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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 7 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IUSG ISHARES TR 14,005,357.0 $2.35B 0.14% $167.94 +11.2%
122 SCHW SCHWAB CHARLES CORP Financial Services 23,233,235.0 $2.32B 0.14% -1.5M -6.0% $99.91 -10.5%
123 BA BOEING CO Industrials 10,613,828.0 $2.30B 0.14% +973K +10.1% $217.12 +1.6%
124 CME CME GROUP INC Financial Services 8,363,151.0 $2.28B 0.14% -539K -6.1% $273.08 +9.4%
125 XLF SELECT SECTOR SPDR TR 40,923,262.0 $2.24B 0.13% -6.5M -13.7% $54.77 -6.6%
126 PFE PFIZER INC Healthcare 89,113,604.0 $2.22B 0.13% +14.3M +19.2% $24.90 +3.4%
127 SHY ISHARES TR 26,646,281.0 $2.21B 0.13% -7.0M -20.9% $82.82 -0.9%
128 PBUS INVESCO EXCH TRADED FD TR II 32,156,914.0 $2.20B 0.13% +5.3M +19.6% $68.45 +8.0%
129 SYK STRYKER CORPORATION Healthcare 6,249,585.0 $2.20B 0.13% -207K -3.2% $351.47 -13.1%
130 BSX BOSTON SCIENTIFIC CORP Healthcare 22,960,556.0 $2.19B 0.13% +2.2M +10.8% $95.35 -44.8%
131 BIL SPDR SERIES TRUST 23,815,971.0 $2.18B 0.13% -990K -4.0% $91.38 +0.2%
132 IJR ISHARES TR 18,064,089.0 $2.17B 0.13% $120.18 +11.4%
133 ADBE ADOBE INC Technology 6,195,038.0 $2.17B 0.13% -718K -10.4% $349.99 -29.3%
134 PGR PROGRESSIVE CORP Financial Services 9,488,160.0 $2.16B 0.13% -845K -8.2% $227.72 -13.9%
135 SNPS SYNOPSYS INC Technology 4,573,980.0 $2.15B 0.13% +110K +2.5% $469.72 +8.6%
136 RPRX ROYALTY PHARMA PLC Healthcare 55,274,069.0 $2.14B 0.13% +11.1M +25.2% $38.64 +38.2%
137 TXN TEXAS INSTRS INC Technology 12,294,129.0 $2.13B 0.13% +69K +0.6% $173.49 +76.6%
138 KLAC KLA CORP Technology 1,733,866.0 $2.11B 0.13% +14K +0.8% $1215.08 +55.8%
139 COF CAPITAL ONE FINL CORP Financial Services 8,677,981.0 $2.10B 0.13% +323K +3.9% $242.36 -23.3%
140 NOC NORTHROP GRUMMAN CORP Industrials 3,667,833.0 $2.09B 0.12% $570.21 -3.8%
Page 7 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%