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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 201 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4001 J P MORGAN EXCHANGE TRADED F 50,828.0 $6.3M +4K +9.3% $123.95
4002 LGN LEGENCE CORP Industrials 146,114.0 $6.3M +117K +397.8% $43.04 +88.2%
4003 TTI TETRA TECHNOLOGIES INC DEL Energy 670,499.0 $6.3M +461K +220.0% $9.37 +8.1%
4004 WESTERN DIGITAL CORP 1,370,000.0 $6.3M -1.5M -52.9% $4.58
4005 NIM NUVEEN SELECT MAT MUN FD Financial Services 673,203.0 $6.3M +9K +1.3% $9.31 -0.2%
4006 NETL ETF SER SOLUTIONS 263,649.0 $6.3M -4K -1.5% $23.73 +11.6%
4007 SMBK SMARTFINANCIAL INC Financial Services 169,012.0 $6.3M +53K +45.3% $36.99 +23.7%
4008 SNOWFLAKE INC 4,044,000.0 $6.2M -2.1M -34.1% $1.54
4009 LOMA LOMA NEGRA C I A S A MTN 14 Basic Materials 481,978.0 $6.2M -634K -56.8% $12.95 -5.8%
4010 ETORO GROUP LTD 177,250.0 $6.2M +164K +1217.3% $35.13
4011 BFC BANK FIRST CORP Financial Services 50,945.0 $6.2M -4K -7.9% $121.82 +18.7%
4012 ORRF ORRSTOWN FINL SVCS INC Financial Services 174,699.0 $6.2M +41K +30.6% $35.42 +12.2%
4013 CSV CARRIAGE SVCS INC Consumer Cyclical 146,190.0 $6.2M -28K -16.0% $42.30 -6.9%
4014 BLSH BULLISH Technology 163,220.0 $6.2M +107K +189.7% $37.87 -34.2%
4015 FIRST FNDTN INC 1,002,683.0 $6.2M +278K +38.3% $6.16
4016 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 462,907.0 $6.2M -71K -13.3% $13.34 -8.4%
4017 NN NEXTNAV INC Communication Services 370,909.0 $6.2M -219K -37.2% $16.64 +2.9%
4018 OOMA OOMA INC Communication Services 525,921.0 $6.2M +96K +22.3% $11.73 +54.0%
4019 MBSD FLEXSHARES TR 296,612.0 $6.2M +11K +3.9% $20.77 -0.9%
4020 PAX PATRIA INVESTMENTS LIMITED Financial Services 387,666.0 $6.2M +158K +68.7% $15.89 -30.6%
Page 201 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%