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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 119 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 CGO CALAMOS GLOBAL TOTAL RETURN Financial Services 435,670.0 $5.0M +11K +2.5% $11.39 +17.1%
2362 PTLO PORTILLOS INC Consumer Cyclical 1,092,878.0 $5.0M +316K +40.7% $4.54 -14.1%
2363 XRN GLOBAL MED REIT INC Financial Services 146,721.0 $5.0M +3K +2.4% $33.74 +7.4%
2364 MFA MFA FINL INC Real Estate 531,283.0 $4.9M +65K +13.8% $9.31 +2.0%
2365 ALMS ALUMIS INC Healthcare 506,529.0 $4.9M +174K +52.4% $9.76 +127.2%
2366 AEHR AEHR TEST SYS Technology 244,783.0 $4.9M +156K +174.2% $20.19 +352.2%
2367 PMM PUTNAM MANAGED MUN INCOME TR Financial Services 783,384.0 $4.9M +6K +0.7% $6.27 -1.8%
2368 CMCL CALEDONIA MNG CORP PLC Basic Materials 187,290.0 $4.9M +52K +38.9% $26.17 -11.8%
2369 MIY BLACKROCK MUNIYIELD MICH QU Financial Services 416,786.0 $4.9M +4K +1.0% $11.74 +1.7%
2370 VOYG VOYAGER TECHNOLOGIES INC Industrials 186,212.0 $4.9M +29K +18.4% $26.14 +52.8%
2371 MECHANICS BANCORP 332,342.0 $4.9M +91K +37.7% $14.63
2372 EOLS EVOLUS INC Healthcare 730,665.0 $4.9M +465K +175.0% $6.65 -3.0%
2373 MISL FIRST TR EXCHANGE-TRADED FD 113,199.0 $4.8M +113K +10000.0% $42.79 +6.7%
2374 CRCT CRICUT INC Technology 975,021.0 $4.8M +282K +40.7% $4.95 -19.0%
2375 GOOD GLADSTONE COMMERCIAL CORP Real Estate 452,264.0 $4.8M +129K +39.8% $10.67 +20.8%
2376 CAC CAMDEN NATL CORP Financial Services 111,161.0 $4.8M +17K +18.2% $43.38 +13.9%
2377 FDUS FIDUS INVT CORP Financial Services 249,524.0 $4.8M +2K +1.0% $19.30 -2.9%
2378 FLBL FRANKLIN TEMPLETON ETF TR 205,482.0 $4.8M +2K +1.0% $23.42 -1.5%
2379 AVALO THERAPEUTICS INC 264,907.0 $4.8M +265K +10000.0% $18.16
2380 NBBK NB BANCORP INC Financial Services 242,132.0 $4.8M +120K +98.4% $19.82 +0.3%
Page 119 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%