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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 3 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FTCA PUTNAM ETF TRUST 652,389.0 $4.8M NEW $7.32 -0.4%
42 NAVN NAVAN INC Technology 274,399.0 $4.7M NEW $17.08 +8.4%
43 BETA BETA TECHNOLOGIES INC Industrials 157,441.0 $4.4M NEW $28.21 -45.4%
44 PUTNAM ETF TRUST 562,747.0 $4.4M NEW $7.84
45 IBTP ISHARES TR 157,174.0 $4.1M NEW $25.81 -2.7%
46 AMERICAN WTR CAP CORP 3,918,000.0 $3.9M NEW $1.00
47 JAMES RIV GROUP HOLDINGS INC 593,081.0 $3.8M NEW $6.36
48 PUTNAM ETF TRUST 310,803.0 $3.6M NEW $11.57
49 CENTRAIS ELET BRAS SA 323,723.0 $3.0M NEW $9.36
50 SGRT TIDAL TRUST I 116,245.0 $2.9M NEW $25.01 +40.3%
51 CENTRAIS ELET BRAS SA 308,417.0 $2.7M NEW $8.62
52 TLRY TILRAY BRANDS INC Healthcare 284,764.0 $2.6M NEW $9.03 -39.1%
53 UVXY PROSHARES TR II Financial Services 70,812.0 $2.5M NEW $35.93 -0.5%
54 BDYN BLACKROCK ETF TRUST 99,086.0 $2.5M NEW $25.61 +5.9%
55 JETBLUE AIRWAYS CORP 2,611,000.0 $2.5M NEW $0.97
56 SOUTHERN CO 50,000.0 $2.5M NEW $50.36
57 FRMI FERMI INC Utilities 297,129.0 $2.4M NEW $8.00 -7.9%
58 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 113,669.0 $2.3M NEW $20.35 +17.1%
59 VERTEX INC 2,430,000.0 $2.3M NEW $0.95
60 GTOP GOLDMAN SACHS ETF TR 54,100.0 $2.1M NEW $39.51 +17.8%
Page 3 of 26  ·  515 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%