Morse Asset Management, Inc Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$437.7B

Holdings

327

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (327 positions)

#StockSharesValue% PortfolioType
101
NEENEXTERA ENERGY INC COM
8,900$638.0M0.15%
102
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
11,062$636.4M0.15%
103
NKENIKE INC CL B
8,355$632.2M0.14%
104
USDPROSHARES ULTRA SEMICONDUCTORS
9,457$616.0M0.14%
105
IWMISHARES RUSSELL 2000 ETF
2,768$611.6M0.14%
106
GTLS 6.75 12/15/25 BCHART INDS INC 6.75DP CNV PFD B
8,625$610.5M0.14%
107
CSWCSW INDUSTRIALS INC COM
1,630$575.1M0.13%
108
BGXBLACKSTONE LONG SHORT CR INCOM COM SHS BN INT
45,305$563.6M0.13%
109
DWDMORGAN STANLEY COM NEW
4,424$556.2M0.13%
110
AMATAPPLIED MATLS INC COM
3,395$552.1M0.13%
111
CLCOLGATE PALMOLIVE CO COM
6,000$545.5M0.12%
112
PIPRPIPER SANDLER COMPANIES COM
1,795$538.4M0.12%
113
FTAIFTAI AVIATION LTD SHS
3,722$536.1M0.12%
114
FCXFREEPORT-MCMORAN INC CL B
13,566$516.6M0.12%
115
JPMJPMORGAN CHASE & CO. COM
2,149$515.1M0.12%
116
MRVLMARVELL TECHNOLOGY INC COM
4,623$510.6M0.12%
117
NUNU HLDGS LTD ORD SHS CL A
49,136$509.0M0.12%
118
SYKSTRYKER CORPORATION COM
1,410$507.7M0.12%
119
ORCLORACLE CORP COM
2,950$491.6M0.11%
120
EFTEATON VANCE FLTING RATE INC TR COM
37,772$484.6M0.11%
121
GEVGE VERNOVA INC COM
1,460$480.2M0.11%
122
CRCRANE COMPANY COMMON STOCK
3,144$477.1M0.11%
123
SPYSPDR S&P 500 ETF TRUST
791$463.6M0.11%
124
ALB 7.25 03/01/27ALBEMARLE CORP 7.25 DEP SHS A
11,285$460.0M0.11%
125
OKEONEOK INC NEW COM
4,450$446.8M0.10%
126
APAMARTISAN PARTNERS ASSET MGMT IN CL A
10,035$432.0M0.10%
127
NTRANATERA INC COM
2,725$431.4M0.10%
128
ETNEATON CORP PLC SHS
1,255$416.5M0.10%
129
4I1PHILIP MORRIS INTL INC COM
3,300$397.2M0.09%
130
DECKDECKERS OUTDOOR CORP COM
1,950$396.0M0.09%
131
BLKBLACKROCK INC COM
383$392.6M0.09%
132
ONTOONTO INNOVATION INC COM
2,110$351.7M0.08%
133
PHMPULTE GROUP INC COM
2,955$321.8M0.07%
134
OWLBLUE OWL CAPITAL INC COM CL A
12,600$293.1M0.07%
135
PNIPIMCO NEW YORK MUN FD II COM
40,779$292.0M0.07%
136
VOOVANGUARD S&P 500 ETF
530$285.6M0.07%
137
COHRCOHERENT CORP COM
2,975$281.8M0.06%
138
IWFISHARES RUSSELL 1000 GROWTH ETF
700$281.1M0.06%
139
OSWONESPAWORLD HOLDINGS LIMITED COM
14,050$279.6M0.06%
140
BWXTBWX TECHNOLOGIES INC COM
2,475$275.7M0.06%
141
IRINGERSOLL RAND INC COM
3,000$271.4M0.06%
142
GLPIGAMING & LEISURE PPTYS INC COM
5,625$270.9M0.06%
143
CMGCHIPOTLE MEXICAN GRILL INC COM
4,315$260.2M0.06%
144
ARMARM HOLDINGS PLC SPONSORED ADS
2,034$250.9M0.06%
145
BIPBROOKFIELD INFRAST PARTNERS LP LP INT UNIT
7,500$238.4M0.05%
146
T7DTRANSDIGM GROUP INC COM
186$235.7M0.05%
147
EOGEOG RES INC COM
1,914$234.6M0.05%
148
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
3,770$204.3M0.05%
149
MIDUDIREXION DAILY MID CAP BULL 3X SHARES
3,814$201.3M0.05%
150
GEGGEO GROUP INC NEW COM
6,760$189.1M0.04%
151
GOOGALPHABET INC CAP STK CL C
990$188.5M0.04%
152
MDBMONGODB INC CL A
782$182.1M0.04%
153
IOTSAMSARA INC COM CL A
4,000$174.8M0.04%
154
IVVISHARES CORE S&P 500 ETF
286$168.4M0.04%
155
DUKDUKE ENERGY CORP NEW COM NEW
1,500$161.6M0.04%
156
LRGFISHARES U.S. EQUITY FACTOR ETF
2,664$160.8M0.04%
157
URTYPROSHARES ULTRAPRO RUSSELL2000
3,205$157.7M0.04%
158
SPGSIMON PPTY GROUP INC NEW COM
900$155.0M0.04%
159
ARGXARGENX SE SPONSORED ADR
250$153.8M0.04%
160
SSOPROSHARES ULTRA S&P 500
1,609$148.8M0.03%
161
VGTVANGUARD INFORMATION TECHNOLOGY ETF
236$146.7M0.03%
162
XPCKXPIMCO CALIF MUN INCOME FD II COM
24,401$139.6M0.03%
163
EMREMERSON ELEC CO COM
1,125$139.4M0.03%
164
PEPPEPSICO INC COM
856$130.2M0.03%
165
PKGPACKAGING CORP AMER COM
578$130.1M0.03%
166
FLNCFLUENCE ENERGY INC COM CL A
8,132$129.1M0.03%
167
ADMAADMA BIOLOGICS INC COM
7,300$125.2M0.03%
168
CWCURTISS WRIGHT CORP COM
350$124.2M0.03%
169
BHKBLACKROCK CORE BD TR SHS BEN INT
11,813$123.6M0.03%
170
MCOMOODYS CORP COM
258$122.1M0.03%
171
XPCQXPIMCO CALIF MUN INCOME FD COM
13,301$120.2M0.03%
172
CRSCARPENTER TECHNOLOGY CORP COM
677$114.9M0.03%
173
UTIUNIVERSAL TECHNICAL INST INC COM
4,300$110.6M0.03%
174
WATWATERS CORP COM
290$107.6M0.02%
175
NVRNVR INC COM
13$106.3M0.02%
176
LHXL3HARRIS TECHNOLOGIES INC COM
500$105.1M0.02%
177
EPRTESSENTIAL PPTYS RLTY TR INC COM
3,325$104.0M0.02%
178
ENBENBRIDGE INC COM
2,400$101.8M0.02%
179
LINCLINCOLN EDL SVCS CORP COM
6,400$101.2M0.02%
180
TMFDIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES
2,500$99.9M0.02%
181
VVISA INC COM CL A
278$87.9M0.02%
182
JBHTHUNT J B TRANS SVCS INC COM
500$85.3M0.02%
183
ASPNASPEN AEROGELS INC COM
7,169$85.2M0.02%
184
IXNISHARES GLOBAL TECH ETF
1,000$84.8M0.02%
185
CECOCECO ENVIRONMENTAL CORP COM
2,750$83.1M0.02%
186
AMZUDIREXION DAILY AMZN BULL 2X SHARES
1,968$82.7M0.02%
187
DUHPDIMENSIONAL US HIGH PROFITABILITY ETF
2,351$79.4M0.02%
188
IWRISHARES RUSSELL MIDCAP ETF
870$76.9M0.02%
189
LDOSLEIDOS HOLDINGS INC COM
500$72.0M0.02%
190
MRSHMARSH & MCLENNAN COS INC COM
334$70.9M0.02%
191
FRPTFRESHPET INC COM
476$70.5M0.02%
192
AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
892$68.7M0.02%
193
SJTSAN JUAN BASIN RTY TR UNIT BEN INT
17,250$66.1M0.02%
194
EHCENCOMPASS HEALTH CORP COM
700$64.6M0.01%
195
MPCMARATHON PETE CORP COM
450$62.8M0.01%
196
AQLTISHARES SELECT DIVIDEND ETF
468$61.4M0.01%
197
DEODIAGEO PLC SPON ADR NEW
475$60.4M0.01%
198
VENVENTAS INC COM
1,000$58.9M0.01%
199
DOWDOW INC COM
1,427$57.3M0.01%
200
DXJWISDOMTREE JAPAN HEDGED EQUITY FUND
500$55.1M0.01%
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