Morton Capital Management Llc/Ca - Q12026 Holdings

Morton Capital Management Llc/Ca holds 139 stocks with a total portfolio value of $ 672.23M as of Q12026. In Q12026, Morton Capital Management Llc/Ca added 14 new positions, increased stakes in 68 stocks, reduced 37 holdings, and fully exited 9 positions. The largest holding is Vaneck Merk Gold Etf (OUNZ), representing 23.01% of the total portfolio.