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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 186 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3701 BROOKFIELD BUSINESS PARTNERS 252,703.0 $8.9M 0.00% +134K +112.5% $35.20
3702 NNI NELNET INC Financial Services 66,795.0 $8.9M 0.00% -11K -13.7% $132.96 -2.4%
3703 DEUS DBX ETF TR 151,868.0 $8.9M 0.00% $58.31 +11.2%
3704 WEC ENERGY GROUP INC 7,584,000.0 $8.8M 0.00% -13.9M -64.7% $1.17
3705 BFLY BUTTERFLY NETWORK INC Healthcare 2,325,929.0 $8.8M 0.00% +443K +23.5% $3.80 +91.3%
3706 HIPPO HLDGS INC 293,623.0 $8.8M 0.00% +11K +3.9% $30.08
3707 NNE NANO NUCLEAR ENERGY INC Industrials 367,811.0 $8.8M 0.00% +31K +9.3% $24.01 +6.8%
3708 LANTHEUS HLDGS INC 7,711,000.0 $8.8M 0.00% +1.1M +17.1% $1.14
3709 MLR MILLER INDS INC TENN Consumer Cyclical 235,560.0 $8.8M 0.00% -28K -10.7% $37.37 +33.1%
3710 GBF ISHARES TR 83,776.0 $8.8M 0.00% -37K -30.4% $104.70 -1.3%
3711 CPS COOPER STD HLDGS INC Consumer Cyclical 267,157.0 $8.8M 0.00% -53K -16.5% $32.83 -9.7%
3712 MICROCHIP TECHNOLOGY INC. 8,940,000.0 $8.8M 0.00% +580K +6.9% $0.98
3713 SBR SABINE RTY TR Energy 127,459.0 $8.7M 0.00% +16K +14.4% $68.57 +5.3%
3714 KNOP KNOT OFFSHORE PARTNERS LP Industrials 842,501.0 $8.7M 0.00% -46K -5.1% $10.35 +0.4%
3715 ASC ARDMORE SHIPPING CORP Industrials 823,112.0 $8.7M 0.00% +48K +6.2% $10.59 +65.8%
3716 SLDE SLIDE INS HLDGS INC Financial Services 447,232.0 $8.7M 0.00% +134K +42.7% $19.48 -13.0%
3717 IVT INVENTRUST PPTYS CORP Real Estate 308,710.0 $8.7M 0.00% +31K +11.2% $28.21 +22.2%
3718 SMP STANDARD MTR PRODS INC Consumer Cyclical 235,798.0 $8.7M 0.00% +2K +0.8% $36.85 +5.6%
3719 TRTX TPG RE FIN TR INC Real Estate 1,008,925.0 $8.7M 0.00% -1.9M -65.8% $8.61 -0.8%
3720 CTO CTO RLTY GROWTH INC NEW Real Estate 471,790.0 $8.7M 0.00% -27K -5.5% $18.41 +11.4%
Page 186 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%