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CIK: 0001705711
Total reported value
$603.8M
$603.8M
143 檔
15.6%
At the close of Q2 2024, Morse Asset Management, Inc disclosed equity holdings valued at approximately $603.8M, spread across 143 reported holdings.
During Q2 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 | ✓ | Stock-Other | 6.01% | — | +941.09% | ||
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.13% | -0.62% | +5.51% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.02% | -0.33% | +5.61% | |
| 4 | ✓ | Stock-Other | 3.91% | — | -1.99% | ||
| 5 | ✓ | Stock-Other | 3.77% | — | -2.30% | ||
| 6 | ✓ | Stock-Other | 2.57% | — | -1.83% | ||
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.40% | +0.07% | -2.06% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.25% | -0.09% | +14.25% | |
| 9 | URI | United Rentals Inc | Stock-Industrials | 2.19% | +0.49% | -3.74% | |
| 10 | ✓ | Stock-Other | 2.18% | — | -4.81% | ||
| 11 | KLAC | Kla CORP | Stock-Tech | 2.13% | +1.76% | -2.12% | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 2.00% | +2.80% | +2.47% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.90% | -0.10% | +16.76% | |
| 14 | AZO | Autozone Inc | Stock-Consumer Disc | 1.89% | -0.28% | -4.34% | |
| 15 | ✓ | Stock-Other | 1.86% | — | +366.31% | ||
| 16 | ✓ | Stock-Other | 1.84% | — | -2.01% | ||
| 17 | ✓ | Stock-Other | 1.80% | — | +16.55% | ||
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.61% | -0.28% | -8.50% | |
| 19 | ✓ | Stock-Other | 1.58% | — | -1.20% | ||
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.57% | +0.50% | +0.09% | |
| 21 | ✓ | Stock-Other | 1.51% | — | +1.18% | ||
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 1.37% | +0.16% | -0.56% | |
| 23 | ✓ | Stock-Other | 1.28% | — | -3.90% | ||
| 24 | ✓ | Stock-Other | 1.27% | — | +22.92% | ||
| 25 | ✓ | Stock-Other | 1.21% | — | +3.93% | ||
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 1.17% | +1.08% | -28.12% | |
| 27 | ✓ | Stock-Other | 1.16% | — | -4.36% | ||
| 28 | ✓ | Stock-Other | 1.15% | — | -0.78% | ||
| 29 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 1.13% | — | -8.29% | |
| 30 | ✓ | Stock-Other | 1.10% | — | +7.07% | ||
| 31 | ✓ | Stock-Other | 1.06% | — | -0.71% | ||
| 32 | ✓ | Stock-Other | 1.00% | — | -3.34% | ||
| 33 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.17% | -4.24% | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.96% | — | -3.69% | |
| 35 | ✓ | Stock-Other | 0.95% | — | -3.54% | ||
| 36 | CTAS | Cintas CORP | Stock-Industrials | 0.90% | -0.03% | -4.53% | |
| 37 | ✓ | Stock-Other | 0.86% | — | -35.10% | ||
| 38 | ONTO | Onto Innovation Inc | Stock-Tech | 0.84% | +0.01% | -0.57% | |
| 39 | ✓ | Stock-Other | 0.74% | — | — | ||
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.03% | +927.98% | |
| 41 | ✓ | Apollo Global Mgmt Inc Ser A M | Stock-Other | 0.73% | — | -0.11% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | +0.07% | -28.87% | |
| 43 | ✓ | Stock-Other | 0.65% | — | -10.90% | ||
| 44 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.62% | — | -1.03% | |
| 45 | FSLR | First Solar Inc | Stock-Tech | 0.61% | -0.08% | — | |
| 46 | ✓ | Stock-Other | 0.61% | — | -3.43% | ||
| 47 | TDG | Transdigm Group Inc | Stock-Industrials | 0.58% | — | -5.75% | |
| 48 | GE | General Electric | Stock-Industrials | 0.55% | +0.08% | -5.85% | |
| 49 | ✓ | Stock-Other | 0.54% | — | -35.13% | ||
| 50 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.51% | -0.09% | -0.77% |
According to official SEC Form 13F filings, Morse Asset Management, Inc reported a total U.S. public equity portfolio value of $603.8M across 143 disclosed positions in Q2 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, AMZN) accounted for 15.6% of total reported equity market value during Q2 2024.
During Q2 2024, Morse Asset Management, Inc's top holdings by market value included (6.0%)、MSFT (5.1%)、AMZN (4.0%). The largest single position, , represented 6.0% of total portfolio value.
In Q2 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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