13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001705711
Total reported value
$603.8M
$603.8M
343 檔
16.7%
During the Q3 2024 filing period, Morse Asset Management, Inc (CIK: 0001705711) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $603.8M across 343 reported positions.
During Q3 2024, Morse Asset Management, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 343 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.26% | -0.62% | +42.37% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.30% | -0.77% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.80% | -0.85% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.38% | -0.33% | -2.00% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.98% | -0.02% | — | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 2.67% | -0.09% | +12.94% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.45% | -0.14% | — | |
| 8 | URI | United Rentals Inc | Stock-Industrials | 2.42% | +0.49% | -0.92% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.22% | +0.27% | — | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.11% | +0.07% | +1.00% | |
| 11 | EVR | Evercore Inc - A | Stock-Financials | 2.01% | -0.21% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.96% | -0.10% | +4.83% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.85% | -1.45% | EXIT | |
| 14 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.78% | -0.74% | — | |
| 15 | AZO | Autozone Inc | Stock-Consumer Disc | 1.73% | -0.28% | -2.78% | |
| 16 | KLAC | Kla CORP | Stock-Tech | 1.73% | +1.76% | -2.64% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.58% | -0.28% | -1.43% | |
| 18 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.48% | -0.34% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.43% | -0.34% | — | |
| 20 | LIN | Linde plc | Stock-Materials | 1.41% | -0.15% | — | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.40% | +0.50% | -0.65% | |
| 22 | MU | Micron Technology Inc | Stock-Tech | 1.30% | +2.80% | -7.34% | |
| 23 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.09% | -0.11% | — | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.04% | -0.55% | — | |
| 25 | APO | Apollo Global Management Inc | Stock-Financials | 1.01% | -0.10% | — | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.00% | -0.11% | — | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.97% | -0.54% | — | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 0.95% | -0.01% | — | |
| 29 | CTAS | Cintas CORP | Stock-Industrials | 0.94% | -0.03% | +299.79% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.92% | +1.08% | -12.12% | |
| 31 | ICE | Intercontinental Exchange In | Stock-Financials | 0.91% | -0.38% | — | |
| 32 | FANG | Diamondback Energy Inc | Stock-Energy | 0.88% | -0.12% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.03% | +18.88% | |
| 34 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.78% | -0.13% | — | |
| 35 | GE | General Electric | Stock-Industrials | 0.76% | +0.08% | +30.22% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.17% | -8.19% | |
| 37 | ONTO | Onto Innovation Inc | Stock-Tech | 0.75% | +0.01% | +6.42% | |
| 38 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.73% | -0.03% | — | |
| 39 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.72% | +0.01% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | +0.07% | -0.03% | |
| 41 | APO 6.75 07-31-26Bond | Apollo Global Management | Bond | 0.69% | -0.10% | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.67% | -0.12% | — | |
| 43 | FSLR | First Solar Inc | Stock-Tech | 0.67% | -0.08% | +10.66% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.66% | +0.27% | +120.74% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.63% | — | EXIT | |
| 46 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.59% | +0.01% | — | |
| 47 | TDG | Transdigm Group Inc | Stock-Industrials | 0.58% | — | -0.21% | |
| 48 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.57% | -0.09% | -1.42% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.57% | — | — | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.56% | — | — |
According to official SEC Form 13F filings, Morse Asset Management, Inc reported a total U.S. public equity portfolio value of $603.8M across 343 disclosed positions in Q3 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, NVDA, META) accounted for 16.7% of total reported equity market value during Q3 2024.
During Q3 2024, Morse Asset Management, Inc's top holdings by market value included MSFT (6.3%)、NVDA (5.3%)、META (3.8%). The largest single position, MSFT, represented 6.3% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.