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CIK: 0001705711
Total reported value
$603.8M
$603.8M
327 檔
16.7%
The Q4 2024 SEC filing reveals that Morse Asset Management, Inc held a total portfolio value of $603.8M, covering 327 public equity positions.
During Q4 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 327 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.27% | -0.77% | +1.09% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.58% | -0.62% | -29.45% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.41% | -0.33% | +4.59% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.14% | -0.85% | +0.80% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.63% | -0.02% | +0.68% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.51% | -0.14% | +0.74% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.52% | -0.09% | -7.00% | |
| 8 | EVR | Evercore Inc - A | Stock-Financials | 2.35% | -0.21% | +0.69% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.27% | -0.10% | +1.71% | |
| 10 | URI | United Rentals Inc | Stock-Industrials | 2.19% | +0.49% | -1.78% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.08% | +0.27% | +2.11% | |
| 12 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.99% | -0.74% | -0.65% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.89% | +0.07% | -2.55% | |
| 14 | AZO | Autozone Inc | Stock-Consumer Disc | 1.86% | -0.28% | -0.04% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.85% | -0.34% | -0.37% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.65% | -1.45% | EXIT | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.61% | +0.50% | +104.40% | |
| 18 | APO | Apollo Global Management Inc | Stock-Financials | 1.47% | -0.10% | +4.52% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.42% | -0.55% | +2.01% | |
| 20 | KLAC | Kla CORP | Stock-Tech | 1.38% | +1.76% | -7.58% | |
| 21 | LIN | Linde plc | Stock-Materials | 1.33% | -0.15% | +1.66% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.30% | -0.34% | -16.68% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.19% | -0.54% | +8.67% | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 1.10% | +2.80% | -1.06% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.07% | +0.27% | +34.16% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.03% | +9.17% | |
| 27 | ALAB | Astera Labs Inc | Stock-Tech | 0.99% | +0.57% | +46631.43% | |
| 28 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.97% | -0.11% | +5.79% | |
| 29 | APO 6.75 07-31-26Bond | Apollo Global Management | Bond | 0.95% | -0.10% | -0.58% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | -0.12% | +18.35% | |
| 31 | ICE | Intercontinental Exchange In | Stock-Financials | 0.94% | -0.38% | +4.76% | |
| 32 | CTAS | Cintas CORP | Stock-Industrials | 0.91% | -0.03% | +3.04% | |
| 33 | DELL | Dell Technologies -c | Stock-Tech | 0.88% | — | +58.00% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.88% | -0.05% | +264.42% | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.86% | -0.01% | +562.92% | |
| 36 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.85% | -0.13% | +0.96% | |
| 37 | FANG | Diamondback Energy Inc | Stock-Energy | 0.81% | -0.12% | -8.42% | |
| 38 | GE | General Electric | Stock-Industrials | 0.81% | +0.08% | +13.56% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.17% | -2.33% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.70% | +1.08% | -2.92% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.69% | -0.01% | -20.40% | |
| 42 | ARES | Ares Management CORP - A | Stock-Financials | 0.67% | +0.01% | +17.26% | |
| 43 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.66% | +0.01% | -1.79% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | +0.07% | -0.33% | |
| 45 | VST | Vistra CORP | Stock-Utilities | 0.63% | -0.22% | +275.81% | |
| 46 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.61% | +0.03% | +20.23% | |
| 47 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.61% | +0.10% | +110.28% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.58% | -0.09% | +31.15% | |
| 49 | NOW | Servicenow Inc | Stock-Tech | 0.55% | — | +0.98% | |
| 50 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.54% | -0.18% | +44.11% |
According to official SEC Form 13F filings, Morse Asset Management, Inc reported a total U.S. public equity portfolio value of $603.8M across 327 disclosed positions in Q4 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 NVDA, MSFT, AMZN) accounted for 16.7% of total reported equity market value during Q4 2024.
During Q4 2024, Morse Asset Management, Inc's top holdings by market value included NVDA (6.3%)、MSFT (4.6%)、AMZN (4.4%). The largest single position, NVDA, represented 6.3% of total portfolio value.
In Q4 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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