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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 85 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 SPSC SPS COMM INC Technology 872,018.0 $77.7M 0.01% -102K -10.4% $89.13 -39.9%
1682 HAMILTON INSURANCE GROUP LTD 2,772,152.0 $77.3M 0.01% -251K -8.3% $27.90
1683 RUN SUNRUN INC Energy 4,201,799.0 $77.3M 0.01% +235K +5.9% $18.40 -20.4%
1684 FERROVIAL SE 1,196,550.0 $77.3M 0.01% +901K +305.1% $64.61
1685 ISHARES TR 3,451,070.0 $77.2M 0.01% +128K +3.9% $22.37
1686 ENSG ENSIGN GROUP INC Healthcare 442,247.0 $77.0M 0.01% -3K -0.6% $174.20 -1.0%
1687 MKTX MARKETAXESS HLDGS INC Financial Services 424,877.0 $77.0M 0.01% -124K -22.6% $181.25 -27.6%
1688 PHG KONINKLIJKE PHILIPS N V Healthcare 2,841,880.0 $77.0M 0.01% +283K +11.0% $27.08 -0.5%
1689 BPOP POPULAR INC Financial Services 617,353.0 $76.9M 0.01% +114K +22.6% $124.52 +22.2%
1690 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 879,024.0 $76.8M 0.01% +111K +14.4% $87.34 +14.5%
1691 GNTX GENTEX CORP Consumer Cyclical 3,296,313.0 $76.7M 0.01% -374K -10.2% $23.27 +2.8%
1692 OGS ONE GAS INC Utilities 992,430.0 $76.7M 0.01% +219K +28.2% $77.25 +5.8%
1693 TDS TELEPHONE & DATA SYS INC Communication Services 1,869,536.0 $76.7M 0.01% -202K -9.8% $41.00 -5.2%
1694 CGIE CAPITAL GROUP INTERNATIONAL 2,190,697.0 $76.3M 0.01% +474K +27.6% $34.82 +4.8%
1695 SCHE SCHWAB STRATEGIC TR 2,324,707.0 $76.1M 0.01% +203K +9.6% $32.75 +11.3%
1696 KSS KOHLS CORP Consumer Cyclical 3,725,573.0 $76.0M 0.01% -1.7M -31.6% $20.41 -34.9%
1697 ADUS ADDUS HOMECARE CORP Healthcare 707,035.0 $75.9M 0.01% -52K -6.8% $107.39 -13.2%
1698 GKOS GLAUKOS CORP Healthcare 670,778.0 $75.7M 0.01% +241K +56.1% $112.91 +1.8%
1699 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 1,267,205.0 $75.6M 0.01% -298K -19.1% $59.67 +4.7%
1700 FYX FIRST TR EXCHANGE-TRADED ALP 667,395.0 $75.5M 0.01% +43K +6.8% $113.14 +19.1%
Page 85 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%