MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

NJR — New Jersey Resources Corp

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.96%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.78%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.90%
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	2.11%
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 NJR

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$71,664,608	1,304,891	+1.7%	Shares	Defined	2026-05-15
2025-12-31	$59,196,536	1,283,533	+19.4%	Shares	Defined	2026-05-27
2025-09-30	$51,768,227	1,075,145	-14.8%	Shares	Defined	2026-05-27
2025-06-30	$56,573,903	1,262,247	-2.6%	Shares	Defined	2025-08-15
2025-03-31	$63,602,654	1,296,426	+24.5%	Shares	Defined	2025-05-15
2024-12-31	$48,564,138	1,041,032	-22.1%	Shares	Defined	2025-05-15
2024-09-30	$63,092,190	1,336,699	+36.9%	Shares	Defined	2025-05-14
2024-06-30	$41,725,090	976,254	-9.9%	Shares	Defined	2025-05-14
2024-03-31	$46,499,930	1,083,662	-5.2%	Shares	Defined	2024-10-17
2023-12-31	$50,951,190	1,142,916	+0.9%	Shares	Defined	2024-08-16
2023-09-30	$46,033,824	1,133,001	+37.1%	Shares	Defined	2023-11-15
2023-06-30	$39,015,279	826,595	+10.8%	Shares	Defined	2023-08-14
2023-03-31	$39,684,110	745,942	-4.6%	Shares	Defined	2023-05-15
2022-12-31	$38,813,206	782,209	+37.4%	Shares	Defined	2023-02-14
2022-09-30	$22,026,991	569,173	+10.2%	Shares	Defined	2022-11-14
2022-06-30	$22,992,081	516,328	+148.1%	Shares	Defined	2022-10-27
2022-03-31	$9,542,269	208,074	-43.7%	Shares	Defined	2022-10-27
2021-12-31	$15,173,923	369,555	+29.1%	Shares	Defined	2022-02-14
2021-09-30	$9,966,900	286,323	-30.7%	Shares	Defined	2021-11-15
2021-06-30	$16,358,512	413,407	+99.8%	Shares	Defined	2021-08-23
2021-03-31	$8,250,974	206,947	-28.4%	Shares	Defined	2021-05-17
2020-12-31	$10,279,492	289,156	-34.9%	Shares	Defined	2021-02-16
2020-09-30	$11,995,282	443,941	+23.1%	Shares	Defined	2020-11-13
2020-06-30	$11,774,828	360,638	+167.8%	Shares	Defined	2020-08-14
2020-03-31	$4,573,784	134,642	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.