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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 115 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 BKHY BNY MELLON ETF TRUST 126,577.0 $6.1M +27K +27.6% $48.07 -1.2%
2282 EXPEDIA GROUP INC 5,444,000.0 $6.1M +3.3M +149.3% $1.12
2283 SMBC SOUTHERN MO BANCORP INC Financial Services 102,706.0 $6.1M +12K +13.2% $59.12 +16.0%
2284 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 97,362.0 $6.1M +36K +58.2% $62.31 +1.8%
2285 PFN PIMCO INCOME STRATEGY FD II Financial Services 806,145.0 $6.0M +157K +24.1% $7.50 -8.9%
2286 ISHARES TR 304,168.0 $6.0M +182K +149.6% $19.85
2287 FBRT FRANKLIN BSP RLTY TR INC Real Estate 601,418.0 $6.0M +40K +7.0% $10.03 -13.0%
2288 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 183,242.0 $6.0M +37K +25.3% $32.65 +34.5%
2289 GAL SSGA ACTIVE ETF TR 120,416.0 $6.0M +56K +87.9% $49.45 +7.2%
2290 FENY FIDELITY COVINGTON TRUST 239,938.0 $5.9M +15K +6.7% $24.77 +32.9%
2291 DISC MEDICINE INC 74,826.0 $5.9M +19K +33.4% $79.41
2292 ALLT ALLOT LTD Technology 603,888.0 $5.9M +195K +47.9% $9.83 -24.7%
2293 LITHIUM ARGENTINA AG 1,059,980.0 $5.9M +401K +60.9% $5.58
2294 RSPS INVESCO EXCHANGE TRADED FD T 203,347.0 $5.9M +22K +12.1% $29.03 +2.9%
2295 MMI MARCUS & MILLICHAP INC Real Estate 215,721.0 $5.9M +55K +34.2% $27.29 +4.5%
2296 IBCP INDEPENDENT BK CORP MICH Financial Services 180,786.0 $5.9M +24K +15.3% $32.53 +4.6%
2297 NGS NATURAL GAS SVCS GROUP INC Energy 174,755.0 $5.9M +32K +22.5% $33.65 +25.9%
2298 HSTM HEALTHSTREAM INC Healthcare 253,812.0 $5.9M +9K +3.8% $23.07 +2.6%
2299 GII SPDR INDEX SHS FDS 83,907.0 $5.9M +12K +17.1% $69.77 +9.8%
2300 NRIM NORTHRIM BANCORP INC Financial Services 217,657.0 $5.8M +56K +34.3% $26.61 -8.0%
Page 115 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%