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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 29 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SRLN SSGA ACTIVE ETF TR 11,164,717.0 $460.8M 0.03% +706K +6.8% $41.27 -1.9%
562 GIS GENERAL MLS INC Consumer Defensive 9,837,490.0 $457.4M 0.03% +200K +2.1% $46.50 -28.0%
563 PYLD PIMCO ETF TR 17,115,719.0 $456.6M 0.03% +4.3M +33.6% $26.68 -1.5%
564 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,197,158.0 $456.6M 0.03% +59K +2.8% $207.81 -39.0%
565 RIO RIO TINTO PLC Basic Materials 5,704,917.0 $456.6M 0.03% -333K -5.5% $80.03 +29.1%
566 HBAN HUNTINGTON BANCSHARES INC Financial Services 26,312,732.0 $456.5M 0.03% +2.8M +11.9% $17.35 -8.6%
567 CCJ CAMECO CORP Energy 4,978,333.0 $455.5M 0.03% +324K +7.0% $91.49 +15.1%
568 SCHF SCHWAB STRATEGIC TR 18,928,150.0 $455.0M 0.03% +8.4M +79.4% $24.04 +13.8%
569 IGSB ISHARES TR 8,596,267.0 $454.6M 0.03% +438K +5.4% $52.88 -1.1%
570 CM CANADIAN IMPERIAL BANK OF CO Financial Services 4,988,745.0 $452.0M 0.03% +1.4M +39.5% $90.61 +26.8%
571 GRID FIRST TR EXCHANGE TRADED FD 2,948,976.0 $451.3M 0.03% +692K +30.7% $153.02 +24.8%
572 J JACOBS SOLUTIONS INC Industrials 3,379,681.0 $447.7M 0.03% +552K +19.5% $132.46 -13.9%
573 JKHY HENRY JACK & ASSOC INC Technology 2,450,259.0 $447.1M 0.03% -64K -2.5% $182.48 -23.5%
574 HAL HALLIBURTON CO Energy 15,806,168.0 $446.7M 0.03% +1.9M +14.0% $28.26 +48.5%
575 SYY SYSCO CORP Consumer Defensive 6,058,405.0 $446.4M 0.03% +501K +9.0% $73.69 +2.4%
576 WAB WABTEC Industrials 2,068,165.0 $441.5M 0.03% -111K -5.1% $213.45 +21.4%
577 SNY SANOFI SA Healthcare 9,102,196.0 $441.1M 0.03% +1.5M +20.4% $48.46 -7.8%
578 CLS CELESTICA INC Technology 1,490,104.0 $440.5M 0.03% -400K -21.2% $295.61 +20.0%
579 DLTR DOLLAR TREE INC Consumer Defensive 3,565,003.0 $438.5M 0.03% -1.2M -25.5% $123.01 -22.2%
580 IJT ISHARES TR 3,096,109.0 $437.0M 0.03% -83K -2.6% $141.16 +13.8%
Page 29 of 410  ·  8,196 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%