Menachem Striks

@Morton Capital Management Llc Ca

Latest period2024 - Q4

Reported3d ago

Managed Assets$530.634M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JPMJpmorgan Chase & Co. Recent Activity Increased 0.04%	0.53%	$2.774M 11,574 shares@ $239.71 avg price	Increased 0.04%
GDXVaneck Etf Trust Recent Activity Increased 16.9%	0.53%	$2.774M 81,798 shares@ $33.91 avg price	Increased 16.9%
GOOGLAlphabet Inc Recent Activity Increased 3.91%	0.44%	$2.294M 12,120 shares@ $189.3 avg price	Increased 3.91%
QQQInvesco Qqq Tr Recent Activity Increased 0.14%	0.43%	$2.267M 4,435 shares@ $511.26 avg price	Increased 0.14%
VOOVanguard Index Fds Recent Activity Increased 99.77%	0.43%	$2.264M 4,203 shares@ $538.77 avg price	Increased 99.77%
ABBVAbbvie Inc Recent Activity Increased 1.83%	0.32%	$1.662M 9,355 shares@ $177.71 avg price	Increased 1.83%
IEFAIshares Tr Recent Activity Increased 1.18%	0.31%	$1.635M 23,271 shares@ $70.29 avg price	Increased 1.18%
IVVIshares Tr Recent Activity Increased 14.02%	0.31%	$1.6M 2,718 shares@ $588.75 avg price	Increased 14.02%
NTSXWisdomtree Tr Recent Activity Increased 0.37%	0.29%	$1.524M 32,637 shares@ $46.69 avg price	Increased 0.37%
METAMeta Platforms Inc Recent Activity Increased 2.73%	0.27%	$1.412M 2,411 shares@ $585.5 avg price	Increased 2.73%