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MORTON CAPITAL MANAGEMENT LLC/CA
MORTON CAPITAL MANAGEMENT LLC/CA
Latest filing: 2026-06-30
MORTON CAPITAL MANAGEMENT LLC/CA runs MORTON CAPITAL MANAGEMENT LLC/CA and currently holds 160 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $731.28M. Their top holdings are OUNZ, DFAX, USFR, FLXR, DFAC. The top five represent 62.4% of reported portfolio weight. MORTON CAPITAL MANAGEMENT LLC/CA ranks #689 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MORTON CAPITAL MANAGEMENT LLC/CA initiated 8 new positions. They added to 63 existing positions. They trimmed 22 positions. Their current best-performing preview position is MU with returns of +241.62%.
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160 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 OUNZ VANECK MERK GOLD ETF | 18.57% | $18.40 | $44.35 | +141.03% | Added +2.51% |
 DFAX DIMENSIONAL ETF TRUST | 12.42% | $26.52 | $38.13 | +43.78% | Added +3.08% |
 USFR WISDOMTREE TR | 11.98% | $50.27 | $50.49 | +0.44% | Added +3.74% |
 FLXR TCW ETF TRUST | 9.82% | $38.59 | $38.92 | +0.86% | Added +0.67% |
 DFAC DIMENSIONAL ETF TRUST | 9.61% | $31.08 | $45.61 | +46.75% | Added +5.08% |
 JPST J P MORGAN EXCHANGE TRADED F | 3.97% | $50.57 | $50.53 | -0.09% | New Buy |
 HAP VANECK ETF TRUST | 3.50% | $47.35 | $77.24 | +63.13% | Trimmed -2.02% |
 AAPL APPLE INC | 2.29% | $178.06 | $309.35 | +73.73% | Trimmed -0.15% |
 MSFT MICROSOFT CORP | 2.04% | $339.60 | $483.24 | +42.30% | Added +3.54% |
 DCOR DIMENSIONAL ETF TRUST | 1.73% | $65.92 | $84.51 | +28.19% | Trimmed -0.34% |
Showing 1-10 of 160