Morton Capital Management LLC/CA Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$517.6M

Holdings

111

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (111 positions)

StockValue
AQLTISHARES TR
$220K
ADIANALOG DEVICES INC
$220K
SONYSONY GROUP CORP
$218K
VGTVANGUARD WORLD FD
$213K
CATCATERPILLAR INC
$205K
UNHUNITEDHEALTH GROUP INC
$204K
IJRISHARES TR
$203K
CMFISHARES TR
$203K
GDOTGREEN DOT CORP
$151K
NGDNEW GOLD INC CDA
$117K
CDZICADIZ INC
$49K
PreviousPage 2 of 2