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Morton Capital Management LLC/CA
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Q1 2025 Filing
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)
#
Stock
Shares
Value
% Portfolio
Type
101
AQLT
ISHARES TR
1,638
$220K
0.04%
102
ADI
ANALOG DEVICES INC
1,089
$220K
0.04%
103
SONY
SONY GROUP CORP
7,776
$218K
0.04%
104
VGT
VANGUARD WORLD FD
393
$213K
0.04%
105
CAT
CATERPILLAR INC
621
$205K
0.04%
106
UNH
UNITEDHEALTH GROUP INC
390
$204K
0.04%
107
IJR
ISHARES TR
1,942
$203K
0.04%
108
CMF
ISHARES TR
3,598
$203K
0.04%
109
GDOT
GREEN DOT CORP
17,946
$151K
0.03%
110
NGD
NEW GOLD INC CDA
31,494
$117K
0.02%
111
CDZI
CADIZ INC
16,675
$49K
0.01%
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