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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 32 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 W WAYFAIR INC Consumer Cyclical 937,425.0 $94.1M 0.01% -1.2M -57.0% $100.41 -42.8%
622 CWEN CLEARWAY ENERGY INC Utilities 2,827,024.0 $94.0M 0.01% -70K -2.4% $33.26 +8.4%
623 FOX FOX CORP Communication Services 1,446,797.0 $93.9M 0.01% -271K -15.8% $64.93 -10.5%
624 FALN ISHARES TR 3,440,640.0 $93.9M 0.01% -1.2M -25.9% $27.30 -1.4%
625 VSS VANGUARD INTL EQUITY INDEX F 654,171.0 $93.8M 0.01% -4K -0.6% $143.33 +10.3%
626 FSS FEDERAL SIGNAL CORP Industrials 861,113.0 $93.5M 0.01% -174K -16.8% $108.59 +0.9%
627 CNH INDL N V 10,130,435.0 $93.4M 0.01% -2.7M -21.2% $9.22
628 SPXC SPX TECHNOLOGIES INC Industrials 460,571.0 $92.1M 0.01% -236K -33.9% $200.06 -2.1%
629 PHO INVESCO EXCHANGE TRADED FD T 1,308,121.0 $92.1M 0.01% -137K -9.4% $70.41 -7.9%
630 QLYS QUALYS INC Technology 691,800.0 $91.9M 0.01% -40K -5.4% $132.90 -24.7%
631 LEA LEAR CORP Consumer Cyclical 797,946.0 $91.4M 0.01% -15K -1.8% $114.60 +12.4%
632 CART MAPLEBEAR INC Consumer Cyclical 2,023,855.0 $91.0M 0.01% -1.0M -33.7% $44.98 -8.2%
633 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 1,696,358.0 $91.0M 0.01% -35K -2.0% $53.63 +17.8%
634 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 7,020,414.0 $90.4M 0.01% -1.1M -13.9% $12.88 -13.2%
635 KMX CARMAX INC Consumer Cyclical 2,300,103.0 $88.9M 0.01% -183K -7.4% $38.64 -6.1%
636 DIOD DIODES INC Technology 1,791,915.0 $88.4M 0.01% -225K -11.2% $49.34 +90.0%
637 R RYDER SYS INC Industrials 461,685.0 $88.4M 0.01% -111K -19.3% $191.39 +19.2%
638 TTMI TTM TECHNOLOGIES INC Technology 1,280,522.0 $88.4M 0.01% -133K -9.4% $69.00 +133.9%
639 AIT APPLIED INDL TECHNOLOGIES IN Industrials 342,981.0 $88.1M 0.01% -3K -1.0% $256.77 +19.3%
640 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 150,462.0 $87.6M 0.01% -99K -39.7% $582.34 -12.1%
Page 32 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%