MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

AX — Axos Financial, Inc.

Top Portfolio Positions

5,244 positions · $1,252,837,734,084 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.95%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.77%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.89%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.10%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

Portfolio Trend

25 quarters · across all stocks

Holdings in AX

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$46,257,217	543,627	-3.6%	Shares	Defined	2026-05-15
2025-12-31	$48,584,757	563,890	+18.8%	Shares	Defined	2026-05-27
2025-09-30	$40,189,276	474,770	-20.9%	Shares	Defined	2026-05-27
2025-06-30	$45,616,620	599,903	-1.0%	Shares	Defined	2025-08-15
2025-03-31	$39,094,794	605,933	-14.0%	Shares	Defined	2025-05-15
2024-12-31	$49,218,542	704,632	+1.4%	Shares	Defined	2025-05-15
2024-09-30	$43,676,066	694,594	+3.0%	Shares	Defined	2025-05-14
2024-06-30	$38,535,898	674,294	-1.5%	Shares	Defined	2025-05-14
2024-03-31	$36,992,916	684,547	-10.4%	Shares	Defined	2024-10-17
2023-12-31	$41,715,815	764,026	+13.3%	Shares	Defined	2024-08-16
2023-09-30	$25,534,369	674,442	-0.8%	Shares	Defined	2023-11-15
2023-06-30	$26,813,752	679,862	+0.8%	Shares	Defined	2023-08-14
2023-03-31	$24,893,747	674,262	+17.1%	Shares	Defined	2023-05-15
2022-12-31	$22,010,013	575,877	+5.8%	Shares	Defined	2023-02-14
2022-09-30	$18,636,449	544,448	-9.3%	Shares	Defined	2022-11-14
2022-06-30	$21,530,572	600,574	+99.0%	Shares	Defined	2022-10-27
2022-03-31	$13,997,948	301,745	+3.6%	Shares	Defined	2022-10-27
2021-12-31	$16,288,088	291,327	+4.3%	Shares	Defined	2022-02-14
2021-09-30	$14,395,839	279,314	-11.1%	Shares	Defined	2021-11-15
2021-06-30	$14,583,065	314,358	+49.6%	Shares	Defined	2021-08-23
2021-03-31	$9,876,516	210,094	-7.5%	Shares	Defined	2021-05-17
2020-12-31	$8,523,436	227,110	-26.5%	Shares	Defined	2021-02-16
2020-09-30	$7,202,182	308,974	-5.9%	Shares	Defined	2020-11-13
2020-06-30	$7,248,177	328,269	+1.5%	Shares	Defined	2020-08-14
2020-03-31	$5,863,965	323,440	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.