MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

SJT — San Juan Basin Royalty Trust

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	$7,783,006	1,618,089	+39.9%	Shares	Defined	2026-05-15
2025-12-31	$6,501,799	1,156,904	+25.0%	Shares	Defined	2026-05-27
2025-09-30	$5,590,000	925,497	+12.2%	Shares	Defined	2026-05-27
2025-06-30	$4,934,837	825,224	+3.9%	Shares	Defined	2025-08-15
2025-03-31	$4,392,361	794,279	+6.8%	Shares	Defined	2025-05-15
2024-12-31	$2,848,810	743,815	+4.2%	Shares	Defined	2025-05-15
2024-09-30	$2,640,500	713,649	+483.7%	Shares	Defined	2025-05-14
2024-06-30	$496,399	122,266	+142.8%	Shares	Defined	2025-05-14
2024-03-31	$266,366	50,353	-86.3%	Shares	Defined	2024-10-17
2023-12-31	$1,872,638	368,630	+104.0%	Shares	Defined	2024-08-16
2023-09-30	$1,252,512	180,738	+8.1%	Shares	Defined	2023-11-15
2023-06-30	$1,241,759	167,128	+17.4%	Shares	Defined	2023-08-14
2023-03-31	$1,497,625	142,360	-45.0%	Shares	Defined	2023-05-15
2022-12-31	$2,953,256	258,604	-56.5%	Shares	Defined	2023-02-14
2022-09-30	$5,590,592	594,744	+49.1%	Shares	Defined	2022-11-14
2022-06-30	$3,461,687	398,812	+3.0%	Shares	Defined	2022-10-27
2022-03-31	$3,397,330	387,381	-41.4%	Shares	Defined	2022-10-27
2021-12-31	$4,025,690	661,033	+56.3%	Shares	Defined	2022-02-14
2021-09-30	$2,139,479	422,822	+146.9%	Shares	Defined	2021-11-15
2021-06-30	$880,275	171,260	-6.7%	Shares	Defined	2021-08-23
2021-03-31	$726,987	183,583	-2.3%	Shares	Defined	2021-05-17
2020-12-31	$501,785	187,935	+599.6%	Shares	Defined	2021-02-16
2020-09-30	$67,426	26,863	+1.7%	Shares	Defined	2020-11-13
2020-06-30	$60,221	26,413	-58.3%	Shares	Defined	2020-08-14
2020-03-31	$132,977	63,323	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.