Stock Taper 
MORSE ASSET MANAGEMENT, INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Teradyne, Inc. | TER | 3.92K | $1.9M |
 Loews Corporation | L | 3.84K | $434.73K |
 Freeport-McMoRan Inc. | FCX | 3.63K | $227.98K |
 Illumina, Inc. | ILMN | 3.61K | $634.75K |
 Valero Energy Corporation | VLO | 3.6K | $937.58K |
 NXP Semiconductors N.V. | NXPI | 3.51K | $986.41K |
 RTX Corporation | RTX | 3.49K | $662.54K |
 Nova Ltd. | NVMI | 3.35K | $1.82M |
 Applied Materials, Inc. | AMAT | 3.23K | $2.33M |
 Marriott International, Inc. | MAR | 3.19K | $1.18M |
 Arm Holdings plc American Depositary Shares | ARM | 3.16K | $1.12M |
 Johnson Controls International plc | JCI | 3.15K | $460.25K |
 AAR Corp. | AIR | 3.06K | $437.94K |
 Mastercard Incorporated | MA | 2.96K | $1.52M |
 Compañía de Minas Buenaventura S.A.A. | BVN | 2.9K | $84.8K |
 Brookfield Corporation | BN | 2.67K | $113.93K |
 Galaxy Digital | GLXY | 2.55K | $69.72K |
 Ingersoll Rand Inc. | IR | 2.5K | $204.97K |
 Enbridge Inc. | ENB | 2.45K | $132.83K |
 Antero Resources Corporation | AR | 2.4K | $84.34K |