Holdings

Morton Capital Management LLC

As of Jun 30, 2026, Morton Capital Management LLC reported 74 positions worth US$100M. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc57,763US$16.7M−85Jun 30, 2026
Microsoft Corp.39,977US$14.9M+1,366Jun 30, 2026
Alphabet Inc (google) Class C21,014US$7.51M+611Jun 30, 2026
Amazon.com, Inc.19,886US$4.74M+521Jun 30, 2026
Nvidia Corporation23,426US$4.69M+5,838Jun 30, 2026
Jp Morgan Chase & Co.10,708US$3.51M−110Jun 30, 2026
Procter & Gamble Company (the)22,608US$3.32M−485Jun 30, 2026
Cisco Systems, Inc.26,158US$3.07M+268Jun 30, 2026
Abbvie Inc.9,961US$2.51M+399Jun 30, 2026
Amgen Inc.6,352US$2.3M−131Jun 30, 2026