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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 14 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RF REGIONS FINANCIAL CORP NEW Financial Services 18,356,400.0 $497.5M 0.03% +232K +1.3% $27.10 -0.4%
262 CPRT COPART INC Industrials 12,706,076.0 $497.4M 0.03% +184K +1.5% $39.15 -14.3%
263 USHY ISHARES TR 13,291,070.0 $497.0M 0.03% +584K +4.6% $37.40 -1.6%
264 BMO BANK MONTREAL QUE Financial Services 3,817,406.0 $495.5M 0.03% +1.6M +74.4% $129.79 +18.4%
265 VMC VULCAN MATLS CO Basic Materials 1,727,232.0 $492.6M 0.03% +127K +7.9% $285.22 -6.2%
266 BINC BLACKROCK ETF TRUST II 9,314,383.0 $491.5M 0.03% +1.6M +20.2% $52.77 -1.4%
267 VTR VENTAS INC Real Estate 6,344,347.0 $490.9M 0.03% +1.1M +19.9% $77.38 +12.7%
268 TECH BIO-TECHNE CORP Healthcare 8,345,414.0 $490.8M 0.03% +1.1M +15.3% $58.81 -24.9%
269 TBIL RBB FD INC 9,814,951.0 $489.6M 0.03% +1.0M +11.8% $49.88 +0.1%
270 PFF ISHARES TR 15,810,728.0 $489.5M 0.03% +418K +2.7% $30.96 +0.6%
271 PAVE GLOBAL X FDS 10,218,475.0 $488.3M 0.03% +289K +2.9% $47.79 +14.6%
272 VFH VANGUARD WORLD FD 3,604,287.0 $481.1M 0.03% +36K +1.0% $133.49 -5.3%
273 TER TERADYNE INC Technology 2,442,014.0 $472.7M 0.03% +45K +1.9% $193.56 +66.5%
274 KVYO KLAVIYO INC Technology 14,547,090.0 $472.3M 0.03% +3.9M +36.1% $32.47 -54.6%
275 CCL CARNIVAL CORP Consumer Cyclical 15,449,058.0 $471.8M 0.03% +1.2M +8.3% $30.54 -19.0%
276 VFLO VICTORY PORTFOLIOS II 11,931,199.0 $469.9M 0.03% +2.2M +22.1% $39.38 +8.3%
277 DGX QUEST DIAGNOSTICS INC Healthcare 2,693,568.0 $467.4M 0.03% +407K +17.8% $173.53 +9.2%
278 VHT VANGUARD WORLD FD 1,615,053.0 $464.9M 0.03% +140K +9.5% $287.85 -5.9%
279 SRLN SSGA ACTIVE ETF TR 11,164,717.0 $460.8M 0.03% +706K +6.8% $41.27 -1.9%
280 GIS GENERAL MLS INC Consumer Defensive 9,837,490.0 $457.4M 0.03% +200K +2.1% $46.50 -28.8%
Page 14 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%