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Menachem Striks

@Morton Capital Management Llc Ca

Latest period2024 - Q4ReportedManaged Assets$530.634MTotal holdings111
Assets growth rate4.45%Assets growth rate (2-Q avg)12.54%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Morton Capital Management Llc Ca's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 111 positions.

Assets under management

The assets under management (AUM) of Morton Capital Management Llc Ca over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 530.634M in assets, with a quarterly growth rate of 4.45% and a 2-quarter average growth rate of 12.54%. The portfolio is managed by Menachem Striks, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OUNZVaneck Merk Gold Etf
Recent Activity
Decreased -2.89%
20.35%
$107.96M
4.267M shares@ $25.3 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -2.13%
9.55%
$50.668M
2.038M shares@ $24.87 avg price
SPCTrust For Professional Manag
Recent Activity
Decreased -10.77%
5.77%
$30.617M
1.482M shares@ $20.67 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.84%
3.3%
$17.466M
41,438 shares@ $421.5 avg price
AAPLApple Inc
Recent Activity
Decreased -3%
3.05%
$16.152M
64,498 shares@ $250.43 avg price
DFAUDimensional Etf Trust
Recent Activity
Decreased -5.6%
1.18%
$6.26M
154,597 shares@ $40.49 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.28%
0.77%
$4.053M
18,474 shares@ $219.4 avg price
NVDANvidia Corporation
Recent Activity
Decreased -10.94%
0.52%
$2.744M
20,430 shares@ $134.29 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.72%
0.37%
$1.946M
10,217 shares@ $190.44 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -6.74%
0.32%
$1.67M
28,211 shares@ $59.21 avg price