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Morse Asset Management, Inc.

CIK:0001705711
Investment Adviser
$532M AUM
362 holdings
Darien, CT, United States
Founded:2017
5 employees
Latest filing:Jun 30, 2025

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 Buys
N
NVDANVIDIA CORPORATION COM
+$9.6M
A
AVGOBROADCOM INC COM
+$6.8M
M
METAMETA PLATFORMS INC CL A
+$4.7M
Q
QQQINVESCO QQQ TRUST SERIES I
+$4.5M
M
MSFTMICROSOFT CORP COM
+$4.2M
Top Sells
A
AAPLAPPLE INC COM
-$4.2M
B
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW
-$4.0M
H
HDHOME DEPOT INC COM
-$3.7M
U
UNHUNITEDHEALTH GROUP INC COM
-$3.6M
X
XOMEXXON MOBIL CORP COM
-$3.0M

Top Holdings

N
NVDANVIDIA CORPORATION COM
+6.8%$31.2M
M
METAMETA PLATFORMS INC CL A
+4.9%$22.4M
M
MSFTMICROSOFT CORP COM
+4.7%$21.4M
A
AMZNAMAZON COM INC COM
+4.3%$19.7M
A
AVGOBROADCOM INC COM
+3.9%$18.0M

Equity Positions (359)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION COM6.84%$31.2M197,695$19.16$157.99+$9.6M
META PLATFORMS INC CL A4.91%$22.4M30,345$194.76$738.09+$4.7M
MICROSOFT CORP COM4.68%$21.4M42,971$202.02$497.41+$4.2M
AMAZON COM INC COM4.32%$19.7M89,913$70.21$219.39+$2.8M
BROADCOM INC COM3.94%$18.0M65,188$64.00$275.65+$6.8M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+17.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.4%
SERVICES-PREPACKAGED SOFTWARE
+7.4%
INVESTMENT ADVICE
+5.4%
PHARMACEUTICAL PREPARATIONS
+4.7%