Morton Capital Management LLC/CA

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Morton Capital Management LLC/CA
CIK #0002002628
Sector Form 13F Holdings Value ($M)
MERK Gold Trust 123.7
Microsoft Corp 20.9
Apple Inc 12.5
iShares Comex Gold Trust 10.7
Amazon Com Inc 4.3
J P Morgan Chase & Co 3.7
Procter & Gamble Co 3.6
Nvidia Corp 3.4
Alphabet Inc 2.2
Oracle Corp 1.9
View All
Holdings by Sector ($M)
60048036024012002021202220242026
EDGAR Form CIK 2011 - 2025
13F-HR [0002002628]
SC 13G [0002002628]
Form 13D/13G Filer Form 13D/13G Subject Filed
Morton Capital Management Llc/Ca Ecofin Tax-Exempt Private Credit Fund Inc [2024-06-03]
Morton Capital Management Llc/Ca Keystone Private Income Fund [2024-05-28]
Morton Capital Management Llc/Ca Pender Capital Management LLC [2024-05-08]
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