Morton Capital Management LLC/CA - Portfolio overview
Morton Capital Management LLC/CA has 151 reported holdings in this dataset, with the latest filing dated 2026-04-21.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- OUNZ - VANECK MERK GOLD ETF, 22.91%
- USFR - WISDOMTREE TR, 12.51%
- DFAX - DIMENSIONAL ETF TRUST, 12.03%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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