Morse Asset Management, Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Morse Asset Management, Inc reported 324 stock positions worth $431.7 million. Its top holding was Nvidia (NVDA) at 6.4% of the portfolio, followed by Microsoft (MSFT, 4.6%) and Amazon.com (AMZN, 4.5%). Compared with Q3 2024, it opened 38 new positions, sold out of 52, added to 95 and reduced 103. The biggest buy was Broadcom (AVGO, shares +1%) and the biggest sale Microsoft (MSFT, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- DARIEN, CT
- CIK
- 0001705711
- Portfolio Value
- $431.7M (Q4 2024)
- SEC Filing
- 0001705711-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 324 stocks · $431.7M
| NVDA Nvidia Corp. | 6.35% | 204,257 | $27.4M | Add +1.1% |
| MSFT Microsoft Corp. | 4.64% | 47,556 | $20.0M | Reduce -29.4% |
| AMZN Amazon.com Inc. | 4.47% | 87,949 | $19.3M | Add +4.6% |
| META Meta Platforms Inc. Class A | 4.20% | 30,987 | $18.1M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 3.68% | 83,936 | $15.9M | Add +0.7% |
| AVGO Broadcom Inc. | 3.56% | 66,347 | $15.4M | Add +0.7% |
| HD Home Depot Inc. | 2.56% | 28,362 | $11.0M | Reduce -7.0% |
| EVR Evercore Inc. Class A | 2.38% | 37,054 | $10.3M | Add +0.7% |
| AAPL Apple Inc. | 2.30% | 39,610 | $9.9M | Add +1.7% |
| URI United Rentals Inc. | 2.22% | 13,604 | $9.6M | Reduce -1.8% |
| UNH Unitedhealth Group Inc. | 2.10% | 17,964 | $9.1M | Add +2.1% |
| ISRG Intuitive Surgical Inc. | 2.02% | 16,712 | $8.7M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 1.92% | 10,738 | $8.3M | Reduce -2.5% |
| AZO AutoZone Inc. | 1.89% | 2,549 | $8.2M | Reduce -0.0% |
| BKNG Booking Holdings Inc. | 1.87% | 1,627 | $8.1M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 1.67% | 66,952 | $7.2M | Reduce -8.5% |
| PANW Palo Alto Networks Inc. | 1.64% | 38,822 | $7.1M | Add +2.2% |
| NFLX Netflix Inc. | 1.44% | 6,957 | $6.2M | Add +2.0% |
| APO Apollo Global Management Inc. | 1.42% | 37,082 | $6.1M | Reduce -0.6% |
| KLAC KLA Corp. | 1.40% | 9,577 | $6.0M | Reduce -7.6% |
| LIN Linde PLC | 1.35% | 13,888 | $5.8M | Add +1.7% |
| COST Costco Wholesale Corp. | 1.32% | 6,233 | $5.7M | Reduce -16.7% |
| MA Mastercard Inc. Class A | 1.20% | 9,877 | $5.2M | Add +8.7% |
| MU Micron Technology Inc. | 1.12% | 57,396 | $4.8M | Reduce -1.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.09% | 23,751 | $4.7M | Add +34.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.01% | 9,632 | $4.4M | Add +9.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.98% | 10,555 | $4.3M | Add +5.8% |
| TSLA Tesla Inc. | 0.96% | 10,311 | $4.2M | Add +18.4% |
| ICE Intercontinental Exchange Inc. | 0.95% | 27,604 | $4.1M | Add +4.8% |
| ALAB Astera Labs Inc. | 0.95% | 30,812 | $4.1M | Add +43917.1% |
| CTAS Cintas Corp. | 0.93% | 21,875 | $4.0M | Add +3.0% |
| DELL Dell Technologies -C | 0.90% | 33,532 | $3.9M | Add +58.0% |
| GS Goldman Sachs Group Inc. | 0.89% | 6,709 | $3.8M | Add +264.4% |
| BMY Bristol-Myers Squibb Co. | 0.87% | 66,292 | $3.7M | Add +562.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.87% | 66,281 | $3.7M | Add +1.0% |
| FANG Diamondback Energy Inc. | 0.82% | 21,733 | $3.6M | Reduce -8.4% |
| GE General Electric filed as GE AEROSPACE | 0.82% | 21,141 | $3.5M | Add +13.6% |
| CVX Chevron Corp. | 0.78% | 23,268 | $3.4M | Reduce -2.3% |
| AMD Advanced Micro Devices | 0.71% | 25,285 | $3.1M | Reduce -2.9% |
| ADBE Adobe Inc. | 0.70% | 6,761 | $3.0M | Reduce -20.4% |
| ARES Ares Management Corp. Class A | 0.67% | 16,457 | $2.9M | Add +17.3% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.67% | 27,510 | $2.9M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.67% | 19,962 | $2.9M | Reduce -0.3% |
| VST Vistra Corp. | 0.64% | 20,012 | $2.8M | Add +275.8% |
| RACE Ferrari NV | 0.62% | 6,299 | $2.7M | Add +20.2% |
| VRT Vertiv Holdings Co. Class A | 0.62% | 23,373 | $2.7M | Add +110.3% |
| BX Blackstone Inc. | 0.59% | 14,731 | $2.5M | Add +31.1% |
| NOW ServiceNow Inc. | 0.56% | 2,265 | $2.4M | Add +1.0% |
| PDI PIMCO Dynamic Income Fund | 0.55% | 129,912 | $2.4M | Add +44.1% |
| SHW The Sherwin-Williams Co. | 0.55% | 6,961 | $2.4M | Add +0.1% |
| ADP Automatic Data Processing | 0.53% | 7,800 | $2.3M | No change |
| TLT iShares 20+ Year Treasury BD | 0.53% | 26,115 | $2.3M | Reduce -12.5% |
| MRK Merck & Co. Inc. | 0.51% | 22,204 | $2.2M | Reduce -19.0% |
| NXPI NXP Semiconductors NV | 0.51% | 10,525 | $2.2M | Reduce -7.8% |
| CRH CRH PLC | 0.49% | 22,805 | $2.1M | Add +46.5% |
| FTI Technipfmc PLC | 0.47% | 70,443 | $2.0M | Add +4.2% |
| DD Dupont DE Nemours Inc. | 0.47% | 26,332 | $2.0M | Add +5.8% |
| XCHYX Calamos Convert & High Inc. | 0.42% | 147,830 | $1.8M | Add +13.3% |
| DHI D.R. Horton Inc. | 0.41% | 12,790 | $1.8M | Reduce -28.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 15,663 | $1.7M | Reduce -26.7% |
| PLTR Palantir Technologies Inc. Class A | 0.38% | 21,522 | $1.6M | Reduce -56.9% |
| HEI Heico Corp. | 0.38% | 6,825 | $1.6M | Add +10.9% |
| HWM Howmet Aerospace Inc. | 0.36% | 14,245 | $1.6M | No change |
| LRCX Lam Research Corp. | 0.36% | 21,270 | $1.5M | Reduce -6.8% |
| EBS Emergent Biosolutions Inc. | 0.35% | 158,819 | $1.5M | New |
| BKR Baker Hughes Co. | 0.35% | 36,350 | $1.5M | Add +4.0% |
| SLG SL Green Realty Corp. | 0.34% | 21,750 | $1.5M | Add +2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 2,787 | $1.4M | Reduce -76.4% |
| TT Trane Technologies PLC | 0.33% | 3,814 | $1.4M | Reduce -11.3% |
| DDOG Datadog Inc. Class A | 0.32% | 9,697 | $1.4M | New |
| CMI Cummins Inc. | 0.31% | 3,801 | $1.3M | No change |
| REGN Regeneron Pharmaceuticals | 0.31% | 1,855 | $1.3M | Reduce -61.4% |
| ABBV Abbvie Inc. | 0.30% | 7,313 | $1.3M | Reduce -3.3% |
| ISPY Proshares S&P High Incom ETF | 0.29% | 27,865 | $1.2M | New |
| AXP American Express Co. | 0.28% | 4,040 | $1.2M | No change |
| LMT Lockheed Martin Corp. | 0.28% | 2,458 | $1.2M | Reduce -19.6% |
| SCCO Southern Copper Corp. | 0.27% | 13,005 | $1.2M | Add +7.7% |
| GNRC Generac Holdings Inc. | 0.26% | 7,337 | $1.1M | Add +20.6% |
| FSLR First Solar Inc. | 0.25% | 6,226 | $1.1M | Reduce -50.0% |
| CAT Caterpillar Inc. | 0.25% | 2,979 | $1.1M | No change |
| GLD SPDR Gold Shares | 0.24% | 4,335 | $1.0M | Reduce -45.4% |
| APH Amphenol Corp. Class A | 0.24% | 14,895 | $1.0M | New |
| ANET Arista Networks Inc. | 0.23% | 9,035 | $999K | Add +605.9% |
| MCD McDonald's Corp. | 0.22% | 3,350 | $971K | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.20% | 5,253 | $881K | Reduce -2.4% |
| ROK Rockwell Automation Inc. | 0.20% | 3,077 | $879K | New |
| CSX CSX Corp. | 0.20% | 26,700 | $862K | No change |
| NDAQ Nasdaq Inc. | 0.20% | 11,135 | $861K | No change |
| FICO Fair Isaac Corp. | 0.20% | 428 | $852K | Add +0.2% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.20% | 30,910 | $844K | Add +1.2% |
| KO The Coca-Cola Co. | 0.19% | 13,500 | $841K | Reduce -22.9% |
| PAA Plains All Amer Pipeline LP | 0.18% | 46,500 | $794K | Add +2.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.17% | 6,208 | $750K | Add +105.9% |
| MMM 3M Co. | 0.17% | 5,691 | $735K | Reduce -5.0% |
| MSI Motorola Solutions Inc. | 0.17% | 1,560 | $721K | Add +0.3% |
| HON Honeywell International Inc. | 0.16% | 3,150 | $712K | No change |
| NVMI Nova Ltd. | 0.16% | 3,530 | $695K | Reduce -12.4% |
| SNPS Synopsys Inc. | 0.16% | 1,380 | $670K | Reduce -40.7% |
| HLT Hilton Worldwide Holdings Inc. | 0.15% | 2,700 | $667K | Add +0.9% |
| NEE Nextera Energy Inc. | 0.15% | 8,900 | $638K | Reduce -0.8% |
Options reported separately and not counted above: APO puts ($314K), ALAB puts ($252K), PLTR puts ($197K).
Other holdings (3): bonds, preferreds, convertibles and warrants · $5.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 48,015 | $4.2M | Reduce -0.6% |
| CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) | 6.75DP CNV PFD B | 8,625 | $610K | Reduce -65.3% |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 11,285 | $460K | Add +153.0% |
Total filed on the 13F, all lines: $437.0M.
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Reduce -29.4% | 4.64% | −1.68 |
| TMO Thermo Fisher Scientific Inc. | Reduce -76.4% | 0.34% | −1.26 |
| REGN Regeneron Pharmaceuticals | Reduce -61.4% | 0.31% | −0.80 |
| ONTO Onto Innovation Inc. | Reduce -87.4% | 0.08% | −0.68 |
| PFE Pfizer Inc. | Reduce -100.0% | 0.00% | −0.58 |
| TDG Transdigm Group Inc. | Reduce -90.1% | 0.05% | −0.53 |
| BOXX Alpha Architect 1-3 MNTH Box | Sold out | 0.00% | −0.45 |
| ORCL Oracle Corp. | Reduce -80.6% | 0.11% | −0.45 |
| FSLR First Solar Inc. | Reduce -50.0% | 0.25% | −0.42 |
| KLAC KLA Corp. | Reduce -7.6% | 1.40% | −0.35 |
| DINO HF Sinclair Corp. | Sold out | 0.00% | −0.34 |
| DHI D.R. Horton Inc. | Reduce -28.0% | 0.41% | −0.32 |
| ADBE Adobe Inc. | Reduce -20.4% | 0.70% | −0.26 |
| PHM Pultegroup Inc. | Reduce -69.7% | 0.07% | −0.23 |
| URI United Rentals Inc. | Reduce -1.8% | 2.22% | −0.23 |
| AMD Advanced Micro Devices | Reduce -2.9% | 0.71% | −0.22 |
| JPM JPMorgan Chase & Co. | Reduce -70.3% | 0.12% | −0.21 |
| LLY Eli Lilly & Co. | Reduce -2.5% | 1.92% | −0.21 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.20 |
| XOM Exxon Mobil Corp. | Reduce -8.5% | 1.67% | −0.20 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.19 |
| MU Micron Technology Inc. | Reduce -1.1% | 1.12% | −0.19 |
| AILEQ Ilearningengines Inc. | Reduce -98.8% | 0.00% | −0.19 |
| PEP Pepsico Inc. | Reduce -85.4% | 0.03% | −0.19 |
| TMDX Transmedics Group Inc. | Reduce -99.0% | 0.00% | −0.18 |
| GLD SPDR Gold Shares | Reduce -45.4% | 0.24% | −0.18 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.18 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.17 |
| COP Conocophillips | Reduce -98.0% | 0.00% | −0.17 |
| LDOS Leidos Holdings Inc. | Reduce -90.3% | 0.02% | −0.17 |
| MRK Merck & Co. Inc. | Reduce -19.0% | 0.51% | −0.17 |
| D Dominion Energy Inc. | Reduce -95.6% | 0.01% | −0.15 |
| HTGC Hercules Capital Inc. | Sold out | 0.00% | −0.15 |
| HD Home Depot Inc. | Reduce -7.0% | 2.56% | −0.14 |
| MPC Marathon Petroleum Corp. | Reduce -89.3% | 0.01% | −0.13 |
| AMAT Applied Materials Inc. | Reduce -42.9% | 0.13% | −0.13 |
| GEHC GE Healthcare Technology | Reduce -99.8% | 0.00% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -16.7% | 1.32% | −0.12 |
| UBER Uber Technologies Inc. | Reduce -99.3% | 0.00% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -19.6% | 0.28% | −0.11 |
| TLT iShares 20+ Year Treasury BD | Reduce -12.5% | 0.53% | −0.11 |
| PSX Phillips 66 | Sold out | 0.00% | −0.11 |
| WFC Wells Fargo & Co. | Reduce -98.6% | 0.00% | −0.10 |
| SNPS Synopsys Inc. | Reduce -40.7% | 0.16% | −0.10 |
| GLPI Gaming and Leisure Propertie | Reduce -61.4% | 0.06% | −0.10 |
| PNC PNC Financial Services Group | Reduce -96.2% | 0.00% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -50.5% | 0.11% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -92.6% | 0.01% | −0.09 |
| NXPI NXP Semiconductors NV | Reduce -7.8% | 0.51% | −0.09 |
| FDX FedEx Corp. | Reduce -89.7% | 0.01% | −0.09 |
Portfolio Buys Q3 2024 → Q4 2024
| AVGO Broadcom Inc. | Add +0.7% | 3.56% | +1.09 |
| AMZN Amazon.com Inc. | Add +4.6% | 4.47% | +1.05 |
| NVDA Nvidia Corp. | Add +1.1% | 6.35% | +1.00 |
| ALAB Astera Labs Inc. | Add +43917.1% | 0.95% | +0.94 |
| BMY Bristol-Myers Squibb Co. | Add +562.9% | 0.87% | +0.76 |
| GS Goldman Sachs Group Inc. | Add +264.4% | 0.89% | +0.69 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 3.68% | +0.67 |
| VST Vistra Corp. | Add +275.8% | 0.64% | +0.50 |
| TSLA Tesla Inc. | Add +18.4% | 0.96% | +0.47 |
| TSM Taiwan Semiconductor-SP ADR | Add +34.2% | 1.09% | +0.42 |
| NFLX Netflix Inc. | Add +2.0% | 1.44% | +0.38 |
| VRT Vertiv Holdings Co. Class A | Add +110.3% | 0.62% | +0.37 |
| META Meta Platforms Inc. Class A | Add +0.8% | 4.20% | +0.37 |
| EBS Emergent Biosolutions Inc. | New | 0.35% | +0.35 |
| DELL Dell Technologies -C | Add +58.0% | 0.90% | +0.35 |
| EVR Evercore Inc. Class A | Add +0.7% | 2.38% | +0.35 |
| DDOG Datadog Inc. Class A | New | 0.32% | +0.32 |
| AAPL Apple Inc. | Add +1.7% | 2.30% | +0.32 |
| ISPY Proshares S&P High Incom ETF | New | 0.29% | +0.29 |
| APH Amphenol Corp. Class A | New | 0.24% | +0.24 |
| MA Mastercard Inc. Class A | Add +8.7% | 1.20% | +0.23 |
| PANW Palo Alto Networks Inc. | Add +2.2% | 1.64% | +0.22 |
| BX Blackstone Inc. | Add +31.1% | 0.59% | +0.21 |
| ANET Arista Networks Inc. | Add +605.9% | 0.23% | +0.20 |
| ROK Rockwell Automation Inc. | New | 0.20% | +0.20 |
| ARES Ares Management Corp. Class A | Add +17.3% | 0.67% | +0.20 |
| CRH CRH PLC | Add +46.5% | 0.49% | +0.17 |
| PDI PIMCO Dynamic Income Fund | Add +44.1% | 0.55% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.2% | 1.01% | +0.13 |
| NOW ServiceNow Inc. | Add +1.0% | 0.56% | +0.12 |
| MRVL Marvell Technology Inc. | New | 0.12% | +0.12 |
| TJX TJX Companies Inc. | Add +105.9% | 0.17% | +0.10 |
| DECK Deckers Outdoor Corp. | New | 0.09% | +0.09 |
| USD Proshares Ultra Semiconduct | Add +136.4% | 0.14% | +0.09 |
| ETN Eaton Corp. PLC | Add +1155.0% | 0.10% | +0.09 |
| FTI Technipfmc PLC | Add +4.2% | 0.47% | +0.09 |
| RACE Ferrari NV | Add +20.2% | 0.62% | +0.08 |
| JEPQ JPM Nasdaq Equity Premium | Add +1.0% | 0.87% | +0.08 |
| BLK BlackRock Inc. | Add +455.1% | 0.09% | +0.08 |
| XCHYX Calamos Convert & High Inc. | Add +13.3% | 0.42% | +0.08 |
| BKR Baker Hughes Co. | Add +4.0% | 0.35% | +0.07 |
| GNRC Generac Holdings Inc. | Add +20.6% | 0.26% | +0.05 |
| GE General Electric | Add +13.6% | 0.82% | +0.05 |
| FTAI Ftai Aviation Ltd. | Add +39.9% | 0.12% | +0.05 |
| PM Philip Morris International | Add +94.1% | 0.09% | +0.05 |
| BWXT BWX Technologies Inc. | Add +191.2% | 0.06% | +0.04 |
| BGX Blackstone Long-Short Credit | Add +43.3% | 0.13% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +32.4% | 0.14% | +0.04 |
| IOT Samsara Inc. Class A | New | 0.04% | +0.04 |
| EFT Eaton Vance Fltng RT Inc. TR | Add +42.8% | 0.11% | +0.04 |
Options Activity Q3 2024 → Q4 2024
| APO Apollo Global Management Inc. | put | New | 1,900 | $314K |
| ALAB Astera Labs Inc. | put | New | 1,900 | $252K |
| PLTR Palantir Technologies Inc. Class A | put | New | 2,600 | $197K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | Reduce -0.6% | 48,015 | $4.2M |
| CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) | 6.75DP CNV PFD B | Reduce -65.3% | 8,625 | $610K |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | Add +153.0% | 11,285 | $460K |
| AILWQ Arrowroot Acquisition -CW26 | *W EXP 04/16/202 | Sold out | 4,100 | $1Kbefore exit |
| CCI Crown Castle Inc. | COM | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 411 | $600.9M | NVDA, MU, KLAC, AVGO, AMZN |
| Q1 2026 | 398 | $478.2M | NVDA, AVGO, AMZN, META, GOOGL |
| Q4 2025 | 388 | $495.9M | NVDA, AVGO, MSFT, AMZN, META |
| Q3 2025 | 365 | $497.1M | NVDA, META, MSFT, AVGO, AMZN |
| Q2 2025 | 359 | $451.8M | NVDA, META, MSFT, AMZN, AVGO |
| Q1 2025 | 336 | $391.6M | NVDA, META, MSFT, AMZN, GOOGL |
| Q4 2024 | 324 | $431.7M | NVDA, MSFT, AMZN, META, GOOGL |
| Q3 2024Amended | 338 | $458.6M | MSFT, NVDA, META, AMZN, GOOGL |
| Q2 2024 | 140 | $406.9M | NVDA, MSFT, AMZN, GOOGL, META |
| Q1 2024 | 139 | $389.0M | MSFT, NVDA, META, AMZN, GOOGL |