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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 59 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 NGVT INGEVITY CORP Basic Materials 307,969.0 $18.2M 0.00% -21K -6.4% $59.18 +10.2%
1162 GSBD GOLDMAN SACHS BDC INC Financial Services 1,957,343.0 $18.2M 0.00% -538K -21.6% $9.28 -3.9%
1163 RTO RENTOKIL INITIAL PLC Industrials 615,281.0 $18.1M 0.00% -464K -43.0% $29.46 +8.5%
1164 MUX MCEWEN INC. Basic Materials 978,533.0 $18.1M 0.00% -46K -4.5% $18.51 +15.3%
1165 AMN AMN HEALTHCARE SVCS INC Healthcare 1,148,548.0 $18.1M 0.00% -400K -25.8% $15.76 +62.8%
1166 AAT AMERICAN ASSETS TR INC Real Estate 955,303.0 $18.1M 0.00% -54K -5.3% $18.93 +17.0%
1167 PTF INVESCO EXCHANGE TRADED FD T 236,107.0 $18.1M 0.00% -52K -18.1% $76.49 +59.2%
1168 SHC SOTERA HEALTH CO Healthcare 1,023,352.0 $18.1M 0.00% -962K -48.5% $17.64 -11.8%
1169 FIVN FIVE9 INC Technology 900,301.0 $18.1M 0.00% -118K -11.6% $20.05 +8.9%
1170 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 842,665.0 $17.9M 0.00% -745K -46.9% $21.23 +18.5%
1171 SEMLER SCIENTIFIC INC 1,168,043.0 $17.9M 0.00% -60K -4.9% $15.29
1172 REAL THE REALREAL INC Consumer Cyclical 1,125,737.0 $17.8M 0.00% -841K -42.8% $15.78 -40.2%
1173 KXI ISHARES TR 273,863.0 $17.7M 0.00% -44K -13.8% $64.65 +6.9%
1174 THRM GENTHERM INC Consumer Cyclical 486,123.0 $17.7M 0.00% -97K -16.6% $36.37 -14.2%
1175 ANDE ANDERSONS INC Consumer Defensive 330,766.0 $17.6M 0.00% -23K -6.5% $53.17 +32.2%
1176 POTLATCHDELTIC CORPORATION 439,009.0 $17.5M 0.00% -103K -19.0% $39.78
1177 PSQ PROSHARES TR 573,654.0 $17.3M 0.00% -138K -19.4% $30.20 -13.5%
1178 BIT BLACKROCK MULTI SECTOR INC T Financial Services 1,326,419.0 $17.3M 0.00% -77K -5.5% $13.06 -5.2%
1179 ONESTREAM INC 941,344.0 $17.3M 0.00% -205K -17.9% $18.38
1180 HSAI HESAI GROUP Consumer Cyclical 769,990.0 $17.2M 0.00% -286K -27.1% $22.40 -6.7%
Page 59 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%