Morse Asset Management, Inc
392 holdingsFiling period: 2026-06-30Current AUM: $574.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation.com | 193.8K | $38.8M | $41.9M | 7.28% | -4,713 | 2026-06-30 |
| 2 | MU | Micron Technology Inc.com | 26.2K | $30.2M | $23.6M | 4.11% | -5,210 | 2026-06-30 |
| 3 | KLAC | Kla Corp.com New | 91.0K | $27.5M | $13.6M | 2.36% | +81.9K | 2026-06-30 |
| 4 | AVGO | Broadcom Inc.com | 66.3K | $25.1M | $21.8M | 3.80% | -353 | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc.com | 88.0K | $21.0M | $21.9M | 3.81% | +223 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc Cap Stk CL A | 57.4K | $20.5M | $18.2M | 3.16% | +110 | 2026-06-30 |
| 7 | META | Meta Platforms Inc CL A | 30.2K | $17.0M | $19.0M | 3.31% | -623 | 2026-06-30 |
| 8 | URI | United Rentals Inc.com | 13.7K | $15.6M | $15.4M | 2.68% | -28 | 2026-06-30 |
| 9 | MSFT | Microsoft Corp.com | 40.8K | $15.2M | $21.7M | 3.78% | +70 | 2026-06-30 |
| 10 | TSM | Taiwan Semiconductor Manufact Sponsored Ads | 27.7K | $13.2M | $11.7M | 2.04% | +401 | 2026-06-30 |
| 11 | EVR | Evercore Inc Class A | 38.6K | $13.2M | $9.9M | 1.73% | +146 | 2026-06-30 |
| 12 | JEPQ | JPMorgan NASDAQ Equity Premium Income ETF | 189.1K | $11.6M | $11.2M | 1.94% | +11.7K | 2026-06-30 |
| 13 | AMD | Advanced Micro Devices Inc.com | 20.0K | $11.6M | $10.6M | 1.85% | +71 | 2026-06-30 |
| 14 | LLY | Eli Lilly & Co.com | 9.6K | $11.5M | $12.3M | 2.14% | -7 | 2026-06-30 |
| 15 | VRT | Vertiv Holdings Co.com CL A | 30.9K | $10.3M | $6.2M | 1.07% | -75 | 2026-06-30 |
| 16 | LRCX | Lam Research Corp.com New | 22.6K | $9.8M | $5.4M | 0.93% | +581 | 2026-06-30 |
| 17 | AAPL | Apple Inc.com | 33.1K | $9.6M | $11.4M | 1.98% | +1.2K | 2026-06-30 |
| 18 | QQQ | Invesco Qqq Trust Series I | 11.8K | $8.7M | $8.4M | 1.47% | +13 | 2026-06-30 |
| 19 | GS | Goldman Sachs Group Inc.com | 8.6K | $8.7M | $7.7M | 1.34% | +127 | 2026-06-30 |
| 20 | GE | GE Aerospace.com New | 22.4K | $8.4M | $6.5M | 1.12% | +206 | 2026-06-30 |
| 21 | — | Nebius Group N.V. Shs Class A | 29.1K | $8.0M | $8.0M | 1.40% | +2.0K | 2026-06-30 |
| 22 | GEV | GE Vernova Inc.com | 6.5K | $7.6M | $5.5M | 0.96% | +233 | 2026-06-30 |
| 23 | PANW | Palo Alto Networks Inc.com | 21.5K | $7.3M | $8.4M | 1.46% | -10 | 2026-06-30 |
| 24 | UNH | Unitedhealth Group Inc.com | 16.7K | $6.9M | $6.9M | 1.19% | +1.2K | 2026-06-30 |
| 25 | JNJ | Johnson & Johnson.com | 26.2K | $6.7M | $7.0M | 1.21% | +6.0K | 2026-06-30 |
← Scroll →
Page 1 of 16