MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

BSRR — Sierra Bancorp

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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,429,982	130,601	+2.0%	Shares	Defined	2026-05-15
2025-12-31	$4,183,658	128,019	-1.4%	Shares	Defined	2026-05-27
2025-09-30	$3,752,573	129,802	-7.9%	Shares	Defined	2026-05-27
2025-06-30	$4,182,160	140,861	+6.0%	Shares	Defined	2025-08-15
2025-03-31	$3,706,309	132,938	-9.9%	Shares	Defined	2025-05-15
2024-12-31	$4,266,710	147,535	+0.2%	Shares	Defined	2025-05-15
2024-09-30	$4,252,807	147,258	+25.0%	Shares	Defined	2025-05-14
2024-06-30	$2,637,010	117,829	-8.5%	Shares	Defined	2025-05-14
2024-03-31	$2,602,586	128,841	-6.2%	Shares	Defined	2024-10-17
2023-12-31	$3,097,037	137,341	+18.4%	Shares	Defined	2024-08-16
2023-09-30	$2,198,769	115,969	-19.1%	Shares	Defined	2023-11-15
2023-06-30	$2,432,001	143,312	+6.7%	Shares	Defined	2023-08-14
2023-03-31	$2,313,486	134,349	-3.5%	Shares	Defined	2023-05-15
2022-12-31	$2,957,667	139,250	-2.6%	Shares	Defined	2023-02-14
2022-09-30	$2,824,010	142,988	+4.0%	Shares	Defined	2022-11-14
2022-06-30	$2,987,959	137,504	+62.0%	Shares	Defined	2022-10-27
2022-03-31	$2,119,776	84,859	-5.3%	Shares	Defined	2022-10-27
2021-12-31	$2,431,633	89,563	+0.9%	Shares	Defined	2022-02-14
2021-09-30	$2,155,478	88,776	-1.8%	Shares	Defined	2021-11-15
2021-06-30	$2,301,390	90,428	+6.0%	Shares	Defined	2021-08-23
2021-03-31	$2,287,272	85,346	-9.5%	Shares	Defined	2021-05-17
2020-12-31	$2,254,530	94,253	+185.7%	Shares	Defined	2021-02-16
2020-09-30	$553,817	32,985	+63.2%	Shares	Defined	2020-11-13
2020-06-30	$381,564	20,210	-9.8%	Shares	Defined	2020-08-14
2020-03-31	$393,984	22,411	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.