Position in APO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,036,307
+$127,577 QoQ
Shares Held
25,664
-1.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#389
of 1,165 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 Jun 30, 2026Morse Asset Management, Inc holds $15,901,558 across 21 Asset Management names. APO ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
|
190,532 | $3,181,884 | |
| 2 | APO |
Apollo Global Management, Inc.
This page
|
25,664 | $3,036,307 | |
| 3 | CHY |
Calamos Convertible & High Income Fund
|
221,656 | $3,018,954 | |
| 4 | OWL |
Blue Owl Capital Inc.
|
149,875 | $1,311,406 | |
| 5 | BX |
Blackstone Inc.
|
10,024 | $1,179,524 | |
| 6 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
|
78,944 | $1,141,530 | |
| 7 | BEN |
Franklin Resources Inc
|
22,680 | $754,563 | |
| 8 | BLK |
BlackRock, Inc.
|
579 | $556,743 |
All Filings in APO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,036,307 | 25,664 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||