Morse Asset Management, Inc

Top holdings

415 positions as of Q2 2026

View filing

#	Stock	Value	Shares	% Portfolio	Change
1	N NVDA NVIDIA CORPORATION COM	$38.8M	193.8K	6.42%	—
2	M MU MICRON TECHNOLOGY INC COM	$30.2M	26.2K	5.00%	—
3	K KLAC KLA CORP COM NEW	$27.5M	91.0K	4.55%	—
4	A AVGO BROADCOM INC COM	$25.1M	66.3K	4.15%	—
5	A AMZN AMAZON COM INC COM	$21M	88.0K	3.47%	—
6	G GOOGN ALPHABET INC CAP STK CL A	$20.5M	57.4K	3.40%	—
7	M META META PLATFORMS INC CL A	$17M	30.2K	2.81%	—
8	U URI UNITED RENTALS INC COM	$15.6M	13.7K	2.58%	—
9	M MSFT MICROSOFT CORP COM	$15.2M	40.8K	2.52%	—
10	T TSMWF TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	$13.2M	27.7K	2.19%	—
11	E EVR EVERCORE INC CLASS A	$13.2M	38.6K	2.18%	—
12	J JPM-PM JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	$11.6M	189.1K	1.92%	—
13	A AMD ADVANCED MICRO DEVICES INC COM	$11.6M	20.0K	1.92%	—
14	L LLY ELI LILLY & CO COM	$11.5M	9.6K	1.91%	—
15	V VRT VERTIV HOLDINGS CO COM CL A	$10.3M	30.9K	1.71%	—
16	L LRCX LAM RESEARCH CORP COM NEW	$9.8M	22.6K	1.62%	—
17	A AAPL APPLE INC COM	$9.6M	33.1K	1.58%	—
18	Q QQQ INVESCO QQQ TRUST SERIES I	$8.7M	11.8K	1.44%	—
19	G GS-PD GOLDMAN SACHS GROUP INC COM	$8.7M	8.6K	1.44%	—
20	G GE GE AEROSPACE COM NEW	$8.4M	22.4K	1.39%	—

N

1.NVDA

NVIDIA CORPORATION COM

Value

$38.8M

Shares

193.8K

% Port

6.42%

M

2.MU

MICRON TECHNOLOGY INC COM

Value

$30.2M

Shares

26.2K

% Port

5.00%

K

3.KLAC

KLA CORP COM NEW

Value

$27.5M

Shares

91.0K

% Port

4.55%

A

4.AVGO

BROADCOM INC COM

Value

$25.1M

Shares

66.3K

% Port

4.15%

A

5.AMZN

AMAZON COM INC COM

Value

$21M

Shares

88.0K

% Port

3.47%

G

6.GOOGN

ALPHABET INC CAP STK CL A

Value

$20.5M

Shares

57.4K

% Port

3.40%

M

7.META

META PLATFORMS INC CL A

Value

$17M

Shares

30.2K

% Port

2.81%

U

8.URI

UNITED RENTALS INC COM

Value

$15.6M

Shares

13.7K

% Port

2.58%

M

9.MSFT

MICROSOFT CORP COM

Value

$15.2M

Shares

40.8K

% Port

2.52%

T

10.TSMWF

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

Value

$13.2M

Shares

27.7K

% Port

2.19%

E

11.EVR

EVERCORE INC CLASS A

Value

$13.2M

Shares

38.6K

% Port

2.18%

J

12.JPM-PM

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

Value

$11.6M

Shares

189.1K

% Port

1.92%

A

13.AMD

ADVANCED MICRO DEVICES INC COM

Value

$11.6M

Shares

20.0K

% Port

1.92%

L

14.LLY

ELI LILLY & CO COM

Value

$11.5M

Shares

9.6K

% Port

1.91%

V

15.VRT

VERTIV HOLDINGS CO COM CL A

Value

$10.3M

Shares

30.9K

% Port

1.71%

L

16.LRCX

LAM RESEARCH CORP COM NEW

Value

$9.8M

Shares

22.6K

% Port

1.62%

A

17.AAPL

APPLE INC COM

Value

$9.6M

Shares

33.1K

% Port

1.58%

Q

18.QQQ

INVESCO QQQ TRUST SERIES I

Value

$8.7M

Shares

11.8K

% Port

1.44%

G

19.GS-PD

GOLDMAN SACHS GROUP INC COM

Value

$8.7M

Shares

8.6K

% Port

1.44%

G

20.GE

GE AEROSPACE COM NEW

Value

$8.4M

Shares

22.4K

% Port

1.39%

View full portfolio (415 holdings) →