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Institutional

Morse Asset Management, Inc

CIK 0001705711
$481.1M
Reported AUM
403
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Morse Asset Management, Inc · Q1 2026

AI · grounded in 13F

Morse Asset Management, Inc significantly reduced its position in WGS by 99.21%. The fund also trimmed holdings in FSLR by 54.80% and BKNG by 46.68%. On the buy side, the manager increased its stake in NBIS by 137.65% and GEV by 33.84%.

Portfolio · Q1 2026

NVDA$34.6MAVGOAMZNMETAGOOGLMSFTKLACEVRMUURIJEPQOther$293.8MMI

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION COM$205.10-6.20%44.92%955.49%$34.6M7.19%+140+0.1%
2AVGOBROADCOM INC COM$385.73-7.92%57.48%771.51%$20.6M4.29%923−1.4%
3AMZNAMAZON COM INC COM$246.03-3.06%15.20%47.87%$18.3M3.80%+1,392+1.6%
4METAMETA PLATFORMS INC CL A$593.00-5.51%-14.74%67.74%$17.6M3.66%+597+2.0%
5GOOGLALPHABET INC CAP STK CL A$368.53-0.98%112.92%175.80%$16.5M3.42%+1,254+2.2%
6MSFTMICROSOFT CORP COM$416.67-2.66%-10.71%52.39%$15.1M3.14%643−1.6%
7KLACKLA CORP COM NEW$1929.20-9.47%140.30%482.93%$13.4M2.79%+35+0.4%
8EVREVERCORE INC CLASS A$339.43-2.12%39.71%181.09%$11.5M2.39%219−0.6%
9MUMICRON TECHNOLOGY INC COM$864.01-13.25%697.79%1041.92%$10.6M2.20%1,585−4.8%
10URIUNITED RENTALS INC COM$1067.77-1.55%52.37%235.99%$10.0M2.09%+436+3.3%
11JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF$58.90-3.01%25.79%102.27%$9.8M2.05%+23,872+15.6%
12TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$415.17-6.69%104.85%285.24%$9.2M1.92%+85+0.3%
13LLYELI LILLY & CO COM$1131.420.55%48.00%387.10%$8.8M1.84%555−5.5%
14AAPLAPPLE INC COM$307.34-1.25%51.31%116.17%$8.1M1.68%+491+1.6%
15VRTVERTIV HOLDINGS CO COM CL A$300.51-7.23%160.82%976.62%$7.8M1.61%+737+2.4%
16GSGOLDMAN SACHS GROUP INC COM$1038.68-4.94%72.57%212.75%$7.2M1.49%+196+2.4%
17XOMEXXON MOBIL CORP COM$149.92-1.39%48.36%212.97%$7.0M1.45%1,668−3.9%
18QQQINVESCO QQQ TRUST SERIES I$705.06-4.80%33.69%99.06%$6.8M1.42%HELD
19COSTCOSTCO WHOLESALE CORPORATION COM$971.87-0.05%-3.70%138.72%$6.5M1.35%+114+1.8%
20GEGE AEROSPACE COM NEW$328.000.11%28.99%419.83%$6.3M1.31%1,910−7.9%
21ISRGINTUITIVE SURGICAL INC COM NEW$422.060.77%-24.24%27.71%$6.0M1.24%+70+0.5%
22AZOAUTOZONE INC COM$3116.431.12%-16.21%91.95%$5.9M1.23%+70+4.2%
23GEVGE VERNOVA INC COM$933.61-3.09%92.92%509.64%$5.4M1.13%+1,572+33.8%
24TSLATESLA INC COM$391.00-6.56%32.48%70.69%$5.4M1.13%220−1.5%
25NFLXNETFLIX INC. COM$82.180.76%-33.80%58.78%$5.3M1.10%9,490−14.7%
26FTITECHNIPFMC PLC COM$66.82-3.17%106.31%844.32%$5.2M1.08%131−0.2%
27LINLINDE PLC SHS$507.900.09%9.24%76.81%$5.1M1.05%+245+2.5%
28JNJJOHNSON & JOHNSON COM$232.772.02%53.90%55.59%$4.9M1.03%+993+5.2%
29SPYSTATE STREET SPDR S&P 500 ETF$737.55-2.58%24.51%79.50%$4.8M0.99%26−0.4%
30VRTXVERTEX PHARMACEUTICALS INC COM$446.831.15%-0.81%121.66%$4.7M0.98%+142+1.4%
31LRCXLAM RESEARCH CORP COM NEW$303.28-9.85%$4.7M0.98%+880+4.2%
32BABOEING CO COM$215.45-0.91%$4.4M0.90%+3,392+18.4%
33UNHUNITEDHEALTH GROUP INC COM$399.470.76%$4.2M0.88%+176+1.1%
34GLDSPDR GOLD SHARES$396.24-3.65%$4.2M0.86%+41+0.4%
35AMDADVANCED MICRO DEVICES INC COM$466.38-10.86%$4.1M0.84%+1,050+5.6%
36MRKMERCK & CO INC COM$120.790.44%$3.9M0.82%+4,247+14.9%
37ABBVABBVIE INC COM$227.231.02%$3.8M0.79%+2,210+14.4%
38ICEINTERCONTINENTAL EXCHANGE INC COM$141.50-0.39%$3.8M0.79%219−0.9%
39MAMASTERCARD INCORPORATED CL A$491.081.93%$3.8M0.79%+225+3.1%
40PLTRPALANTIR TECHNOLOGIES INC CL A$135.53-4.35%$3.7M0.77%+284+1.1%
41HWMHOWMET AEROSPACE INC COM$251.901.03%$3.6M0.75%+2,017+14.7%
42HDHOME DEPOT INC COM$310.780.27%$3.6M0.74%+352+3.3%
43VSTVISTRA CORP COM$148.76-3.21%$3.5M0.73%199−0.8%
44PANWPALO ALTO NETWORKS INC COM$272.05-2.58%$3.5M0.72%8,327−27.9%
45PDIPIMCO DYNAMIC INCOME FD SHS$16.820.15%$3.4M0.71%+6,340+3.3%
46IRENIREN LIMITED ORDINARY SHARES$54.35-12.14%$3.1M0.64%+11,345+14.4%
47BKNGBOOKING HOLDINGS INC COM$165.84-0.99%$3.0M0.63%632−46.7%
48APOAPOLLO GLOBAL MGMT INC COM$128.03-0.30%$2.9M0.60%+1,197+4.8%
49APO 6.75 07/31/26APOLLO GLOBAL MGMT INC SER A MAND CNV$2.9M0.59%+1,000+2.1%
50APPAPPLOVIN CORP COM CL A$557.20-0.30%$2.8M0.59%+3,608+102.7%
51NBISNEBIUS GROUP N.V. SHS CLASS A$227.81-12.27%$2.8M0.58%+15,655+137.7%
52DHID R HORTON INC COM$145.60-0.55%$2.5M0.53%+2,004+12.2%
53CRWDCROWDSTRIKE HLDGS INC CL A$671.02-6.68%$2.5M0.52%+473+7.9%
54XCHYXCALAMOS CONV & HIGH INCOME FD COM SHS$13.29-4.25%$2.3M0.48%+1,874+0.9%
55CVXCHEVRON CORPORATION COM$187.31-0.55%$2.2M0.46%1,001−8.6%
56SHWSHERWIN WILLIAMS CO COM$305.301.74%$2.2M0.46%+151+2.2%
57TMOTHERMO FISHER SCIENTIFIC INC COM$472.80-1.91%$2.2M0.46%+1,345+43.0%
58TJXTJX COS INC NEW COM$160.711.31%$2.2M0.45%+170+1.3%
59SNOWSNOWFLAKE INC COM SHS$238.26-2.42%$2.1M0.44%+1,548+12.5%
60ASNDUSDASCENDIS PHARMA A/S SPONSORED ADR$2.1M0.43%+2,538+39.1%
61EAGLEAGLE CAPITAL SELECT EQUITY ETF$32.88-1.47%$1.9M0.40%2,700−4.1%
62CCJCAMECO CORP COM$103.44-9.28%$1.9M0.39%+228+1.3%
63EBSEMERGENT BIOSOLUTIONS INC COM$8.07-4.38%$1.8M0.38%7,509−3.3%
64BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF$116.94-0.01%$1.8M0.38%1,450−8.5%
65VIKVIKING HOLDINGS LTD ORD SHS$89.94-0.06%$1.8M0.37%+4,034+19.9%
66AVAVAEROVIRONMENT INC COM$185.92-9.04%$1.7M0.35%+3,230+53.2%
67MSMORGAN STANLEY COM NEW$211.93-2.90%$1.7M0.35%+53+0.5%
68ANETARISTA NETWORKS INC COM SHS$154.27-7.07%$1.6M0.33%+280+2.2%
69NDAQNASDAQ INC COM$86.39-1.02%$1.5M0.31%704−3.9%
70FSLRFIRST SOLAR INC COM$284.952.13%$1.5M0.30%8,991−54.8%
71NVMINOVA LTD COM$516.788.62%$1.5M0.30%147−4.2%
72VLYVALLEY NATL BANCORP COM$13.78-0.07%$1.4M0.29%+112,915+7057.2%
73BXBLACKSTONE INC COM$115.35-2.70%$1.4M0.29%+555+4.8%
74EQTEQT CORP COM$53.75-2.70%$1.4M0.29%+5,452+33.0%
75JPMJPMORGAN CHASE & CO COM$312.370.48%$1.4M0.29%+116+2.5%
76AXPAMERICAN EXPRESS CO COM$310.66-0.60%$1.4M0.29%40−0.9%
77CATCATERPILLAR INC COM$904.28-3.85%$1.3M0.27%+9+0.5%
78KMIKINDER MORGAN INC DEL COM$31.68-0.06%$1.3M0.27%+6,910+22.1%
79BACBANK OF AMER CORP COM$53.83-0.63%$1.3M0.26%296−1.1%
80PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN$22.670.31%$1.3M0.26%5,500−8.9%
81SCCOSOUTHERN COPPER CORP COM$172.97-10.88%$1.3M0.26%+57+0.8%
82FANGDIAMONDBACK ENERGY INC COM$192.62-5.09%$1.2M0.26%1,037−14.2%
83IBITISHARES BITCOIN TRUST ETF$34.14-5.22%$1.2M0.24%+1,355+4.7%
84ALABASTERA LABS INC COM$317.06-11.45%$1.2M0.24%8,852−45.6%
85GBABGUGGENHEIM TAXABLE MUNICP BOND COM$14.06-0.14%$1.1M0.24%+28,206+56.4%
86AMATAPPLIED MATLS INC COM$453.01-9.71%$1.1M0.23%+250+8.5%
87BLKBLACKROCK INC COM$995.60-2.64%$1.1M0.22%+5+0.5%
88RACEFERRARI N V COM$350.791.10%$1.1M0.22%447−12.4%
89CRWVCOREWEAVE INC COM CL A$100.39-7.07%$1.0M0.21%+3,262+32.4%
90SAROSTANDARDAERO INC COM$25.26-1.35%$1.0M0.21%+1,266+3.4%
91GLWCORNING INC COM$177.58-10.18%$984K0.20%+7,235NEW
92GDXVANECK GOLD MINERS ETF$78.84-8.75%$962K0.20%+70+0.7%
93DISDISNEY WALT CO COM$99.710.37%$939K0.20%2−0.0%
94TERTERADYNE INC COM$357.93-12.03%$904K0.19%+305+11.1%
95KOCOCA COLA CO COM$79.483.46%$899K0.19%2,650−18.3%
96AEMAGNICO EAGLE MINES LTD COM$163.66-7.41%$874K0.18%+506+13.3%
97CSXCSX CORP COM$46.991.64%$872K0.18%400−1.8%
98USDPROSHARES ULTRA SEMICONDUCTORS$96.398.69%$851K0.18%+60+0.3%
99BMNRBITMINE IMMERSION TECHS INC COM NEW$15.90-11.12%$818K0.17%+17,846+75.9%
100CMICUMMINS INC COM$651.22-3.96%$804K0.17%+6+0.4%
101APLDAPPLIED DIGITAL CORP COM NEW$801K0.17%+565+1.7%
102QUREQUANTA SVCS INC COM$797K0.17%+87+6.4%
103IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADS$781K0.16%+1,350+30.0%
104IBKRINTERACTIVE BROKERS GROUP INC COM CL A$779K0.16%+11,584+46336.0%
105CTASCINTAS CORP COM$777K0.16%+763+19.9%
106PGPROCTER & GAMBLE CO COM$752K0.16%356−6.4%
107BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$751K0.16%50−3.1%
108NEENEXTERA ENERGY INC COM$743K0.15%HELD
109RTXRTX CORPORATION COM$712K0.15%+920+33.2%
110NXPINXP SEMICONDUCTORS N V COM$711K0.15%300−7.7%
111ARGXARGENX SE SPONSORED ADR$700K0.15%+298+45.2%
112REGNREGENERON PHARMACEUTICALS COM$693K0.14%+103+13.0%
113APHAMPHENOL CORP CL A$692K0.14%+2,296+72.2%
114ADMAADMA BIOLOGICS INC COM$688K0.14%+73,964+3043.8%
115IWMISHARES RUSSELL 2000 ETF$681K0.14%17−0.6%
116QQNITY ELECTRONICS INC COMMON STOCK$653K0.14%+5,160+1034.1%
117TLNTALEN ENERGY CORP COM$638K0.13%855−29.9%
118RKTROCKET COS INC COM CL A$627K0.13%+21,630+96.6%
119VLOVALERO ENERGY CORP COM$618K0.13%+2,500NEW
120INTCINTEL CORP COM$616K0.13%+13,879+17568.4%
121CRHCRH PLC ORD$600K0.12%+740+14.9%
122DOWDOW HLDGS INC COM$588K0.12%+14,107NEW
123TKOTKO GROUP HOLDINGS INC CL A$570K0.12%+957+51.1%
124CRSCARPENTER TECHNOLOGY CORP COM$515K0.11%+45+3.6%
125GILDGILEAD SCIENCES INC COM$506K0.11%6,271−63.3%
126JCIJOHNSON CTLS INTL PLC SHS$478K0.10%+92+2.6%
127GOOGALPHABET INC CAP STK CL C$456K0.09%+13+0.8%
128ROADCONSTRUCTION PARTNERS INC COM CL A$447K0.09%30−0.7%
129ONCBEONE MEDICINES LTD SPONSORED ADS$430K0.09%+1,428+7140.0%
130AMEAMETEK INC COM$429K0.09%+100+5.3%
131PNIPIMCO NEW YORK MUN FD II COM$424K0.09%+61,825NEW
132LMTLOCKHEED MARTIN CORP COM$381K0.08%HELD
133ISPYPROSHARES S&P 500 HIGH INCOME ETF$377K0.08%383−4.2%
134AROCARCHROCK INC COM$352K0.07%+2,965+41.5%
135PIPRPIPER SANDLER COMPANIES COM NEW$349K0.07%+4,560NEW
136MIDUDIREXION DAILY MID CAP BULL 3X ETF$338K0.07%+318+5.1%
137AIRAAR CORP COM$335K0.07%+661+27.5%
138CCITIGROUP INC COM NEW$330K0.07%+1,839+171.5%
139VOOVANGUARD S&P 500 ETF$321K0.07%HELD
140BKRBAKER HUGHES COMPANY CL A$311K0.06%+5,100NEW
141APAMARTISAN PARTNERS ASSET MGMT I CL A$307K0.06%HELD
142BMYBRISTOL-MYERS SQUIBB CO COM$303K0.06%HELD
143IWFISHARES RUSSELL 1000 GROWTH ETF$298K0.06%HELD
144BIPBROOKFIELD INFRASTRUCTURE PART LP INT UNIT$289K0.06%HELD
145VGTVANGUARD INFORMATION TECHNOLOGY ETF$286K0.06%HELD
146COINCOINBASE GLOBAL INC COM CL A$283K0.06%+68+4.4%
147UNHGLEVERAGE SHARES 2X LONG UNH DAILY ETF$282K0.06%+2,675+10.7%
148SOXLDIREXION DAILY SEMICONDUCTOR BULL 3X ETF$278K0.06%39,574−87.2%
149BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS$252K0.05%HELD
150IRINGERSOLL RAND INC COM$240K0.05%HELD
151BHKBLACKROCK CORE BD TR SHS BEN INT$238K0.05%+69+0.3%
152SCHWSCHWAB CHARLES CORP COM$237K0.05%+260+11.5%
153EOGEOG RES INC COM$213K0.04%156−9.6%
154AZNASTRAZENECA PLC ORD$197K0.04%+1,000NEW
155DUKDUKE ENERGY CORP NEW COM NEW$196K0.04%HELD
156VVISA INC COM CL A$188K0.04%HELD
157URTYPROSHARES ULTRAPRO RUSSELL2000$175K0.04%+49+1.5%
158ESLTELBIT SYS LTD ORD$170K0.04%HELD
159SSOPROSHARES ULTRA S&P 500$166K0.03%30−0.9%
160LOWLOWES COS INC COM$165K0.03%+400+133.3%
161NMRKNEWMARK GROUP INC CL A$157K0.03%+10,500NEW
162XPCQXPIMCO CALIF MUN INCOME FD COM$151K0.03%+309+1.8%
163XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF$150K0.03%25−2.4%
164LRGFISHARES U.S. EQUITY FACTOR ETF$149K0.03%190−7.8%
165IVVISHARES CORE S&P 500 ETF$146K0.03%7−3.0%
166GHMGRAHAM CORP COM$145K0.03%+1,739+1739.0%
167XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$133K0.03%HELD
168ENBENBRIDGE INC COM$132K0.03%202−7.6%
169PEPPEPSICO INC COM$132K0.03%706−45.3%
170BVNCOMPANIA DE MINAS BUENAVENTURA SPONSORED ADR$123K0.03%+3,425NEW
171FCXFREEPORT MCMORAN INC CL B$122K0.03%+2,000+2666.7%
172ASTSAST SPACEMOBILE INC COM CL A$122K0.03%+1,470NEW
173NKENIKE INC CL B$115K0.02%+115+5.6%
174ARANTERO RESOURCES CORP COM$115K0.02%175−6.1%
175KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW$110K0.02%+60+4.0%
176BNBROOKFIELD CORP CL A LTD VT SH$109K0.02%HELD
177PENPENUMBRA INC COM$107K0.02%+200+160.0%
178COHRCOHERENT CORP COM$104K0.02%+185+74.0%
179IXNISHARES GLOBAL TECH ETF$100K0.02%HELD
180NOWSERVICENOW INC COM$100K0.02%4,024−80.8%
181XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF$99K0.02%255−22.0%
182MRSHMARSH & MCLENNAN COS INC COM$96K0.02%+150+37.0%
183ONTOONTO INNOVATION INC COM$95K0.02%+430+1228.6%
184HOODROBINHOOD MKTS INC COM CL A$95K0.02%9,136−86.9%
185IEFAISHARES CORE MSCI EAFE ETF$95K0.02%+50+5.0%
186XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF$92K0.02%HELD
187DXJWISDOMTREE JAPAN HEDGED EQUITY FUND$91K0.02%+75+15.0%
188WMTWALMART INC COM$91K0.02%25−3.3%
189CACICACI INTL INC CL A$90K0.02%+55+50.0%
190IWRISHARES RUSSELL MIDCAP ETF$89K0.02%2−0.2%
191XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF$87K0.02%HELD
192VTRVENTAS INC COM$86K0.02%HELD
193CECOCECO ENVIRONMENTAL CORP COM$85K0.02%+430+43.0%
194PMPHILIP MORRIS INTL INC COM$85K0.02%+13+2.6%
195XLBSTATE STREET MATERIALS SELECT SECTOR SPDR ETF$84K0.02%HELD
196WATWATERS CORP COM$83K0.02%10−3.4%
197DUHPDIMENSIONAL US HIGH PROFITABILITY ETF$83K0.02%HELD
198TMDXTRANSMEDICS GROUP INC COM$81K0.02%+126+18.4%
199AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF$77K0.02%37−5.0%
200IEMGISHARES CORE MSCI EMERGING MARKETS ETF$77K0.02%+100+10.0%
201XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF$74K0.02%46−3.7%
202ZETAZETA GLOBAL HOLDINGS CORP CL A$74K0.02%+4,588+9176.0%
203AMGNAMGEN INC COM$70K0.01%HELD
204AMPLAMPLITUDE INC COM CL A$68K0.01%HELD
205FDXFEDEX CORP COM$68K0.01%10−5.0%
206NTRANATERA INC COM$67K0.01%1,420−80.9%
207WMWASTE MGMT INC DEL COM$67K0.01%HELD
208BKBANK NEW YORK MELLON CORP COM$66K0.01%+26+4.9%
209AGFIRST MAJESTIC SILVER CORP COM$64K0.01%+3,000NEW
210MPCMARATHON PETE CORP COM$62K0.01%+195+325.0%
211MPMP MATERIALS CORP COM CL A$62K0.01%+1,190+1190.0%
212BKMIBNY MELLON MUNICIPAL INTERMEDIATE ETF$61K0.01%+2,337NEW
213ADPAUTOMATIC DATA PROCESSING INC COM$60K0.01%21−6.6%
214HLTHILTON WORLDWIDE HLDGS INC COM$60K0.01%+53+36.8%
215ADBEADOBE INC COM$60K0.01%73−23.0%
216PSXPHILLIPS 66 COM$59K0.01%75−18.8%
217DVYISHARES SELECT DIVIDEND ETF$59K0.01%HELD
218BENFRANKLIN RESOURCES INC COM$58K0.01%HELD
219TOLTOLL BROTHERS INC COM$58K0.01%+2+0.5%
220PHPARKER-HANNIFIN CORP COM$56K0.01%+2+3.3%
221WMT2WELLS FARGO & CO COM$55K0.01%6−0.9%
222BSVVANGUARD SHORT-TERM BOND ETF$55K0.01%800−53.3%
223BIVVANGUARD INTERMEDIATE-TERM BOND ETF$54K0.01%300−30.0%
224AMZUDIREXION DAILY AMZN BULL 2X ETF$54K0.01%+110+5.8%
225MDBMONGODB INC CL A$54K0.01%+200+1000.0%
226SOXXISHARES SEMICONDUCTOR ETF$53K0.01%5−3.0%
227EMREMERSON ELEC CO COM$52K0.01%HELD
228TDGTRANSDIGM GROUP INC COM$52K0.01%+31+221.4%
229TTTRANE TECHNOLOGIES PLC SHS$52K0.01%50−28.6%
230IRMIRON MTN INC DEL COM$51K0.01%HELD
231XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF$51K0.01%1,000−49.2%
232CIFRCIPHER DIGITAL INC COM$51K0.01%+3,845+3845.0%
233FASDIREXION DAILY FINANCIAL BULL 3X ETF$51K0.01%+39+10.1%
234MCDMCDONALDS CORP COM$50K0.01%40−20.0%
235MUJBLACKROCK MUNIHLDGS NJ QLTY FD COM$49K0.01%+4,204NEW
236GLXYGALAXY DIGITAL INC. CL A$47K0.01%+440+20.9%
237YUMYUM BRANDS INC COM$47K0.01%HELD
238QUALISHARES MSCI USA QUALITY FACTOR ETF$46K0.01%HELD
239XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF$44K0.01%HELD
240ALB 7.25 03/01/27ALBEMARLE CORP 7.25 DEP SHS A$43K0.01%13,675−95.8%
241ETNEATON CORP PLC SHS$43K0.01%155−56.4%
242SKYYFIRST TRUST CLOUD COMPUTING ETF$43K0.01%HELD
243IVEISHARES S&P 500 VALUE ETF$42K0.01%14−6.5%
244WELLWELLTOWER INC COM$42K0.01%HELD
245SMLFISHARES U.S. SMALLCAP EQUITY FACTOR ETF$42K0.01%HELD
246DDDUPONT DE NEMOURS INC COM$41K0.01%HELD
247NPVNUVEEN VA QUALITY MUN INCOM COM$37K0.01%+57+1.8%
248NUNU HLDGS LTD ORD SHS CL A$37K0.01%+725+39.7%
249AMPAMERIPRISE FINL INC COM$36K0.01%HELD
250TXTTEXTRON INC COM$35K0.01%+400NEW
251FDNFIRST TRUST DOW JONES INTERNET INDEX FUND$35K0.01%HELD
252MARMARRIOTT INTL INC NEW CL A$33K0.01%+100NEW
253DOVDOVER CORP COM$30K0.01%+91+165.5%
254NCLHNORWEGIAN CRUISE LINE HLDGS LT SHS$29K0.01%340−18.2%
255GNRCGENERAC HLDGS INC COM$27K0.01%+140NEW
256ARESARES MANAGEMENT CORPORATION CL A COM STK$27K0.01%+250NEW
257DBLDOUBLELINE OPPORTUNISTIC CR FD COM$27K0.01%+40+2.2%
258CHATROUNDHILL GENERATIVE AI & TECHNOLOGY ETF$27K0.01%HELD
259ASBASSOCIATED BANC-CORP COM$26K0.01%+1,000NEW
260ETHU2X ETHER ETF$26K0.01%+1,050+1050.0%
261BABAALIBABA GROUP HLDG LTD SPONSORED ADS$25K0.01%+200NEW
262HONHONEYWELL INTL INC COM$23K0.00%HELD
263JBTMJBT MAREL CORPORATION COM$19K0.00%+100+200.0%
264ARMARM HOLDINGS PLC SPONSORED ADS$19K0.00%50−28.7%
265NSCNORFOLK SOUTHN CORP COM$19K0.00%HELD
266VRMEVERIFYME INC COM NEW$18K0.00%400−1.8%
267IYWISHARES U.S. TECHNOLOGY ETF$18K0.00%HELD
268ROKROCKWELL AUTOMATION INC COM$18K0.00%HELD
269ONON SEMICONDUCTOR CORP COM$18K0.00%+115+67.6%
270CBRECBRE GROUP INC CL A$17K0.00%+125NEW
271ORCLORACLE CORP COM$17K0.00%25−17.9%
272DDOMINION ENERGY INC COM$16K0.00%+4+1.5%
273SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF$16K0.00%HELD
274TRVTRAVELERS COMPANIES INC COM$15K0.00%2−3.8%
275PHMPULTE GROUP INC COM$15K0.00%HELD
276FTAIFTAI AVIATION LTD SHS$14K0.00%+9+18.0%
277GGLLDIREXION DAILY GOOGL BULL 2X ETF$14K0.00%4−2.2%
278KKRKKR & CO INC COM$14K0.00%35−18.9%
279UNPUNION PAC CORP COM$14K0.00%2−3.4%
280SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$14K0.00%8−1.7%
281RPGINVESCO S&P 500 PURE GROWTH ETF$13K0.00%HELD
282MMM3M CO COM$13K0.00%10,622−99.2%
283EWEDWARDS LIFESCIENCES CORP COM$13K0.00%HELD
284TMHCTAYLOR MORRISON HOME CORP COM$13K0.00%HELD
285WGSGENEDX HOLDINGS CORP COM CL A$13K0.00%25,019−99.2%
286PRUPRUDENTIAL FINL INC COM$13K0.00%+10+8.5%
287PNCPNC FINL SVCS GROUP INC COM$12K0.00%HELD
288CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES$12K0.00%+133NEW
289IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF$12K0.00%224−60.1%
290BPBP PLC SPONSORED ADR$12K0.00%3−1.2%
291TTWOTAKE-TWO INTERACTIVE SOFTWARE COM$11K0.00%105−64.4%
292SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF$11K0.00%+1+0.9%
293WMBWILLIAMS COS INC COM$11K0.00%27−15.1%
294DLRDIGITAL RLTY TR INC COM$10K0.00%HELD
295SHELSHELL PLC SPON ADS$10K0.00%HELD
296SPXLDIREXION DAILY S&P 500 BULL 3X ETF$10K0.00%5−8.3%
297APGAPI GROUP CORP COM STK$10K0.00%+250NEW
298VMCVULCAN MATLS CO COM$10K0.00%HELD
299UBERUBER TECHNOLOGIES INC COM$10K0.00%1,675−92.5%
300AEPAMERICAN ELEC PWR CO INC COM$10K0.00%310−80.7%
301MLIMUELLER INDS INC COM$9K0.00%+10+13.3%
302TQQQPROSHARES ULTRAPRO QQQ$9K0.00%+124+126.5%
303BCSBARCLAYS PLC ADR$8K0.00%HELD
304CTVACORTEVA INC COM$8K0.00%HELD
305FIXCOMFORT SYS USA INC COM$8K0.00%+6NEW
306TMTOYOTA MOTOR CORP ADS$8K0.00%HELD
307ASMLASML HLDG NV N Y REGISTRY SHS$8K0.00%HELD
308PRIMPRIMORIS SVCS CORP COM$7K0.00%30−37.5%
309QCOMQUALCOMM INC COM$7K0.00%2,057−97.4%
310MELIMERCADOLIBRE INC COM$7K0.00%HELD
311NVSNOVARTIS AG SPONSORED ADR$7K0.00%4−8.2%
312SOUNSOUNDHOUND AI INC CLASS A COM$7K0.00%HELD
313RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF$7K0.00%HELD
314NOCNORTHROP GRUMMAN CORP COM$7K0.00%HELD
315SJTSAN JUAN BASIN RTY TR UNIT BEN INT$7K0.00%2,990−68.0%
316MARAMARA HOLDINGS INC COM$7K0.00%+195+31.2%
317NVRNVR INC COM$7K0.00%HELD
318RBCRBC BEARINGS INC COM$7K0.00%+12NEW
319HIMSHIMS & HERS HEALTH INC COM CL A$6K0.00%+300NEW
320CELHCELSIUS HLDGS INC COM NEW$6K0.00%+175NEW
321BWXTBWX TECHNOLOGIES INC COM$6K0.00%+30NEW
322COFCAPITAL ONE FINL CORP COM$6K0.00%HELD
323LVSLAS VEGAS SANDS CORP COM$6K0.00%HELD
324VFHVANGUARD FINANCIALS ETF$6K0.00%HELD
325ATOATMOS ENERGY CORP COM$6K0.00%62−67.4%
326ECLECOLAB INC COM$5K0.00%10−33.3%
327CRCRANE COMPANY COMMON STOCK$5K0.00%+30NEW
328GSKGSK PLC SPONSORED ADR$5K0.00%60−40.0%
329METMETLIFE INC COM$5K0.00%HELD
330DIASTATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST$5K0.00%HELD
331SBUXSTARBUCKS CORP COM$5K0.00%+1+1.9%
332VIRTVIRTU FINL INC CL A$5K0.00%+1+0.9%
333CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF$5K0.00%HELD
334FEZSTATE STREET SPDR EURO STOXX 50 ETF$5K0.00%HELD
335RQICOHEN & STEERS QUALITY INCOME COM$5K0.00%648−63.2%
336DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF$4K0.00%HELD
337HEIHEICO CORP NEW COM$4K0.00%+1+6.7%
338RDWREDWIRE CORPORATION COM$4K0.00%+500NEW
339BGCBGC GROUP INC CL A$4K0.00%+422NEW
340PAVEGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF$4K0.00%+20+35.7%
341VNOMVIPER ENERGY INC CL A$4K0.00%HELD
342NFGNATIONAL FUEL GAS CO COM$3K0.00%HELD
343SYKSTRYKER CORPORATION COM$3K0.00%HELD
344VOOGVANGUARD S&P 500 GROWTH ETF$3K0.00%HELD
345IJHISHARES CORE S&P MID-CAP ETF$3K0.00%HELD
346PODDINSULET CORP COM$3K0.00%HELD
347KWRQUAKER HOUGHTON COM$3K0.00%+25NEW
348CLSKCLEANSPARK INC COM NEW$3K0.00%+350NEW
349DDOGDATADOG INC CL A COM$3K0.00%300−92.3%
350DTEDTE ENERGY CO COM$3K0.00%1−4.8%
351AMRALPHA METALLURGICAL RESOUR INC COM$3K0.00%HELD
352KWEBKRANESHARES CSI CHINA INTERNET ETF$3K0.00%HELD
353CRMSALESFORCE INC COM$3K0.00%+5+50.0%
354IEOISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF$3K0.00%HELD
355AGXARGAN INC COM$3K0.00%HELD
356RDDTREDDIT INC CL A$3K0.00%+20NEW
357FLNCFLUENCE ENERGY INC COM CL A$2K0.00%HELD
358MLMMARTIN MARIETTA MATLS INC COM$2K0.00%1−20.0%
359SPGSIMON PPTY GROUP INC NEW COM$2K0.00%+12NEW
360RKLBROCKET LAB CORP COM$2K0.00%+32NEW
361ABTABBOTT LABORATORIES COM$2K0.00%20−51.3%
362TLTISHARES 20 YEAR TREASURY BOND ETF$2K0.00%15,072−99.9%
363MNSTMONSTER BEVERAGE CORP NEW COM$2K0.00%+10+66.7%
364VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF$2K0.00%HELD
365HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$2K0.00%HELD
366METVROUNDHILL BALL METAVERSE ETF$2K0.00%HELD
367CAGCONAGRA BRANDS INC COM$2K0.00%HELD
368FRPTFRESHPET INC COM$1K0.00%HELD
369ATIATI INC COM$1K0.00%HELD
370ELLAUDER ESTEE COS INC CL A$1K0.00%+20NEW
371LWLAMB WESTON HLDGS INC COM$1K0.00%HELD
372NAVNNAVAN INC CL A$1K0.00%+102NEW
373CMGCHIPOTLE MEXICAN GRILL INC COM$1K0.00%HELD
374GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$1K0.00%HELD
375IJRISHARES CORE S&P SMALL CAP ETF$9940.00%HELD
376JEPIJPMORGAN EQUITY PREMIUM INCOME ETF$9070.00%1−5.9%
377SPYDSTATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF$8770.00%HELD
378VBVANGUARD SMALL-CAP ETF$7860.00%HELD
379TXNTEXAS INSTRS INC COM$7770.00%HELD
380ARKKARK INNOVATION ETF$6080.00%1−10.0%
381TGTTARGET CORP COM$6060.00%HELD
382ASPNASPEN AEROGELS INC COM$5990.00%HELD
383PFEPFIZER INC COM$5050.00%530−96.7%
384GMEGAMESTOP CORP CL A$4610.00%HELD
385KRESTATE STREET SPDR S&P REGIONAL BANKING ETF$3910.00%+6NEW
386IBBISHARES BIOTECHNOLOGY ETF$3380.00%HELD
387GEOGEO GROUP INC COM$3360.00%HELD
388IBMINTERNATIONAL BUSINESS MACHS COM$2420.00%1−50.0%
389ABATAMERICAN BATTERY TECHNOLOGY COM NEW$1870.00%HELD
390HPEHEWLETT PACKARD ENTERPRISE CO COM$1670.00%HELD
391PLBYPLAYBOY INC COM$1520.00%HELD
392PENNPENN ENTERTAINMENT INC COM$1500.00%HELD
393HPQHP INC COM$1340.00%HELD
394SOLVSOLVENTUM CORP COM SHS$1310.00%HELD
395EEMISHARES MSCI EMERGING MARKETS ETF$1140.00%+2NEW
396QXOQXO INC COM NEW$970.00%+5NEW
397SHLSSHOALS TECHNOLOGIES GROUP INC CL A$660.00%HELD
398LPSNLIVEPERSON INC COM$410.00%HELD
399WBDWARNER BROS DISCOVERY INC COM SER A$270.00%1−50.0%
400HLNHALEON PLC SPON ADS$100.00%HELD
401GME/WSGAMESTOP CORP NEW WT EXP 103026$80.00%HELD
402EDCONSOLIDATED EDISON INC COM$60.00%HELD
403VZVERIZON COMMUNICATIONS INC COM$60.00%HELD
40462CPIPER SANDLER COMPANIES COM2,040EXITED
405CSCOCISCO SYS INC COM7,090EXITED
406EFTEATON VANCE FLOATING RATE INC COM41,500EXITED
407MRVLMARVELL TECHNOLOGY INC COM2,700EXITED
408TMFDIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES4,000EXITED
409LDOSLEIDOS HOLDINGS INC COM500EXITED
410INDAISHARES MSCI INDIA ETF1,500EXITED
411SHYISHARES 1-3 YEAR TREASURY BOND ETF800EXITED
412SGOVISHARES 0-3 MONTH TREASURY BOND ETF650EXITED
413TENTSAKOS ENERGY NAVIGATION LTD SHS2,845EXITED
414XLPSTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF700EXITED
415CYBRCYBERARK SOFTWARE LTD SHS100EXITED
416COKECOCA COLA CONS INC COM200EXITED
417XLRESTATE STREET REAL ESTATE SELECT SECTOR SPDR ETF600EXITED
418SNPSSYNOPSYS INC COM40EXITED
419EMEEMCOR GROUP INC COM18EXITED
420IEIISHARES 3-7 YEAR TREASURY BOND ETF85EXITED
421CIENCIENA CORP COM NEW35EXITED
422SXISTANDEX INTL CORP COM30EXITED
423TELTE CONNECTIVITY PLC ORD SHS25EXITED
424PJTPJT PARTNERS INC COM CL A30EXITED
425INCYINCYTE CORP COM50EXITED
426ORAORMAT TECHNOLOGIES INC COM41EXITED
427CLSCELESTICA INC COM15EXITED
428TTETOTALENERGIES SE ACT43EXITED
429ALBALBEMARLE CORP COM16EXITED
430CEGCONSTELLATION ENERGY CORP COM6EXITED
431KGSKODIAK GAS SVCS INC COM50EXITED
432CMECME GROUP INC COM6EXITED
433NRGNRG ENERGY INC COM NEW10EXITED

Source: SEC EDGAR · accession 0001705711-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.