Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Morse Asset Management, Inc (CIK 1705711) reported $481.1M across 398 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($34.6M, 7.19%), AVGO ($20.6M, 4.29%), AMZN ($18.3M, 3.80%), META ($17.6M, 3.66%), GOOGL ($16.5M, 3.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | $34.6M | 7.19% | 198,467 | Added |
| 2 | AVGO | BROADCOM INC COM | $20.6M | 4.29% | 66,696 | Trimmed |
| 3 | AMZN | AMAZON COM INC COM | $18.3M | 3.80% | 87,753 | Added |
| 4 | META | META PLATFORMS INC CL A | $17.6M | 3.66% | 30,788 | Added |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $16.5M | 3.42% | 57,296 | Added |
| 6 | MSFT | MICROSOFT CORP COM | $15.1M | 3.14% | 40,763 | Trimmed |
| 7 | KLAC | KLA CORP COM NEW | $13.4M | 2.79% | 9,123 | Added |
| 8 | EVR | EVERCORE INC CLASS A | $11.5M | 2.39% | 38,455 | Trimmed |
| 9 | MU | MICRON TECHNOLOGY INC COM | $10.6M | 2.20% | 31,364 | Trimmed |
| 10 | URI | UNITED RENTALS INC COM | $10.0M | 2.09% | 13,777 | Added |
| 11 | JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $9.8M | 2.05% | 177,377 | Added |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $9.2M | 1.92% | 27,269 | Added |
| 13 | LLY | ELI LILLY & CO COM | $8.8M | 1.84% | 9,617 | Trimmed |
| 14 | AAPL | APPLE INC COM | $8.1M | 1.68% | 31,826 | Added |
| 15 | VRT | VERTIV HOLDINGS CO COM CL A | $7.8M | 1.61% | 30,931 | Added |
| 16 | GS | GOLDMAN SACHS GROUP INC COM | $7.2M | 1.49% | 8,484 | Added |
| 17 | XOM | EXXON MOBIL CORP COM | $7.0M | 1.45% | 41,187 | Trimmed |
| 18 | QQQ | INVESCO QQQ TRUST SERIES I | $6.8M | 1.42% | 11,827 | Hold |
| 19 | COST | COSTCO WHOLESALE CORPORATION COM | $6.5M | 1.35% | 6,526 | Added |
| 20 | GE | GE AEROSPACE COM NEW | $6.3M | 1.31% | 22,205 | Trimmed |
| 21 | ISRG | INTUITIVE SURGICAL INC COM NEW | $6.0M | 1.24% | 12,982 | Added |
| 22 | AZO | AUTOZONE INC COM | $5.9M | 1.23% | 1,748 | Added |
| 23 | TSLA | TESLA INC COM | $5.4M | 1.13% | 14,565 | Trimmed |
| 24 | GEV | GE VERNOVA INC COM | $5.4M | 1.13% | 6,217 | Added |
| 25 | NFLX | NETFLIX INC. COM | $5.3M | 1.10% | 55,240 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31