Morton Capital Management Llc/Ca Portfolio Holdings

Morton Capital Management Llc/Ca

  • $518 Billion
  • Q1 2025

Morton Capital Management Llc/Ca has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $518 Billion distributed in 111 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 $125B, Wisdomtree Floating Rate Treas with a value of $69.8B, Dimensional ETF Tr with a value of $55.5B, Tcw ETF Trust with a value of $51.1B, and Dimensional ETF Tr U S Core Eq with a value of $41.3B.

Examining the 13F form we can see an decrease of $13B in the current position value, from $531B to 518B.

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 $518 Billion
ETFs: $328 Billion
Technology: $36.7 Billion
Consumer Cyclical: $7.05 Billion
Healthcare: $6.76 Billion
Financial Services: $6.57 Billion
Communication Services: $5.92 Billion
Consumer Defensive: $5.33 Billion
Energy: $5.21 Billion
Other: $4.16 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$341 Million 0.07% of portfolio
14,128
Q3 2024 Reduced 2.78%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $518 Billion
  • Prior Value $531 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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