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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
VOVanguard Index Fds
Recent Activity
0.07%
$338,879
1,283 shares@ $264.14 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Decreased -0.27%
0.07%
$326,115
3,264 shares@ $99.92 avg price
QCOMQualcomm Inc
Recent Activity
Increased 0.1%
0.06%
$316,420
2,060 shares@ $153.61 avg price
EBAYEbay Inc.
Recent Activity
Increased 0.42%
0.06%
$312,163
5,039 shares@ $61.95 avg price
GRMNGarmin Ltd
Recent Activity
0.06%
$309,390
1,500 shares@ $206.26 avg price
EFAIshares Tr
Recent Activity
0.06%
$300,008
3,968 shares@ $75.61 avg price
BABoeing Co
Recent Activity
Increased 0.55%
0.06%
$292,248
1,651 shares@ $177.02 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.12%
0.06%
$286,188
5,985 shares@ $47.82 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -0.62%
0.06%
$273,214
477 shares@ $572.78 avg price
NFLXNetflix Inc
Recent Activity
New Position
0.05%
$262,940
295 shares@ $891.33 avg price