Morse Asset Management, Inc Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$437.7M

Holdings

327

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (327 positions)

StockValue
NVDANVIDIA CORPORATION COM
$27.4M
MSFTMICROSOFT CORP COM
$20.0M
AMZNAMAZON COM INC COM
$19.3M
METAMETA PLATFORMS INC CL A
$18.1M
GOOGLALPHABET INC CAP STK CL A
$15.9M
AVGOBROADCOM INC COM
$15.4M
HDHOME DEPOT INC COM
$11.0M
EVREVERCORE INC CLASS A
$10.3M
AAPLAPPLE INC COM
$9.9M
URIUNITED RENTALS INC COM
$9.6M
UNHUNITEDHEALTH GROUP INC COM
$9.1M
ISRGINTUITIVE SURGICAL INC COM NEW
$8.7M
LLYELI LILLY & CO COM
$8.3M
AZOAUTOZONE INC COM
$8.2M
BKNGBOOKING HOLDINGS INC COM
$8.1M
XOMEXXON MOBIL CORP COM
$7.2M
PANWPALO ALTO NETWORKS INC COM
$7.1M
APOAPOLLO GLOBAL MGMT INC COM
$6.4M
NFLXNETFLIX INC COM
$6.2M
KLACKLA CORP COM NEW
$6.0M
LINLINDE PLC SHS
$5.8M
COSTCOSTCO WHSL CORP NEW COM
$5.7M
MAMASTERCARD INCORPORATED CL A
$5.2M
MUMICRON TECHNOLOGY INC COM
$4.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$4.7M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$4.4M
ALABASTERA LABS INC COM
$4.3M
VRTXVERTEX PHARMACEUTICALS INC COM
$4.3M
APO 6.75 07/31/26APOLLO GLOBAL MGMT INC SER A MAND CNV
$4.2M
TSLATESLA INC COM
$4.2M
ICEINTERCONTINENTAL EXCHANGE INC COM
$4.1M
CITCINTAS CORP COM
$4.0M
DELLDELL TECHNOLOGIES INC CL C
$3.9M
GSGOLDMAN SACHS GROUP INC COM
$3.8M
BMYBRISTOL-MYERS SQUIBB CO COM
$3.7M
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
$3.7M
FANGDIAMONDBACK ENERGY INC COM
$3.6M
GEGE AEROSPACE COM NEW
$3.5M
CVXCHEVRON CORP NEW COM
$3.4M
AMDADVANCED MICRO DEVICES INC COM
$3.1M
ADBEADOBE INC COM
$3.0M
ARESARES MANAGEMENT CORPORATION CL A COM STK
$2.9M
IRMIRON MTN INC DEL COM
$2.9M
JNJJOHNSON & JOHNSON COM
$2.9M
VSTVISTRA CORP COM
$2.8M
RACEFERRARI N V COM
$2.7M
VRTVERTIV HOLDINGS CO COM CL A
$2.7M
BXBLACKSTONE INC COM
$2.5M
NOWSERVICENOW INC COM
$2.4M
PDIPIMCO DYNAMIC INCOME FD SHS
$2.4M
SHWSHERWIN WILLIAMS CO COM
$2.4M
ADPAUTOMATIC DATA PROCESSING INC COM
$2.3M
TLTISHARES 20 YEAR TREASURY BOND ETF
$2.3M
MRKMERCK & CO INC COM
$2.2M
NXPINXP SEMICONDUCTORS N V COM
$2.2M
RHCRH PLC ORD
$2.1M
FTITECHNIPFMC PLC COM
$2.0M
DDDUPONT DE NEMOURS INC COM
$2.0M
AILEQILEARNINGENGINES INC COM
$2.0M
PLTRPALANTIR TECHNOLOGIES INC CL A
$1.8M
XCHYXCALAMOS CONV & HIGH INCOME FD COM SHS
$1.8M
DHID R HORTON INC COM
$1.8M
DISDISNEY WALT CO COM
$1.7M
HEIHEICO CORP NEW COM
$1.6M
HWMHOWMET AEROSPACE INC COM
$1.6M
LRCXLAM RESEARCH CORP COM NEW
$1.5M
EBSEMERGENT BIOSOLUTIONS INC COM
$1.5M
BKRBAKER HUGHES COMPANY CL A
$1.5M
SLGSL GREEN RLTY CORP COM
$1.5M
TMOTHERMO FISHER SCIENTIFIC INC COM
$1.4M
TTTRANE TECHNOLOGIES PLC SHS
$1.4M
DDOGDATADOG INC CL A COM
$1.4M
CMICUMMINS INC COM
$1.3M
REGNREGENERON PHARMACEUTICALS COM
$1.3M
ABBVABBVIE INC COM
$1.3M
ISPYPROSHARES S&P 500 HIGH INCOME ETF
$1.2M
AXPAMERICAN EXPRESS CO COM
$1.2M
LMTLOCKHEED MARTIN CORP COM
$1.2M
SCCOSOUTHERN COPPER CORP COM
$1.2M
GNRCGENERAC HLDGS INC COM
$1.1M
FSLRFIRST SOLAR INC COM
$1.1M
CATCATERPILLAR INC COM
$1.1M
GQ9SPDR GOLD SHARES
$1.0M
APHAMPHENOL CORP NEW CL A
$1.0M
ANETARISTA NETWORKS INC COM SHS
$998K
MCDMCDONALDS CORP COM
$971K
PGPROCTER AND GAMBLE CO COM
$880K
ROKROCKWELL AUTOMATION INC COM
$879K
CSXCSX CORP COM
$861K
NDAQNASDAQ INC COM
$860K
FICOFAIR ISAAC CORP COM
$852K
SOXLDIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
$844K
KOCOCA COLA CO COM
$840K
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
$794K
TJXTJX COS INC NEW COM
$749K
MMM3M CO COM
$734K
MSIMOTOROLA SOLUTIONS INC COM NEW
$721K
HONHONEYWELL INTL INC COM
$711K
NVMINOVA LTD COM
$695K
SNPSSYNOPSYS INC COM
$669K
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