Morse Asset Management, Inc

CIK

1705711

Location

DARIEN, CT

Portfolio Value

Small $432,790,933

Diversification

Diversified

Filing Date

Global Rank

#2,810 / 8,603 ▲ 12 · as of Mar 2026

Top Industry

Semiconductors 19.6%

3Y Alpha vs SPY

+1.9%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+81.4%

SPY

+76.0%

Annualised alpha

+1.2%

Max drawdown

−22.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

320 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.0%

−0.3 pts

Top 5

24.9%

−2.1 pts

Top 10

37.9%

−2.9 pts

HHI

226

Diversified−23

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.6%	$132,329,982	54
Financial Services	13.1%	$56,826,500	57
Industrials	11.4%	$49,491,916	60
Communication Services	10.8%	$46,563,476	11
Healthcare	10.8%	$46,545,371	34
Consumer Cyclical	9.8%	$42,293,728	30
Unclassified	3.9%	$16,930,747	5
Energy	3.8%	$16,416,148	21
Basic Materials	2.6%	$11,116,039	17
Consumer Defensive	2.0%	$8,475,609	13
Utilities	1.3%	$5,435,745	11
Real Estate	0.1%	$365,672	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VLY	Valley National Bancorp	+112,915	114,515	$1,406,244
ADMA	Adma Biologics, Inc.	+73,964	76,394	$688,309
GBAB	Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	+28,206	78,193	$1,133,798
RKT	Rocket Companies, Inc.	+21,630	44,030	$627,427
BMNR	Bitmine Immersion Technologies, Inc.	+17,846	41,374	$818,377
NBIS	Nebius Group N.V.	+15,655	27,028	$2,804,425
INTC	Intel Corp	+13,879	13,958	$615,966
IBKR	Interactive Brokers Group, Inc.	+11,584	11,609	$778,615
IREN	IREN Ltd	+11,345	90,222	$3,092,810
KMI	Kinder Morgan, Inc.	+6,910	38,240	$1,282,187
PDI	PIMCO Dynamic Income Fund	+6,340	200,912	$3,437,604
EQT	EQT Corp	+5,452	21,972	$1,398,298
Q	Qnity Electronics, Inc.	+5,160	5,659	$652,935
ZETA	Zeta Global Holdings Corp.	+4,588	4,638	$73,836
MRK	Merck & Co., Inc.	+4,247	32,828	$3,948,880
VIK	Viking Holdings Ltd	+4,034	24,302	$1,785,710
CIFR	Cipher Digital Inc.	+3,845	3,945	$50,772
APP	AppLovin Corp	+3,608	7,120	$2,833,760
BA	Boeing Co	+3,392	21,867	$4,352,189
CRWV	CoreWeave, Inc.	+3,262	13,335	$1,033,062
AVAV	AeroVironment Inc	+3,230	9,297	$1,701,815
AROC	Archrock, Inc.	+2,965	10,115	$352,002
ASND	Ascendis Pharma A/S	+2,538	9,027	$2,064,745
PIPR	Piper Sandler Companies	+2,520	4,560	$349,068
APH	Amphenol Corp /De/	+2,296	5,476	$691,892
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WGS	GeneDx Holdings Corp.	−25,019	200	$12,844
MMM	3M Co	−10,622	91	$13,215
NFLX	Netflix Inc	−9,490	55,240	$5,311,326
HOOD	Robinhood Markets, Inc.	−9,136	1,375	$95,287
FSLR	First Solar, Inc.	−8,991	7,417	$1,463,077
ALAB	Astera Labs, Inc.	−8,852	10,544	$1,155,622
PANW	Palo Alto Networks Inc	−8,327	21,541	$3,453,453
EBS	Emergent BioSolutions Inc.	−7,509	221,799	$1,840,931
GILD	Gilead Sciences, Inc.	−6,271	3,629	$505,773
PAA	Plains All American Pipeline LP	−5,500	56,500	$1,261,645
NOW	ServiceNow, Inc.	−4,024	956	$99,949
SJT	San Juan Basin Royalty Trust	−2,990	1,410	$6,782
KO	Coca Cola Co	−2,650	11,820	$898,911
QCOM	Qualcomm Inc/De	−2,057	55	$7,082
GE	General Electric Co	−1,910	22,205	$6,301,112
UBER	Uber Technologies, Inc	−1,675	136	$9,782
MU	Micron Technology Inc	−1,585	31,364	$10,596,013
NTRA	Natera, Inc.	−1,420	335	$66,996
FANG	Diamondback Energy, Inc.	−1,037	6,253	$1,236,780
CVX	Chevron Corp	−1,001	10,697	$2,213,209
AVGO	Broadcom Inc.	−923	66,696	$20,643,078
TLN	Talen Energy Corp	−855	2,000	$638,460
PEP	Pepsico Inc	−706	852	$132,307
NDAQ	Nasdaq, Inc.	−704	17,500	$1,485,575
RQI	Cohen & Steers Quality Income Realty Fund Inc	−648	377	$4,542
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GLW	Corning Inc /Ny	7,235	$983,742
VLO	Valero Energy Corp/Tx	2,500	$617,700
DOW	Dow Inc.	14,107	$587,556
PNI	Pimco New York Municipal Income Fund II	61,825	$423,501
BKR	Baker Hughes Co	5,100	$311,355
AZN	Astrazeneca PLC	1,000	$197,220
NMRK	Newmark Group, Inc.	10,500	$157,395
BVN	Buenaventura Mining Co Inc	3,425	$123,437
ASTS	AST SpaceMobile, Inc.	1,470	$121,818
AG	First Majestic Silver Corp	3,000	$64,440
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc.	4,204	$48,640
TXT	Textron Inc	400	$35,024
MAR	Marriott International Inc /Md/	100	$32,707
GNRC	Generac Holdings Inc.	140	$27,346
ARES	Ares Management Corp	250	$27,275
ASB	Associated Banc-Corp	1,000	$25,860
BABA	Alibaba Group Holding Ltd	200	$25,092
CBRE	Cbre Group, Inc.	125	$16,932
CRDO	Credo Technology Group Holding Ltd	133	$12,484
APG	APi Group Corp	250	$10,130
FIX	Comfort Systems USA Inc	6	$8,273
RBC	RBC Bearings INC	12	$6,517
HIMS	Hims & Hers Health, Inc.	300	$6,228
CELH	Celsius Holdings, Inc.	175	$6,209
BWXT	BWX Technologies, Inc.	30	$6,134
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
CSCO	Cisco Systems, Inc.	7,090	$546,142
EFT	Eaton Vance Floating-Rate Income Trust	41,500	$468,535
MRVL	Marvell Technology, Inc.	2,700	$229,446
LDOS	Leidos Holdings, Inc.	500	$90,200
TEN	Tsakos Energy Navigation Ltd	2,845	$63,784
COKE	Coca-Cola Consolidated, Inc.	200	$30,660
SNPS	Synopsys Inc	40	$18,788
EME	EMCOR Group, Inc.	18	$11,012
CIEN	Ciena Corp	35	$8,185
SXI	Standex International Corp/De/	30	$6,518
TEL	TE Connectivity plc	25	$5,687
PJT	PJT Partners Inc.	30	$5,016
INCY	Incyte Corp	50	$4,938
ORA	Ormat Technologies, Inc.	41	$4,529
CLS	Celestica Inc	15	$4,434
TTE	TotalEnergies SE	43	$2,813
ALB	Albemarle Corp	16	$2,263
CEG	Constellation Energy Corp	6	$2,119
KGS	Kodiak Gas Services, Inc.	50	$1,870
CME	Cme Group Inc.	6	$1,638
NRG	Nrg Energy, Inc.	10	$1,592
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

320 positions · $432,790,933 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 320 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	198,467	+140	$34,612,644	−6.4%	8.00%
AVGO	Broadcom Inc. Technology	Reduced	66,696	-923	$20,643,078	−11.8%	4.77%
AMZN	Amazon Com Inc Consumer Cyclical	Added	87,753	+1,392	$18,276,317	−8.3%	4.22%
META	Meta Platforms, Inc. Communication Services	Added	30,788	+597	$17,614,738	−11.6%	4.07%
GOOGL	Alphabet Inc. Communication Services	Added	57,296	+1,254	$16,476,037	−6.1%	3.81%
MSFT	Microsoft Corp Technology	Reduced	40,763	-643	$15,089,239	−24.6%	3.49%
EVR	Evercore Inc. Financial Services	Reduced	38,455	-219	$11,479,202	−12.8%	2.65%
MU	Micron Technology Inc Technology	Reduced	31,364	-1,585	$10,596,013	+12.7%	2.45%
URI	United Rentals, Inc. Industrials	Added	13,777	+436	$10,037,371	−7.0%	2.32%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	27,269	+85	$9,215,558	+11.6%	2.13%
LLY	ELI LILLY & Co Healthcare	Reduced	9,617	-555	$8,845,428	−19.1%	2.04%
AAPL	Apple Inc. Technology	Added	31,826	+491	$8,077,120	−5.2%	1.87%
VRT	Vertiv Holdings Co Industrials	Added	30,931	+737	$7,750,689	+58.4%	1.79%
GS	Goldman Sachs Group Inc Financial Services	Added	8,484	+196	$7,177,379	−1.5%	1.66%
QQQ	Invesco Qqq Trust, Series 1	Held	11,827	0	$6,826,307	−6.0%	1.58%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,526	+114	$6,502,702	+17.6%	1.50%
GE	General Electric Co Industrials	Reduced	22,205	-1,910	$6,301,112	−15.2%	1.46%
ISRG	Intuitive Surgical Inc Healthcare	Added	12,982	+70	$5,984,572	−18.2%	1.38%
AZO	Autozone Inc Consumer Cyclical	Added	1,748	+70	$5,904,359	+3.8%	1.36%
GEV	GE Vernova Inc. Industrials	Added	6,217	+1,572	$5,426,819	+78.8%	1.25%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	14,565	-220	$5,414,538	−18.6%	1.25%
NFLX	Netflix Inc Communication Services	Reduced	55,240	-9,490	$5,311,326	−12.5%	1.23%
FTI	TechnipFMC plc Energy	Reduced	75,485	-131	$5,218,278	+54.9%	1.21%
LIN	Linde PLC Basic Materials	Added	10,218	+245	$5,065,675	+19.1%	1.17%
JNJ	Johnson & Johnson Healthcare	Added	20,217	+993	$4,941,843	+24.2%	1.14%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,334	-26	$4,769,593	−5.0%	1.10%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	10,565	+142	$4,717,695	−0.2%	1.09%
LRCX	Lam Research Corp Technology	Added	22,010	+880	$4,702,656	+30.0%	1.09%
BA	Boeing Co Industrials	Added	21,867	+3,392	$4,352,189	+8.5%	1.01%
UNH	Unitedhealth Group Inc Healthcare	Added	15,562	+176	$4,210,921	−17.1%	0.97%
GLD	Spdr Gold Trust	Added	9,670	+41	$4,160,904	+9.0%	0.96%
AMD	Advanced Micro Devices Inc Technology	Added	19,913	+1,050	$4,050,901	+0.3%	0.94%
MRK	Merck & Co., Inc. Healthcare	Added	32,828	+4,247	$3,948,880	+31.3%	0.91%
ABBV	AbbVie Inc. Healthcare	Added	17,535	+2,210	$3,813,687	+8.9%	0.88%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	24,226	-219	$3,810,265	−3.8%	0.88%
MA	Mastercard Inc Financial Services	Added	7,589	+225	$3,791,919	−9.8%	0.88%
PLTR	Palantir Technologies Inc. Technology	Added	25,315	+284	$3,703,078	−16.8%	0.86%
HWM	Howmet Aerospace Inc. Industrials	Added	15,721	+2,017	$3,623,061	+29.0%	0.84%
HD	Home Depot, Inc. Consumer Cyclical	Added	10,888	+352	$3,580,954	−1.2%	0.83%
VST	Vistra Corp. Utilities	Reduced	23,494	-199	$3,531,853	−7.6%	0.82%
PANW	Palo Alto Networks Inc Technology	Reduced	21,541	-8,327	$3,453,453	−37.2%	0.80%
PDI	PIMCO Dynamic Income Fund Financial Services	Added	200,912	+6,340	$3,437,604	−0.2%	0.79%
IREN	IREN Ltd Financial Services	Added	90,222	+11,345	$3,092,810	+3.8%	0.71%
APO	Apollo Global Management, Inc. Financial Services	Added	26,106	+1,197	$2,908,730	−19.3%	0.67%
APP	AppLovin Corp Communication Services	Added	7,120	+3,608	$2,833,760	+19.7%	0.65%
NBIS	Nebius Group N.V. Communication Services	Added	27,028	+15,655	$2,804,425	+194.6%	0.65%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	18,497	+2,004	$2,538,158	+6.8%	0.59%
CHY	Calamos Convertible & High Income Fund Financial Services	Added	211,381	+1,874	$2,301,939	−2.9%	0.53%
CVX	Chevron Corp Energy	Reduced	10,697	-1,001	$2,213,209	+24.1%	0.51%
SHW	Sherwin Williams Co Basic Materials	Added	6,903	+151	$2,212,756	+1.1%	0.51%