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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
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
GNRSpdr Index Shs Fds
Recent Activity
New Position
0.09%
$446,248
8,968 shares@ $49.77 avg price
RTXRtx Corporation
Recent Activity
Increased 0.06%
0.09%
$445,921
3,853 shares@ $115.74 avg price
IBMInternational Business Machs
Recent Activity
Increased 3.75%
0.09%
$425,828
1,937 shares@ $219.84 avg price
EEMIshares Tr
Recent Activity
Decreased -8.59%
0.08%
$415,719
9,941 shares@ $41.82 avg price
MAMastercard Incorporated
Recent Activity
0.08%
$408,750
776 shares@ $526.74 avg price
IJHIshares Tr
Recent Activity
Increased 0.07%
0.08%
$381,799
6,127 shares@ $62.32 avg price
XGDVXGabelli Divid & Income Tr
Recent Activity
0.07%
$341,192
14,128 shares@ $24.16 avg price