Morton Capital Management LLC/CA Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$651.2M
Holdings
134
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (134 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VEAVANGUARD TAX-MANAGED FDS | 4,742 | $296K | 0.05% | |
| 102 | GRMNGARMIN LTD | 1,450 | $294K | 0.05% | |
| 103 | ADIANALOG DEVICES INC | 1,063 | $288K | 0.04% | |
| 104 | SGOVISHARES TR | 2,769 | $277K | 0.04% | |
| 105 | ABTABBOTT LABS | 2,137 | $267K | 0.04% | |
| 106 | GRALGRAIL INC | 2,903 | $248K | 0.04% | |
| 107 | ARWRARROWHEAD PHARMACEUTICALS IN | 3,726 | $247K | 0.04% | |
| 108 | MCDMCDONALDS CORP | 789 | $241K | 0.04% | |
| 109 | PLTRPALANTIR TECHNOLOGIES INC | 1,360 | $241K | 0.04% | |
| 110 | DISVDIMENSIONAL ETF TRUST | 6,289 | $238K | 0.04% | |
| 111 | AQLTISHARES TR | 1,638 | $231K | 0.04% | |
| 112 | GDOTGREEN DOT CORP | 17,946 | $229K | 0.04% | |
| 113 | VEUVANGUARD INTL EQUITY INDEX F | 3,113 | $228K | 0.04% | |
| 114 | IJRISHARES TR | 1,849 | $222K | 0.03% | |
| 115 | UNPUNION PAC CORP | 951 | $220K | 0.03% | |
| 116 | TLTISHARES TR | 2,535 | $220K | 0.03% | |
| 117 | QQEWFIRST TR EXCHANGE-TRADED FD | 1,545 | $219K | 0.03% | |
| 118 | VXUSVANGUARD STAR FDS | 2,904 | $219K | 0.03% | |
| 119 | SBUXSTARBUCKS CORP | 2,598 | $218K | 0.03% | |
| 120 | IEMGISHARES INC | 3,230 | $217K | 0.03% | |
| 121 | NTAPNETAPP INC | 2,028 | $217K | 0.03% | |
| 122 | UNHUNITEDHEALTH GROUP INC | 654 | $215K | 0.03% | |
| 123 | PEGPUBLIC SVC ENTERPRISE GRP IN | 2,674 | $214K | 0.03% | |
| 124 | BBAXJ P MORGAN EXCHANGE TRADED F | 3,775 | $212K | 0.03% | |
| 125 | CMFISHARES TR | 3,690 | $212K | 0.03% | |
| 126 | INVHINVITATION HOMES INC | 7,609 | $211K | 0.03% | |
| 127 | DFUSDIMENSIONAL ETF TRUST | 2,833 | $210K | 0.03% | |
| 128 | VBVANGUARD INDEX FDS | 799 | $206K | 0.03% | |
| 129 | VLOVALERO ENERGY CORP | 1,265 | $205K | 0.03% | |
| 130 | GILDGILEAD SCIENCES INC | 1,663 | $204K | 0.03% | |
| 131 | CDZICADIZ INC | 16,675 | $93K | 0.01% | |
| 132 | CMCTCREATIVE MEDIA & CMNTY TR | 14,579 | $54K | 0.01% | |
| 133 | DVDOLLY VARDEN SILVER CORP | 11,893 | $52K | 0.01% | |
| 134 | TELOTELOMIR PHARMACEUTICALS INC | 12,658 | $16K | 0.00% |
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