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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 124 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 OBNK ORIGIN BANCORP INC Financial Services 105,191.0 $4.0M +11K +11.8% $37.61 -23.9%
2462 CNDT CONDUENT INC Technology 2,052,829.0 $3.9M +321K +18.5% $1.92 -16.7%
2463 BHB BAR HBR BANKSHARES Financial Services 126,576.0 $3.9M +53K +73.2% $31.05 +11.9%
2464 KELYA KELLY SVCS INC Industrials 445,674.0 $3.9M +203K +83.7% $8.80 +21.2%
2465 OPPJ WISDOMTREE TR 84,386.0 $3.9M +20K +30.2% $46.40 +26.3%
2466 HOMETRUST BANCSHARES INC 91,161.0 $3.9M +15K +19.3% $42.94
2467 CLOI VANECK ETF TRUST 74,083.0 $3.9M +74K +10000.0% $52.81 +0.2%
2468 PLTK PLAYTIKA HLDG CORP Technology 984,640.0 $3.9M +33K +3.4% $3.95 -11.6%
2469 LXU LSB INDS INC Basic Materials 457,368.0 $3.9M +281K +159.7% $8.50 +52.6%
2470 EIM EATON VANCE MUN BD FD Financial Services 399,534.0 $3.9M +27K +7.4% $9.73 -0.5%
2471 CVY INVESCO EXCHANGE TRADED FD T 144,894.0 $3.9M +7K +5.0% $26.81 +7.2%
2472 FLY FIREFLY AEROSPACE INC Industrials 173,343.0 $3.9M +78K +81.8% $22.37 +91.6%
2473 SINCLAIR INC 250,583.0 $3.8M +27K +11.9% $15.30
2474 AIVI WISDOMTREE TR 73,648.0 $3.8M +4K +5.3% $51.99 +10.8%
2475 BLACKROCK MUNIVEST FD II INC 354,072.0 $3.8M +41K +13.1% $10.81
2476 PBT PERMIAN BASIN RTY TR Energy 224,661.0 $3.8M +79K +54.0% $16.98 +76.6%
2477 BCV BANCROFT FD LTD Financial Services 172,388.0 $3.8M +32K +22.9% $22.10 +14.3%
2478 SMOG VANECK ETF TRUST 29,342.0 $3.8M +1K +4.8% $129.63 +17.3%
2479 ODV OSISKO DEVELOPMENT CORP Basic Materials 1,088,016.0 $3.8M +1.0M +1194.7% $3.49 -21.8%
2480 COFS CHOICEONE FINL SVCS INC Financial Services 128,572.0 $3.8M +72K +125.5% $29.52 +7.1%
Page 124 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%