StockDriftsStockDriftsTop 50 Morse Asset Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | 7.19% | 198.5K | $34.6M | +0.07%(+140) | $18.87(+1149.39%) | 2026-03-31 | |
| AVGO | BROADCOM INC COM | 4.29% | 66.7K | $20.6M | -1.37%(-923) | $71.66(+513.70%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 3.8% | 87.8K | $18.3M | +1.61%(+1.39K) | $68.83(+288.23%) | 2026-03-31 | |
| META | META PLATFORMS INC CL A | 3.66% | 30.8K | $17.6M | +1.98%(+597) | $181.77(+240.23%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.42% | 57.3K | $16.5M | +2.24%(+1.25K) | $58.64(+583.90%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.14% | 40.8K | $15.1M | -1.55%(-643) | $201.92(+102.77%) | 2026-03-31 | |
| KLAC | KLA CORP COM NEW | 2.79% | 9.1K | $13.4M | +0.39%(+35) | $175.97(+975.72%) | 2026-03-31 | |
| EVR | EVERCORE INC CLASS A | 2.39% | 38.5K | $11.5M | -0.57%(-219) | $130.00(+162.37%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC COM | 2.2% | 31.4K | $10.6M | -4.81%(-1.58K) | $100.82(+757.00%) | 2026-03-31 | |
| URI | UNITED RENTALS INC COM | 2.09% | 13.8K | $10.0M | +3.27%(+436) | $295.65(+229.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.93% | +81.26% |
| Top 20 Holdings Unweighted | +21.54% | +79.55% |
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