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Portfolio (Quarterly) Guide ↗

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

· CIK 0001545545
13F Portfolio $33M AUM 158 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 12 Added 135 Reduced 6 Exited
Page 5 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TT TRANE TECHNOLOGIES PLC Industrials 134.0 $66K 0.20% -327.0 -70.9% $491.16 -7.7%
82 JOBY JOBY AVIATION INC Industrials 7,367.0 $66K 0.20% -15K -66.7% $8.92 -15.6%
83 AFL AFLAC INC Financial Services 559.0 $66K 0.20% -1K -67.7% $117.25 -1.0%
84 FIX COMFORT SYS USA INC Industrials 33.0 $65K 0.20% -105.0 -76.1% $1981.94 -16.5%
85 GRMN GARMIN LTD Technology 273.0 $65K 0.20% -521.0 -65.6% $237.54 +24.1%
86 GD GENERAL DYNAMICS CORP Industrials 183.0 $65K 0.20% -345.0 -65.3% $354.24 +8.5%
87 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,123.0 $65K 0.20% -2K -64.4% $57.62 +16.3%
88 PG PROCTER & GAMBLE CO Consumer Defensive 441.0 $65K 0.20% -876.0 -66.5% $146.64 -1.3%
89 JCI JOHNSON CONTROLS INTERNATION Industrials 442.0 $65K 0.20% -983.0 -69.0% $146.11 -2.1%
90 EXC EXELON CORP Utilities 1,385.0 $65K 0.20% -2K -64.2% $46.62 -6.1%
91 CTVA CORTEVA INC Basic Materials 762.0 $65K 0.20% -2K -66.4% $84.69 -3.4%
92 AEP AMERICAN ELEC PWR CO INC Utilities 467.0 $64K 0.20% -988.0 -67.9% $136.81 -11.6%
93 SCHW SCHWAB CHARLES CORP Financial Services 692.0 $64K 0.20% -1K -65.1% $92.27 +21.7%
94 SO SOUTHERN CO Utilities 667.0 $64K 0.20% -1K -66.1% $95.71 -7.1%
95 WM WASTE MGMT INC DEL Industrials 285.0 $64K 0.19% -543.0 -65.6% $222.88 +0.5%
96 DUK DUKE ENERGY CORP Utilities 501.0 $63K 0.19% -948.0 -65.4% $126.58 -5.3%
97 KMI KINDER MORGAN INC DEL Energy 1,980.0 $63K 0.19% -4K -64.0% $31.97 -3.1%
98 VST VISTRA CORP Utilities 399.0 $63K 0.19% -832.0 -67.6% $158.63 -14.1%
99 MO ALTRIA GROUP INC Consumer Defensive 879.0 $63K 0.19% -2K -69.7% $71.95 -8.1%
100 SRE SEMPRA Utilities 678.0 $63K 0.19% -1K -65.5% $92.71 -10.6%
Page 5 of 7  ·  135 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 64.6%
Industrials 10.9%
Financial Services 4.7%
Consumer Defensive 4.3%
Consumer Cyclical 3.9%
Communication Services 3.2%
Utilities 3.2%
Healthcare 2.3%
Energy 2.2%
Basic Materials 0.6%