MORGAN STANLEY
Top Portfolio Positions
5,244 positions ·
$1,252,837,734,084 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 SBFG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $499,905 | 23,805 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $571,001 | 25,640 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $431,206 | 22,354 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $287,913 | 15,074 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $107,178 | 5,148 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $55,473 | 2,653 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $29,646 | 1,442 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $20,174 | 1,441 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $19,856 | 1,441 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $22,119 | 1,441 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $20,155 | 1,493 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $11,307 | 896 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,966 | 1,130 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,153 | 1,130 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $30,666 | 1,820 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $39,939 | 2,314 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $72,491 | 3,641 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $133,286 | 7,115 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $110,897 | 6,405 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $127,401 | 7,231 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $126,672 | 7,284 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $232,451 | 13,352 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $120,278 | 9,362 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $171,059 | 10,807 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $167,806 | 15,845 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||