HoldingsChannel.com
Morse Asset Management Inc Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
Amazon.com Inc 11,708 -3,841 $20,324
     AMZN11,708-3,841$20,324
Home Depot Inc 59,346 -16,186 $13,769
     HD59,346-16,186$13,769
Paypal Holdings Inc 101,200 -23,345 $10,483
     PYPL101,200-23,345$10,483
Microsoft Corp 62,816 -18,405 $8,733
     MSFT62,816-18,405$8,733
Boeing Co 21,524 -2,621 $8,189
     BA21,524-2,621$8,189
Disney Walt Co Disney 62,766 -7,599 $8,180
     DIS62,766-7,599$8,180
Alphabet Inc Cap Stock Cl A 6,616 -919 $8,079
     GOOGL6,616-919$8,079
Facebook Inc Cl A 42,670 -13,162 $7,599
     FB42,670-13,162$7,599
NXP Semiconductors NV 67,081 -20,656 $7,320
     NXPI67,081-20,656$7,320
Lockheed Martin Corp 18,265 -5,215 $7,124
     LMT18,265-5,215$7,124
Micron Technology Inc 164,311 -41,030 $7,041
     MU164,311-41,030$7,041
Adobe Inc 20,445 -5,730 $5,648
     ADBE20,445-5,730$5,648
D R Horton Inc 105,520 -25,750 $5,562
     DHI105,520-25,750$5,562
American Express Co 43,832 -27,888 $5,184
     AXP43,832-27,888$5,184
Verizon Communications Inc 77,937 -12,050 $4,704
     VZ77,937-12,050$4,704
Thermo Fisher Scientific Inc 16,025 -2,725 $4,668
     TMO16,025-2,725$4,668
VF Corp 48,501 -24,956 $4,316
     VFC48,501-24,956$4,316
Cummins Inc 26,323 -8,828 $4,282
     CMI26,323-8,828$4,282
UnitedHealth Group Inc 19,618 -2,750 $4,263
     UNH19,618-2,750$4,263
Johnson & Johnson 31,945 -9,840 $4,133
     JNJ31,945-9,840$4,133
Las Vegas Sands Corp 65,577 -8,935 $3,788
     LVS65,577-8,935$3,788
Apple Inc 16,814 -3,250 $3,766
     AAPL16,814-3,250$3,766
Chevron Corp 28,781 +10,770 $3,413
     CVX28,781+10,770$3,413
L3harris Technologies Inc 15,580 +15,580 $3,251
     LHX15,580+15,580$3,251
AutoZone Inc 2,725 -44 $2,956
     AZO2,725-44$2,956
KLA Tencor Corp 17,962 -6,608 $2,864
     KLAC17,962-6,608$2,864
Kirkland Lake Gold Ltd 63,150 +28,070 $2,829
     KL63,150+28,070$2,829
MasterCard Inc Cl A 9,954 +645 $2,703
     MA9,954+645$2,703
Booking Holdings Inc 1,306 +971 $2,563
     BKNG1,306+971$2,563
Merck & Co Inc 28,476 UNCH $2,397
     MRK28,476UNCH$2,397
Evercore Partners Inc Class A 29,430 UNCH $2,357
     EVR29,430UNCH$2,357
Nike Inc Cl B 25,100 -2,050 $2,357
     NKE25,100-2,050$2,357
Coresite Realty Corp 18,999 -7,793 $2,315
     COR18,999-7,793$2,315
Intercontinental Exchange Inc (ICE) 24,695 -9,125 $2,279
     ICE24,695-9,125$2,279
Intel Corp 43,837 -21,883 $2,259
     INTC43,837-21,883$2,259
Alibaba Group Holding Ltd Sp A 12,855 +205 $2,150
     BABA12,855+205$2,150
Expeditors Intl Wash Inc 27,855 -6,683 $2,069
     EXPD27,855-6,683$2,069
Lauder Estee Cos Inc Cl A 10,200 -2,000 $2,029
     EL10,200-2,000$2,029
Costco Wholesale Corp 7,010 +5,845 $2,020
     COST7,010+5,845$2,020
Cintas Corp 7,432 -3,400 $1,993
     CTAS7,432-3,400$1,993
Apollo Global Mgmt Inc Com CL 52,400 -325 $1,982
     APO52,400-325$1,982
Ingersoll Rand PLC 15,590 -2,200 $1,921
     IR15,590-2,200$1,921
XPO Logistics Inc 26,794 +26,794 $1,918
     XPO26,794+26,794$1,918
Nextera Energy Inc 7,990 -1,150 $1,862
     NEE7,990-1,150$1,862
Teradyne Inc 31,835 +11,235 $1,844
     TER31,835+11,235$1,844
Vulcan Materials Co 12,070 -3,125 $1,825
     VMC12,070-3,125$1,825
Exxon Mobil Corp 25,428 -2,032 $1,795
     XOM25,428-2,032$1,795
Automatic Data Processing Inc 11,050 UNCH $1,784
     ADP11,050UNCH$1,784
Keysight Technologies Inc 17,838 +17,838 $1,735
     KEYS17,838+17,838$1,735
Celgene Corp 16,872 -9,250 $1,675
     CELG16,872-9,250$1,675

See Full List: All Stocks Held By Morse Asset Management Inc
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Morse Asset Management Inc

Size ($ in 1000's)
At 09/30/2019: $267,540
At 06/30/2019: $339,554

Morse Asset Management Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Morse Asset Management Inc 13F filings. Link to 13F filings: SEC filings

Morse Asset Management Inc Top Holdings 13F Filings | www.HoldingsChannel.com

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