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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 109 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 FNKO FUNKO INC Consumer Cyclical 97,754.0 $332K -219K -69.2% $3.40 +41.2%
2162 IO BIOTECH INC 539,182.0 $328K -129K -19.3% $0.61
2163 FOSL FOSSIL GROUP INC Consumer Cyclical 86,100.0 $324K -86K -49.9% $3.76 +8.0%
2164 ISPR ISPIRE TECHNOLOGY INC Consumer Defensive 115,404.0 $323K -58K -33.3% $2.80 -23.2%
2165 RDNW RIDENOW GROUP INC Consumer Cyclical 57,573.0 $318K -2K -3.5% $5.52 -32.8%
2166 BCP INVESTMENT CORPORATION 26,599.0 $315K -43K -61.8% $11.83
2167 GIGM GIGAMEDIA LTD Technology 206,506.0 $314K -9K -4.2% $1.52 -7.2%
2168 SEER SEER INC Healthcare 171,368.0 $314K -19K -10.0% $1.83 -8.2%
2169 PLG PLATINUM GROUP METALS LTD Basic Materials 132,473.0 $313K -35K -21.1% $2.36 -32.8%
2170 ACRES COMMERCIAL REALTY CORP 14,368.0 $307K -4K -22.9% $21.34
2171 INTT INTEST CORP Technology 40,663.0 $304K -4K -9.7% $7.47 +134.3%
2172 RMBI RICHMOND MUT BANCORPORATION Financial Services 21,519.0 $302K -546.0 -2.5% $14.04 +0.6%
2173 IHY VANECK ETF TRUST 13,690.0 $301K -3K -16.1% $22.00 -1.4%
2174 NURE NUSHARES ETF TR 10,624.0 $299K -354.0 -3.2% $28.16 +6.5%
2175 UPGD INVESCO EXCHANGE TRADED FD T 3,940.0 $292K -22.0 -0.6% $73.99 +3.5%
2176 THM INTERNATIONAL TOWER HILL MIN Basic Materials 156,171.0 $290K -503K -76.3% $1.86 +28.0%
2177 BROOKFIELD WEALTH SOL LTD 6,297.0 $289K -7K -51.3% $45.95
2178 LUMENTUM HLDGS INC 78,000.0 $289K -2.4M -96.8% $3.71
2179 ATARA BIOTHERAPEUTICS INC 15,991.0 $289K -20K -55.5% $18.09
2180 ONEY SPDR SERIES TRUST 2,532.0 $288K -115.0 -4.3% $113.56 +9.8%
Page 109 of 143  ·  2,849 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%