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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 13 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BERKSHIRE HATHAWAY INC DEL 749.0 $565.3M 0.03% +8.0 +1.1% $754800.00
242 DDOG DATADOG INC Technology 4,037,621.0 $549.1M 0.03% +414K +11.4% $135.99 +53.7%
243 SHYG ISHARES TR 12,779,590.0 $547.9M 0.03% +9.5M +288.0% $42.87 -1.5%
244 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,974,918.0 $547.7M 0.03% +91K +2.3% $137.80 -1.3%
245 RDDT REDDIT INC Communication Services 2,372,443.0 $545.4M 0.03% +243K +11.4% $229.87 -31.4%
246 HPE HEWLETT PACKARD ENTERPRISE C Technology 22,703,344.0 $545.3M 0.03% +4.9M +27.5% $24.02 +37.1%
247 IBB ISHARES TR 3,204,126.0 $540.8M 0.03% +77K +2.5% $168.77 -2.6%
248 TSCO TRACTOR SUPPLY CO Consumer Cyclical 10,622,335.0 $531.2M 0.03% +1.5M +16.4% $50.01 -37.3%
249 DHI D R HORTON INC Consumer Cyclical 3,684,724.0 $530.7M 0.03% +68K +1.9% $144.03 -4.6%
250 SPDW SPDR INDEX SHS FDS 11,915,888.0 $529.2M 0.03% +1.7M +16.9% $44.41 +11.1%
251 RKT ROCKET COS INC Financial Services 27,009,279.0 $522.9M 0.03% +22.2M +461.2% $19.36 -32.3%
252 INGERSOLL RAND INC 6,565,926.0 $520.2M 0.03% +146K +2.3% $79.22
253 SYF SYNCHRONY FINANCIAL Financial Services 6,230,111.0 $519.8M 0.03% +442K +7.6% $83.43 -14.5%
254 AIRR FIRST TR EXCHANGE TRADED FD 5,279,524.0 $519.1M 0.03% +576K +12.2% $98.32 +27.4%
255 TM TOYOTA MOTOR CORP Consumer Cyclical 2,421,645.0 $518.4M 0.03% +279K +13.0% $214.06 -12.4%
256 AEM AGNICO EAGLE MINES LTD Basic Materials 3,052,065.0 $517.4M 0.03% +472K +18.3% $169.53 +5.4%
257 VYMI VANGUARD WHITEHALL FDS 5,616,721.0 $505.5M 0.03% +165K +3.0% $90.00 +10.0%
258 BN BROOKFIELD CORP Financial Services 10,865,057.0 $498.6M 0.03% +3.9M +55.2% $45.89 -1.8%
259 DSI ISHARES TR 3,866,815.0 $498.2M 0.03% +61K +1.6% $128.83 +8.8%
260 TD TORONTO DOMINION BK ONT Financial Services 5,286,308.0 $498.0M 0.03% +261K +5.2% $94.20 +14.8%
Page 13 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%