Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,179,925
+$1,700,723 QoQ
Shares Held
38,601
+0.4% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#110
of 703 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Morse Asset Management, Inc holds $31,589,361 across 13 Capital Markets names. EVR ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
This page
|
38,601 | $13,179,925 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,611 | $8,708,907 | |
| 3 | IREN |
IREN Ltd
|
92,487 | $4,229,430 | |
| 4 | MS |
Morgan Stanley
|
12,555 | $2,624,497 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
17,823 | $1,551,313 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
6,243 | $626,048 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
40,609 | $540,505 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
2,550 | $69,717 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,179,925 | 38,601 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,479,202 | 38,455 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,158,828 | 38,674 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,023,925 | 38,610 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,581,003 | 39,186 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $8,370,265 | 41,910 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,270,998 | 37,054 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $7,405,309 | 35,529 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,870,720 | 30,483 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,192,735 | 30,358 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,994,383 | 28,970 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,544,561 | 28,680 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,259,946 | 28,254 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,890,510 | 26,499 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,170,824 | 26,393 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,483,847 | 26,534 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,952,206 | 26,520 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,868,592 | 35,838 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,283,455 | 32,045 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,246,327 | 30,165 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,002,919 | 30,385 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,506,287 | 31,980 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,834,843 | 28,030 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,651,527 | 28,030 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,291,061 | 28,030 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||