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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 9 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HDB HDFC BANK LTD Financial Services 21,690,727.0 $792.6M 0.05% -554K -2.5% $36.54 -32.0%
162 TGT TARGET CORP Consumer Defensive 8,058,019.0 $787.7M 0.05% -142K -1.7% $97.75 +25.9%
163 OKE ONEOK INC NEW Energy 10,702,909.0 $786.7M 0.05% -810K -7.0% $73.50 +23.9%
164 APD AIR PRODS & CHEMS INC Basic Materials 3,162,043.0 $781.1M 0.05% -745K -19.1% $247.02 +19.6%
165 IWB ISHARES TR 2,089,875.0 $780.4M 0.05% -908K -30.3% $373.44 +7.8%
166 PCAR PACCAR INC Industrials 7,091,281.0 $776.6M 0.05% -362K -4.9% $109.51 +2.8%
167 IWN ISHARES TR 4,269,726.0 $773.7M 0.05% -415K -8.8% $181.21 +13.7%
168 FTSM FIRST TR EXCHANGE-TRADED FD 12,682,599.0 $760.1M 0.04% -623K -4.7% $59.93 -0.1%
169 EOG EOG RES INC Energy 7,176,503.0 $753.6M 0.04% -134K -1.8% $105.01 +29.5%
170 GOVT ISHARES TR 32,547,584.0 $749.4M 0.04% -731K -2.2% $23.03 -2.0%
171 BURL BURLINGTON STORES INC Consumer Cyclical 2,570,995.0 $742.6M 0.04% -289K -10.1% $288.85 +1.6%
172 GSLC GOLDMAN SACHS ETF TR 5,577,959.0 $738.4M 0.04% -277K -4.7% $132.37 +5.8%
173 EXC EXELON CORP Utilities 16,925,683.0 $737.8M 0.04% -960K -5.4% $43.59 +1.9%
174 RY ROYAL BK CDA Financial Services 4,269,524.0 $727.9M 0.04% -95K -2.2% $170.49 +5.5%
175 NRG NRG ENERGY INC Utilities 4,492,024.0 $715.3M 0.04% -249K -5.3% $159.24 -15.4%
176 MTUM ISHARES TR 2,854,620.0 $714.5M 0.04% -406K -12.4% $250.31 +19.2%
177 PCOR PROCORE TECHNOLOGIES INC Technology 9,820,381.0 $714.3M 0.04% -241K -2.4% $72.74 -36.0%
178 SCHD SCHWAB STRATEGIC TR 25,858,157.0 $709.3M 0.04% -1.4M -5.0% $27.43 +15.6%
179 WRB BERKLEY W R CORP Financial Services 9,798,358.0 $687.1M 0.04% -2.0M -17.0% $70.12 -5.8%
180 TRU TRANSUNION Industrials 7,976,665.0 $684.0M 0.04% -331K -4.0% $85.75 -22.8%
Page 9 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%