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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 106 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 PHR PHREESIA INC Healthcare 507,786.0 $8.6M 0.00% +133K +35.3% $16.92 -47.7%
2102 SCVL SHOE CARNIVAL INC Consumer Cyclical 508,970.0 $8.6M 0.00% +52K +11.3% $16.88 -6.6%
2103 CTKB CYTEK BIOSCIENCES INC Healthcare 1,700,985.0 $8.6M 0.00% +238K +16.3% $5.05 -21.6%
2104 HAEMONETICS CORP MASS 8,285,000.0 $8.6M 0.00% +465K +6.0% $1.04
2105 BLACKROCK INCOME TR INC 775,620.0 $8.6M 0.00% +68K +9.7% $11.04
2106 JXI ISHARES TR 108,707.0 $8.5M 0.00% +20K +22.5% $78.65 +8.8%
2107 DBL DOUBLELINE OPPORTUNISTIC CR Financial Services 560,498.0 $8.5M 0.00% +14K +2.5% $15.25 -6.5%
2108 JANX JANUX THERAPEUTICS INC Healthcare 618,385.0 $8.5M 0.00% +123K +24.8% $13.80 +4.4%
2109 AMPHASTAR PHARMACEUTICALS IN 9,248,000.0 $8.5M 0.00% +485K +5.5% $0.92
2110 RLJ RLJ LODGING TR Real Estate 1,143,754.0 $8.5M 0.00% +158K +16.0% $7.45 +27.4%
2111 NXG NXG NEXTGEN INFRASTR INCM FD Financial Services 168,567.0 $8.5M 0.00% +1K +0.8% $50.50 +11.2%
2112 MOTI VANECK ETF TRUST 231,725.0 $8.5M 0.00% +8K +3.7% $36.68 -4.6%
2113 USLM UNITED STS LIME & MINERALS I Basic Materials 70,922.0 $8.5M 0.00% +8K +12.0% $119.74 -13.0%
2114 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 482,845.0 $8.4M 0.00% +7K +1.6% $17.44 +2.9%
2115 LSPD LIGHTSPEED COMMERCE INC Technology 694,506.0 $8.4M 0.00% +511K +277.6% $12.08 -30.7%
2116 LQDT LIQUIDITY SVCS INC Consumer Cyclical 276,681.0 $8.4M 0.00% +6K +2.4% $30.31 +12.8%
2117 TE T1 ENERGY INC Industrials 1,250,399.0 $8.4M +136K +12.2% $6.68 +30.2%
2118 BSJT INVESCO EXCH TRD SLF IDX FD 387,613.0 $8.3M +41K +11.7% $21.51 -1.7%
2119 HIFS HINGHAM INSTN SVGS MASS Financial Services 29,324.0 $8.3M +6K +23.6% $283.97 -0.1%
2120 CEPU CENTRAL PUERTO S A Utilities 475,790.0 $8.3M +133K +38.9% $17.50 -17.3%
Page 106 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%