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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 79 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 TCBK TRICO BANCSHARES Financial Services 118,235.0 $5.6M -18K -13.4% $47.37 +6.8%
1562 ERH ALLSPRING UTILITIES AND HIGH Financial Services 470,962.0 $5.6M -8K -1.6% $11.82 -0.0%
1563 IDR IDAHO STRATEGIC RESOURCES Basic Materials 136,810.0 $5.5M -64K -31.8% $40.30 -7.3%
1564 TIC TIC SOLUTIONS INC Industrials 544,981.0 $5.5M -387K -41.5% $10.11 -15.0%
1565 HTT HIGH TEMPLAR TECHNOLOGY LTD Financial Services 1,550,161.0 $5.5M -251K -13.9% $3.55 -36.1%
1566 NRO NEUBERGER REAL ESTATE Financial Services 1,808,734.0 $5.5M -54K -2.9% $3.04 -2.3%
1567 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 56,303.0 $5.5M -76K -57.5% $97.54 +18.4%
1568 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 1,755,201.0 $5.5M -42K -2.4% $3.12 -11.2%
1569 COMT ISHARES U S ETF TR 218,951.0 $5.5M -19K -8.0% $24.89 +41.7%
1570 SEMR SEMRUSH HLDGS INC Technology 457,389.0 $5.4M -1.6M -78.0% $11.89 +0.9%
1571 CAL CALERES INC Consumer Cyclical 444,272.0 $5.4M -483K -52.1% $12.17 +8.1%
1572 ERC ALLSPRING MULTI SECTOR INCOM Financial Services 579,583.0 $5.4M -9K -1.6% $9.30 -3.8%
1573 PFLT PENNANTPARK FLOATING RATE CA Financial Services 577,124.0 $5.3M -66K -10.2% $9.27 -10.6%
1574 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 379,281.0 $5.3M -24K -5.9% $14.10 +0.1%
1575 WIP SPDR SERIES TRUST 135,745.0 $5.3M -10K -6.6% $39.39 +2.1%
1576 CONFLUENT INC 5,471,000.0 $5.3M -5.2M -48.8% $0.97
1577 CITY OFFICE REIT INC 759,313.0 $5.3M -404K -34.7% $6.99
1578 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 534,812.0 $5.3M -4K -0.7% $9.91 -1.8%
1579 BKSY BLACKSKY TECHNOLOGY INC Technology 281,375.0 $5.3M -37K -11.6% $18.75 +138.1%
1580 VNDA VANDA PHARMACEUTICALS INC Healthcare 593,023.0 $5.2M -44K -7.0% $8.82 -29.9%
Page 79 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%