1y return+24.6%S&P 500 +20.9%
3y return+78.5%S&P 500 +68.5%
5y return+65.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2017: $423 against $317 in the S&P 500.2
Morse Asset Management, IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation Com | $38.8M | 6.4% | −2.4% |
| MUMicron Technology Inc Com | $30.2M | 5.0% | −16.6% |
| KLACKla Corp Com New | $27.5M | 4.5% | +897.4% |
| AVGOBroadcom Inc Com | $25.1M | 4.2% | |
| AMZNAmazon Com Inc Com | $21.0M | 3.5% | |
| GOOGLAlphabet Inc Cap Stk Cl A | $20.5M | 3.4% | |
| METAMeta Platforms Inc Cl A | $17.0M | 2.8% | −2.0% |
| URIUnited Rentals Inc Com | $15.6M | 2.6% | |
| MSFTMicrosoft Corp Com | $15.2M | 2.5% | |
| TSMTaiwan Semiconductor Manufact Sponsored Ads | $13.2M | 2.2% | +1.5% |
| EVREvercore Inc Class A | $13.2M | 2.2% | |
| JEPQJpmorgan Nasdaq Equity Premium Income Etf | $11.6M | 1.9% | +6.6% |
| AMDAdvanced Micro Devices Inc Com | $11.6M | 1.9% | |
| LLYEli Lilly & Co Com | $11.5M | 1.9% | |
| VRTVertiv Holdings Co Com Cl A | $10.3M | 1.7% | |
| LRCXLam Research Corp Com New | $9.8M | 1.6% | +2.6% |
| AAPLApple Inc Com | $9.6M | 1.6% | +3.9% |
| QQQInvesco Qqq Trust Series I | $8.7M | 1.4% | |
| GSGoldman Sachs Group Inc Com | $8.7M | 1.4% | +1.5% |
| GEGe Aerospace Com New | $8.4M | 1.4% | |
| Nebius Group N.v. Shs Class ACUSIP N97284108 | $8.0M | 1.3% | +7.6% |
| GEVGe Vernova Inc Com | $7.6M | 1.3% | +3.7% |
| PANWPalo Alto Networks Inc Com | $7.3M | 1.2% | |
| UNHUnitedhealth Group Inc Com | $6.9M | 1.2% | +7.4% |
| JNJJohnson & Johnson Com | $6.7M | 1.1% | +29.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | June 30, 2020 | +2006.7% | $38.8M |
| AVGOBroadcom Inc Com | June 30, 2020 | +1096.9% | $25.1M |
| AMDAdvanced Micro Devices Inc Com | June 30, 2020 | +1004.1% | $11.6M |
| URIUnited Rentals Inc Com | June 30, 2020 | +660.3% | $15.6M |
| GEVGe Vernova Inc Com | June 30, 2024 | +585.0% | $7.6M |
| EVREvercore Inc Class A | June 30, 2020 | +479.5% | $13.2M |
| HWMHowmet Aerospace Inc Com | June 30, 2023 | +442.5% | $4.3M |
| LRCXLam Research Corp Com New | September 30, 2024 | +431.0% | $9.8M |
| LLYEli Lilly & Co Com | June 30, 2021 | +422.6% | $11.5M |
| TSMTaiwan Semiconductor Manufact Sponsored Ads | March 31, 2023 | +413.4% | $13.2M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $7.0M
- Ascendis Pharma A/s Sponsored AdrCUSIP 04351P101 was $2.1M
- SAROStandardaero Inc Com was $1.0M
- INTCIntel Corp Com was $616K
- DOWDow Hldgs Inc Com was $588K
- TKOTko Group Holdings Inc Cl A was $570K
- SCHWSchwab Charles Corp Com was $237K
- Astrazeneca PLC OrdCUSIP G0593M107 was $197K
- LOWLowes Cos Inc Com was $165K
- KTOSKratos Defense & Sec Solutions Com New was $110K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +18.0% | +14.8% |
| March 31, 2026 | −4.6% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +9.3% | +7.8% |
| June 30, 2025 | +16.0% | +10.5% |
| March 31, 2025 | −7.3% | −4.6% |
| December 31, 2024 | +0.0% | +2.1% |
| September 30, 2024 | +4.1% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +13.3% | +10.0% |
| December 31, 2023 | +12.0% | +11.2% |
| September 30, 2023 | −2.4% | −3.6% |
| June 30, 2023 | +10.1% | +8.3% |
| March 31, 2023 | +7.7% | +7.0% |
| December 31, 2022 | +6.1% | +7.1% |
| September 30, 2022 | −3.4% | −5.3% |
| June 30, 2022 | −20.0% | −16.5% |
| March 31, 2022 | −10.6% | −4.9% |
| December 31, 2021 | +7.3% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Morse Asset Management, Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1705711&type=13F-HR&dateb=&owner=include&count=40CIK 1705711
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1705711/000170571126000006/Filed August 13, 2026 · accession 0001705711-26-000006