account_balance
Investment manager · 13F filer · SEC CIK 1705711
Morse Asset Management, Inc
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Reported value$579Mas of Sep 30, 2026
Positions389 21 new, 47 sold out
Top 10 weight38.1%NVDA alone is 8%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.6%
MUMicron Technology Inc
4.8%
AVGOBroadcom Inc.
3.8%Trimmed −4%
AMZNAmazon.com Inc
3.8%
MSFTMicrosoft Corp
3.6%
GOOGLAlphabet Inc.
3.4%
METAMeta Platforms, Inc.
3.3%Trimmed −12%
KLACKLA Corp
3.1%
URIUnited Rentals, Inc.
2.4%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
2.2%Added +10%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.2%
AMDAdvanced Micro Devices Inc
2.1%
NVDANVIDIA Corp
7.6%
MUMicron Technology Inc
4.8%
AVGOBroadcom Inc.
3.8%−4%
AMZNAmazon.com Inc
3.8%
MSFTMicrosoft Corp
3.6%
GOOGLAlphabet Inc.
3.4%
METAMeta Platforms, Inc.
3.3%
KLACKLA Corp
3.1%
URIUnited Rentals, Inc.
2.4%
JEPQ2.2%
TSM2.2%AMD2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 7.6% HeldMU Micron Technology Inc 4.8% HeldAVGO Broadcom Inc. 3.8% Trimmed −4%AMZN Amazon.com Inc 3.8% HeldMSFT Microsoft Corp 3.6% HeldGOOGL Alphabet Inc. 3.4% HeldMETA Meta Platforms, Inc. 3.3% Trimmed −12%KLAC KLA Corp 3.1% HeldURI United Rentals, Inc. 2.4% Held
JEPQ JPMorgan Nasdaq Equity Premium Income ETF 2.2% Added +10%
TSM Taiwan Semiconductor Manufacturing Co Ltd 2.2% HeldAMD Advanced Micro Devices Inc 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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