Morton Capital Management LLC/CA Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$564.0B
Holdings
126
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VGTVANGUARD WORLD FD | 393 | $260.8M | 0.05% | |
| 102 | VTVVANGUARD INDEX FDS | 1,439 | $254.3M | 0.05% | |
| 103 | INVHINVITATION HOMES INC | 7,609 | $249.6M | 0.04% | |
| 104 | AJGGALLAGHER ARTHUR J & CO | 762 | $243.9M | 0.04% | |
| 105 | QUALISHARES TR | 1,311 | $239.7M | 0.04% | |
| 106 | CBCHUBB LIMITED | 809 | $234.5M | 0.04% | |
| 107 | SGOVISHARES TR | 2,318 | $233.4M | 0.04% | |
| 108 | GEGE AEROSPACE | 887 | $228.4M | 0.04% | |
| 109 | CATCATERPILLAR INC | 587 | $228.0M | 0.04% | |
| 110 | NTAPNETAPP INC | 2,128 | $226.7M | 0.04% | |
| 111 | PEGPUBLIC SVC ENTERPRISE GRP IN | 2,674 | $225.1M | 0.04% | |
| 112 | SONYSONY GROUP CORP | 7,790 | $223.5M | 0.04% | |
| 113 | AQLTISHARES TR | 1,638 | $217.5M | 0.04% | |
| 114 | BLKBLACKROCK INC | 207 | $217.2M | 0.04% | |
| 115 | QQEWFIRST TR EXCHANGE-TRADED FD | 1,545 | $210.9M | 0.04% | |
| 116 | LINLINDE PLC | 447 | $209.6M | 0.04% | |
| 117 | DISVDIMENSIONAL ETF TRUST | 6,289 | $207.0M | 0.04% | |
| 118 | UNHUNITEDHEALTH GROUP INC | 660 | $205.8M | 0.04% | |
| 119 | VEUVANGUARD INTL EQUITY INDEX F | 3,043 | $204.5M | 0.04% | |
| 120 | CARRCARRIER GLOBAL CORPORATION | 2,794 | $204.5M | 0.04% | |
| 121 | IJRISHARES TR | 1,849 | $202.1M | 0.04% | |
| 122 | CMFISHARES TR | 3,626 | $202.1M | 0.04% | |
| 123 | GDOTGREEN DOT CORP | 17,946 | $193.5M | 0.03% | |
| 124 | NGDNEW GOLD INC CDA | 31,494 | $155.9M | 0.03% | |
| 125 | CDZICADIZ INC | 16,675 | $49.9M | 0.01% | |
| 126 | DVDOLLY VARDEN SILVER CORP | 11,893 | $40.2M | 0.01% |
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