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CIK: 0001705711
Total reported value
$603.8M
$603.8M
403 檔
17.8%
According to the latest 13F quarterly dataset, Morse Asset Management, Inc managed an equity portfolio of $603.8M at the end of Q1 2026, spanning 403 distinct U.S. exchange-listed positions.
In Q1 2026, Morse Asset Management, Inc displayed an active expansion posture, initiating 18 new positions and adding to 100 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 403 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.19% | -0.77% | +0.07% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.29% | -0.14% | -1.36% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.80% | -0.33% | +1.61% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.66% | -0.85% | +1.98% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.42% | -0.02% | +2.24% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | -0.62% | -1.55% | |
| 7 | KLAC | Kla CORP | Stock-Tech | 2.79% | +1.76% | +0.39% | |
| 8 | EVR | Evercore Inc - A | Stock-Financials | 2.39% | -0.21% | -0.57% | |
| 9 | MU | Micron Technology Inc | Stock-Tech | 2.20% | +2.80% | -4.81% | |
| 10 | URI | United Rentals Inc | Stock-Industrials | 2.09% | +0.49% | +3.27% | |
| 11 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.05% | -0.13% | +15.55% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.92% | +0.27% | +0.31% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.84% | +0.07% | -5.46% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.68% | -0.10% | +1.57% | |
| 15 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.61% | +0.10% | +2.44% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.49% | -0.05% | +2.36% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.45% | -1.45% | EXIT | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.42% | +0.02% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.35% | -0.34% | +1.78% | |
| 20 | GE | General Electric | Stock-Industrials | 1.31% | +0.08% | -7.92% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.24% | -0.74% | +0.54% | |
| 22 | AZO | Autozone Inc | Stock-Consumer Disc | 1.23% | -0.28% | +4.17% | |
| 23 | GEV | GE Vernova Inc | Stock-Industrials | 1.13% | +0.12% | +33.84% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | -0.12% | -1.49% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 1.10% | -0.55% | -14.66% | |
| 26 | FTI | TechnipFMC plc | Stock-Energy | 1.08% | -0.49% | -0.17% | |
| 27 | LIN | Linde plc | Stock-Materials | 1.05% | -0.15% | +2.46% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | +0.07% | +5.17% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | -0.08% | -0.35% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.98% | -0.11% | +1.36% | |
| 31 | LRCX | Lam Research CORP | Stock-Tech | 0.98% | +0.64% | +4.16% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.90% | -0.09% | +18.36% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.88% | +0.27% | +1.14% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.86% | -0.27% | +0.43% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.84% | +1.08% | +5.57% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.82% | -0.12% | +14.86% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | -0.02% | +14.42% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.79% | -0.38% | -0.90% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | -0.54% | +3.06% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.77% | -0.28% | +1.13% | |
| 41 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.75% | -0.03% | +14.72% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.09% | +3.34% | |
| 43 | VST | Vistra CORP | Stock-Utilities | 0.73% | -0.22% | -0.84% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.72% | +0.50% | -27.88% | |
| 45 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.71% | -0.18% | +3.26% | |
| 46 | IREN | IREN Limited | Stock-Other | 0.64% | +0.06% | +14.38% | |
| 47 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.63% | -0.34% | -46.68% | |
| 48 | APO | Apollo Global Management Inc | Stock-Financials | 0.60% | -0.10% | +4.81% | |
| 49 | APO 6.75 07-31-26Bond | Apollo Global Management | Bond | 0.59% | -0.10% | +2.10% | |
| 50 | APP | Applovin Corp-class A | Stock-Tech | 0.59% | +0.23% | +102.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | +0.6% | +2.44% | Add |
| 2 | KLAC | Kla CORP | +0.6% | +0.39% | Add |
| 3 | GEV | GE Vernova Inc | +0.5% | +33.84% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.4% | -3.89% | Trim |
| 5 | FTI | TechnipFMC plc | +0.4% | -0.17% | Trim |
| 6 | NBIS | Nebius Group N.V. | +0.4% | +137.65% | Add |
| 7 | MU | Micron Technology Inc | +0.3% | -4.81% | Trim |
| 8 | VLY | Valley National Bancorp | +0.3% | +7057.19% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +0.31% | Add |
| 10 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | +15.55% | Add |
| 11 | LRCX | Lam Research CORP | +0.3% | +4.16% | Add |
| 12 | COST | Costco Wholesale CORP | +0.2% | +1.78% | Add |
| 13 | JNJ | Johnson & Johnson | +0.2% | +5.17% | Add |
| 14 | MRK | Merck & Co. Inc. | +0.2% | +14.86% | Add |
| 15 | LIN | Linde plc | +0.2% | +2.46% | Add |
| 16 | HWM | Howmet Aerospace Inc | +0.2% | +14.72% | Add |
| 17 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +46336.00% | Add |
| 18 | ASND | Ascendis Pharma A/S | +0.2% | +39.11% | Add |
| 19 | ADMA | Adma Biologics Inc | +0.1% | +3043.79% | Add |
| 20 | INTC | Intel CORP | +0.1% | +17568.35% | Add |
| 21 | Q | Qnity Electronics Inc | +0.1% | +1034.07% | Add |
| 22 | APP | Applovin Corp-class A | +0.1% | +102.73% | Add |
| 23 | EQT | Eqt CORP | +0.1% | +33.00% | Add |
| 24 | CVX | Chevron CORP | +0.1% | -8.56% | Trim |
| 25 | KMI | Kinder Morgan, Inc. | +0.1% | +22.06% | Add |
| 26 | TMO | Thermo Fisher Scientific Inc | +0.1% | +43.04% | Add |
| 27 | GLD | Spdr Gold Shares | +0.1% | +0.43% | Add |
| 28 | BA | Boeing Co/the | +0.1% | +18.36% | Add |
| 29 | ONC | Beone Medicines Ltd-adr | +0.1% | +7140.00% | Add |
| 30 | GBAB | Guggenheim Taxable Municipal | +0.1% | +56.43% | Add |
| 31 | ABBV | Abbvie Inc | +0.1% | +14.42% | Add |
| 32 | AZO | Autozone Inc | +0.1% | +4.17% | Add |
| 33 | TER | Teradyne Inc | +0.1% | +11.11% | Add |
| 34 | VIK | Viking Holdings Ltd | +0.1% | +19.90% | Add |
| 35 | AMAT | Applied Materials Inc | +0.1% | +8.55% | Add |
| 36 | CCJ | Cameco CORP | +0.1% | +1.32% | Add |
| 37 | CRWV | Coreweave Inc-cl A | +0.1% | +32.38% | Add |
| 38 | NVMI | Nova Ltd. | +0.1% | -4.19% | Trim |
| 39 | CAT | Caterpillar Inc | +0.1% | +0.49% | Add |
| 40 | AVAV | Aerovironment Inc | +0.1% | +53.24% | Add |
| 41 | DHI | Dr Horton Inc | +0.1% | +12.15% | Add |
| 42 | APH | Amphenol Corp-cl A | +0.1% | +72.20% | Add |
| 43 | AEM | Agnico Eagle Mines LTD | +0.1% | +13.32% | Add |
| 44 | PWR | Quanta Services Inc | +0.1% | +6.37% | Add |
| 45 | SCCO | Southern Copper CORP | +0.1% | +0.78% | Add |
| 46 | C | Citigroup Inc | +0.1% | +171.55% | Add |
| 47 | RTX | Rtx CORP | +0.1% | +33.18% | Add |
| 48 | RKT | Rocket Cos Inc-class A | 0% | +96.56% | Add |
| 49 | BMNR | Bitmine Immersion Technologi | 0% | +75.85% | Add |
| 50 | TKO | Tko Group Holdings Inc | 0% | +51.12% | 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 403 disclosed positions in Q1 2026.
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, AVGO, AMZN) accounted for 17.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLW
市值: $983.7K
Top Position Liquidated / Trimmed
62C
前期市值: $693.0K
During Q1 2026, Morse Asset Management, Inc's top holdings by market value included NVDA (7.2%)、AVGO (4.3%)、AMZN (3.8%). The largest single position, NVDA, represented 7.2% of total portfolio value.
In Q1 2026, Morse Asset Management, Inc made 190 total portfolio adjustments, initiating 18 new buys, adding to 100 positions, trimming 59 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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