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ANDREW MCLAUGHLIN

@Morse Asset Management, Inc

Latest period2024 - Q3ReportedManaged Assets$463.293MTotal holdings343
Assets growth rate12.36%Assets growth rate (2-Q avg)8.79%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Morse Asset Management, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 343 positions.

Assets under management

The assets under management (AUM) of Morse Asset Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 463.293M in assets, with a quarterly growth rate of 12.36% and a 2-quarter average growth rate of 8.79%. The portfolio is managed by ANDREW MCLAUGHLIN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TLTIshares 20 Year Treasury Bond Etf
Recent Activity
New Position
0.64%
$2.928M
29,851 shares@ $98.11 avg price
PFEPfizer Inc Com
Recent Activity
New Position
0.58%
$2.649M
91,521 shares@ $28.95 avg price
ORCLOracle Corp Com
Recent Activity
New Position
0.56%
$2.59M
15,200 shares@ $170.4 avg price
GLDSpdr Gold Shares
Recent Activity
New Position
0.42%
$1.929M
7,935 shares@ $243.06 avg price
LRCXLam Research Corp Com New
Recent Activity
New Position
0.41%
$1.862M
2,282 shares@ $816.09 avg price
PDIPimco Dynamic Income Fd Shs
Recent Activity
New Position
0.4%
$1.827M
90,147 shares@ $20.28 avg price
DINOHf Sinclair Corp Com
Recent Activity
New Position
0.34%
$1.56M
35,000 shares@ $44.57 avg price
XCHYXCalamos Conv & High Income Fd Com Shs
Recent Activity
New Position
0.34%
$1.557M
130,523 shares@ $11.93 avg price
SCCOSouthern Copper Corp Com
Recent Activity
New Position
0.31%
$1.397M
12,080 shares@ $115.68 avg price
BKRBaker Hughes Company Cl A
Recent Activity
New Position
0.28%
$1.263M
34,950 shares@ $36.16 avg price