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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1B
$156 Million 0.03% of portfolio
31,494
Q3 2024 Added 18.87%

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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