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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 72 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 FINS ANGEL OAK FINL STRATEGIES IN Financial Services 655,575.0 $8.7M 0.00% -89K -12.0% $13.21 -4.4%
1422 PRCH PORCH GROUP INC Technology 947,554.0 $8.7M 0.00% -173K -15.5% $9.13 +6.7%
1423 AMSF AMERISAFE INC Financial Services 225,060.0 $8.6M 0.00% -220K -49.4% $38.41 -18.5%
1424 HYLB DBX ETF TR 234,570.0 $8.6M 0.00% -374K -61.4% $36.83 -0.9%
1425 PAR PAR TECHNOLOGY CORP Technology 237,236.0 $8.6M 0.00% -31K -11.5% $36.28 -60.9%
1426 FWRD FORWARD AIR CORP Industrials 344,071.0 $8.6M 0.00% -62K -15.3% $25.00 -66.6%
1427 SUPV GRUPO SUPERVIELLE S.A. Financial Services 727,671.0 $8.6M 0.00% -206K -22.1% $11.82 -34.1%
1428 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 284,275.0 $8.6M 0.00% -34K -10.8% $30.10 -2.0%
1429 EVERGY INC 7,020,000.0 $8.5M 0.00% -7.8M -52.7% $1.22
1430 RES RPC INC Energy 1,568,280.0 $8.5M 0.00% -204K -11.5% $5.44 +30.0%
1431 IDE VOYA INFRASTRUCTURE INDLS & Financial Services 692,601.0 $8.5M 0.00% -165K -19.2% $12.30 +13.1%
1432 SPOTIFY USA INC 7,496,000.0 $8.5M 0.00% -3.3M -30.8% $1.14
1433 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 138,779.0 $8.5M 0.00% -269K -66.0% $61.27 -39.4%
1434 SCHH SCHWAB STRATEGIC TR 400,676.0 $8.4M -26K -6.0% $20.89 +13.2%
1435 ETON PHARMACEUTICALS INC 493,914.0 $8.4M -92K -15.7% $16.91
1436 YALA YALLA GROUP LTD Technology 1,201,008.0 $8.3M -196K -14.1% $6.94 -12.5%
1437 AGZ ISHARES TR 75,005.0 $8.3M -2K -2.9% $110.25 -1.3%
1438 HIX WESTERN ASSET HIGH INCOM FD Financial Services 1,982,061.0 $8.2M -101K -4.8% $4.16 -4.8%
1439 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 439,596.0 $8.2M -138K -23.9% $18.75 -26.7%
1440 DFE WISDOMTREE TR 114,446.0 $8.2M -35K -23.2% $71.84 +7.3%
Page 72 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%