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CIK: 0001705711
Total reported value
$603.8M
$603.8M
140 檔
13.2%
The Q1 2024 SEC filing reveals that Morse Asset Management, Inc held a total portfolio value of $603.8M, covering 140 public equity positions.
During Q1 2024, Morse Asset Management, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.82% | -0.62% | +0.22% | |
| 2 | ✓ | Stock-Other | 4.44% | — | -8.13% | ||
| 3 | ✓ | Stock-Other | 3.91% | — | +1.53% | ||
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.74% | -0.33% | +0.05% | |
| 5 | ✓ | Stock-Other | 3.48% | — | -2.71% | ||
| 6 | URI | United Rentals Inc | Stock-Industrials | 2.67% | +0.49% | +1.77% | |
| 7 | ✓ | Stock-Other | 2.34% | — | +2.51% | ||
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.31% | -0.09% | +0.68% | |
| 9 | ✓ | Stock-Other | 2.28% | — | -0.58% | ||
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.21% | +0.07% | +6.72% | |
| 11 | AZO | Autozone Inc | Stock-Consumer Disc | 2.21% | -0.28% | -0.04% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.94% | -0.28% | +2.02% | |
| 13 | KLAC | Kla CORP | Stock-Tech | 1.94% | +1.76% | -0.78% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.90% | +1.08% | -12.47% | |
| 15 | MU | Micron Technology Inc | Stock-Tech | 1.84% | +2.80% | +322.50% | |
| 16 | ✓ | Stock-Other | 1.78% | — | +2.42% | ||
| 17 | ✓ | Stock-Other | 1.66% | — | +6.73% | ||
| 18 | ✓ | Stock-Other | 1.54% | — | +5.32% | ||
| 19 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 1.52% | — | +6.94% | |
| 20 | ✓ | Stock-Other | 1.50% | — | +0.41% | ||
| 21 | PXDEUR | Pioneer Natural Resources Co | Stock-Other | 1.47% | — | -5.57% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.39% | -0.10% | -41.09% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.38% | +0.50% | +7.92% | |
| 24 | ✓ | Stock-Other | 1.27% | — | -30.31% | ||
| 25 | ✓ | Stock-Other | 1.26% | — | -1.49% | ||
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 1.26% | +0.16% | -2.74% | |
| 27 | ✓ | Stock-Other | 1.21% | — | — | ||
| 28 | ✓ | Stock-Other | 1.19% | — | +4.75% | ||
| 29 | ✓ | Stock-Other | 1.16% | — | +40.39% | ||
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.14% | +0.07% | -22.89% | |
| 31 | ✓ | Stock-Other | 1.13% | — | +1.04% | ||
| 32 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.17% | -23.06% | |
| 33 | ✓ | Stock-Other | 1.09% | — | +7.44% | ||
| 34 | ✓ | Stock-Other | 1.07% | — | +1.25% | ||
| 35 | ✓ | Stock-Other | 1.06% | — | +2.00% | ||
| 36 | ✓ | Stock-Other | 1.04% | — | +16.66% | ||
| 37 | ✓ | Stock-Other | 1.03% | — | +68.07% | ||
| 38 | CTAS | Cintas CORP | Stock-Industrials | 0.97% | -0.03% | +4.08% | |
| 39 | ✓ | Stock-Other | 0.97% | — | +26.11% | ||
| 40 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.94% | — | +18.06% | |
| 41 | ✓ | Stock-Other | 0.90% | — | +22.22% | ||
| 42 | ✓ | Stock-Other | 0.85% | — | +86.06% | ||
| 43 | ✓ | Apollo Global Mgmt Inc Ser A M | Stock-Other | 0.75% | — | +3.08% | |
| 44 | ONTO | Onto Innovation Inc | Stock-Tech | 0.73% | +0.01% | -4.64% | |
| 45 | ✓ | Stock-Other | 0.72% | — | -14.55% | ||
| 46 | GE | General Electric | Stock-Industrials | 0.68% | +0.08% | +27.55% | |
| 47 | TOELY | Tokyo Electron Ltd-unsp Adr | Stock-Other | 0.67% | — | +18.04% | |
| 48 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.63% | -0.09% | -0.50% | |
| 49 | TDG | Transdigm Group Inc | Stock-Industrials | 0.63% | — | +108.65% | |
| 50 | ✓ | Stock-Other | 0.61% | — | +75.04% |
According to official SEC Form 13F filings, Morse Asset Management, Inc reported a total U.S. public equity portfolio value of $603.8M across 140 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, , ) accounted for 13.2% of total reported equity market value during Q1 2024.
During Q1 2024, Morse Asset Management, Inc's top holdings by market value included MSFT (4.8%)、 (4.4%)、 (3.9%). The largest single position, MSFT, represented 4.8% of total portfolio value.
In Q1 2024, Morse Asset Management, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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