Morton Capital Management Llc/Ca - Q32026 Holdings

Morton Capital Management Llc/Ca holds 154 stocks with a total portfolio value of $ 827.85M as of Q32026. In Q32026, Morton Capital Management Llc/Ca added 154 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Wisdomtree Tr (USFR), representing 19.01% of the total portfolio.