Morse Asset Management, Inc
Sector Allocation
- Technology46.7%$281.9M
- Financials10.3%$61.9M
- Industrials9.3%$56.2M
- Healthcare9.0%$54.4M
- Other7.9%$47.8M
- Consumer Discretionary7.3%$44.3M
- Materials3.5%$21.1M
- Energy3.0%$18.0M
- Consumer Staples1.4%$8.6M
- Utilities0.8%$4.8M
AUM History
13fpro.ai/research/fund/morse-asset-management-inc-1705711
Conviction and streaks
Concentrating · top 10 = 37.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$38.8MMU
$30.2MKLAC
$27.5MAVGO
$25.1MAMZN
$21.0MGOOGL
$20.5MMETA
$17.0MURI
$15.6MMSFT
$15.2MTSM
$13.2MEVR
$13.2M- JPMORGAN$11.6M
AMD
$11.6MLLY
$11.5MVRT
$10.3MLRCX
$9.8MAAPL
$9.6MQQQ
$8.7MGS
$8.7MGE
$8.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/morse-asset-management-inc-1705711
Morse Asset Management, Inc 13F holdings — Q2 2026
$603.8M portfolio (+25.5% QoQ) · 415 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio
$38.8M
6.4% of stocks
-2%This quarter-4.1%Since filed13+ qtrsHeld$30.2M
5.0% of stocks
-17%This quarter-4.9%Since filed13+ qtrsHeld$27.5M
4.5% of stocks
+897%This quarter-28.7%Since filed13+ qtrsHeld$25.1M
4.2% of stocks
-0.5%This quarter-21.2%Since filed13+ qtrsHeld$21.0M
3.5% of stocks
+0.3%This quarter-6.0%Since filed10 qtrsHeld$20.5M
3.4% of stocks
+0.2%This quarter-8.7%Since filed10 qtrsHeld$17.0M
2.8% of stocks
-2%This quarter+6.0%Since filed13+ qtrsHeld$15.6M
2.6% of stocks
-0.2%This quarter+0.1%Since filed13+ qtrsHeld$15.2M
2.5% of stocks
+0.2%This quarter+7.2%Since filed13+ qtrsHeld$13.2M
2.2% of stocks
+1%This quarter-1.4%Since filed10 qtrsHeld
All holdings — Morse Asset Management, Inc (Q2 2026)
415 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Evercore Inc. | Financials | $13.2M | 2.2% | 39K | +0.4% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETFetf/fund | — | $11.6M | 1.9% | 189K | +7% | — | — | 13F |
| 13 | ADVANCED MICRO DEVICES INC | Technology | $11.6M | 1.9% | 20K | +0.4% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ELI LILLY & Co | Healthcare | $11.5M | 1.9% | 9,610 | -0.1% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Vertiv Holdings Co | Technology | $10.3M | 1.7% | 31K | -0.2% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | LAM RESEARCH CORP | Technology | $9.8M | 1.6% | 23K | +3% | 13+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Apple Inc. | Technology | $9.6M | 1.6% | 33K | +4% | 13+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $8.7M | 1.4% | 12K | +0.1% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | GOLDMAN SACHS GROUP INC | Financials | $8.7M | 1.4% | 8,611 | +1% | 8 qtrsAdded 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | GENERAL ELECTRIC CO | Industrials | $8.4M | 1.4% | 22K | +0.9% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Nebius Group N.V. | Technology | $8.0M | 1.3% | 29K | +8% | 4 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | GE Vernova Inc. | Industrials | $7.6M | 1.3% | 6,450 | +4% | 9 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Palo Alto Networks Inc | Technology | $7.3M | 1.2% | 22K | -0.0% | 13+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | UNITEDHEALTH GROUP INC | Healthcare | $6.9M | 1.1% | 17K | +7% | 13+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JOHNSON & JOHNSON | Healthcare | $6.7M | 1.1% | 26K | +30% | 13+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $6.1M | 1.0% | 6,526 | — | |||
| 27 | $TSLA | Tesla, Inc. | Consumer Discretionary | $6.1M | 1.0% | 15K | -0.4% | |||
| 28 | $AZO | AUTOZONE INC | Consumer Discretionary | $5.7M | 0.9% | 1,787 | +2% | |||
| 29 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $5.6M | 0.9% | 41K | -1.0% | |||
| 30 | $SPY | SPDR S&P 500 ETF TRUST | — | $5.5M | 0.9% | 7,329 | -0.1% | |||
| 31 | $LIN | LINDE PLC | Materials | $5.4M | 0.9% | 10K | +3% | |||
| 32 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $5.2M | 0.9% | 11K | -0.4% | |||
| 33 | $APP | AppLovin Corp | Technology | $5.0M | 0.8% | 9,658 | +36% | |||
| 34 | $BA | BOEING CO | Industrials | $4.9M | 0.8% | 23K | +3% | |||
| 35 | $ALAB | Astera Labs, Inc. | Technology | $4.9M | 0.8% | 10K | -4% | |||
| 36 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $4.8M | 0.8% | 6,349 | -2% | |||
| 37 | $ABBV | AbbVie Inc. | Healthcare | $4.6M | 0.8% | 18K | +5% | |||
| 38 | $HWM | Howmet Aerospace Inc. | Materials | $4.3M | 0.7% | 16K | +2% | |||
| 39 | $IREN | IREN Ltd | Financials | $4.2M | 0.7% | 92K | +3% | |||
| 40 | $MRK | Merck & Co., Inc. | Healthcare | $4.2M | 0.7% | 33K | +0.0% | |||
| 41 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.9M | 0.7% | 11K | +1% | |||
| 42 | $GLW | CORNING INC /NY | Materials | $3.7M | 0.6% | 15K | +103% | |||
| 43 | $GLD | SPDR GOLD TRUST | Financials | $3.6M | 0.6% | 9,698 | +0.3% | |||
| 44 | $FTI | TechnipFMC plc | Energy | $3.5M | 0.6% | 53K | -29% | |||
| 45 | $NFLX | NETFLIX INC | Communication Services | $3.3M | 0.5% | 46K | -17% | |||
| 46 | $PDI | PIMCO Dynamic Income Fund | Other | $3.2M | 0.5% | 191K | -5% | |||
| 47 | $VST | Vistra Corp. | Utilities | $3.1M | 0.5% | 20K | -17% | |||
| 48 | $APO | Apollo Global Management, Inc. | Financials | $3.0M | 0.5% | 26K | -2% | |||
| 49 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $3.0M | 0.5% | 7,596 | -41% | |||
| 50 | — | CALAMOS CONV & HIGH INCOME FD COM SHS - CEF | — | $3.0M | 0.5% | 222K | +5% | |||
| 51 | $DHI | HORTON D R INC /DE/ | Industrials | $3.0M | 0.5% | 18K | -0.0% | |||
| 52 | $VIK | Viking Holdings Ltd | Industrials | $3.0M | 0.5% | 29K | +17% | |||
| 53 | $APO | Apollo Global Management, Inc. | Financials | $3.0M | 0.5% | 49K | — | |||
| 54 | $PLTR | Palantir Technologies Inc. | Technology | $3.0M | 0.5% | 25K | +0.3% | |||
| 55 | $PRM | Perimeter Solutions, Inc. | Healthcare | $2.9M | 0.5% | 81K | New | |||
| 56 | $MS | MORGAN STANLEY | Financials | $2.6M | 0.4% | 13K | +21% | |||
| 57 | $ASND | Ascendis Pharma A/S | Healthcare | $2.6M | 0.4% | 9,589 | +6% | |||
| 58 | $CAT | CATERPILLAR INC | Industrials | $2.5M | 0.4% | 2,310 | +25% | |||
| 59 | $ICE | Intercontinental Exchange, Inc. | Financials | $2.5M | 0.4% | 20K | -18% | |||
| 60 | $VLY | VALLEY NATIONAL BANCORP | Financials | $2.4M | 0.4% | 164K | +43% | |||
| 61 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.3M | 0.4% | 3,228 | +2% | |||
| 62 | — | ALPHA ARCHITECT 1-3 MONTH BOX ETF - ETF | — | $2.3M | 0.4% | 19K | +24% | |||
| 63 | $SHW | SHERWIN WILLIAMS CO | Materials | $2.3M | 0.4% | 6,575 | -5% | |||
| 64 | $ANET | Arista Networks, Inc. | Technology | $2.2M | 0.4% | 13K | +0.0% | |||
| 65 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.1M | 0.3% | 14K | +3% | |||
| 66 | $SE | Sea Ltd | Industrials | $1.9M | 0.3% | 20K | New | |||
| 67 | $TER | TERADYNE, INC | Technology | $1.9M | 0.3% | 3,918 | +28% | |||
| 68 | $NVMI | NOVA LTD. | Technology | $1.8M | 0.3% | 3,351 | -0.3% | |||
| 69 | — | EAGLE CAPITAL SELECT EQUITY ETF - ETF | — | $1.8M | 0.3% | 56K | -12% | |||
| 70 | $CVX | CHEVRON CORP | Energy | $1.8M | 0.3% | 11K | +0.2% | |||
| 71 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.8M | 0.3% | 9,907 | +1272% | |||
| 72 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $1.7M | 0.3% | 9,800 | +34% | |||
| 73 | $BNY | Bank of New York Mellon Corp | Financials | $1.7M | 0.3% | 12K | +2009% | |||
| 74 | $IBKR | Interactive Brokers Group, Inc. | Financials | $1.6M | 0.3% | 18K | +54% | |||
| 75 | $JPM | JPMORGAN CHASE & CO | Financials | $1.5M | 0.3% | 4,730 | +0.6% | |||
| 76 | $EBS | Emergent BioSolutions Inc. | Healthcare | $1.5M | 0.3% | 183K | -17% | |||
| 77 | $AXP | AMERICAN EXPRESS CO | Financials | $1.5M | 0.3% | 4,540 | — | |||
| 78 | $MA | Mastercard Inc | Financials | $1.5M | 0.3% | 2,955 | -61% | |||
| 79 | $RACE | Ferrari N.V. | Consumer Discretionary | $1.5M | 0.3% | 3,993 | +27% | |||
| 80 | $APLD | Applied Digital Corp. | Technology | $1.5M | 0.2% | 39K | +16% | |||
| 81 | — | PROSHARES ULTRA SEMICONDUCTORS - ETF | — | $1.4M | 0.2% | 13K | -25% | |||
| 82 | $CRWV | CoreWeave, Inc. | Technology | $1.3M | 0.2% | 13K | -1% | |||
| 83 | $OWL | BLUE OWL CAPITAL INC. | Financials | $1.3M | 0.2% | 150K | New | |||
| 84 | $FSLR | FIRST SOLAR, INC. | Technology | $1.3M | 0.2% | 5,532 | -25% | |||
| 85 | $NDAQ | NASDAQ, INC. | Financials | $1.3M | 0.2% | 17K | -6% | |||
| 86 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $1.3M | 0.2% | 57K | — | |||
| 87 | $ARGX | ARGENX SE | Healthcare | $1.3M | 0.2% | 1,348 | +41% | |||
| 88 | $KMI | KINDER MORGAN, INC. | Energy | $1.2M | 0.2% | 38K | +0.0% | |||
| 89 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $1.2M | 0.2% | 3,187 | +3087% | |||
| 90 | $BX | Blackstone Inc. | Financials | $1.2M | 0.2% | 10K | -18% | |||
| 91 | $GBAB | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | — | $1.1M | 0.2% | 79K | +1.0% | |||
| 92 | $Q | Qnity Electronics, Inc. | Technology | $1.1M | 0.2% | 6,959 | +23% | |||
| 93 | $ARM | ARM HOLDINGS PLC /UK | Technology | $1.1M | 0.2% | 3,162 | +2450% | |||
| 94 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.1M | 0.2% | 2,149 | -52% | |||
| 95 | $CMI | CUMMINS INC | Industrials | $1.1M | 0.2% | 1,497 | +0.2% | |||
| 96 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.1M | 0.2% | 6,225 | New | |||
| 97 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.0M | 0.2% | 1,453 | +0.1% | |||
| 98 | $IBIT | iShares Bitcoin Trust ETF | Financials | $1.0M | 0.2% | 30K | — | |||
| 99 | $GHM | GRAHAM CORP | Industrials | $1.0M | 0.2% | 8,173 | +344% | |||
| 100 | $CSX | CSX CORP | Industrials | $1.0M | 0.2% | 21K | — | |||
| 101 | $NXPI | NXP Semiconductors N.V. | Technology | $986K | 0.2% | 3,510 | -3% | |||
| 102 | $KO | COCA COLA CO | Consumer Staples | $977K | 0.2% | 12K | +2% | |||
| 103 | $EQT | EQT Corp | Energy | $950K | 0.2% | 18K | -19% | |||
| 104 | $VLO | VALERO ENERGY CORP/TX | Energy | $938K | 0.2% | 3,600 | +44% | |||
| 105 | $CCJ | CAMECO CORP | Materials | $911K | 0.1% | 8,939 | -49% | |||
| 106 | $FANG | Diamondback Energy, Inc. | Energy | $860K | 0.1% | 4,890 | -22% | |||
| 107 | — | ISHARES RUSSELL 2000 ETF - ETF | — | $825K | 0.1% | 2,745 | — | |||
| 108 | — | LEVERAGE SHARES 2X LONG UNH DAILY ETF - ETF | — | $819K | 0.1% | 36K | +29% | |||
| 109 | — | VANECK GOLD MINERS ETF - ETF | — | $816K | 0.1% | 11K | +3% | |||
| 110 | $DIS | Walt Disney Co | Communication Services | $809K | 0.1% | 8,408 | -14% | |||
| 111 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $806K | 0.1% | 1,307 | — | |||
| 112 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $789K | 0.1% | 1,577 | +0.6% | |||
| 113 | $C | CITIGROUP INC | Financials | $785K | 0.1% | 5,606 | +93% | |||
| 114 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $778K | 0.1% | 5,303 | +2% | |||
| 115 | $CTAS | CINTAS CORP | Consumer Discretionary | $775K | 0.1% | 4,559 | -0.8% | |||
| 116 | $AEM | AGNICO EAGLE MINES LTD | Materials | $757K | 0.1% | 4,881 | +13% | |||
| 117 | $BEN | FRANKLIN TEMPLETON INC | Financials | $755K | 0.1% | 23K | +826% | |||
| 118 | $TLN | Talen Energy Corp | Utilities | $749K | 0.1% | 1,950 | -3% | |||
| 119 | $NEE | NEXTERA ENERGY INC | Utilities | $702K | 0.1% | 8,000 | — | |||
| 120 | $RTX | RTX Corp | Industrials | $663K | 0.1% | 3,492 | -5% | |||
| 121 | $CRH | CRH PUBLIC LTD CO | Materials | $642K | 0.1% | 5,998 | +5% | |||
| 122 | $ILMN | ILLUMINA, INC. | Healthcare | $635K | 0.1% | 3,610 | New | |||
| 123 | $HOOD | Robinhood Markets, Inc. | Financials | $626K | 0.1% | 6,243 | +354% | |||
| 124 | $BKR | Baker Hughes Co | Energy | $624K | 0.1% | 11K | +120% | |||
| 125 | $SNOW | Snowflake Inc. | Technology | $599K | 0.1% | 2,353 | -83% | |||
| 126 | $AROC | Archrock, Inc. | Energy | $598K | 0.1% | 15K | +45% | |||
| 127 | $ADMA | ADMA BIOLOGICS, INC. | Healthcare | $566K | 0.1% | 68K | -11% | |||
| 128 | $BLK | BlackRock, Inc. | Financials | $557K | 0.1% | 579 | -48% | |||
| 129 | $GOOG | Alphabet Inc. | Technology | $545K | 0.1% | 1,543 | -3% | |||
| 130 | — | BITMINE IMMERSION TECHS INC COM NEW - Stock | — | $541K | 0.1% | 41K | -2% | |||
| 131 | $SNPS | SYNOPSYS INC | Technology | $488K | 0.1% | 1,093 | New | |||
| 132 | $AME | AMETEK INC/ | Industrials | $484K | 0.1% | 2,000 | — | |||
| 133 | — | DIREXION DAILY MID CAP BULL 3X ETF - ETF | — | $466K | 0.1% | 6,224 | -4% | |||
| 134 | $JCI | Johnson Controls International plc | Industrials | $460K | 0.1% | 3,150 | -14% | |||
| 135 | $AIR | AAR CORP | Industrials | $438K | 0.1% | 3,064 | — | |||
| 136 | $PSMT | PRICESMART INC | Consumer Staples | $435K | 0.1% | 2,226 | New | |||
| 137 | $L | LOEWS CORP | Financials | $435K | 0.1% | 3,840 | New | |||
| 138 | $FTAI | FTAI Aviation Ltd. | Industrials | $416K | 0.1% | 1,539 | +2508% | |||
| 139 | $ONC | BeOne Medicines Ltd. | Healthcare | $393K | 0.1% | 1,378 | -5% | |||
| 140 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | — | $392K | 0.1% | 3,280 | +700% | |||
| 141 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $348K | 0.1% | 2,800 | +300% | |||
| 142 | — | VANGUARD S&P 500 ETF - ETF | — | $314K | 0.1% | 457 | -15% | |||
| 143 | $PNI | PIMCO NEW YORK MUNICIPAL INCOME FUND II | Other | $314K | 0.1% | 44K | -28% | |||
| 144 | — | PROSHARES ULTRAPRO RUSSELL2000 - ETF | — | $296K | 0.1% | 3,386 | -0.0% | |||
| 145 | $BIP | Brookfield Infrastructure Partners L.P. | Industrials | $292K | 0.1% | 8,000 | — | |||
| 146 | $APAM | Artisan Partners Asset Management Inc. | Financials | $291K | 0.1% | 8,435 | — | |||
| 147 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $288K | 0.1% | 5,000 | — | |||
| 148 | — | PROSHARES S&P 500 HIGH INCOME ETF - ETF | — | $280K | 0.1% | 5,803 | -33% | |||
| 149 | $LMT | LOCKHEED MARTIN CORP | Industrials | $270K | 0.0% | 530 | -16% | |||
| 150 | $DDOG | Datadog, Inc. | Technology | $260K | 0.0% | 1,000 | +3900% |
What changed in Q2 2026
Against the previous quarter's 13F: 54 new, 115 added to, 99 trimmed, 41 sold out. Share-count changes; largest moves by dollar size first.
New positions (54)
$PRMPerimeter Solutions, Inc.$2.9M
first bought this quarter
$SESea Ltd$1.9M
first bought this quarter
$OWLBLUE OWL CAPITAL INC.$1.3M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$1.1Mfirst bought this quarter
$ILMNILLUMINA, INC.$635K
first bought this quarter
$SNPSSYNOPSYS INC$488K
first bought this quarter
+48 more in the Excel export
Added to (115)
now $27.5M · held 13+ qtrs
$GLWCORNING INC /NY+103%
now $3.7M · held 2 qtrs, 2 adds in a row
$BKNGBooking Holdings Inc.+1272%
now $1.8M · held 13+ qtrs
$BNYBank of New York Mellon Corp+2009%
now $1.7M · held 4 qtrs, 4 adds in a row
$JNJJOHNSON & JOHNSON+30%
now $6.7M · held 13+ qtrs, 3 adds in a row
$APPAppLovin Corp+36%
now $5.0M · held 6 qtrs, 2 adds in a row
+109 more in the Excel export
Trimmed (99)
now $30.2M · held 13+ qtrs, 2 trims in a row
$SNOWSnowflake Inc.-83%
now $599K · held 6 qtrs
$MAMastercard Inc-61%
now $1.5M · held 13+ qtrs
$ISRGINTUITIVE SURGICAL INC-41%
now $3.0M · held 13+ qtrs
$AVAVAeroVironment Inc-96%
now $67K
$FTITechnipFMC plc-29%
now $3.5M · held 10 qtrs
+93 more in the Excel export
Holdings by quarter
Every 13F Morse Asset Management, Inc has filed, 37 earlier quarters. Pick one to see what it held then.
Is it too late to follow Morse Asset Management?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Morse Asset Management's top 20 holdings: 80/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-7.8%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 26% over the last 4
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Morse Asset Management, Inc disclosed 415 positions worth $603.8M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.4% of the equity portfolio, followed by $MU and $KLAC. During the quarter the fund opened 54 new positions and exited 41 — including a new stake in $PRM and a full exit from $SARO. The portfolio is most concentrated in Technology (46.7% of disclosed assets). All figures are sourced directly from Morse Asset Management, Inc’s Form 13F-HR filing with the SEC under CIK 1705711.
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AI-Powered Hedge Fund Analysis: Morse Asset Management, Inc
13F Pro is an AI hedge fund tracker and stock research platform. For Morse Asset Management, Inc (SEC CIK: 1705711), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Morse Asset Management, Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.