Position in APO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,908,730
-$697,096 QoQ
Shares Held
26,106
+4.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Derivatives in APO
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$313,804
PutShares
1,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026Morse Asset Management, Inc holds $13,988,649 across 20 Asset Management names. APO ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
|
200,912 | $3,437,604 | |
| 2 | APO |
Apollo Global Management, Inc.
This page
|
26,106 | $2,908,730 | |
| 3 | CHY |
Calamos Convertible & High Income Fund
|
211,381 | $2,301,939 | |
| 4 | BX |
Blackstone Inc.
|
12,187 | $1,401,383 | |
| 5 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
|
78,193 | $1,133,798 | |
| 6 | BLK |
BlackRock, Inc.
|
1,116 | $1,073,268 | |
| 7 | PNI |
Pimco New York Municipal Income Fund II
|
61,825 | $423,501 | |
| 8 | APAM |
Artisan Partners Asset Management Inc.
|
8,435 | $306,949 |
All Filings in APO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,908,730 | 26,106 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,605,826 | 24,909 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,099,860 | 23,260 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,305,512 | 37,397 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,178,386 | 37,815 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $313,804 | 1,900 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $6,124,463 | 37,082 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,658,768 | 37,297 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $4,366,700 | 36,984 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,188,650 | 37,249 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,428,366 | 36,789 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,315,016 | 36,932 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,510,754 | 45,707 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,989,868 | 47,338 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,857,026 | 44,788 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,115,889 | 45,503 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,210,591 | 45,598 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,849,556 | 45,968 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,967,932 | 54,783 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||