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Menachem Striks

Morton Capital Management Llc Ca

Assets Managed
$672.229M
Holdings
139
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
3.24%(2Q avg: 5.05%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Morton Capital Management Llc Ca's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 139 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 672.229M in assets, with a quarterly growth rate of 3.24% and a 2-quarter average growth rate of 5.05%. The portfolio is managed by Menachem Striks, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
OUNZ
Vaneck Merk Gold Etf
Recent Activity
Decreased -6.48%
23.01%
$154.666M
3.433M shares@ $45.06 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 1.25%
12.57%
$84.464M
1.678M shares@ $50.34 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 4.71%
12.09%
$81.244M
2.392M shares@ $33.97 avg price
FLXR
Tcw Flexible Income Etf
Recent Activity
Increased 11.21%
10.64%
$71.474M
1.82M shares@ $39.28 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 6.25%
8.72%
$58.576M
1.507M shares@ $38.86 avg price
HAP
Vaneck Natural Resources Etf
Recent Activity
Decreased -3.53%
4.1%
$27.556M
380,245 shares@ $72.48 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.47%
2.19%
$14.681M
57,848 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.88%
2.13%
$14.293M
38,611 shares@ $370.18 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -6.56%
1.99%
$13.369M
151,645 shares@ $88.17 avg price
DCOR
Dimensional Us Core Eq 1 Etf
Recent Activity
Increased 10.98%
1.66%
$11.14M
154,556 shares@ $72.09 avg price

1-10 of 139