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Morse Asset Management, Inc

All holdings · as of Dec 31, 2025

393 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp$36.99M198,3277.4%
Broadcom Inc.$23.40M67,6194.7%
MICROSOFT CORP$20.02M41,4064.0%
Amazon.com Inc$19.93M86,3614.0%
Meta Platforms Inc$19.93M30,1914.0%
Alphabet Inc.$17.54M56,0423.5%
Evercore Inc$13.16M38,6742.6%
KLA CORP$11.04M9,0882.2%
ELI LILLY & Co$10.93M10,1722.2%
United Rentals Inc$10.80M13,3412.2%
MICRON TECHNOLOGY INC$9.40M32,9491.9%
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF$8.92M153,5051.8%
Apple Inc.$8.52M31,3351.7%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$8.26M27,1841.7%
GENERAL ELECTRIC CO$7.43M24,1151.5%
Intuitive Surgical Inc$7.31M12,9121.5%
THE GOLDMAN SACHS GROUP, INC.$7.29M8,2881.5%
INVESCO QQQ TRUST SERIES I$7.27M11,8271.5%
Booking Holdings Inc$7.25M1,3541.4%
Tesla Inc$6.65M14,7851.3%
Netflix Inc$6.07M64,7301.2%
AUTOZONE INC$5.69M1,6781.1%
COSTCO WHOLESALE CORP /NEW$5.53M6,4121.1%
Palo Alto Networks Inc$5.50M29,8681.1%
EXXON MOBIL CORP$5.16M42,8551.0%
UNITEDHEALTH GROUP INC$5.08M15,3861.0%
STATE STR SPDR S&P 500 ETF TR TR UNIT$5.02M7,3601.0%
Vertiv Holdings Co$4.89M30,1941.0%
VERTEX PHARMACEUTICALS INC / MA$4.73M10,4230.9%
Palantir Technologies Inc$4.45M25,0310.9%
First Solar Inc$4.29M16,4080.9%
LINDE PLC$4.25M9,9730.8%
Mastercard Inc$4.20M7,3640.8%
ADVANCED MICRO DEVICES INC$4.04M18,8630.8%
The Boeing Company$4.01M18,4750.8%
JOHNSON & JOHNSON$3.98M19,2240.8%
Intercontinental Exchange, Inc.$3.96M24,4450.8%
Vistra Corp.$3.82M23,6930.8%
SPDR GOLD SHARES$3.82M9,6290.8%
HOME DEPOT, INC.$3.63M10,5360.7%
LAM RESEARCH CORP$3.62M21,1300.7%
Apollo Global Management, Inc.$3.61M24,9090.7%
APOLLO GLOBAL MGMT INC SER A MAND CNV$3.60M47,7250.7%
AbbVie Inc.$3.50M15,3250.7%
PIMCO Dynamic Income FundPDIClosed-End Fund$3.45M194,5720.7%
TechnipFMC plc$3.37M75,6160.7%
GeneDx Holdings Corp.$3.28M25,2190.7%
Astera Labs, Inc.$3.23M19,3960.6%
GE Vernova Inc.$3.04M4,6450.6%
Merck & Co., Inc.$3.01M28,5810.6%
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