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Morton Capital Management LLC/CA
Morton Capital Management LLC/CA is an institution, managing $609.3M across 131 long positions as of Q3 2025 with 49% ETF concentration, 78% concentrated in top 10 holdings, and 23% allocation to OUNZ.
- Portfolio Value
- $609.3M
- Positions
- 131
- Top Holding
- OUNZ at 22.98%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Morton Capital Management LLC/CA's portfolio (77.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $140.0M | 22.98% | -$4.2M Sold | — 3.8M shares | |
ETF ETF | $74.1M | 12.16% | -$1.0M Sold | — 1.5M shares | |
ETF ETF | $69.4M | 11.38% | +$725.0K Bought | — 2.2M shares | |
Unknown Unknown | $58.6M | 9.61% | +$3.9M Bought | — 1.5M shares | |
ETF ETF | $52.4M | 8.61% | +$292.2K Bought | — 1.4M shares | |
ETF ETF | $22.8M | 3.74% | -$437.3K Sold | — 399.0K shares | |
Software - Infrastructure Technology | $20.8M | 3.41% | -$924.0K Sold | 0.00% 40.1K shares | |
Consumer Electronics Technology | $14.0M | 2.30% | -$1.5M Sold | 0.00% 55.0K shares | |
Unknown Unknown | $12.3M | 2.01% | -$263.4K Sold | — 168.4K shares | |
ETF ETF | $10.6M | 1.74% | +$112.2K Bought | — 52.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Morton Capital Management LLC/CA's latest filing
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Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Morton Capital Management LLC/CA
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