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Morton Capital Management LLC/CA - Portfolio Stock Holdings

Morton Capital Management LLC/CA disclosed 167 stock positions in a recent SEC 13F filing. $731,274,352 of stock holdings were filed, with the largest holdings including OUNZ, DFAX, and USFR. This filing represented positions held on June 30, 2026, and was filed today.

Report Period:

June 30, 2026

No. of Stocks:

167

Est. Stock Holding Value:

$731,274,352

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Morton Capital Management LLC/CA

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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