Morse Asset Management, Inc Q2 2025 Filing
Filed August 15, 2025
Portfolio Value
$456.4M
Holdings
364
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (364 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION COM | $31.2M |
METAMETA PLATFORMS INC CL A | $22.4M |
MSFTMICROSOFT CORP COM | $21.4M |
AMZNAMAZON COM INC COM | $19.7M |
AVGOBROADCOM INC COM | $18.0M |
EVREVERCORE INC CLASS A | $10.6M |
URIUNITED RENTALS INC COM | $10.1M |
GOOGLALPHABET INC CAP STK CL A | $9.9M |
BKNGBOOKING HOLDINGS INC COM | $9.4M |
NFLXNETFLIX INC COM | $9.3M |
KLACKLA CORP COM NEW | $8.6M |
LLYELI LILLY & CO COM | $8.5M |
ISRGINTUITIVE SURGICAL INC COM NEW | $7.9M |
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $7.8M |
HDHOME DEPOT INC COM | $6.6M |
COSTCOSTCO WHSL CORP NEW COM | $6.3M |
LINLINDE PLC SHS | $6.3M |
PANWPALO ALTO NETWORKS INC COM | $6.3M |
GEGE AEROSPACE COM NEW | $6.2M |
AZOAUTOZONE INC COM | $6.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $6.2M |
MUMICRON TECHNOLOGY INC COM | $6.0M |
GSGOLDMAN SACHS GROUP INC COM | $5.4M |
ICEINTERCONTINENTAL EXCHANGE INC COM | $5.4M |
APOAPOLLO GLOBAL MGMT INC COM | $5.3M |
UNHUNITEDHEALTH GROUP INC COM | $5.3M |
VSTVISTRA CORP COM | $4.8M |
CITCINTAS CORP COM | $4.8M |
MAMASTERCARD INCORPORATED CL A | $4.7M |
AAPLAPPLE INC COM | $4.7M |
VRTXVERTEX PHARMACEUTICALS INC COM | $4.6M |
NDQINVESCO QQQ TRUST SERIES I | $4.5M |
TSLATESLA INC COM | $4.5M |
BABOEING CO COM | $4.2M |
SPYSPDR S&P 500 ETF TRUST | $4.1M |
NOWSERVICENOW INC COM | $3.6M |
APO 6.75 07/31/26APOLLO GLOBAL MGMT INC SER A MAND CNV | $3.6M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $3.5M |
PDIPIMCO DYNAMIC INCOME FD SHS | $3.5M |
VRTVERTIV HOLDINGS CO COM CL A | $3.5M |
XOMEXXON MOBIL CORP COM | $3.2M |
ALABASTERA LABS INC COM | $3.0M |
HWMHOWMET AEROSPACE INC COM | $3.0M |
RACEFERRARI N V COM | $3.0M |
JNJJOHNSON & JOHNSON COM | $2.9M |
ARESARES MANAGEMENT CORPORATION CL A COM STK | $2.9M |
GQ9SPDR GOLD SHARES | $2.7M |
WGSGENEDX HOLDINGS CORP COM CL A | $2.5M |
SNOWSNOWFLAKE INC COM SHS | $2.5M |
NXPINXP SEMICONDUCTORS N V COM | $2.4M |
SHWSHERWIN WILLIAMS CO COM | $2.4M |
ARMARM HOLDINGS PLC SPONSORED ADS | $2.4M |
ADPAUTOMATIC DATA PROCESSING INC COM | $2.3M |
LRCXLAM RESEARCH CORP COM NEW | $2.3M |
FTITECHNIPFMC PLC COM | $2.3M |
AMDADVANCED MICRO DEVICES INC COM | $2.2M |
CRWDCROWDSTRIKE HLDGS INC CL A | $2.2M |
XCHYXCALAMOS CONV & HIGH INCOME FD COM SHS | $2.1M |
FSLRFIRST SOLAR INC COM | $2.0M |
BENFRANKLIN RESOURCES INC COM | $2.0M |
GEVGE VERNOVA INC COM | $2.0M |
DISDISNEY WALT CO COM | $2.0M |
SESEA LTD SPONSORD ADS | $1.9M |
MRKMERCK & CO INC COM | $1.7M |
MMM3M CO COM | $1.6M |
CVXCHEVRON CORP NEW COM | $1.5M |
BXBLACKSTONE INC COM | $1.5M |
FANGDIAMONDBACK ENERGY INC COM | $1.5M |
LNGCHENIERE ENERGY INC COM NEW | $1.5M |
AXPAMERICAN EXPRESS CO COM | $1.5M |
TLTISHARES 20 YEAR TREASURY BOND ETF | $1.4M |
BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF | $1.4M |
UBERUBER TECHNOLOGIES INC COM | $1.4M |
IBITISHARES BITCOIN TRUST ETF | $1.3M |
DWDMORGAN STANLEY COM NEW | $1.3M |
TJXTJX COS INC NEW COM | $1.3M |
EBSEMERGENT BIOSOLUTIONS INC COM | $1.3M |
ABBVABBVIE INC COM | $1.3M |
SLGSL GREEN RLTY CORP COM | $1.3M |
ISPYPROSHARES S&P 500 HIGH INCOME ETF | $1.3M |
SAPSAP SE SPON ADR | $1.3M |
VIKVIKING HOLDINGS LTD ORD SHS | $1.2M |
ANETARISTA NETWORKS INC COM SHS | $1.2M |
SOXLDIREXION DAILY SEMICONDUCTOR BULL 3X SHARES | $1.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $1.1M |
BLKBLACKROCK INC COM | $1.1M |
EAGLEAGLE CAPITAL SELECT EQUITY ETF | $1.1M |
NVMINOVA LTD COM | $1.1M |
SCCOSOUTHERN COPPER CORP COM | $1.0M |
NDAQNASDAQ INC COM | $990K |
KOCOCA COLA CO COM | $989K |
EQTEQT CORP COM | $969K |
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $961K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $956K |
HLTHILTON WORLDWIDE HLDGS INC COM | $937K |
KMIKINDER MORGAN INC DEL COM | $913K |
CSXCSX CORP COM | $836K |
TLNTALEN ENERGY CORP COM | $833K |
ADMAADMA BIOLOGICS INC COM | $801K |
COINCOINBASE GLOBAL INC COM CL A | $794K |
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