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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 105 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 RAVI FLEXSHARES TR 119,765.0 $9.0M 0.00% +14K +13.1% $75.37 -0.1%
2082 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 274,876.0 $9.0M 0.00% +44K +18.9% $32.74 +19.1%
2083 MARRIOTT VACATIONS WORLDWIDE 9,445,000.0 $9.0M 0.00% +470K +5.2% $0.95
2084 HEWLETT PACKARD ENTERPRISE C 134,150.0 $8.9M 0.00% +29K +27.9% $66.69
2085 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 126,585.0 $8.9M 0.00% +15K +13.4% $70.60 +7.9%
2086 EWO ISHARES INC 251,058.0 $8.9M 0.00% +50K +24.6% $35.47 +12.1%
2087 BROOKFIELD BUSINESS PARTNERS 252,703.0 $8.9M 0.00% +134K +112.5% $35.20
2088 BFLY BUTTERFLY NETWORK INC Healthcare 2,325,929.0 $8.8M 0.00% +443K +23.5% $3.80 +17.9%
2089 HIPPO HLDGS INC 293,623.0 $8.8M 0.00% +11K +3.9% $30.08
2090 NNE NANO NUCLEAR ENERGY INC Industrials 367,811.0 $8.8M 0.00% +31K +9.3% $24.01 +4.5%
2091 LANTHEUS HLDGS INC 7,711,000.0 $8.8M 0.00% +1.1M +17.1% $1.14
2092 MICROCHIP TECHNOLOGY INC. 8,940,000.0 $8.8M 0.00% +580K +6.9% $0.98
2093 SBR SABINE RTY TR Energy 127,459.0 $8.7M 0.00% +16K +14.4% $68.57 +13.3%
2094 ASC ARDMORE SHIPPING CORP Industrials 823,112.0 $8.7M 0.00% +48K +6.2% $10.59 +82.2%
2095 SLDE SLIDE INS HLDGS INC Financial Services 447,232.0 $8.7M 0.00% +134K +42.7% $19.48 -4.1%
2096 IVT INVENTRUST PPTYS CORP Real Estate 308,710.0 $8.7M 0.00% +31K +11.2% $28.21 +16.2%
2097 SMP STANDARD MTR PRODS INC Consumer Cyclical 235,798.0 $8.7M 0.00% +2K +0.8% $36.85 +0.7%
2098 MBIN MERCHANTS BANCORP IND Financial Services 254,779.0 $8.7M 0.00% +20K +8.7% $34.06 +36.6%
2099 LPTH LIGHTPATH TECHNOLOGIES INC Technology 798,112.0 $8.6M 0.00% +417K +109.7% $10.80 +32.2%
2100 USCI UNITED STS COMMODITY INDEX F Financial Services 110,987.0 $8.6M 0.00% +9K +9.2% $77.61 +28.6%
Page 105 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%