CIK 2002628
Morton Capital Management LLC/CA
Institutional 13F holdings & portfolio
Holdings
134
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
13
Holdings
13F filings as of Dec 31, 2025 · Showing 101–134 of 134
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 5K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 1K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 1K | $100K–$500K | SH |
| SGOV | ISHARES TR | 3K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| GRAL | GRAIL INC | 3K | $100K–$500K | SH |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 4K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 789 | $100K–$500K | SH |
| DISV | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| GDOT | GREEN DOT CORP | 18K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| TLT | ISHARES TR | 3K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 951 | $100K–$500K | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| NTAP | NETAPP INC | 2K | $100K–$500K | SH |
| IEMG | ISHARES INC | 3K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 654 | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 3K | $100K–$500K | SH |
| BBAX | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| CMF | ISHARES TR | 4K | $100K–$500K | SH |
| INVH | INVITATION HOMES INC | 8K | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 799 | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 1K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| CDZI | CADIZ INC | 17K | $50K–$100K | SH |
| CMCT | CREATIVE MEDIA & CMNTY TR | 15K | $50K–$100K | SH |
| DVS | DOLLY VARDEN SILVER CORP | 12K | $50K–$100K | SH |
| TELO | TELOMIR PHARMACEUTICALS INC | 13K | $15K–$50K | SH |