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Portfolio (Quarterly) Guide ↗

MORGAN STANLEY

· CIK 0000895421
13F Portfolio $1.67T AUM 45,419 positions Filed May 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 515 New 3827 Added 2850 Reduced
Page 127 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 RRR RED ROCK RESORTS INC Consumer Cyclical 510,432.0 $31.6M 0.00% +247K +93.8% $61.95 -1.0%
2522 BCO BRINKS CO Industrials 270,755.0 $31.6M 0.00% +62K +30.0% $116.73 -16.3%
2523 VIOG VANGUARD ADMIRAL FDS INC 260,007.0 $31.5M 0.00% +9K +3.6% $121.29 +21.2%
2524 BBAR BANCO BBVA ARGENTINA S A Financial Services 1,742,164.0 $31.5M 0.00% +160K +10.1% $18.07 +21.2%
2525 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,516,884.0 $31.5M 0.00% -55K -3.5% $20.74 +14.3%
2526 NEOG NEOGEN CORP Healthcare 4,496,331.0 $31.4M 0.00% -1.4M -23.4% $6.99 +33.2%
2527 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 2,087,736.0 $31.4M 0.00% +282K +15.6% $15.05 -3.3%
2528 GFF GRIFFON CORP Industrials 426,591.0 $31.4M 0.00% +88K +25.9% $73.65 +23.7%
2529 TFII TFI INTL INC Industrials 303,800.0 $31.4M 0.00% -266K -46.7% $103.35 +40.7%
2530 MNRO MONRO INC Consumer Cyclical 1,566,559.0 $31.4M 0.00% -148K -8.6% $20.04 -22.4%
2531 CXW CORECIVIC INC Real Estate 1,642,663.0 $31.4M 0.00% -312K -15.9% $19.11 +51.2%
2532 IRIDIUM COMMUNICATIONS INC 1,795,202.0 $31.2M 0.00% -43K -2.3% $17.38
2533 LXP INDUSTRIAL TRUST 629,099.0 $31.2M 0.00% NEW $49.58
2534 PXH INVESCO EXCH TRADED FD TR II 1,208,404.0 $31.2M 0.00% +150K +14.1% $25.81 +12.6%
2535 SFNC SIMMONS 1ST NATL CORP Financial Services 1,653,394.0 $31.2M 0.00% +27K +1.7% $18.85 +16.2%
2536 COCO VITA COCO CO INC Consumer Defensive 585,439.0 $31.0M 0.00% +23K +4.1% $53.01 +58.5%
2537 FBK FB FINL CORP Financial Services 555,090.0 $31.0M 0.00% +127K +29.6% $55.80 -3.7%
2538 RNST RENASANT CORP Financial Services 877,230.0 $30.9M 0.00% +166K +23.4% $35.22 +18.4%
2539 IBHI ISHARES TR 1,306,212.0 $30.9M 0.00% +60K +4.8% $23.63 -1.0%
2540 PCRX PACIRA BIOSCIENCES INC Healthcare 1,192,594.0 $30.9M 0.00% +50K +4.4% $25.88 -13.7%
Page 127 of 410  ·  8,196 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%