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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 83 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 RWO SPDR INDEX SHS FDS 454,665.0 $20.5M 0.00% +9K +2.1% $45.02 +10.6%
1642 YORW YORK WTR CO Utilities 642,716.0 $20.5M 0.00% +459K +250.0% $31.84 -6.7%
1643 ARMOUR RESIDENTIAL REIT INC 1,155,245.0 $20.4M 0.00% +98K +9.2% $17.69
1644 FNGU BANK MONTREAL QUE Financial Services 804,852.0 $20.3M 0.00% +793K +6720.8% $25.26 +20.7%
1645 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 705,442.0 $20.3M 0.00% +370K +110.1% $28.78 +84.5%
1646 GSG ISHARES S&P GSCI COMMODITY- Financial Services 879,534.0 $20.3M 0.00% +11K +1.3% $23.06 +42.0%
1647 BEAM BEAM THERAPEUTICS INC Healthcare 729,400.0 $20.2M 0.00% +85K +13.1% $27.72 +5.5%
1648 RLTY COHEN & STEERS REAL ESTATE O Financial Services 1,373,956.0 $20.2M 0.00% +26K +1.9% $14.70 +7.1%
1649 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 1,689,985.0 $20.2M 0.00% +525K +45.1% $11.95 +8.2%
1650 NPK INTERNATIONAL INC 1,693,062.0 $20.2M 0.00% +50K +3.0% $11.92
1651 BLBD BLUE BIRD CORP Consumer Cyclical 428,634.0 $20.1M 0.00% +144K +50.8% $47.00 +43.0%
1652 KMPR KEMPER CORP Financial Services 496,492.0 $20.1M 0.00% +194K +64.2% $40.54 -27.1%
1653 PPTA PERPETUA RESOURCES CORP Basic Materials 831,081.0 $20.1M 0.00% +81K +10.8% $24.21 +7.5%
1654 BBAI BIGBEAR AI HLDGS INC Technology 3,718,024.0 $20.1M 0.00% +957K +34.7% $5.40 -21.9%
1655 XHE SPDR SERIES TRUST 227,403.0 $20.1M 0.00% +123K +118.3% $88.23 -8.2%
1656 COHU COHU INC Technology 860,196.0 $20.0M 0.00% +165K +23.7% $23.27 +102.0%
1657 FUTY FIDELITY COVINGTON TRUST 361,941.0 $20.0M 0.00% +14K +4.1% $55.22 +6.8%
1658 INTERNATIONAL BANCSHARES COR 300,642.0 $20.0M 0.00% +51K +20.3% $66.44
1659 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 1,981,391.0 $20.0M 0.00% +245K +14.1% $10.08 +1.5%
1660 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 1,595,217.0 $19.9M 0.00% +671K +72.7% $12.49 -43.0%
Page 83 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%