Morse Asset Management

Latest statistics and disclosures from Morse Asset Management's latest quarterly 13F-HR filing:

Companies in the Morse Asset Management portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Amazon (AMZN) 9.32 17466 1780.77
Home Depot (HD) 4.44 77169 191.89
Paypal Holdings 3.97 127408 103.84
Microsoft Corporation (MSFT) 2.92 82455 117.94
Boeing Company (BA) 2.89 25243 381.41
Alphabet Inc Class A cs 2.76 7819 1176.88
Micron Technology (MU) 2.74 221425 +3% 41.33
Facebook Inc cl a 2.57 51398 +11% 166.70
Nxp Semiconductors N V 2.40 90505 88.39
Walt Disney Company (DIS) 2.36 70860 +2% 111.04
Intel Corporation (INTC) 2.27 141130 53.70
Lockheed Martin Corporation (LMT) 2.14 23738 +2% 300.15
Adobe Systems Incorporated (ADBE) 1.95 24384 266.49
V.F. Corporation (VFC) 1.94 74600 86.90
Apple (AAPL) 1.86 32648 +13% 189.94
Johnson & Johnson (JNJ) 1.75 41707 -23% 139.78
Cummins (CMI) 1.68 35485 157.87
Thermo Fisher Scientific (TMO) 1.57 19129 +23% 273.72
D.R. Horton (DHI) 1.56 125520 41.38
CSX Corporation (CSX) 1.54 68665 74.83
Verizon Communications (VZ) 1.44 81500 59.13
EOG Resources (EOG) 1.43 49950 -8% 95.18
Mongodb Inc. Class A 1.43 32395 147.03
UnitedHealth (UNH) 1.32 17828 247.25
Las Vegas Sands (LVS) 1.31 71665 +17% 60.96
Regeneron Pharmaceuticals (REGN) 1.13 9190 410.66
American Express Company (AXP) 1.09 33270 -4% 109.29
3M Company (MMM) 1.07 17170 207.80
Ss&c Technologies Holding 1.07 55920 NEW 63.70
KLA-Tencor Corporation (KLAC) 0.96 26775 +94% 119.40
Intercontinentalexchange 0.94 41155 -37% 76.15
Palo Alto Networks 0.93 12746 +134% 242.90
Caterpillar (CAT) 0.88 21780 +4% 135.49
Healthequity 0.87 39145 +14% 73.98
Evercore Partners (EVR) 0.81 29530 90.99
Expeditors International of Washington (EXPD) 0.80 35350 75.90
Celgene Corporation (CELG) 0.80 28190 -26% 94.32
CoreSite Realty (COR) 0.77 24075 +94% 107.04
Alaska Air (ALK) 0.75 44575 +24% 56.13
Tencent Holdings Ltd - Adr adr 0.72 52265 NEW 46.00
L3 Technologies 0.72 11615 -3% 206.37
Gilead Sciences (GILD) 0.71 36175 -24% 65.02
Merck & Co (MRK) 0.70 27976 83.18
Vertex Pharmaceuticals Incorporated (VRTX) 0.69 12508 +118% 183.96
NIKE (NKE) 0.69 27400 +4% 84.20
Exxon Mobil Corporation (XOM) 0.68 27994 80.80
Marathon Petroleum Corp 0.68 38040 -22% 59.86
Alibaba Group Holding Ltd Spon 0.67 12245 NEW 182.44
salesforce (CRM) 0.65 13696 +23% 158.37
Estee Lauder Companies (EL) 0.61 12200 165.57
A. O. Smith Corporation (AOS) 0.61 38175 NEW 53.31
Weyerhaeuser Company (WY) 0.59 74800 +54% 26.34
Chevron Corporation (CVX) 0.58 15839 +7% 123.18
Cintas Corporation (CTAS) 0.57 9447 +7% 202.07
United Parcel Service (UPS) 0.56 16835 NEW 111.73
Automatic Data Processing (ADP) 0.53 11050 -6% 159.73
Nextera Energy Inc C om 0.50 8590 +19% 193.36
Euronet Worldwide (EEFT) 0.49 11540 142.55
Ingersoll-rand Co Ltd-cl A 0.48 14950 -6% 107.96
Spring Bk Pharmaceuticals In 0.47 149175 -11% 10.49
Honeywell International (HON) 0.46 9550 +2% 158.95
Cheniere Energy (LNG) 0.44 21523 +24% 68.35
Analog Devices (ADI) 0.42 13370 -5% 105.24
Pioneer Natural Resources (PXD) 0.42 9200 +12% 152.28
Dowdupont Inc 0.41 25617 -70% 53.32
Abbott Laboratories (ABT) 0.37 15345 79.96
Linde Plc 0.33 6251 -5% 175.97
Intuitive Surgical (ISRG) 0.32 1864 +227% 570.82
Parker-Hannifin Corporation (PH) 0.32 6235 -6% 171.61
Ligand Pharmaceuticals In 0.31 8135 -12% 125.75
New Relic 0.31 10495 NEW 98.71
Procter & Gamble Company (PG) 0.30 9601 -3% 104.05
Abbvie 0.29 11950 -56% 80.59
United Rentals (URI) 0.28 8280 +39% 114.25
Netflix (NFLX) 0.28 2625 +20% 356.57
Apollo Global Management 'a' 0.27 31700 +3% 28.26
Globant S A 0.27 12750 NEW 71.37
J.B. Hunt Transport Services (JBHT) 0.26 8450 +92% 101.30
Jacobs Engineering (JEC) 0.26 11475 NEW 75.21
Roper Industries (ROP) 0.26 2500 -5% 342.00
Fair Isaac Corporation (FICO) 0.23 2875 271.65
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) 0.23 10585 -3% 73.59
Jazz Pharmaceuticals 0.23 5400 -10% 142.96
Coca-Cola Company (KO) 0.22 15365 46.86
NVIDIA Corporation (NVDA) 0.22 4150 NEW 179.52
Colgate-Palmolive Company (CL) 0.21 10025 68.53
Booking Holdings 0.21 405 -2% 1745.68
MasterCard Incorporated (MA) 0.19 2710 +24% 235.42
SVB Financial (SIVB) 0.19 2790 NEW 222.22
Bristol Myers Squibb (BMY) 0.18 12850 47.70
Sherwin-Williams Company (SHW) 0.18 1400 +44% 430.71
Xilinx (XLNX) 0.18 4655 +81% 126.75
Brookfield Infrastructure Part 0.18 14650 41.84
JPMorgan Chase & Co. (JPM) 0.17 5695 -4% 101.32
Tiffany & Co. (TIF) 0.17 5400 105.56
Vulcan Materials Company (VMC) 0.17 4723 NEW 118.36
Rockwell Automation (ROK) 0.17 3145 -3% 175.52
Wp Carey 0.17 7350 78.37
Raytheon Company (RTN) 0.16 2850 -3% 182.11
Veeva Sys Inc cl a 0.16 4300 126.74
United Technologies Corporation (UTX) 0.13 3425 -6% 128.76
Deere & Company (DE) 0.12 2468 -14% 159.64
Square Inc cl a 0.12 5165 NEW 74.93
Chubb 0.12 2753 140.21
Textron (TXT) 0.11 7500 -16% 50.67
Duke Energy 0.11 3999 90.02
Delta Air Lines (DAL) 0.10 6350 -84% 51.65
Bunge Limited 4.875% Cum. Cv. pfd cv 0.10 3500 98.29
Walgreen Boots Alliance 0.10 5150 63.30
Lgi Homes 0.09 5100 NEW 60.20
FedEx Corporation (FDX) 0.08 1393 -90% 181.62
Kayne Anderson MLP Investment (KYN) 0.08 16700 +7% 16.05
Aon 0.08 1500 170.67
Dreyfus Premier Invt Fds Inc L mf 0.08 13298 19.78
Annaly Capital Management (NLY) 0.07 25000 10.00
Costco Wholesale Corporation (COST) 0.07 915 NEW 242.62
Eli Lilly & Co. (LLY) 0.07 1765 NEW 129.75
Royal Caribbean Cruises Ltd. 0.07 2100 NEW 114.76
International Paper Company (IP) 0.07 5200 NEW 46.35
Air Products & Chemicals (APD) 0.07 1300 190.77
Schlumberger (SLB) 0.07 5050 NEW 43.56
Enbridge Inc 0.07 6251 NEW 36.31
Rayonier (RYN) 0.07 7000 -12% 31.57
Tapestry 0.07 7650 -41% 32.55
General Electric Company (GE) 0.06 21000 10.00
North European Oil Royalty (NRT) 0.06 29300 6.89
Sirius Xm Holdings 0.05 31500 -2% 5.68
Elot 0.00 67670 0.00

Past 13F-HR SEC Filings by Morse Asset Management

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