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MORTON CAPITAL MANAGEMENT LLC/CA 13F portfolio summary

MORTON CAPITAL MANAGEMENT LLC/CA of MORTON CAPITAL MANAGEMENT LLC/CA has 138 current stock holdings with a reported portfolio value of $672.2M. The portfolio 1 year return is +22.71%. Top holdings include QQQ (0.00%), SPY (0.00%), OUNZ (23.40%), USFR (12.78%), DFAX (12.29%).

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MORTON CAPITAL MANAGEMENT LLC/CA

MORTON CAPITAL MANAGEMENT LLC/CA
Latest filing: 2026-03-31

MORTON CAPITAL MANAGEMENT LLC/CA runs MORTON CAPITAL MANAGEMENT LLC/CA and currently holds 138 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $672.23M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MORTON CAPITAL MANAGEMENT LLC/CA ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MORTON CAPITAL MANAGEMENT LLC/CA's portfolio at MORTON CAPITAL MANAGEMENT LLC/CA has delivered returns of +22.71%. Their 3-year annualized return is +59.39%. Looking at the 5-year horizon, MORTON CAPITAL MANAGEMENT LLC/CA has achieved +51.61% annualized returns at MORTON CAPITAL MANAGEMENT LLC/CA.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+22.71%
#0/1000
3 Year
+59.39%
#0/1000
5 Year
+51.61%
#0/1000

Portfolio Value

$672.23M

Alpha Score

43.2

#0 of 1000

Holdings

138

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change