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MORSE ASSET MANAGEMENT, INC 13F portfolio summary

MORSE ASSET MANAGEMENT, INC of MORSE ASSET MANAGEMENT, INC has 398 current stock holdings with a reported portfolio value of $481.1M. The portfolio 1 year return is +19.37%. Top holdings include BSV (0.00%), APO-PA (0.00%), BIV (0.00%), BIP (0.00%), CHY (0.00%).

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MORSE ASSET MANAGEMENT, INC

MORSE ASSET MANAGEMENT, INC
Latest filing: 2026-03-31

MORSE ASSET MANAGEMENT, INC runs MORSE ASSET MANAGEMENT, INC and currently holds 398 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $481.12M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MORSE ASSET MANAGEMENT, INC ranks #678 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MORSE ASSET MANAGEMENT, INC's portfolio at MORSE ASSET MANAGEMENT, INC has delivered returns of +19.37%. Their 3-year annualized return is +65.72%. Looking at the 5-year horizon, MORSE ASSET MANAGEMENT, INC has achieved +62.00% annualized returns at MORSE ASSET MANAGEMENT, INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.37%
#676/1000
3 Year
+65.72%
#548/1000
5 Year
+62.00%
#667/1000

Portfolio Value

$481.12M

Alpha Score

47.8

#678 of 1000

Holdings

398

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change