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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 66 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 SHE SPDR SERIES TRUST 95,814.0 $12.7M 0.00% -1K -1.1% $132.07 +14.2%
1302 VSTS VESTIS CORPORATION Industrials 1,885,351.0 $12.6M 0.00% -407K -17.8% $6.67 +75.4%
1303 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 440,529.0 $12.6M 0.00% -123K -21.9% $28.54 -0.3%
1304 LIBERTY MEDIA CORP DEL 9,875,000.0 $12.5M 0.00% -2.8M -21.8% $1.26
1305 IMKTA INGLES MKTS INC Consumer Defensive 182,149.0 $12.5M 0.00% -43K -19.0% $68.55 +27.4%
1306 VENTURE GLOBAL INC 1,828,838.0 $12.5M 0.00% -2.5M -57.8% $6.82
1307 GEF GREIF INC Consumer Cyclical 183,864.0 $12.4M 0.00% -6K -3.1% $67.70 -5.3%
1308 ACT ENACT HLDGS INC Financial Services 313,877.0 $12.4M 0.00% -20K -5.9% $39.64 +9.5%
1309 EXPI EXP WORLD HLDGS INC Real Estate 1,369,466.0 $12.4M 0.00% -140K -9.3% $9.05 -43.9%
1310 VRTS VIRTUS INVT PARTNERS INC Financial Services 75,900.0 $12.4M 0.00% -18K -19.5% $163.15 -15.5%
1311 NUVEEN REAL ESTATE INCOME FD 1,612,269.0 $12.3M 0.00% -45K -2.7% $7.66
1312 BZH BEAZER HOMES USA INC Consumer Cyclical 608,828.0 $12.3M 0.00% -71K -10.4% $20.27 +18.5%
1313 GLOBAL PMTS INC 13,745,000.0 $12.3M 0.00% -1.8M -11.4% $0.90
1314 IIPR INNOVATIVE INDL PPTYS INC Real Estate 259,534.0 $12.3M 0.00% -54K -17.1% $47.36 +19.1%
1315 BLACKROCK MUN INCOME QUALITY 1,119,344.0 $12.2M 0.00% -84K -7.0% $10.94
1316 IMAX IMAX CORP Communication Services 330,845.0 $12.2M 0.00% -33K -9.1% $36.96 -8.3%
1317 GNK GENCO SHIPPING & TRADING LTD Industrials 662,771.0 $12.2M 0.00% -232K -25.9% $18.43 +31.0%
1318 DXPE DXP ENTERPRISES INC Industrials 111,209.0 $12.2M 0.00% -7K -6.0% $109.79 +31.3%
1319 GPOR GULFPORT ENERGY CORP Energy 58,615.0 $12.2M 0.00% -55K -48.5% $207.99 -13.9%
1320 BLCO BAUSCH PLUS LOMB CORP Healthcare 713,267.0 $12.2M 0.00% -39K -5.2% $17.08 -5.4%
Page 66 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%