MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

DCI — DONALDSON Co 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 DCI

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$204,499,773	2,409,565	-5.2%	Shares	Defined	2026-05-15
2025-12-31	$225,388,428	2,542,166	+1.9%	Shares	Defined	2026-05-27
2025-09-30	$204,224,255	2,495,104	+19.2%	Shares	Defined	2026-05-27
2025-06-30	$145,176,174	2,093,384	+2.3%	Shares	Defined	2025-08-15
2025-03-31	$137,200,528	2,045,937	-6.0%	Shares	Defined	2025-05-15
2024-12-31	$146,526,720	2,175,601	+62.4%	Shares	Defined	2025-05-15
2024-09-30	$98,706,995	1,339,308	+5.1%	Shares	Defined	2025-05-14
2024-06-30	$91,169,295	1,274,026	-1.5%	Shares	Defined	2025-05-14
2024-03-31	$96,555,184	1,292,919	-23.1%	Shares	Defined	2024-10-17
2023-12-31	$109,866,545	1,681,202	+30.2%	Shares	Defined	2024-08-16
2023-09-30	$77,007,282	1,291,202	+0.2%	Shares	Defined	2023-11-15
2023-06-30	$80,566,632	1,288,860	-4.8%	Shares	Defined	2023-08-14
2023-03-31	$88,452,385	1,353,725	+3.5%	Shares	Defined	2023-05-15
2022-12-31	$77,015,965	1,308,238	+44.7%	Shares	Defined	2023-02-14
2022-09-30	$44,300,281	903,903	+36.7%	Shares	Defined	2022-11-14
2022-06-30	$31,832,378	661,246	+36.4%	Shares	Defined	2022-10-27
2022-03-31	$25,176,231	484,811	+1.1%	Shares	Defined	2022-10-27
2021-12-31	$28,413,033	479,464	+16.8%	Shares	Defined	2022-02-14
2021-09-30	$23,560,085	410,383	+4.6%	Shares	Defined	2021-11-15
2021-06-30	$24,927,898	392,380	-23.2%	Shares	Defined	2021-08-23
2021-03-31	$29,718,012	510,970	-1.2%	Shares	Defined	2021-05-17
2020-12-31	$28,895,880	517,106	+81.4%	Shares	Defined	2021-02-16
2020-09-30	$13,230,208	285,011	-14.5%	Shares	Defined	2020-11-13
2020-06-30	$15,502,135	333,236	-16.7%	Shares	Defined	2020-08-14
2020-03-31	$15,460,921	400,231	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.