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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 71 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 WFG WEST FRASER TIMBER CO LTD Basic Materials 155,175.0 $9.5M 0.00% -90K -36.6% $61.11 -0.2%
1402 PKB INVESCO EXCHANGE TRADED FD T 101,407.0 $9.4M 0.00% -6K -5.6% $92.59 +9.1%
1403 LOB LIVE OAK BANCSHARES INC Financial Services 273,097.0 $9.4M 0.00% -13K -4.5% $34.35 +8.9%
1404 MTW MANITOWOC CO INC Industrials 780,847.0 $9.4M 0.00% -50K -6.0% $11.99 -2.5%
1405 SH PROSHARES TR 259,631.0 $9.4M 0.00% -424K -62.0% $36.03 -7.2%
1406 FFC FLAHERTY & CRUMRINE PFD SECS Financial Services 563,696.0 $9.3M 0.00% -12K -2.1% $16.51 -4.4%
1407 AIVL WISDOMTREE TR 79,464.0 $9.1M 0.00% -1K -1.2% $114.98 +8.4%
1408 FVAL FIDELITY COVINGTON TRUST 126,067.0 $9.1M 0.00% -1K -1.0% $72.27 +8.0%
1409 OXM OXFORD INDS INC Consumer Cyclical 261,044.0 $8.9M 0.00% -263K -50.2% $34.20 +14.1%
1410 TUR ISHARES INC 259,117.0 $8.9M 0.00% -6K -2.1% $34.42 +6.7%
1411 SNCY SUN CTRY AIRLS HLDGS INC Industrials 619,081.0 $8.9M 0.00% -228K -26.9% $14.39 +12.4%
1412 NNI NELNET INC Financial Services 66,795.0 $8.9M 0.00% -11K -13.7% $132.96 -2.5%
1413 WEC ENERGY GROUP INC 7,584,000.0 $8.8M 0.00% -13.9M -64.7% $1.17
1414 MLR MILLER INDS INC TENN Consumer Cyclical 235,560.0 $8.8M 0.00% -28K -10.7% $37.37 +24.1%
1415 GBF ISHARES TR 83,776.0 $8.8M 0.00% -37K -30.4% $104.70 -1.6%
1416 CPS COOPER STD HLDGS INC Consumer Cyclical 267,157.0 $8.8M 0.00% -53K -16.5% $32.83 -14.7%
1417 KNOP KNOT OFFSHORE PARTNERS LP Industrials 842,501.0 $8.7M 0.00% -46K -5.1% $10.35 +11.4%
1418 TRTX TPG RE FIN TR INC Real Estate 1,008,925.0 $8.7M 0.00% -1.9M -65.8% $8.61 -3.7%
1419 CTO CTO RLTY GROWTH INC NEW Real Estate 471,790.0 $8.7M 0.00% -27K -5.5% $18.41 +11.2%
1420 BSMS INVESCO EXCH TRD SLF IDX FD 368,732.0 $8.7M 0.00% -47K -11.2% $23.50 -0.8%
Page 71 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%