1036 NUVEEN DOW 30 DYNMC OVERWRT 1,714,813.0 $26.2M 0.00% -95K -5.2% $15.26
1037 ONDS ONDAS HLDGS INC Technology 2,677,174.0 $26.1M 0.00% -2.4M -47.6% $9.76 -5.9%
1038 WOR WORTHINGTON ENTERPRISES INC Industrials 504,816.0 $26.0M 0.00% -22K -4.1% $51.57 +6.0%
1039 YELP YELP INC Communication Services 855,881.0 $26.0M 0.00% -82K -8.8% $30.39 -26.1%
1040 AGYS AGILYSYS INC Technology 218,719.0 $26.0M 0.00% -11K -4.9% $118.84 -33.1%
Page 52 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%