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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 112 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 BGX BLACKSTONE LONG SHORT CR INC Financial Services 589,248.0 $6.9M +18K +3.1% $11.66 -7.2%
2222 HBNC HORIZON BANCORP INC Financial Services 403,764.0 $6.8M +3K +0.8% $16.96 +8.6%
2223 ITRON INC 6,924,000.0 $6.8M +1.1M +18.7% $0.99
2224 CTBI COMMUNITY TR BANCORP INC Financial Services 120,966.0 $6.8M +6K +5.2% $56.50 +18.6%
2225 PAY PAYMENTUS HOLDINGS INC Technology 216,198.0 $6.8M +17K +8.6% $31.59 -25.7%
2226 GTIP GOLDMAN SACHS ETF TR 138,917.0 $6.8M +7K +5.1% $49.13 +0.2%
2227 BMRC BANK MARIN BANCORP Financial Services 262,196.0 $6.8M +29K +12.6% $26.01 +0.9%
2228 ISHARES TR 155,101.0 $6.8M +15K +10.4% $43.76
2229 FRONTVIEW REIT INC 457,410.0 $6.8M +49K +12.0% $14.76
2230 SCD LMP CAP & INCOME FD INC Financial Services 455,427.0 $6.7M +44K +10.7% $14.81 +2.9%
2231 CCD CALAMOS DYNAMIC CONV & INCOM Financial Services 323,008.0 $6.7M +2K +0.8% $20.86 +16.6%
2232 ISD PGIM HIGH YIELD BOND FUND IN Financial Services 463,516.0 $6.7M +65K +16.3% $14.47 -10.5%
2233 INVESCO QUALITY MUN INCOME T 672,514.0 $6.7M +33K +5.2% $9.96
2234 TEO TELECOM ARGENTINA SA Communication Services 576,229.0 $6.7M +415K +257.3% $11.61 +0.8%
2235 VGM INVESCO TR INVT GRADE MUNS Financial Services 644,709.0 $6.7M +100K +18.3% $10.37 -3.8%
2236 ESQ ESQUIRE FINL HLDGS INC Financial Services 65,303.0 $6.7M +8K +13.8% $102.07 +8.8%
2237 METALLUS INC 387,880.0 $6.7M +13K +3.4% $17.16
2238 TRST TRUSTCO BK CORP N Y Financial Services 159,888.0 $6.6M +22K +16.3% $41.33 +21.7%
2239 CCNE CNB FINL CORP PA Financial Services 251,987.0 $6.6M +6K +2.4% $26.17 +17.7%
2240 DSGN DESIGN THERAPEUTICS INC Healthcare 702,306.0 $6.6M +526K +299.1% $9.38 +17.4%
Page 112 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%