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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$20.8 Billion 3.41% of portfolio
40,134
Q3 2025 Reduced 4.26%
$4.3T
$14 Billion 2.3% of portfolio
55,004
Q3 2025 Reduced 9.53%
$2.39T
$4.25 Billion 0.7% of portfolio
19,335
Q3 2025 Reduced 1.45%
$881B
$3.72 Billion 0.61% of portfolio
11,782
Q3 2025 Reduced 7.03%
$465B
$3.39 Billion 0.56% of portfolio
18,184
Q3 2025 Reduced 16.04%
$346B
$3.37 Billion 0.55% of portfolio
21,958
Q3 2025 Reduced 2.07%
$1.65T
$3.09 Billion 0.51% of portfolio
12,708
Q3 2025 Added 2.75%
$593B
$2.35 Billion 0.38% of portfolio
8,343
Q3 2025 Reduced 4.39%
$1.74T
$2.34 Billion 0.38% of portfolio
9,599
Q3 2025 Reduced 4.98%
$414B
$2.2 Billion 0.36% of portfolio
9,495
Q3 2025 Reduced 2.33%
$1.37T
$1.97 Billion 0.32% of portfolio
2,681
Q3 2025 Added 5.55%
$183B
$1.74 Billion 0.29% of portfolio
6,155
Q3 2025 Reduced 3.54%
$319B
$1.79 Billion 0.29% of portfolio
26,139
Q3 2025 Reduced 0.84%
$367B
$1.52 Billion 0.25% of portfolio
3,749
Q3 2025 Reduced 2.57%
$139B
$1.42 Billion 0.23% of portfolio
4,291
Q3 2025 Reduced 2.39%
$533B
$1.28 Billion 0.21% of portfolio
3,759
Q3 2025 Reduced 9.05%
$404B
$1.1 Billion 0.18% of portfolio
1,185
Q3 2025 Reduced 15.18%
$61.6B
$1.09 Billion 0.18% of portfolio
38,587
Q3 2025 Added 0.8%
$522B
$1 Billion 0.16% of portfolio
5,397
Q3 2025 Added 0.3%
$490B
$986 Million 0.16% of portfolio
8,743
Q3 2025 Reduced 14.43%
$52.5B
$820 Million 0.13% of portfolio
47,800
Q3 2025 Reduced 4.6%
$70.2B
$730 Million 0.12% of portfolio
23,351
Q3 2025 Reduced 23.63%
$85.9B
$755 Million 0.12% of portfolio
3,421
Q2 2025 Added 5.82%
$193B
$648 Million 0.11% of portfolio
5,657
Q3 2025 Added 0.04%
$258B
$630 Million 0.1% of portfolio
3,764
Q3 2025 Added 0.05%
$235B
$591 Million 0.1% of portfolio
7,045
Q3 2025 Added 0.6%
$971B
$580 Million 0.1% of portfolio
760
Q3 2025 Reduced 12.64%
$413B
$590 Million 0.1% of portfolio
11,437
Q3 2025 Reduced 0.69%
$266B
$629 Million 0.1% of portfolio
2,230
Q3 2025 Added 0.81%
$31.5B
$542 Million 0.09% of portfolio
7,434
Q3 2025 Added 0.85%
$303B
$532 Million 0.09% of portfolio
3,426
Q3 2025 Reduced 3.27%
$177B
$561 Million 0.09% of portfolio
3,054
Q3 2025 Reduced 11.4%
$46.1B
$468 Million 0.08% of portfolio
5,147
Q3 2025 Added 0.92%
$1.29T
$471 Million 0.08% of portfolio
1,059
Q3 2025 Reduced 0.09%
$512B
$456 Million 0.07% of portfolio
802
Q2 2025 Reduced 2.2%
$265B
$424 Million 0.07% of portfolio
533
Q3 2025 Added 0.19%
$98.1B
$452 Million 0.07% of portfolio
2,645
Q2 2025 Reduced 1.05%
$0
$374 Million 0.06% of portfolio
13,796
Q3 2025 Reduced 2.42%
$187B
$342 Million 0.06% of portfolio
2,053
Q3 2025 Added 0.1%
$37.2B
$357 Million 0.06% of portfolio
1,450
Q2 2025 Reduced 3.33%
$49.1B
$394 Million 0.06% of portfolio
329
Q3 2025 Added 3.13%
$114B
$297 Million 0.05% of portfolio
1,376
Q2 2025 Reduced 15.38%
-
$333 Million 0.05% of portfolio
-
Q3 2025 Added 7.45%
$237B
$304 Million 0.05% of portfolio
1,874
Q3 2025 Added 0.27%
$291B
$280 Million 0.05% of portfolio
587
Q2 2025 Reduced 5.48%
$328B
$296 Million 0.05% of portfolio
985
Q3 2025 Added 11.05%
$228B
$283 Million 0.05% of portfolio
2,115
Q3 2025 Reduced 32.06%
$17.4B
$223 Million 0.04% of portfolio
7,609
Q4 2023 Added 0.7%
$54.4B
$236 Million 0.04% of portfolio
762
Q1 2025 Added 1.6%

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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