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CIK: 0001705711
Total reported value
$603.8M
$603.8M
393 檔
19.9%
As reported in its official Q4 2025 Form 13F filing, Morse Asset Management, Inc's tracked investment portfolio stood at $603.8M with 393 total positions.
In Q4 2025, Morse Asset Management, Inc displayed an active expansion posture, initiating 33 new positions and adding to 91 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AVGO, MSFT) accounted for 19.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
CCJ
市值: $1.6M
Top Position Liquidated / Trimmed
LNG
前期市值: $1.4M
Showing top 200 holdings (of 393 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.39% | -0.77% | -0.55% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.68% | -0.14% | +2.65% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.00% | -0.62% | -3.66% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.98% | -0.33% | -4.22% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.98% | -0.85% | -0.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.51% | -0.02% | -0.48% | |
| 7 | EVR | Evercore Inc - A | Stock-Financials | 2.63% | -0.21% | +0.17% | |
| 8 | KLAC | Kla CORP | Stock-Tech | 2.21% | +1.76% | -0.16% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.18% | +0.07% | -6.82% | |
| 10 | URI | United Rentals Inc | Stock-Industrials | 2.16% | +0.49% | -1.02% | |
| 11 | MU | Micron Technology Inc | Stock-Tech | 1.88% | +2.80% | +7.70% | |
| 12 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.78% | -0.13% | +1.15% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.70% | -0.10% | +9.34% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.65% | +0.27% | -0.04% | |
| 15 | GE | General Electric | Stock-Industrials | 1.48% | +0.08% | +0.10% | |
| 16 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.46% | -0.74% | +0.61% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.46% | -0.05% | +6.42% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.45% | +0.02% | +29.58% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.45% | -0.34% | -17.39% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.33% | -0.12% | +3.53% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 1.21% | -0.55% | +809.26% | |
| 22 | AZO | Autozone Inc | Stock-Consumer Disc | 1.14% | -0.28% | +0.60% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.11% | -0.34% | +0.68% | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.10% | +0.50% | -0.41% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -1.45% | EXIT | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.02% | +0.27% | -5.47% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | -0.08% | +1.32% | |
| 28 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.98% | +0.10% | +7.87% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.94% | -0.11% | +1.15% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.89% | -0.28% | -3.83% | |
| 31 | FSLR | First Solar Inc | Stock-Tech | 0.86% | -0.08% | +24.72% | |
| 32 | LIN | Linde plc | Stock-Materials | 0.85% | -0.15% | -25.65% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.84% | -0.54% | -11.67% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.81% | +1.08% | -18.39% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.80% | -0.09% | -14.18% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | +0.07% | +2.40% | |
| 37 | ICE | Intercontinental Exchange In | Stock-Financials | 0.79% | -0.38% | -19.11% | |
| 38 | VST | Vistra CORP | Stock-Utilities | 0.76% | -0.22% | -4.73% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.76% | -0.27% | +1.73% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.09% | -44.54% | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.72% | +0.64% | +3.48% | |
| 42 | APO | Apollo Global Management Inc | Stock-Financials | 0.72% | -0.10% | +7.09% | |
| 43 | APO 6.75 07-31-26Bond | Apollo Global Management | Bond | 0.72% | -0.10% | +0.63% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | -0.02% | +15.50% | |
| 45 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.69% | -0.18% | +0.80% | |
| 46 | FTI | TechnipFMC plc | Stock-Energy | 0.67% | -0.49% | +4.62% | |
| 47 | WGS | Genedx Holdings CORP | Stock-Other | 0.66% | — | EXIT | |
| 48 | ALAB | Astera Labs Inc | Stock-Tech | 0.64% | +0.57% | -30.22% | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.61% | +0.12% | +25.78% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | -0.12% | +25.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.9% | +7.70% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.48% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.5% | -6.82% | Trim |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +29.58% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.3% | +40.32% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | +2.65% | Add |
| 7 | ISRG | Intuitive Surgical Inc | +0.3% | +0.61% | Add |
| 8 | FSLR | First Solar Inc | +0.3% | +24.72% | Add |
| 9 | KLAC | Kla CORP | +0.3% | -0.16% | Trim |
| 10 | AAPL | Apple Inc | +0.2% | +9.34% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.2% | +25.49% | Add |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | +6.42% | Add |
| 13 | EBS | Emergent Biosolutions Inc | +0.2% | +5.22% | Add |
| 14 | HOOD | Robinhood Markets Inc - A | +0.2% | +421.64% | Add |
| 15 | EQT | Eqt CORP | +0.2% | +16096.08% | Add |
| 16 | LRCX | Lam Research CORP | +0.2% | +3.48% | Add |
| 17 | GEV | GE Vernova Inc | +0.2% | +25.78% | Add |
| 18 | NDAQ | Nasdaq Inc | +0.2% | +64.22% | Add |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | +7.87% | Add |
| 20 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +1.15% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.04% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +70.68% | Add |
| 23 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +42.27% | Add |
| 24 | AVAV | Aerovironment Inc | +0.1% | +115.45% | Add |
| 25 | PWR | Quanta Services Inc | +0.1% | +727.27% | Add |
| 26 | JNJ | Johnson & Johnson | +0.1% | +2.40% | Add |
| 27 | FTI | TechnipFMC plc | +0.1% | +4.62% | Add |
| 28 | APO | Apollo Global Management Inc | +0.1% | +7.09% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +161.81% | Add |
| 30 | GLD | Spdr Gold Shares | +0.1% | +1.73% | Add |
| 31 | ABBV | Abbvie Inc | +0.1% | +15.50% | Add |
| 32 | TMO | Thermo Fisher Scientific Inc | +0.1% | +8.73% | Add |
| 33 | ROAD | Construction Partners Inc-a | +0.1% | +1589.58% | Add |
| 34 | UNHG | Leverage Shares 2x Unh | +0.1% | +3733.84% | Add |
| 35 | JNJ | Johnson & Johnson | +0.1% | +1279.07% | Add |
| 36 | TER | Teradyne Inc | +0.1% | +158.57% | Add |
| 37 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +21.09% | Add |
| 38 | TJX | Tjx Companies Inc | +0.1% | +15.75% | Add |
| 39 | BAC | Bank Of America CORP | +0.1% | +26.28% | Add |
| 40 | GBAB | Guggenheim Taxable Municipal | +0.1% | +105.23% | Add |
| 41 | QCOM | Qualcomm Inc | +0.1% | +3740.00% | Add |
| 42 | WGS | Genedx Holdings CORP | +0.1% | -8.11% | Trim |
| 43 | AMD | Advanced Micro Devices | +0.1% | -18.39% | Trim |
| 44 | TSLA | Tesla Inc | +0.1% | +3.53% | Add |
| 45 | RKT | Rocket Cos Inc-class A | +0.1% | +194.27% | Add |
| 46 | CRH | CRH plc | +0.1% | +77.82% | Add |
| 47 | SOXL | Direx Dail Semi Bu 3x Et-usd | +0.1% | -3.05% | Trim |
| 48 | HWM | Howmet Aerospace Inc | +0.1% | +6.08% | Add |
| 49 | APO 6.75 07-31-26Bond | Apollo Global Management | +0.1% | +0.63% | Add |
| 50 | ARGX | Argenx Se - Adr | +0.1% | +65.00% | Add |
According to official SEC Form 13F filings, Morse Asset Management, Inc reported a total U.S. public equity portfolio value of $603.8M across 393 disclosed positions in Q4 2025.
During Q4 2025, Morse Asset Management, Inc's top holdings by market value included NVDA (7.4%)、AVGO (4.7%)、MSFT (4.0%). The largest single position, NVDA, represented 7.4% of total portfolio value.
In Q4 2025, Morse Asset Management, Inc made 199 total portfolio adjustments, initiating 33 new buys, adding to 91 positions, trimming 62 holdings, and fully liquidating 13 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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