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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
EPDEnterprise Prods Partners L
Recent Activity
Increased 0.97%
0.14%
$711,421
22,686 shares@ $31.36 avg price
DISDisney Walt Co
Recent Activity
Increased 2.2%
0.13%
$647,274
5,813 shares@ $111.35 avg price
SBUXStarbucks Corp
Recent Activity
Increased 144.62%
0.12%
$617,866
6,771 shares@ $91.26 avg price
BITBBitwise Bitcoin Etf Tr
Recent Activity
Increased 31.63%
0.11%
$573,356
11,275 shares@ $50.86 avg price
BACBank America Corp
Recent Activity
Increased 0.09%
0.11%
$545,281
12,407 shares@ $43.95 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 1.05%
0.1%
$518,120
11,765 shares@ $44.04 avg price
CVXChevron Corp New
Recent Activity
Increased 0.06%
0.1%
$514,537
3,552 shares@ $144.86 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 185.05%
0.09%
$466,402
20,121 shares@ $23.18 avg price
BXBlackstone Inc
Recent Activity
Increased 0.53%
0.09%
$459,163
2,663 shares@ $172.43 avg price
SCZIshares Tr
Recent Activity
Increased 2.03%
0.09%
$453,235
7,461 shares@ $60.75 avg price