Morse Asset Management, Inc Top Holdings and 13F Report (2024) → Kiss of death from Joe Biden (From Porter & Company) (Ad) About Morse Asset Management, IncInvestment ActivityMorse Asset Management, Inc has $391.90 thousand in total holdings as of March 31, 2024.Morse Asset Management, Inc owns shares of 140 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 10.75% of the portfolio was purchased this quarter.About 9.26% of the portfolio was sold this quarter.This quarter, Morse Asset Management, Inc has purchased 126 new stocks and bought additional shares in 58 stocks.Morse Asset Management, Inc sold shares of 42 stocks and completely divested from 14 stocks this quarter.Largest Holdings Microsoft $18,878NVIDIA $17,417Meta Platforms $15,312Amazon.com $14,654Alphabet $13,638 Largest New Holdings this Quarter Textron $2,100 HoldingUber Technologies $1,640 HoldingTechnipFMC $1,478 HoldingSL Green Realty $1,148 HoldingHEICO $1,136 Holding Largest Purchases this Quarter Micron Technology 46,636 shares (about $5.50K)Textron 21,896 shares (about $2.10K)Uber Technologies 21,295 shares (about $1.64K)D.R. Horton 9,945 shares (about $1.64K)CRH PLC 17,897 shares (about $1.54K) Largest Sales this Quarter Apple 22,191 shares (about $3.81K)GXO Logistics 50,490 shares (about $2.71K)Adobe 4,293 shares (about $2.17K)Tesla 9,862 shares (about $1.73K)Freeport-McMoRan 36,500 shares (about $1.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMorse Asset Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$18,878$42 ▲0.2%44,8704.8%Computer and TechnologyNVDANVIDIA$17,417$1,541 ▼-8.1%19,2764.4%Computer and TechnologyMETAMeta Platforms$15,312$231 ▲1.5%31,5333.9%Computer and TechnologyAMZNAmazon.com$14,654$7 ▲0.1%81,2423.7%Retail/WholesaleGOOGLAlphabet$13,638$380 ▼-2.7%90,3583.5%Computer and TechnologyURIUnited Rentals$10,471$182 ▲1.8%14,5212.7%ConstructionUNHUnitedHealth Group$9,163$224 ▲2.5%18,5222.3%MedicalHDHome Depot$9,067$61 ▲0.7%23,6362.3%Retail/WholesaleAVGOBroadcom$8,917$52 ▼-0.6%6,7282.3%Computer and TechnologyLLYEli Lilly and Company$8,666$545 ▲6.7%11,1392.2%MedicalAZOAutoZone$8,642$3 ▼0.0%2,7422.2%Retail/WholesaleTMOThermo Fisher Scientific$7,621$151 ▲2.0%13,1121.9%MedicalKLACKLA$7,596$60 ▼-0.8%10,8741.9%Computer and TechnologyAMDAdvanced Micro Devices$7,443$1,060 ▼-12.5%41,2361.9%Computer and TechnologyMUMicron Technology$7,203$5,498 ▲322.5%61,0971.8%Computer and TechnologyISRGIntuitive Surgical$6,965$164 ▲2.4%17,4521.8%MedicalLinde PLC$6,523$411 ▲6.7%14,0481.7%COMBKNGBooking$6,037$305 ▲5.3%1,6641.5%Retail/WholesaleLVMUYLVMH Moët Hennessy - Louis Vuitton, Société Européenne$5,974$388 ▲6.9%33,1771.5%Consumer DiscretionaryEVREvercore$5,871$24 ▲0.4%30,4831.5%FinancePXDPioneer Natural Resources$5,751$339 ▼-5.6%21,9081.5%Oils/EnergyAAPLApple$5,456$3,806 ▼-41.1%31,8151.4%Computer and TechnologyPANWPalo Alto Networks$5,427$398 ▲7.9%19,1001.4%Computer and TechnologyADBEAdobe$4,980$2,166 ▼-30.3%9,8701.3%Computer and TechnologyFANGDiamondback Energy$4,955$75 ▼-1.5%25,0031.3%Oils/EnergyAMATApplied Materials$4,950$139 ▼-2.7%24,0021.3%Computer and TechnologyCOSTCostco Wholesale$4,7470.0%6,4801.2%Retail/WholesaleMAMastercard$4,658$211 ▲4.8%9,6721.2%Business ServicesMRKMerck & Co., Inc.$4,545$1,308 ▲40.4%34,4431.2%MedicalJNJJohnson & Johnson$4,455$1,322 ▼-22.9%28,1621.1%MedicalREGNRegeneron Pharmaceuticals$4,412$45 ▲1.0%4,5841.1%MedicalCVXChevron$4,274$1,281 ▼-23.1%27,0961.1%Oils/EnergyVRTXVertex Pharmaceuticals$4,262$295 ▲7.4%10,1951.1%MedicalAPOApollo Global Management$4,189$52 ▲1.3%37,2491.1%FinanceMDBMongoDB$4,161$81 ▲2.0%11,6011.1%Computer and TechnologyICEIntercontinental Exchange$4,088$584 ▲16.7%29,7471.0%FinanceDHID.R. Horton$4,041$1,637 ▲68.1%24,5551.0%ConstructionCTASCintas$3,821$150 ▲4.1%5,5621.0%Industrial ProductsNFLXNetflix$3,816$790 ▲26.1%6,2831.0%Consumer DiscretionaryNVONovo Nordisk A/S$3,684$564 ▲18.1%28,6950.9%MedicalMPCMarathon Petroleum$3,510$638 ▲22.2%17,4200.9%Oils/EnergyCRH PLC$3,338$1,544 ▲86.1%38,6940.9%COMApollo Global Mgmt Inc Ser A M$2,948$88 ▲3.1%46,0000.8%COMONTOOnto Innovation$2,866$139 ▼-4.6%15,8290.7%Computer and TechnologyNXPINXP Semiconductors$2,827$481 ▼-14.6%11,4100.7%Computer and TechnologyGEGeneral Electric$2,665$576 ▲27.6%15,1840.7%TransportationTOELYTokyo Electron$2,610$399 ▲18.0%20,1250.7%Computer and TechnologySHWSherwin-Williams$2,470$13 ▼-0.5%7,1120.6%ConstructionTDGTransDigm Group$2,464$1,283 ▲108.7%2,0010.6%AerospaceRACEFerrari$2,388$1,024 ▲75.0%5,4770.6%Auto/Tires/TrucksLRCXLam Research$2,3600.0%2,4290.6%Computer and TechnologyCRMSalesforce$2,359$432 ▲22.4%7,8340.6%Computer and TechnologyIRMIron Mountain$2,335$567 ▼-19.5%29,1150.6%FinanceTROWT. Rowe Price Group$2,124$776 ▲57.5%17,4200.5%FinanceDISWalt Disney$2,120$24 ▲1.2%17,3260.5%Consumer DiscretionaryTXTTextron$2,100$2,100 ▲New Holding21,8960.5%AerospaceADPAutomatic Data Processing$1,9480.0%7,8000.5%Business ServicesARESAres Management$1,802$163 ▲9.9%13,5500.5%FinanceVLOValero Energy$1,727$74 ▲4.5%10,1150.4%Oils/EnergyNOWServiceNow$1,7050.0%2,2370.4%Computer and TechnologyXOMExxon Mobil$1,663$0 ▲0.0%14,3080.4%Oils/EnergyUBERUber Technologies$1,640$1,640 ▲New Holding21,2950.4%Computer and TechnologyFTITechnipFMC$1,478$1,478 ▲New Holding58,8550.4%Oils/EnergyBXBlackstone$1,464$303 ▲26.1%11,1420.4%FinanceINMDInMode$1,441$13 ▼-0.9%66,6870.4%MedicalABBVAbbVie$1,436$0 ▼0.0%7,8880.4%MedicalGEHCGE HealthCare Technologies$1,364$872 ▲177.1%15,0000.3%MedicalELEstée Lauder Companies$1,357$143 ▼-9.5%8,8000.3%Consumer StaplesSNPSSynopsys$1,292$29 ▲2.3%2,2600.3%Computer and TechnologyTTTrane Technologies$1,291$30 ▲2.4%4,3000.3%Business ServicesHWMHowmet Aerospace$1,230$161 ▲15.0%17,9680.3%ConstructionLHXL3Harris Technologies$1,216$598 ▲96.7%5,7050.3%AerospaceLMTLockheed Martin$1,185$239 ▼-16.8%2,6050.3%AerospaceDOWDOW$1,183$50 ▼-4.1%20,4240.3%Basic MaterialsFCXFreeport-McMoRan$1,148$1,716 ▼-59.9%24,4160.3%Basic MaterialsSLGSL Green Realty$1,148$1,148 ▲New Holding20,8250.3%FinanceHEIHEICO$1,136$1,136 ▲New Holding5,9480.3%AerospaceMMCMarsh & McLennan Companies$1,116$1,116 ▲New Holding5,4200.3%FinanceCATCaterpillar$1,090$46 ▲4.4%2,9740.3%Industrial ProductsSPYSPDR S&P 500 ETF Trust$1,081$348 ▲47.5%2,0670.3%FinanceCSXCSX$1,0270.0%27,7000.3%TransportationCMICummins$992$29 ▲3.1%3,3670.3%Auto/Tires/TrucksNKENIKE$984$330 ▼-25.1%10,4660.3%Consumer DiscretionaryPGProcter & Gamble$924$67 ▼-6.7%5,6950.2%Consumer StaplesAXPAmerican Express$9200.0%4,0400.2%FinanceOBDCBlue Owl Capital$918$103 ▲12.6%59,7000.2%FinanceJEPIJPMorgan Equity Premium Income ETF$904$904 ▲New Holding15,6320.2%ETFABNBAirbnb$893$198 ▲28.5%5,4160.2%Computer and TechnologyIOTSamsara$875$875 ▲New Holding23,1650.2%Computer and TechnologyKOCoca-Cola$8570.0%14,0000.2%Consumer StaplesTJXTJX Companies$767$344 ▲81.3%7,5600.2%Retail/WholesaleGNRCGenerac$749$292 ▼-28.0%5,9390.2%Computer and TechnologyHONHoneywell International$718$147 ▼-17.0%3,5000.2%Multi-Sector ConglomeratesPAAPlains All American Pipeline$707$338 ▲91.7%40,2500.2%Oils/EnergySIMOSilicon Motion Technology$700$700 ▲New Holding9,1000.2%Computer and TechnologyNVMINova$693$132 ▼-16.0%3,9050.2%Computer and TechnologyCLColgate-Palmolive$675$145 ▼-17.7%7,5000.2%Consumer StaplesNDAQNasdaq$668$51 ▲8.2%10,5790.2%FinanceFSSFederal Signal$653$653 ▲New Holding7,6950.2%Multi-Sector ConglomeratesJEPQJPMorgan Nasdaq Equity Premium Income ETF$605$198 ▲48.6%11,1450.2%ETFShowing largest 100 holdings. 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