MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

SMBK — Smartfinancial 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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,680,919	170,955	+1.1%	Shares	Defined	2026-05-15
2025-12-31	$6,251,750	169,012	+45.3%	Shares	Defined	2026-05-27
2025-09-30	$4,154,966	116,288	-5.5%	Shares	Defined	2026-05-27
2025-06-30	$4,155,544	123,018	-17.6%	Shares	Defined	2025-08-15
2025-03-31	$4,642,448	149,371	+0.6%	Shares	Defined	2025-05-15
2024-12-31	$4,600,898	148,512	+43.4%	Shares	Defined	2025-05-15
2024-09-30	$3,017,123	103,539	+72.4%	Shares	Defined	2025-05-14
2024-06-30	$1,421,475	60,054	-10.8%	Shares	Defined	2025-05-14
2024-03-31	$1,417,816	67,291	+2.3%	Shares	Defined	2024-10-17
2023-12-31	$1,610,214	65,750	+102.4%	Shares	Defined	2024-08-16
2023-09-30	$694,329	32,491	-10.2%	Shares	Defined	2023-11-15
2023-06-30	$778,379	36,187	+44.7%	Shares	Defined	2023-08-14
2023-03-31	$578,612	25,005	+17.6%	Shares	Defined	2023-05-15
2022-12-31	$584,511	21,255	-34.7%	Shares	Defined	2023-02-14
2022-09-30	$804,109	32,542	+1.4%	Shares	Defined	2022-11-14
2022-06-30	$775,533	32,100	-1.2%	Shares	Defined	2022-10-27
2022-03-31	$831,399	32,502	-4.2%	Shares	Defined	2022-10-27
2021-12-31	$928,376	33,932	+4.1%	Shares	Defined	2022-02-14
2021-09-30	$842,759	32,602	+13.1%	Shares	Defined	2021-11-15
2021-06-30	$691,894	28,817	+6.3%	Shares	Defined	2021-08-23
2021-03-31	$586,779	27,103	-29.3%	Shares	Defined	2021-05-17
2020-12-31	$695,723	38,353	+76.1%	Shares	Defined	2021-02-16
2020-09-30	$296,043	21,784	-2.8%	Shares	Defined	2020-11-13
2020-06-30	$362,690	22,416	+36.1%	Shares	Defined	2020-08-14
2020-03-31	$250,492	16,469	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.