Morton Capital Management Llc/Ca - Q42025 Holdings

Morton Capital Management Llc/Ca holds 134 stocks with a total portfolio value of $ 651.16M as of Q42025. In Q42025, Morton Capital Management Llc/Ca added 11 new positions, increased stakes in 55 stocks, reduced 41 holdings, and fully exited 8 positions. The largest holding is Vaneck Merk Gold Etf (OUNZ), representing 23.39% of the total portfolio.