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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 80 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 3,597,018.0 $23.1M 0.00% +94K +2.7% $6.41 +1.2%
1582 ZD ZIFF DAVIS INC Communication Services 655,670.0 $23.0M 0.00% +78K +13.5% $35.15 +24.3%
1583 SBCF SEACOAST BKG CORP FLA Financial Services 733,430.0 $23.0M 0.00% +107K +17.2% $31.42 -2.5%
1584 DGT SPDR SERIES TRUST 137,833.0 $23.0M 0.00% +26K +22.9% $166.70 +12.6%
1585 TAN INVESCO EXCH TRADED FD TR II 466,869.0 $22.9M 0.00% +7K +1.6% $49.12 +40.4%
1586 SCHC SCHWAB STRATEGIC TR 503,328.0 $22.9M 0.00% +274K +119.9% $45.53 +12.3%
1587 KIO KKR INCOME OPPORTUNITIES FD Financial Services 1,976,253.0 $22.9M 0.00% +264K +15.4% $11.59 -2.4%
1588 RFV INVESCO EXCHANGE TRADED FD T 178,393.0 $22.8M 0.00% +2K +1.0% $127.80 +9.5%
1589 UBER TECHNOLOGIES INC 17,562,000.0 $22.8M 0.00% +1.3M +8.1% $1.30
1590 GIII G III APPAREL GROUP LTD Consumer Cyclical 786,264.0 $22.8M 0.00% +137K +21.1% $28.96 +9.4%
1591 CWI SPDR INDEX SHS FDS 631,653.0 $22.7M 0.00% +7K +1.2% $35.92 +13.7%
1592 IBTO ISHARES TR 923,089.0 $22.7M 0.00% +59K +6.9% $24.56 -1.9%
1593 UCTT ULTRA CLEAN HLDGS INC Technology 894,423.0 $22.7M 0.00% +212K +31.1% $25.33 +245.3%
1594 ENVX ENOVIX CORPORATION Industrials 3,092,556.0 $22.6M 0.00% +1.2M +66.2% $7.31 -0.8%
1595 EZPW EZCORP INC Financial Services 1,161,627.0 $22.6M 0.00% +232K +25.0% $19.42 +78.3%
1596 WBI WATERBRIDGE INFRASTRUCTURE L Energy 1,125,667.0 $22.5M 0.00% +61K +5.7% $20.01 +55.7%
1597 FCF FIRST COMWLTH FINL CORP PA Financial Services 1,334,894.0 $22.5M 0.00% +66K +5.2% $16.86 +12.0%
1598 UAA UNDER ARMOUR INC Consumer Cyclical 4,518,556.0 $22.5M 0.00% +512K +12.8% $4.97 +13.9%
1599 QQQI NEOS ETF TRUST 416,793.0 $22.4M 0.00% +412K +9247.2% $53.86 +5.6%
1600 EPAC ENERPAC TOOL GROUP CORP Industrials 586,840.0 $22.4M 0.00% +5K +0.8% $38.24 -9.1%
Page 80 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%