Morse Asset Management, Inc Portfolio Holdings
Morse Asset Management, Inc
- $413 Million
- Q4 2024
Morse Asset Management, Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $413 Million distributed in 335 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $27.4M, Microsoft Corp with a value of $20M, Amazon Com Inc with a value of $19.3M, Meta Platforms, Inc. with a value of $18.3M, and Alphabet Inc. with a value of $15.9M.
Examining the 13F form we can see an decrease of $29.8M in the current position value, from $443M to 413M.
Morse Asset Management, Inc is based out at Darien, CT
Below you can find more details about Morse Asset Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$413 Million
Technology: $121 Million
Consumer Cyclical: $59.8 Million
Financial Services: $50.9 Million
Healthcare: $46.2 Million
Communication Services: $42.3 Million
Industrials: $36.6 Million
Energy: $19.5 Million
ETFs: $12.7 Million
Other: $24.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 335
- Current Value $413 Million
- Prior Value $443 Million
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 39 stocks
- Additional Purchases 97 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks