Morton Capital Management LLC/CA
All 13F Filings
- Location
- Calabasas, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 827,853
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 154 | 827,853 | 13F-HR | Morton Capital Management LLC/CA |
| Q2 2026 | 7/23/2026 | 160 | 731,276 | 13F-HR | Morton Capital Management LLC/CA |
| Q1 2026 | 4/21/2026 | 139 | 672,229 | 13F-HR | Morton Capital Management LLC/CA |
| Q4 2025 | 2/3/2026 | 134 | 651,156 | 13F-HR | Morton Capital Management LLC/CA |
| Q3 2025 | 10/24/2025 | 131 | 609,445 | 13F-HR | Morton Capital Management LLC/CA |
| Q2 2025 | 7/23/2025 | 126 | 564,050 | 13F-HR | Morton Capital Management LLC/CA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 281.1 K | 34.0% | 88.78 K | 0 | 88.78 K |
| ETFs | 546.8 K | 66.0% | 7.792 K | 0 | 7.792 K |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
827,853
Holdings
154
QoQ value change ($000)
96,577
(13.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.