Morse Asset Management, Inc holds a diversified book of 413 stocks worth $603.8M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the equity book. Cloning the disclosed picks since 2024 would be +39% (+20.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 7.3 points over this window.
Growth of $10,000 cloning Morse Asset Management, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Morse Asset Management, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 78 / 80 | $554.8B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $345.7B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $136.5B |
| Arax Advisory Partners | 78 / 80 | $3.3B |
| BlackRock, Inc. | 77 / 80 | $2.3T |
| UBS Group AG | 77 / 80 | $150.3B |
| LPL Financial LLC | 77 / 80 | $61.2B |
| STIFEL FINANCIAL CORP | 77 / 80 | $29.8B |
Ranked by how many of Morse Asset Management, Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation Com Stock | $38.8M | 193.8K | 6.4% | ▼−2.4% Reduced · −5K sh | |
| 2 | Micron Technology Inc Com Stock | $30.2M | 26.2K | 5.0% | ▼−17% Reduced · −5K sh | |
| 3 | Kla Corp Com New Stock | $27.5M | 91.0K | 4.5% | ▲+897% Added · +82K sh | |
| 4 | Broadcom Inc Com Stock | $25.1M | 66.3K | 4.2% | ▼−0.5% Reduced · −353 sh | |
| 5 | Amazon Com Inc Com Stock | $21.0M | 88.0K | 3.5% | ▲+0.3% Added · +223 sh | |
| 6 | Alphabet Inc Cap STK CL A Stock | $20.5M | 57.4K | 3.4% | ▲+0.2% Added · +110 sh | |
| 7 | Meta Platforms Inc CL A Stock | $17.0M | 30.2K | 2.8% | ▼−2.0% Reduced · −623 sh | |
| 8 | United Rentals Inc Com Stock | $15.6M | 13.7K | 2.6% | ▼−0.2% Reduced · −28 sh | |
| 9 | Microsoft Corp Com Stock | $15.2M | 40.8K | 2.5% | ▲+0.2% Added · +70 sh | |
| 10 | Taiwan Semiconductor Manufact Sponsored Ads ADR | $13.2M | 27.7K | 2.2% | ▲+1.5% Added · +401 sh | |
| 11 | Evercore Inc Class A Stock | $13.2M | 38.6K | 2.2% | ▲+0.4% Added · +146 sh | |
| 12 | JPMorgan Nasdaq Equity Premium Income ETF ETF | $11.6M | 189.1K | 1.9% | ▲+6.6% Added · +12K sh | |
| 13 | Advanced Micro Devices Inc Com Stock | $11.6M | 20.0K | 1.9% | ▲+0.3% Added · +71 sh | |
| 14 | Eli Lilly & Co Com Stock | $11.5M | 9.6K | 1.9% | ▼−0.1% Reduced · −7 sh | |
| 15 | Vertiv Holdings Co Com CL A Stock | $10.3M | 30.9K | 1.7% | ▼−0.2% Reduced · −75 sh | |
| 16 | Lam Research Corp Com New Stock | $9.8M | 22.6K | 1.6% | ▲+2.6% Added · +581 sh | |
| 17 | Apple Inc Com Stock | $9.6M | 33.1K | 1.6% | ▲+3.9% Added · +1K sh | |
| 18 | Invesco QQQ Trust Series I ETF | $8.7M | 11.8K | 1.4% | ▲+0.1% Added · +13 sh | |
| 19 | Goldman Sachs Group Inc Com Stock | $8.7M | 8.6K | 1.4% | ▲+1.5% Added · +127 sh | |
| 20 | Ge Aerospace Com New Stock | $8.4M | 22.4K | 1.4% | ▲+0.9% Added · +206 sh | |
| 21 | Nebius Group N.V. SHS Class A Stock | $8.0M | 29.1K | 1.3% | ▲+7.6% Added · +2K sh | |
| 22 | Ge Vernova Inc Com Stock | $7.6M | 6.5K | 1.3% | ▲+3.7% Added · +233 sh | |
| 23 | Palo Alto Networks Inc Com Stock | $7.3M | 21.5K | 1.2% | ▼~0% Reduced · −10 sh | |
| 24 | Unitedhealth Group Inc Com Stock | $6.9M | 16.7K | 1.2% | ▲+7.4% Added · +1K sh | |
| 25 | Johnson & Johnson Com Stock | $6.7M | 26.2K | 1.1% | ▲+30% Added · +6K sh | |
| 26 | Costco Wholesale Corporation Com Stock | $6.1M | 6.5K | 1.0% | —Held | |
| 27 | Tesla Inc Com Stock | $6.1M | 14.5K | 1.0% | ▼−0.3% Reduced · −52 sh | |
| 28 | Autozone Inc Com Stock | $5.7M | 1.8K | 0.9% | ▲+2.2% Added · +39 sh | |
| 29 | ExxonMobil Holdings Corp Com SHS Stock | $5.6M | 40.8K | 0.9% | ▲New New position | |
| 30 | State Street SPDR S&P 500 ETF ETF | $5.5M | 7.3K | 0.9% | ▼−0.1% Reduced · −5 sh | |
| 31 | Linde PLC SHS Stock | $5.4M | 10.5K | 0.9% | ▲+2.6% Added · +268 sh | |
| 32 | Vertex Pharmaceuticals Inc Com Stock | $5.2M | 10.5K | 0.9% | ▼−0.4% Reduced · −39 sh | |
| 33 | Applovin Corp Com CL A Stock | $5.0M | 9.7K | 0.8% | ▲+36% Added · +3K sh | |
| 34 | Boeing Co Com Stock | $4.9M | 22.6K | 0.8% | ▲+3.4% Added · +738 sh | |
| 35 | Astera Labs Inc Com Stock | $4.9M | 10.1K | 0.8% | ▼−4.0% Reduced · −419 sh | |
| 36 | Crowdstrike Hldgs Inc CL A Stock | $4.8M | 6.3K | 0.8% | ▼−1.8% Reduced · −118 sh | |
| 37 | Abbvie Inc Com Stock | $4.6M | 18.4K | 0.8% | ▲+5.2% Added · +906 sh | |
| 38 | Howmet Aerospace Inc Com Stock | $4.3M | 16.1K | 0.7% | ▲+2.4% Added · +376 sh | |
| 39 | Iren Limited Ordinary Shares Stock | $4.2M | 92.5K | 0.7% | ▲+2.5% Added · +2K sh | |
| 40 | Merck & Co Inc Com Stock | $4.2M | 32.8K | 0.7% | ▲~0% Added · +15 sh | |
| 41 | Home Depot Inc Com Stock | $3.9M | 11.0K | 0.6% | ▲+1.4% Added · +157 sh | |
| 42 | Corning Inc Com Stock | $3.7M | 14.7K | 0.6% | ▲+103% Added · +7K sh | |
| 43 | SPDR Gold Shares ETF | $3.6M | 9.7K | 0.6% | ▲+0.3% Added · +28 sh | |
| 44 | Technipfmc PLC Com Stock | $3.5M | 53.4K | 0.6% | ▼−29% Reduced · −22K sh | |
| 45 | Netflix Inc. Com Stock | $3.3M | 46.1K | 0.5% | ▼−17% Reduced · −9K sh | |
| 46 | Pimco Dynamic Income FD SHS CEF | $3.2M | 190.5K | 0.5% | ▼−5.2% Reduced · −10K sh | |
| 47 | Vistra Corp Com Stock | $3.1M | 19.5K | 0.5% | ▼−17% Reduced · −4K sh | |
| 48 | Apollo Global Mgmt Inc Com Stock | $3.0M | 25.7K | 0.5% | ▼−1.7% Reduced · −442 sh | |
| 49 | Intuitive Surgical Inc Com New Stock | $3.0M | 7.6K | 0.5% | ▼−41% Reduced · −5K sh | |
| 50 | Calamos Conv & High Income FD Com SHS CEF | $3.0M | 221.7K | 0.5% | ▲+4.9% Added · +10K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1705711/holdings"
Use Arkolith to show Morse Asset Management, Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 415 | $603.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 403 | $481.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 393 | $500.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 369 | $501.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 364 | $456.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 341 | $396.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 335 | $437.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 20, 2024 | 343 | $463.3M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.