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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
IVVIshares Tr
Recent Activity
Increased 14.02%
0.31%
$1.6M
2,718 shares@ $588.75 avg price
ORCLOracle Corp
Recent Activity
Decreased -3.08%
0.3%
$1.562M
9,372 shares@ $166.65 avg price
IWFIshares Tr
Recent Activity
Decreased -1.03%
0.29%
$1.538M
3,830 shares@ $401.53 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.49%
0.29%
$1.533M
5,880 shares@ $260.65 avg price
NTSXWisdomtree Tr
Recent Activity
Increased 0.37%
0.29%
$1.524M
32,637 shares@ $46.69 avg price
METAMeta Platforms Inc
Recent Activity
Increased 2.73%
0.27%
$1.412M
2,411 shares@ $585.5 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 58.22%
0.27%
$1.409M
5,819 shares@ $242.14 avg price
VTIVanguard Index Fds
Recent Activity
Increased 15.01%
0.26%
$1.377M
4,751 shares@ $289.83 avg price
HDHome Depot Inc
Recent Activity
Increased 0.24%
0.26%
$1.348M
3,466 shares@ $389.0 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -4.18%
0.25%
$1.305M
5,776 shares@ $225.89 avg price