Morton Capital Management Llc/Ca Portfolio Holdings

Morton Capital Management Llc/Ca

  • $564 Billion
  • Q2 2025

Morton Capital Management Llc/Ca has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $564 Billion distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Van Eck Merk Gold Trust with a value of $124B, Wisdomtree Floating Rate Treas with a value of $75.2B, Dimensional ETF Tr with a value of $64.2B, Tcw ETF Trust with a value of $54.2B, and Dimensional ETF Tr U S Core Eq with a value of $48.5B.

Examining the 13F form we can see an increase of $46.4B in the current position value, from $518B to 564B.

Morton Capital Management Llc/Ca is based out at Calabasas, CA

Below you can find more details about Morton Capital Management Llc/Ca portfolio as well as his latest detailed transactions.

Portfolio value $564 Billion
ETFs: $348 Billion
Technology: $44.5 Billion
Financial Services: $7.95 Billion
Consumer Cyclical: $7.37 Billion
Communication Services: $6.97 Billion
Healthcare: $6.27 Billion
Consumer Defensive: $5.63 Billion
Energy: $5.19 Billion
Other: $4.98 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$20.9 Billion 3.7% of portfolio
41,918
Q2 2025 Added 2.11%
$3.69T
$12.5 Billion 2.21% of portfolio
60,797
Q2 2025 Added 3.4%
$2.26T
$4.3 Billion 0.76% of portfolio
19,619
Q2 2025 Added 2.52%
$859B
$3.67 Billion 0.65% of portfolio
12,673
Q2 2025 Added 8.6%
$368B
$3.57 Billion 0.63% of portfolio
22,422
Q2 2025 Reduced 2.91%
$456B
$3.42 Billion 0.61% of portfolio
21,657
Q2 2025 Reduced 0.21%
$1.21T
$2.18 Billion 0.39% of portfolio
12,368
Q2 2025 Added 0.84%
$684B
$1.91 Billion 0.34% of portfolio
8,726
Q2 2025 Reduced 1.37%
$1.78T
$1.87 Billion 0.33% of portfolio
2,540
Q2 2025 Reduced 4.26%
$351B
$1.8 Billion 0.32% of portfolio
9,722
Q2 2025 Added 2.91%
$1.24T
$1.79 Billion 0.32% of portfolio
10,102
Q2 2025 Added 1.48%
$293B
$1.83 Billion 0.32% of portfolio
26,360
Q2 2025 Reduced 3.77%
$152B
$1.78 Billion 0.32% of portfolio
6,381
Q2 2025 Reduced 1.5%
$551B
$1.47 Billion 0.26% of portfolio
4,133
Q2 2025 Added 7.57%
$146B
$1.41 Billion 0.25% of portfolio
6,076
Q2 2025 Added 3.07%
$405B
$1.41 Billion 0.25% of portfolio
3,848
Q2 2025 Added 9.16%
$127B
$1.21 Billion 0.21% of portfolio
4,396
Q2 2025 Reduced 1.63%
$442B
$1.1 Billion 0.2% of portfolio
10,217
Q2 2025 Added 2.77%
$59.7B
$1.13 Billion 0.2% of portfolio
38,280
Q2 2025 Added 0.79%
$68.2B
$948 Million 0.17% of portfolio
30,575
Q2 2025 Added 33.54%
$53.7B
$908 Million 0.16% of portfolio
50,104
Q2 2025 Added 8.02%
$452B
$822 Million 0.15% of portfolio
5,381
Q2 2025 Reduced 8.36%
$95.6B
$783 Million 0.14% of portfolio
3,421
Q2 2025 Added 5.82%
$177B
$716 Million 0.13% of portfolio
3,447
Q2 2025 Reduced 0.72%
$608B
$678 Million 0.12% of portfolio
870
Q2 2025 Added 15.08%
$108B
$659 Million 0.12% of portfolio
7,190
Q2 2025 Added 8.02%
$207B
$701 Million 0.12% of portfolio
5,655
Q2 2025 Reduced 5.81%
$210B
$652 Million 0.12% of portfolio
2,212
Q2 2025 Added 7.43%
$33.1B
$602 Million 0.11% of portfolio
7,371
Q2 2025 Reduced 0.12%
$203B
$554 Million 0.1% of portfolio
7,003
Q2 2025 Reduced 5.7%
$381B
$545 Million 0.1% of portfolio
11,516
Q2 2025 Reduced 1.71%
$229B
$549 Million 0.1% of portfolio
3,762
Q2 2025 Added 0.08%
$302B
$507 Million 0.09% of portfolio
3,542
Q2 2025 Added 4.02%
$545B
$427 Million 0.08% of portfolio
319
Q2 2025 Reduced 14.48%
$229B
$423 Million 0.08% of portfolio
3,113
Q2 2025 Added 42.08%
$548B
$451 Million 0.08% of portfolio
802
Q2 2025 Reduced 2.2%
$119B
$369 Million 0.07% of portfolio
1,549
Q2 2025 Added 42.24%
$123B
$396 Million 0.07% of portfolio
2,645
Q2 2025 Reduced 1.05%
$53.3B
$380 Million 0.07% of portfolio
5,100
Q2 2025 Added 0.37%
$254B
$377 Million 0.07% of portfolio
532
Q1 2025 Added 11.53%
$0
$368 Million 0.07% of portfolio
14,138
Q2 2025 Added 0.07%
$281B
$338 Million 0.06% of portfolio
3,461
Q2 2025 New
$1.08T
$337 Million 0.06% of portfolio
1,060
Q2 2025 Reduced 19.64%
$135B
$331 Million 0.06% of portfolio
1,439
Q2 2025 Added 23.94%
$173B
$327 Million 0.06% of portfolio
2,051
Q2 2025 Reduced 2.29%
$261B
$340 Million 0.06% of portfolio
1,869
Q2 2025 Added 0.38%
$16.9B
$272 Million 0.05% of portfolio
865
Q4 2024 New
$139B
$288 Million 0.05% of portfolio
1,376
Q2 2025 Reduced 15.38%
-
$286 Million 0.05% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $564 Billion
  • Prior Value $518 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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