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CIK: 0001705711
Total reported value
$603.8M
$603.8M
341 檔
14.2%
In Q1 2025, Morse Asset Management, Inc's U.S. equity holdings reached a combined market value of $603.8M, distributed across 341 disclosed stock positions.
In Q1 2025, Morse Asset Management, Inc displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 341 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.47% | -0.77% | -2.12% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.47% | -0.85% | -0.91% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.35% | -0.62% | -3.57% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.28% | -0.33% | +1.25% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.01% | -0.02% | -8.03% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.82% | -0.14% | +0.52% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.61% | -0.09% | -0.62% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.30% | +0.07% | +2.62% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.25% | -0.10% | +1.40% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.25% | +0.27% | -5.33% | |
| 11 | URI | United Rentals Inc | Stock-Industrials | 2.14% | +0.49% | -0.34% | |
| 12 | EVR | Evercore Inc - A | Stock-Financials | 2.11% | -0.21% | +13.11% | |
| 13 | AZO | Autozone Inc | Stock-Consumer Disc | 1.97% | -0.28% | -19.77% | |
| 14 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.89% | -0.34% | — | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.85% | -0.74% | -11.51% | |
| 16 | KLAC | Kla CORP | Stock-Tech | 1.74% | +1.76% | +6.06% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.67% | -0.55% | +1.85% | |
| 18 | LIN | Linde plc | Stock-Materials | 1.64% | -0.15% | +0.72% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.59% | -0.34% | +7.04% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.59% | -1.45% | EXIT | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.38% | -0.54% | +0.89% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.34% | +0.50% | -19.92% | |
| 23 | APO | Apollo Global Management Inc | Stock-Financials | 1.31% | -0.10% | -2.99% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.30% | -0.03% | +0.21% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.30% | -0.13% | +49.69% | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.28% | -0.11% | -0.89% | |
| 27 | ICE | Intercontinental Exchange In | Stock-Financials | 1.22% | -0.38% | +1.56% | |
| 28 | GE | General Electric | Stock-Industrials | 1.22% | +0.08% | +13.76% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.16% | +0.27% | +16.16% | |
| 30 | MU | Micron Technology Inc | Stock-Tech | 1.15% | +2.80% | -9.02% | |
| 31 | CTAS | Cintas CORP | Stock-Industrials | 1.13% | -0.03% | -0.84% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.03% | -0.05% | +11.49% | |
| 33 | APO 6.75 07-31-26Bond | Apollo Global Management | Bond | 0.89% | -0.10% | +0.64% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | -0.12% | +28.09% | |
| 35 | FANG | Diamondback Energy Inc | Stock-Energy | 0.86% | -0.12% | -2.18% | |
| 36 | VST | Vistra CORP | Stock-Utilities | 0.80% | -0.22% | +35.28% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | +0.07% | -4.31% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.17% | -23.56% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.73% | -0.09% | — | |
| 40 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.71% | -0.18% | +8.62% | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 0.70% | — | +53.16% | |
| 42 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.68% | +0.03% | -0.56% | |
| 43 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.66% | -0.11% | +122.05% | |
| 44 | ARES | Ares Management CORP - A | Stock-Financials | 0.62% | +0.01% | +1.81% | |
| 45 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.61% | -0.09% | -0.88% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.60% | — | +0.21% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.58% | -0.09% | +11.65% | |
| 48 | FTI | TechnipFMC plc | Stock-Energy | 0.55% | -0.49% | -2.60% | |
| 49 | CRH | CRH plc | Stock-Materials | 0.55% | -0.01% | +8.09% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | -0.28% | +4.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | AVGO | Broadcom Inc | — | NEW | New buy |
| 7 | HD | Home Depot Inc | — | NEW | New buy |
| 8 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 9 | AAPL | Apple Inc | — | NEW | New buy |
| 10 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 11 | URI | United Rentals Inc | — | NEW | New buy |
| 12 | EVR | Evercore Inc - A | — | NEW | New buy |
| 13 | AZO | Autozone Inc | — | NEW | New buy |
| 14 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 15 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 16 | KLAC | Kla CORP | — | NEW | New buy |
| 17 | NFLX | Netflix Inc | — | NEW | New buy |
| 18 | LIN | Linde plc | — | NEW | New buy |
| 19 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 20 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 21 | MA | Mastercard Inc - A | — | NEW | New buy |
| 22 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 23 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 25 | JEPQ | JPM Nasdaq Equity Premium | — | NEW | New buy |
| 26 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 27 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 28 | GE | General Electric | — | NEW | New buy |
| 29 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 30 | MU | Micron Technology Inc | — | NEW | New buy |
| 31 | CTAS | Cintas CORP | — | NEW | New buy |
| 32 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 33 | APO 6.75 07-31-26Bond | Apollo Global Management | — | NEW | New buy |
| 34 | TSLA | Tesla Inc | — | NEW | New buy |
| 35 | FANG | Diamondback Energy Inc | — | NEW | New buy |
| 36 | VST | Vistra CORP | — | NEW | New buy |
| 37 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 38 | CVX | Chevron CORP | — | NEW | New buy |
| 39 | BA | Boeing Co/the | — | NEW | New buy |
| 40 | PDI | Pimco Dynamic Income Fund | — | NEW | New buy |
| 41 | NOW | Servicenow Inc | — | NEW | New buy |
| 42 | RACE | Ferrari N.V. | — | NEW | New buy |
| 43 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 44 | ARES | Ares Management CORP - A | — | NEW | New buy |
| 45 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 46 | ADP | Automatic Data Processing | — | NEW | New buy |
| 47 | BX | Blackstone Inc | — | NEW | New buy |
| 48 | FTI | TechnipFMC plc | — | NEW | New buy |
| 49 | CRH | CRH plc | — | NEW | New buy |
| 50 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
According to official SEC Form 13F filings, Morse Asset Management, Inc reported a total U.S. public equity portfolio value of $603.8M across 341 disclosed positions in Q1 2025.
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, META, MSFT) accounted for 14.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $21.7M
During Q1 2025, Morse Asset Management, Inc's top holdings by market value included NVDA (5.5%)、META (4.5%)、MSFT (4.3%). The largest single position, NVDA, represented 5.5% of total portfolio value.
In Q1 2025, Morse Asset Management, Inc made 200 total portfolio adjustments, initiating 200 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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