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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 135 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 KINS KINGSTONE COS INC Financial Services 129,094.0 $2.2M +19K +17.6% $16.83 -5.0%
2682 STKL SUNOPTA INC Consumer Defensive 568,603.0 $2.2M +46K +8.8% $3.80 +71.1%
2683 FB BANCORP INC 168,041.0 $2.2M +64K +61.8% $12.85
2684 AGRO ADECOAGRO S A Consumer Defensive 272,196.0 $2.2M +117K +75.3% $7.93 +71.8%
2685 SHOULDER INNOVATIONS INC 150,794.0 $2.2M +36K +31.3% $14.30
2686 VIRTUS DIVERSIFIED INCM & CO 81,974.0 $2.2M +10K +14.4% $26.29
2687 AVD AMERICAN VANGUARD CORP Basic Materials 560,447.0 $2.1M +69K +13.9% $3.82 -25.1%
2688 UNITY SOFTWARE INC 2,210,000.0 $2.1M +150K +7.3% $0.96
2689 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 77,247.0 $2.1M +19K +31.8% $27.39 -0.9%
2690 VXX BARCLAYS BANK PLC Financial Services 79,877.0 $2.1M +17K +26.9% $26.47 -1.0%
2691 MSD MORGAN STANLEY EMKT DBT FD I Financial Services 285,154.0 $2.1M +15K +5.5% $7.39 -0.4%
2692 CHURCHILL CAP CORP X 134,415.0 $2.1M +128K +2070.8% $15.60
2693 NUVEEN CALIF SELECT TAX FREE 158,462.0 $2.1M +65K +69.9% $13.20
2694 LEGH LEGACY HOUSING CORP Consumer Cyclical 106,753.0 $2.1M +84K +367.0% $19.52 +17.7%
2695 EPSN EPSILON ENERGY LTD Energy 446,935.0 $2.1M +205K +84.8% $4.64 +34.3%
2696 BSSX INVESCO EXCH TRD SLF IDX FD 80,157.0 $2.1M +53K +193.3% $25.86 -1.8%
2697 GEVO GEVO INC Basic Materials 1,036,048.0 $2.1M +334K +47.6% $2.00 -15.0%
2698 FRPH FRP HLDGS INC Real Estate 90,777.0 $2.1M +37K +68.7% $22.79 +0.5%
2699 FC FRANKLIN COVEY CO Industrials 122,840.0 $2.1M +15K +13.6% $16.78 +33.6%
2700 FRD FRIEDMAN INDS INC Basic Materials 100,466.0 $2.1M +5K +5.0% $20.49 +0.2%
Page 135 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%