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Morse Asset Management, Inc.
Morse Asset Management, Inc. is an SEC-registered investment advisory firm headquartered in Darien, Connecticut, specializing in balanced management and equity strategies. Founded in New York, the firm manages portfolios for a diverse client base including high net worth individuals, charitable organizations, and corporations. As of 2025, it has 5 employees, with 80% directly involved in investment decisions. The firm primarily serves U.S.-based clients and focuses on long-term wealth management.
Investment Strategy
Morse Asset Management, Inc. employs a balanced and equity-focused investment approach, constructing diversified portfolios tailored to individual client objectives, risk tolerance, and time horizons. The firm’s strategy emphasizes a mix of large-cap growth stocks and other equities, as evidenced by top holdings in technology and consumer sectors, while also making tactical adjustments based on market conditions. Their investment philosophy prioritizes disciplined asset allocation, risk management, and active portfolio monitoring.
Latest 13F Filing Activity
Morse Asset Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 359 equity positions with a total 13F market value of $456M. The fund increased holdings in Nvidia Corporation Com, Broadcom Inc. Com, Meta Platforms Inc. CL A among other positions. Morse Asset Management, Inc. reduced exposure to Apple Inc. Com, Berkshire Hathaway Inc. Del CL B New, Home Depot Inc. Com among others.
Top Holdings
Equity Positions (359)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION COM | 6.84% | $31.2M | 197,695 | $19.16 | $157.99 | +$9.6M |
M META | META PLATFORMS INC CL A | 4.91% | $22.4M | 30,345 | $194.76 | $738.09 | +$4.7M |
M MSFT | MICROSOFT CORP COM | 4.68% | $21.4M | 42,971 | $202.02 | $497.41 | +$4.2M |
A AMZN | AMAZON COM INC COM | 4.32% | $19.7M | 89,913 | $70.21 | $219.39 | +$2.8M |
A AVGO | BROADCOM INC COM | 3.94% | $18.0M | 65,188 | $64.00 | $275.65 | +$6.8M |
Industry Allocation
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