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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 90 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 RUM RUMBLE INC Technology 2,463,625.0 $15.6M 0.00% +1.7M +207.3% $6.32 +29.7%
1782 MBC MASTERBRAND INC Consumer Cyclical 1,405,605.0 $15.5M 0.00% +24K +1.8% $11.04 -30.2%
1783 JPEM J P MORGAN EXCHANGE TRADED F 254,970.0 $15.5M 0.00% +3K +1.2% $60.73 +5.7%
1784 XHR XENIA HOTELS & RESORTS INC Real Estate 1,093,445.0 $15.5M 0.00% +106K +10.8% $14.14 +19.0%
1785 GCC WISDOMTREE TR 728,160.0 $15.4M 0.00% +140K +23.8% $21.15 +19.7%
1786 AUGO AURA MINERALS INC Basic Materials 303,837.0 $15.3M 0.00% +250K +462.4% $50.41 +44.0%
1787 MRTN MARTEN TRANS LTD Industrials 1,343,772.0 $15.3M 0.00% +295K +28.2% $11.38 +46.7%
1788 LBRDA LIBERTY BROADBAND CORP Communication Services 316,004.0 $15.3M 0.00% +123K +64.1% $48.28 -29.8%
1789 PG&E CORP 371,154.0 $15.2M 0.00% +179K +93.7% $41.00
1790 NHC NATIONAL HEALTHCARE CORP Healthcare 110,948.0 $15.2M 0.00% +13K +13.1% $137.09 +43.0%
1791 EIS ISHARES INC 138,044.0 $15.2M 0.00% +27K +24.0% $110.03 +21.6%
1792 TGS TRANSPORTADORA DE GAS SUR Energy 487,494.0 $15.2M 0.00% +76K +18.6% $31.09 -6.5%
1793 FLTB FIDELITY MERRIMACK STR TR 299,141.0 $15.2M 0.00% +62K +26.0% $50.66 -0.9%
1794 NBHC NATIONAL BK HLDGS CORP Financial Services 398,516.0 $15.1M 0.00% +83K +26.4% $38.01 +10.6%
1795 INVX INNOVEX INTERNATIONAL INC Energy 692,580.0 $15.1M 0.00% +86K +14.2% $21.87 +37.4%
1796 SPPP SPROTT ASSET MANAGEMENT LP Financial Services 896,321.0 $15.1M 0.00% +528K +143.4% $16.84 -11.7%
1797 CMBS ISHARES TR 306,977.0 $15.1M 0.00% +24K +8.5% $49.08 -1.2%
1798 NBP NOVABRIDGE BIOSCIENCES Healthcare 3,785,502.0 $15.1M 0.00% +1.6M +69.6% $3.98 -55.5%
1799 TBPH THERAVANCE BIOPHARMA INC Healthcare 803,119.0 $15.0M 0.00% +204K +34.0% $18.71 -12.5%
1800 GAB GABELLI EQUITY TR INC Financial Services 2,433,594.0 $15.0M 0.00% +115K +5.0% $6.17 -9.9%
Page 90 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%