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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
SKXSkechers U S A Inc
Recent Activity
New Position
0.44%
$2.305M
34,275 shares@ $67.24 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.91%
0.44%
$2.294M
12,120 shares@ $189.3 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.14%
0.43%
$2.267M
4,435 shares@ $511.26 avg price
VOOVanguard Index Fds
Recent Activity
Increased 99.77%
0.43%
$2.264M
4,203 shares@ $538.77 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
ABBVAbbvie Inc
Recent Activity
Increased 1.83%
0.32%
$1.662M
9,355 shares@ $177.71 avg price
IEFAIshares Tr
Recent Activity
Increased 1.18%
0.31%
$1.635M
23,271 shares@ $70.29 avg price
IWBIshares Tr
Recent Activity
Decreased -0.59%
0.31%
$1.622M
5,035 shares@ $322.17 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
0.31%
$1.605M
3,771 shares@ $425.55 avg price