Morse Asset Management, Inc Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$501.1M
Holdings
369
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (369 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION COM | 199,416 | $37.2M | 7.43% | |
| 2 | METAMETA PLATFORMS INC CL A | 30,405 | $22.3M | 4.46% | |
| 3 | MSFTMICROSOFT CORP COM | 42,978 | $22.3M | 4.44% | |
| 4 | AVGOBROADCOM INC COM | 65,876 | $21.7M | 4.34% | |
| 5 | AMZNAMAZON COM INC COM | 90,164 | $19.8M | 3.95% | |
| 6 | GOOGLALPHABET INC CAP STK CL A | 56,312 | $13.7M | 2.73% | |
| 7 | EVREVERCORE INC CLASS A | 38,610 | $13.0M | 2.60% | |
| 8 | URIUNITED RENTALS INC COM | 13,479 | $12.9M | 2.57% | |
| 9 | KLACKLA CORP COM NEW | 9,103 | $9.8M | 1.96% | |
| 10 | BKNGBOOKING HOLDINGS INC COM | 1,639 | $8.8M | 1.77% | |
| 11 | JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 151,753 | $8.7M | 1.74% | |
| 12 | NFLXNETFLIX INC COM | 7,119 | $8.5M | 1.70% | |
| 13 | LLYELI LILLY & CO COM | 10,916 | $8.3M | 1.66% | |
| 14 | HDHOME DEPOT INC COM | 18,997 | $7.7M | 1.54% | |
| 15 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 27,194 | $7.6M | 1.52% | |
| 16 | AAPLAPPLE INC COM | 28,658 | $7.3M | 1.46% | |
| 17 | GEGE AEROSPACE COM NEW | 24,091 | $7.2M | 1.45% | |
| 18 | AZOAUTOZONE INC COM | 1,668 | $7.2M | 1.43% | |
| 19 | LINLINDE PLC SHS | 13,414 | $6.4M | 1.27% | |
| 20 | TSLATESLA INC COM | 14,281 | $6.4M | 1.27% | |
| 21 | GSGOLDMAN SACHS GROUP INC COM | 7,788 | $6.2M | 1.24% | |
| 22 | PANWPALO ALTO NETWORKS INC COM | 29,992 | $6.1M | 1.22% | |
| 23 | COSTCOSTCO WHSL CORP NEW COM | 6,369 | $5.9M | 1.18% | |
| 24 | ISRGINTUITIVE SURGICAL INC COM NEW | 12,834 | $5.7M | 1.15% | |
| 25 | UNHUNITEDHEALTH GROUP INC COM | 16,277 | $5.6M | 1.12% | |
| 26 | NDQINVESCO QQQ TRUST SERIES I | 9,127 | $5.5M | 1.09% | |
| 27 | ALABASTERA LABS INC COM | 27,794 | $5.4M | 1.09% | |
| 28 | MUMICRON TECHNOLOGY INC COM | 30,592 | $5.1M | 1.02% | |
| 29 | ICEINTERCONTINENTAL EXCHANGE INC COM | 30,219 | $5.1M | 1.02% | |
| 30 | VSTVISTRA CORP COM | 24,870 | $4.9M | 0.97% | |
| 31 | SPYSPDR S&P 500 ETF TRUST | 7,264 | $4.8M | 0.97% | |
| 32 | PLTRPALANTIR TECHNOLOGIES INC CL A | 26,029 | $4.7M | 0.95% | |
| 33 | MAMASTERCARD INCORPORATED CL A | 8,337 | $4.7M | 0.95% | |
| 34 | BABOEING CO COM | 21,528 | $4.6M | 0.93% | |
| 35 | APPAPPLOVIN CORP COM CL A | 6,260 | $4.5M | 0.90% | |
| 36 | VRTVERTIV HOLDINGS CO COM CL A | 27,990 | $4.2M | 0.84% | |
| 37 | VRTXVERTEX PHARMACEUTICALS INC COM | 10,305 | $4.0M | 0.81% | |
| 38 | PDIPIMCO DYNAMIC INCOME FD SHS | 193,022 | $3.8M | 0.76% | |
| 39 | DHID R HORTON INC COM | 22,075 | $3.7M | 0.75% | |
| 40 | AMDADVANCED MICRO DEVICES INC COM | 23,114 | $3.7M | 0.75% | |
| 41 | JNJJOHNSON & JOHNSON COM | 18,774 | $3.5M | 0.69% | |
| 42 | IRENIREN LIMITED ORDINARY SHARES | 73,642 | $3.5M | 0.69% | |
| 43 | XOMEXXON MOBIL CORP COM | 30,541 | $3.4M | 0.69% | |
| 44 | GQ9SPDR GOLD SHARES | 9,465 | $3.4M | 0.67% | |
| 45 | APO 6.75 07/31/26APOLLO GLOBAL MGMT INC SER A MAND CNV | 47,425 | $3.3M | 0.67% | |
| 46 | APOAPOLLO GLOBAL MGMT INC COM | 23,260 | $3.1M | 0.62% | |
| 47 | ABBVABBVIE INC COM | 13,268 | $3.1M | 0.61% | |
| 48 | RACEFERRARI N V COM | 6,178 | $3.0M | 0.60% | |
| 49 | WGSGENEDX HOLDINGS CORP COM CL A | 27,445 | $3.0M | 0.59% | |
| 50 | FSLRFIRST SOLAR INC COM | 13,156 | $2.9M | 0.58% | |
| 51 | FTITECHNIPFMC PLC COM | 72,275 | $2.9M | 0.57% | |
| 52 | LRCXLAM RESEARCH CORP COM NEW | 20,420 | $2.7M | 0.55% | |
| 53 | SNOWSNOWFLAKE INC COM SHS | 11,371 | $2.6M | 0.51% | |
| 54 | HWMHOWMET AEROSPACE INC COM | 12,918 | $2.5M | 0.51% | |
| 55 | CRWDCROWDSTRIKE HLDGS INC CL A | 4,950 | $2.4M | 0.48% | |
| 56 | SHWSHERWIN WILLIAMS CO COM | 6,742 | $2.3M | 0.47% | |
| 57 | NXPINXP SEMICONDUCTORS N V COM | 10,250 | $2.3M | 0.47% | |
| 58 | XCHYXCALAMOS CONV & HIGH INCOME FD COM SHS | 207,163 | $2.3M | 0.46% | |
| 59 | GEVGE VERNOVA INC COM | 3,693 | $2.3M | 0.45% | |
| 60 | COINCOINBASE GLOBAL INC COM CL A | 6,586 | $2.2M | 0.44% | |
| 61 | BXBLACKSTONE INC COM | 12,877 | $2.2M | 0.44% | |
| 62 | EAGLEAGLE CAPITAL SELECT EQUITY ETF | 68,245 | $2.1M | 0.43% | |
| 63 | ADPAUTOMATIC DATA PROCESSING INC COM | 6,841 | $2.0M | 0.40% | |
| 64 | CVXCHEVRON CORP NEW COM | 12,434 | $1.9M | 0.39% | |
| 65 | EBSEMERGENT BIOSOLUTIONS INC COM | 217,925 | $1.9M | 0.38% | |
| 66 | MRKMERCK & CO INC COM | 22,776 | $1.9M | 0.38% | |
| 67 | NOWSERVICENOW INC COM | 1,997 | $1.8M | 0.37% | |
| 68 | NBISNEBIUS GROUP N.V. SHS CLASS A | 16,150 | $1.8M | 0.36% | |
| 69 | DISDISNEY WALT CO COM | 15,740 | $1.8M | 0.36% | |
| 70 | IBITISHARES BITCOIN TRUST ETF | 27,500 | $1.8M | 0.36% | |
| 71 | ANETARISTA NETWORKS INC COM SHS | 12,064 | $1.8M | 0.35% | |
| 72 | BLKBLACKROCK INC COM | 1,452 | $1.7M | 0.34% | |
| 73 | TJXTJX COS INC NEW COM | 11,660 | $1.7M | 0.34% | |
| 74 | MMM3M CO COM | 10,638 | $1.6M | 0.33% | |
| 75 | SOXLDIREXION DAILY SEMICONDUCTOR BULL 3X SHARES | 46,798 | $1.6M | 0.33% | |
| 76 | DWDMORGAN STANLEY COM NEW | 10,231 | $1.6M | 0.32% | |
| 77 | ETNEATON CORP PLC SHS | 4,239 | $1.6M | 0.32% | |
| 78 | TLTISHARES 20 YEAR TREASURY BOND ETF | 17,293 | $1.5M | 0.31% | |
| 79 | UBERUBER TECHNOLOGIES INC COM | 15,756 | $1.5M | 0.31% | |
| 80 | AXPAMERICAN EXPRESS CO COM | 4,580 | $1.5M | 0.30% | |
| 81 | VIKVIKING HOLDINGS LTD ORD SHS | 23,199 | $1.4M | 0.29% | |
| 82 | LNGCHENIERE ENERGY INC COM NEW | 5,991 | $1.4M | 0.28% | |
| 83 | TMOTHERMO FISHER SCIENTIFIC INC COM | 2,874 | $1.4M | 0.28% | |
| 84 | BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF | 12,000 | $1.4M | 0.27% | |
| 85 | NFGNATIONAL FUEL GAS CO COM | 14,535 | $1.3M | 0.27% | |
| 86 | CRWVCOREWEAVE INC COM CL A | 9,589 | $1.3M | 0.26% | |
| 87 | SCCOSOUTHERN COPPER CORP COM | 10,227 | $1.2M | 0.25% | |
| 88 | TLNTALEN ENERGY CORP COM | 2,865 | $1.2M | 0.24% | |
| 89 | NVMINOVA LTD COM | 3,608 | $1.2M | 0.23% | |
| 90 | FANGDIAMONDBACK ENERGY INC COM | 7,672 | $1.1M | 0.22% | |
| 91 | BACBANK AMERICA CORP COM | 20,929 | $1.1M | 0.22% | |
| 92 | APLDAPPLIED DIGITAL CORP COM NEW | 46,519 | $1.1M | 0.21% | |
| 93 | PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | 60,000 | $1.0M | 0.20% | |
| 94 | KMIKINDER MORGAN INC DEL COM | 35,330 | $1.0M | 0.20% | |
| 95 | ORCLORACLE CORP COM | 3,552 | $998K | 0.20% | |
| 96 | NDAQNASDAQ INC COM | 11,085 | $980K | 0.20% | |
| 97 | KOCOCA COLA CO COM | 13,990 | $927K | 0.18% | |
| 98 | ARESARES MANAGEMENT CORPORATION CL A COM STK | 5,770 | $922K | 0.18% | |
| 99 | HLTHILTON WORLDWIDE HLDGS INC COM | 3,490 | $905K | 0.18% | |
| 100 | JPXAEROVIRONMENT INC COM | 2,816 | $886K | 0.18% |
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