MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

SGU — Star Group, L.P.

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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$983,049	80,053	-3.0%	Shares	Defined	2026-05-15
2025-12-31	$977,497	82,559	-29.2%	Shares	Defined	2026-05-27
2025-09-30	$1,380,405	116,687	+0.2%	Shares	Defined	2026-05-27
2025-06-30	$1,363,083	116,503	+45.7%	Shares	Defined	2025-08-15
2025-03-31	$1,053,831	79,957	-6.4%	Shares	Defined	2025-05-15
2024-12-31	$985,629	85,410	-11.1%	Shares	Defined	2025-05-15
2024-09-30	$1,127,426	96,033	-6.2%	Shares	Defined	2025-05-14
2024-06-30	$1,089,235	102,372	+18.7%	Shares	Defined	2025-05-14
2024-03-31	$864,043	86,232	-1.9%	Shares	Defined	2024-10-17
2023-12-31	$1,013,115	87,868	-8.1%	Shares	Defined	2024-08-16
2023-09-30	$1,150,642	95,648	+11.7%	Shares	Defined	2023-11-15
2023-06-30	$1,169,906	85,645	-10.6%	Shares	Defined	2023-08-14
2023-03-31	$1,242,679	95,812	-27.3%	Shares	Defined	2023-05-15
2022-12-31	$1,589,078	131,874	+24.4%	Shares	Defined	2023-02-14
2022-09-30	$862,085	106,038	-8.3%	Shares	Defined	2022-11-14
2022-06-30	$1,060,931	115,696	+59.6%	Shares	Defined	2022-10-27
2022-03-31	$804,893	72,513	+0.5%	Shares	Defined	2022-10-27
2021-12-31	$776,859	72,132	-0.2%	Shares	Defined	2022-02-14
2021-09-30	$736,185	72,246	-3.0%	Shares	Defined	2021-11-15
2021-06-30	$833,995	74,464	+13.1%	Shares	Defined	2021-08-23
2021-03-31	$697,096	65,826	-3.6%	Shares	Defined	2021-05-17
2020-12-31	$642,334	68,261	-5.8%	Shares	Defined	2021-02-16
2020-09-30	$706,327	72,444	-13.7%	Shares	Defined	2020-11-13
2020-06-30	$736,257	83,952	-53.2%	Shares	Defined	2020-08-14
2020-03-31	$1,381,703	179,442	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.