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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 75 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 MERITAGE HOMES CORP 7,657,000.0 $7.5M -651K -7.8% $0.98
1482 RIGS ALPS ETF TR 324,993.0 $7.5M -250K -43.5% $23.05 -1.6%
1483 GRC GORMAN RUPP CO Industrials 155,993.0 $7.4M -15K -8.6% $47.75 +51.7%
1484 UMH UMH PPTYS INC Real Estate 467,563.0 $7.4M -130K -21.8% $15.91 -3.3%
1485 BB BLACKBERRY LTD Technology 1,948,765.0 $7.4M -108K -5.2% $3.79 +75.5%
1486 ECVT ECOVYST INC Basic Materials 756,208.0 $7.4M -344K -31.3% $9.73 +37.0%
1487 IBMO ISHARES TR 285,753.0 $7.3M -51K -15.2% $25.64 -0.0%
1488 NEXT NEXTDECADE CORP Energy 1,388,936.0 $7.3M -428K -23.6% $5.27 +60.3%
1489 JACK JACK IN THE BOX INC Consumer Cyclical 385,372.0 $7.3M -126K -24.7% $18.95 -40.1%
1490 MYE MYERS INDS INC Consumer Cyclical 388,648.0 $7.3M -26K -6.3% $18.72 +17.5%
1491 SSUS STRATEGY SHS 148,868.0 $7.3M -121K -44.9% $48.75 +11.4%
1492 GUESS INC 432,757.0 $7.2M -155K -26.3% $16.75
1493 BSMQ INVESCO EXCH TRD SLF IDX FD 305,705.0 $7.2M -6K -1.9% $23.65 -0.5%
1494 GSEE GOLDMAN SACHS ETF TR 127,675.0 $7.2M -76K -37.3% $56.29 +21.0%
1495 APPS DIGITAL TURBINE INC Technology 1,427,510.0 $7.1M -201K -12.4% $5.00 -10.8%
1496 ULCC FRONTIER GROUP HLDGS INC Industrials 1,508,848.0 $7.1M -570K -27.4% $4.71 -0.4%
1497 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 1,731,961.0 $7.1M -444K -20.4% $4.10 -0.7%
1498 PTH INVESCO EXCHANGE TRADED FD T 142,463.0 $7.1M -3K -2.1% $49.70 +3.9%
1499 LUMENTUM HLDGS INC 2,485,000.0 $7.1M -3.3M -57.4% $2.84
1500 KSA ISHARES TR 193,525.0 $7.0M -446K -69.7% $36.41 +6.2%
Page 75 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%