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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 103 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 JBI JANUS INTERNATIONAL GROUP IN Industrials 1,507,340.0 $9.9M 0.00% +279K +22.7% $6.54 -21.6%
2042 LAB STANDARD BIOTOOLS INC Healthcare 7,695,678.0 $9.9M 0.00% +1.3M +21.1% $1.28 -18.8%
2043 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 741,804.0 $9.8M 0.00% +27K +3.8% $13.24 -40.0%
2044 NUVEEN NEW JERSEY QULT MUN F 776,533.0 $9.8M 0.00% +56K +7.7% $12.64
2045 FA FIRST ADVANTAGE CORP NEW Industrials 673,970.0 $9.8M 0.00% +257K +61.8% $14.53 +3.5%
2046 ORIC ORIC PHARMACEUTICALS INC Healthcare 1,194,073.0 $9.8M 0.00% +449K +60.2% $8.18 +3.4%
2047 SLX VANECK ETF TRUST 114,938.0 $9.8M 0.00% +5K +4.6% $84.86 +25.0%
2048 PALISADE BIO INC 4,142,446.0 $9.7M 0.00% +4.1M +10000.0% $2.35
2049 ISHARES TR 1,049,456.0 $9.7M 0.00% +1.0M +10000.0% $9.25
2050 PDM PIEDMONT REALTY TRUST INC Real Estate 1,163,645.0 $9.7M 0.00% +30K +2.6% $8.34 -3.1%
2051 WEAV WEAVE COMMUNICATIONS INC Technology 1,278,072.0 $9.7M 0.00% +569K +80.1% $7.59 -22.4%
2052 AOK ISHARES TR 241,151.0 $9.7M 0.00% +44K +22.1% $40.13 +2.4%
2053 UHAL U HAUL HOLDING COMPANY Industrials 191,484.0 $9.7M 0.00% +43K +28.6% $50.41 -0.3%
2054 ENCORE ENERGY CORP 3,887,389.0 $9.6M 0.00% +1.8M +83.1% $2.48
2055 MBUU MALIBU BOATS INC Consumer Cyclical 341,342.0 $9.6M 0.00% +44K +14.7% $28.21 -4.8%
2056 IEZ ISHARES TR 460,477.0 $9.6M 0.00% +3K +0.6% $20.87 +52.8%
2057 MUJ BLACKROCK MUNIHLDGS NJ QLTY Financial Services 803,081.0 $9.6M 0.00% +15K +1.9% $11.90 +1.3%
2058 KFRC KFORCE INC Industrials 307,640.0 $9.5M 0.00% +3K +1.0% $30.92 +33.0%
2059 TFSL TFS FINL CORP Financial Services 710,502.0 $9.5M 0.00% +135K +23.4% $13.38 +17.6%
2060 TYLER TEX INDPT SCH DIST 9,365,000.0 $9.5M 0.00% +1.2M +14.5% $1.01
Page 103 of 192  ·  3,828 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%