Morse Asset Management, Inc Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$501.1B

Holdings

369

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (369 positions)

#StockSharesValue% PortfolioType
101
USDPROSHARES ULTRA SEMICONDUCTORS
8,875$878.8M0.18%
102
CITCINTAS CORP COM
4,222$866.6M0.17%
103
CATCATERPILLAR INC COM
1,784$851.2M0.17%
104
JPMJPMORGAN CHASE & CO. COM
2,688$847.7M0.17%
105
PGPROCTER AND GAMBLE CO COM
5,209$800.4M0.16%
106
CSXCSX CORP COM
21,650$768.8M0.15%
107
PIPRPIPER SANDLER COMPANIES COM
2,040$707.9M0.14%
108
ALB 7.25 03/01/27ALBEMARLE CORP 7.25 DEP SHS A
18,340$696.6M0.14%
109
ONON SEMICONDUCTOR CORP COM
14,111$695.8M0.14%
110
SNPSSYNOPSYS INC COM
1,360$671.0M0.13%
111
IWMISHARES RUSSELL 2000 ETF
2,762$668.3M0.13%
112
GDXVANECK GOLD MINERS ETF
8,651$660.9M0.13%
113
TTTRANE TECHNOLOGIES PLC SHS
1,500$632.9M0.13%
114
NEENEXTERA ENERGY INC COM
8,000$603.9M0.12%
115
AEMAGNICO EAGLE MINES LTD COM
3,500$590.0M0.12%
116
HONHONEYWELL INTL INC COM
2,800$589.4M0.12%
117
CMICUMMINS INC COM
1,389$586.7M0.12%
118
BMNRBITMINE IMMERSION TECNOLOGIES COM NEW
11,200$581.6M0.12%
119
EFTEATON VANCE FLTING RATE INC TR COM
49,008$576.8M0.12%
120
NKENIKE INC CL B
8,061$562.1M0.11%
121
AMATAPPLIED MATLS INC COM
2,641$540.7M0.11%
122
CLCOLGATE PALMOLIVE CO COM
6,000$479.6M0.10%
123
ISPYPROSHARES S&P 500 HIGH INCOME ETF
10,571$476.9M0.10%
124
REGNREGENERON PHARMACEUTICALS COM
702$394.7M0.08%
125
GBABGUGGENHEIM TAXABLE MUNICP BOND COM
24,357$379.5M0.08%
126
APAMARTISAN PARTNERS ASSET MGMT IN CL A
8,435$366.1M0.07%
127
RTXRTX CORPORATION COM
2,118$354.4M0.07%
128
RHCRH PLC ORD
2,795$335.1M0.07%
129
MIDUDIREXION DAILY MID CAP BULL 3X SHARES
6,554$332.2M0.07%
130
VOOVANGUARD S&P 500 ETF
537$328.9M0.07%
131
IWFISHARES RUSSELL 1000 GROWTH ETF
700$327.9M0.07%
132
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
5,652$321.8M0.06%
133
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
618$310.7M0.06%
134
CRSCARPENTER TECHNOLOGY CORP COM
1,203$295.4M0.06%
135
ARGXARGENX SE SPONSORED ADR
400$295.0M0.06%
136
HOODROBINHOOD MKTS INC COM CL A
2,015$288.5M0.06%
137
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS
11,245$277.0M0.06%
138
TKOTKO GROUP HOLDINGS INC CL A
1,325$267.6M0.05%
139
GOOGALPHABET INC CAP STK CL C
1,093$266.2M0.05%
140
LMTLOCKHEED MARTIN CORP COM
530$264.6M0.05%
141
PSXPHILLIPS 66 COM
1,945$264.6M0.05%
142
BIPBROOKFIELD INFRAST PARTNERS LP LP INT UNIT
8,000$263.1M0.05%
143
BMYBRISTOL-MYERS SQUIBB CO COM
5,800$261.6M0.05%
144
IRINGERSOLL RAND INC COM
3,000$247.9M0.05%
145
BGXBLACKSTONE LONG SHORT CR INCOM COM SHS BN INT
20,521$246.3M0.05%
146
SCHWSCHWAB CHARLES CORP COM
2,497$238.4M0.05%
147
BHKBLACKROCK CORE BD TR SHS BEN INT
23,333$231.9M0.05%
148
BENFRANKLIN RESOURCES INC COM
9,650$223.2M0.04%
149
IRMIRON MTN INC DEL COM
2,155$219.7M0.04%
150
SEISOLARIS ENERGY INFRAS INC COM CL A
4,970$198.7M0.04%
151
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
4,000$196.2M0.04%
152
APHAMPHENOL CORP NEW CL A
1,500$185.6M0.04%
153
DUKDUKE ENERGY CORP NEW COM NEW
1,500$185.6M0.04%
154
EOGEOG RES INC COM
1,634$183.2M0.04%
155
SSOPROSHARES ULTRA S&P 500
1,620$181.7M0.04%
156
URTYPROSHARES ULTRAPRO RUSSELL2000
3,338$176.9M0.04%
157
VGTVANGUARD INFORMATION TECHNOLOGY ETF
235$175.5M0.04%
158
LRGFISHARES U.S. EQUITY FACTOR ETF
2,500$172.7M0.03%
159
TMFDIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES
4,000$160.7M0.03%
160
IVVISHARES CORE S&P 500 ETF
240$160.6M0.03%
161
VEEVVEEVA SYS INC CL A COM
535$159.4M0.03%
162
RKTROCKET COS INC COM CL A
7,612$147.5M0.03%
163
TERTERADYNE INC COM
1,062$146.2M0.03%
164
VVISA INC COM CL A
421$143.7M0.03%
165
ENBENBRIDGE INC COM
2,602$131.3M0.03%
166
BNBROOKFIELD CORP CL A LTD VT SH
1,800$123.4M0.02%
167
PEPPEPSICO INC COM
858$120.5M0.02%
168
ATATATOUR LIFESTYLE HLDGS LTD SPONSORED ADS
3,140$118.0M0.02%
169
ETHAISHARES ETHEREUM TRUST ETF
3,700$116.6M0.02%
170
ADBEADOBE INC COM
328$115.7M0.02%
171
GLXYGALAXY DIGITAL INC. CL A
3,230$109.2M0.02%
172
MCDMCDONALDS CORP COM
350$106.4M0.02%
173
CCLCARNIVAL CORP PAIRED CTF
3,650$105.5M0.02%
174
IXNISHARES GLOBAL TECH ETF
1,000$103.2M0.02%
175
ESLTELBIT SYS LTD ORD
200$102.0M0.02%
176
SLGSL GREEN RLTY CORP COM
1,500$89.7M0.02%
177
IWRISHARES RUSSELL MIDCAP ETF
921$88.9M0.02%
178
4I1PHILIP MORRIS INTL INC COM
539$87.4M0.02%
179
WATWATERS CORP COM
290$86.9M0.02%
180
TRVCCITIGROUP INC COM NEW
852$86.5M0.02%
181
DUHPDIMENSIONAL US HIGH PROFITABILITY ETF
2,258$85.3M0.02%
182
XPCQXPIMCO CALIF MUN INCOME FD COM
9,600$83.7M0.02%
183
MRSHMARSH & MCLENNAN COS INC COM
405$81.6M0.02%
184
PJTPJT PARTNERS INC COM CL A
435$77.3M0.02%
185
GEGGEO GROUP INC NEW COM
3,758$77.0M0.02%
186
SPOTSPOTIFY TECHNOLOGY S A SHS
107$74.7M0.01%
187
ARMARM HOLDINGS PLC SPONSORED ADS
509$72.0M0.01%
188
AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
738$71.3M0.01%
189
DDDUPONT DE NEMOURS INC COM
900$70.1M0.01%
190
VENVENTAS INC COM
1,000$70.0M0.01%
191
PWRQUANTA SVCS INC COM
165$68.4M0.01%
192
AMZUDIREXION DAILY AMZN BULL 2X SHARES
1,941$67.5M0.01%
193
DXJWISDOMTREE JAPAN HEDGED EQUITY FUND
500$64.0M0.01%
194
WFCWELLS FARGO CO NEW COM
695$58.3M0.01%
195
0DFCDIREXION DAILY FINANCIAL BULL 3X SHARES
327$58.2M0.01%
196
AQLTISHARES SELECT DIVIDEND ETF
389$55.3M0.01%
197
TOLTOLL BROTHERS INC COM
400$55.3M0.01%
198
SKYYFIRST TRUST CLOUD COMPUTING ETF
391$52.6M0.01%
199
EMREMERSON ELEC CO COM
400$52.5M0.01%
200
CECOCECO ENVIRONMENTAL CORP COM
1,000$51.2M0.01%
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