Morse Asset Management, Inc
405 holdingsFiling period: 2026-03-31Current AUM: $557.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | 198.5K | $34.6M | $39.8M | 7.15% | +140 | 2026-03-31 |
| 2 | AVGO | BROADCOM INC COM | 66.7K | $20.6M | $26.0M | 4.66% | -923 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC COM | 87.8K | $18.3M | $23.8M | 4.28% | +1.4K | 2026-03-31 |
| 4 | META | META PLATFORMS INC CL A | 30.8K | $17.6M | $17.1M | 3.08% | +597 | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 57.3K | $16.5M | $20.4M | 3.66% | +1.3K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP COM | 40.8K | $15.1M | $18.9M | 3.40% | -643 | 2026-03-31 |
| 7 | KLAC | KLA CORP COM NEW | 9.1K | $13.4M | $1.7M | 0.30% | +35 | 2026-03-31 |
| 8 | EVR | EVERCORE INC CLASS A | 38.5K | $11.5M | $12.3M | 2.21% | -219 | 2026-03-31 |
| 9 | MU | MICRON TECHNOLOGY INC COM | 31.4K | $10.6M | $25.8M | 4.63% | -1,585 | 2026-03-31 |
| 10 | URI | UNITED RENTALS INC COM | 13.8K | $10.0M | $14.9M | 2.67% | +436 | 2026-03-31 |
| 11 | JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 177.4K | $9.8M | $10.3M | 1.85% | +23.9K | 2026-03-31 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 27.3K | $9.2M | $11.0M | 1.98% | +85 | 2026-03-31 |
| 13 | LLY | ELI LILLY & CO COM | 9.6K | $8.8M | $11.0M | 1.98% | -555 | 2026-03-31 |
| 14 | AAPL | APPLE INC COM | 31.8K | $8.1M | $9.8M | 1.76% | +491 | 2026-03-31 |
| 15 | VRT | VERTIV HOLDINGS CO COM CL A | 30.9K | $7.8M | $7.5M | 1.34% | +737 | 2026-03-31 |
| 16 | GS | GOLDMAN SACHS GROUP INC COM | 8.5K | $7.2M | $8.6M | 1.55% | +196 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP COM | 41.2K | $7.0M | $6.4M | 1.15% | -1,668 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP COM | 41.2K | $7.0M | $6.4M | 1.15% | -1,668 | 2026-03-31 |
| 19 | QQQ | INVESCO QQQ TRUST SERIES I | 11.8K | $6.8M | $8.1M | 1.46% | -- | 2026-03-31 |
| 20 | COST | COSTCO WHOLESALE CORPORATION COM | 6.5K | $6.5M | $6.2M | 1.11% | +114 | 2026-03-31 |
| 21 | GE | GE AEROSPACE COM NEW | 22.2K | $6.3M | $8.0M | 1.43% | -1,910 | 2026-03-31 |
| 22 | ISRG | INTUITIVE SURGICAL INC COM NEW | 13.0K | $6.0M | $4.6M | 0.82% | +70 | 2026-03-31 |
| 23 | AZO | AUTOZONE INC COM | 1.7K | $5.9M | $5.3M | 0.95% | +70 | 2026-03-31 |
| 24 | GEV | GE VERNOVA INC COM | 6.2K | $5.4M | $6.2M | 1.10% | +1.6K | 2026-03-31 |
| 25 | TSLA | TESLA INC COM | 14.6K | $5.4M | $4.5M | 0.81% | -220 | 2026-03-31 |
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