HoldingsChannel.com
Morse Asset Management Inc Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Amazon.com Inc 9,979 +204 $19,456
     AMZN9,979+204$19,456
Microsoft Corp 63,793 -2,020 $10,061
     MSFT63,793-2,020$10,061
Home Depot Inc 46,705 +1,469 $8,720
     HD46,705+1,469$8,720
Paypal Holdings Inc 85,749 -1,545 $8,210
     PYPL85,749-1,545$8,210
Alphabet Inc Cap Stock Cl A 6,762 +57 $7,857
     GOOGL6,762+57$7,857
Micron Technology Inc 164,643 +1,357 $6,925
     MU164,643+1,357$6,925
Disney Walt Co Disney 64,517 -1,604 $6,232
     DIS64,517-1,604$6,232
Facebook Inc Cl A 36,432 -8,176 $6,077
     FB36,432-8,176$6,077
Lockheed Martin Corp 16,921 -6 $5,735
     LMT16,921-6$5,735
Adobe Inc 17,262 -393 $5,493
     ADBE17,262-393$5,493
Apple Inc 20,520 +2,583 $5,218
     AAPL20,520+2,583$5,218
UnitedHealth Group Inc 20,661 +246 $5,152
     UNH20,661+246$5,152
NXP Semiconductors NV 61,470 -5,136 $5,098
     NXPI61,470-5,136$5,098
Thermo Fisher Scientific Inc 17,012 +622 $4,825
     TMO17,012+622$4,825
Johnson & Johnson 34,295 +825 $4,497
     JNJ34,295+825$4,497
Verizon Communications Inc 79,346 -1,275 $4,263
     VZ79,346-1,275$4,263
Alibaba Group Holding Ltd Sp A 20,589 +4,346 $4,004
     BABA20,589+4,346$4,004
Abbvie Inc 42,805 +4,000 $3,261
     ABBV42,805+4,000$3,261
D R Horton Inc 95,120 -3,200 $3,234
     DHI95,120-3,200$3,234
Boeing Co 19,376 -1,236 $2,890
     BA19,376-1,236$2,890
KLA Tencor Corp 17,487 -1,515 $2,514
     KLAC17,487-1,515$2,514
AutoZone Inc 2,948 +125 $2,494
     AZO2,948+125$2,494
Intel Corp 45,079 +3,742 $2,440
     INTC45,079+3,742$2,440
Intuitive Surgical Inc 4,798 +48 $2,376
     ISRG4,798+48$2,376
Bristol Myers Squibb Co 42,015 +16,999 $2,342
     BMY42,015+16,999$2,342
Healthequity Inc 44,535 +2,705 $2,253
     HQY44,535+2,705$2,253
MasterCard Inc Cl A 9,309 -885 $2,249
     MA9,309-885$2,249
Nike Inc Cl B 27,150 -350 $2,246
     NKE27,150-350$2,246
American Express Co 26,191 -8,336 $2,242
     AXP26,191-8,336$2,242
Advanced Micro Devices Inc 48,780 -10,065 $2,219
     AMD48,780-10,065$2,219
Merck & Co Inc 27,500 -725 $2,116
     MRK27,500-725$2,116
Costco Wholesale Corp 7,125 -560 $2,032
     COST7,125-560$2,032
L3harris Technologies Inc 11,182 +475 $2,014
     LHX11,182+475$2,014
Intercontinental Exchange Inc (ICE) 24,490 -290 $1,978
     ICE24,490-290$1,978
Mongodb Inc Cl A 14,370 +8,095 $1,962
     MDB14,370+8,095$1,962
Franco Nevada Corp 17,975 +10,200 $1,789
     FNV17,975+10,200$1,789
Lauder Estee Cos Inc Cl A 10,140 -240 $1,616
     EL10,140-240$1,616
Apollo Global Mgmt Inc Com CL 47,675 -6,975 $1,597
     APO47,675-6,975$1,597
Avalara Inc 20,977 +20,977 $1,565
     AVLR20,977+20,977$1,565
Nextera Energy Inc 6,200 UNCH $1,492
     NEE6,200UNCH$1,492
XPO Logistics Inc 30,034 -4,675 $1,464
     XPO30,034-4,675$1,464
Abbott Laboratories 18,205 -140 $1,437
     ABT18,205-140$1,437
Automatic Data Processing Inc 10,300 UNCH $1,408
     ADP10,300UNCH$1,408
Stoneco Ltd Cl A 62,175 +15,175 $1,354
     STNE62,175+15,175$1,354
Evercore Partners Inc Class A 28,030 UNCH $1,291
     EVR28,030UNCH$1,291
Honeywell Intl Inc 9,600 +1,050 $1,284
     HON9,600+1,050$1,284
Docusign Inc 12,350 +3,685 $1,141
     DOCU12,350+3,685$1,141
Weyerhaeuser Co 65,700 -725 $1,114
     WY65,700-725$1,114
Lululemon Athletica Inc 5,787 +1,940 $1,097
     LULU5,787+1,940$1,097
Procter & Gamble Co 9,367 -133 $1,030
     PG9,367-133$1,030

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 03/31/2020: $209,454
At 12/31/2019: $291,642

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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