Morton Capital Management Llc/Ca Portfolio Holdings

Morton Capital Management Llc/Ca

  • $609 Billion
  • Q3 2025

Morton Capital Management Llc/Ca has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $609 Billion distributed in 131 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 $140B, Wisdomtree Floating Rate Treas with a value of $74.1B, Dimensional ETF Tr with a value of $69.4B, Tcw ETF Trust with a value of $58.6B, and Dimensional ETF Tr U S Core Eq with a value of $52.4B.

Examining the 13F form we can see an increase of $45.4B in the current position value, from $564B to 609B.

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 $609 Billion
ETFs: $379 Billion
Technology: $46.8 Billion
Communication Services: $8.44 Billion
Financial Services: $7.77 Billion
Consumer Cyclical: $7.16 Billion
Healthcare: $6.62 Billion
Energy: $4.93 Billion
Consumer Defensive: $4.77 Billion
Other: $5.04 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$583M
$241 Million 0.04% of portfolio
17,946
Q4 2023 Reduced 18.08%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $609 Billion
  • Prior Value $564 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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