Morse Asset Management, Inc
Top Portfolio Positions
320 positions ·
$454,384,216 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
198,467 | $34,612,644 | 7.62% | |
| AVGO |
Broadcom Inc.
Technology
|
66,696 | $20,643,078 | 4.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
87,753 | $18,276,317 | 4.02% | |
| META |
Meta Platforms, Inc.
Communication Services
|
30,788 | $17,614,738 | 3.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
57,296 | $16,476,037 | 3.63% | |
| MSFT |
Microsoft Corp
Technology
|
40,763 | $15,089,239 | 3.32% | |
| KLAC |
Kla Corp
Technology
|
9,123 | $13,432,796 | 2.96% | |
| EVR |
Evercore Inc.
Financial Services
|
38,455 | $11,479,202 | 2.53% | |
| MU |
Micron Technology Inc
Technology
|
31,364 | $10,596,013 | 2.33% | |
| URI |
United Rentals, Inc.
Industrials
|
13,777 | $10,037,371 | 2.21% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DBL
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,615 | 1,823 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $27,190 | 1,783 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $27,202 | 1,746 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,223 | 1,510 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $26,023 | 1,665 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $29,171 | 1,882 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,865 | 750 | Shares | Sole | 2024-11-20 | |
| No 13F history on record for this holder in this stock. | ||||||