Morton Capital Management LLC/CA
Morton Capital Management LLC/CA reported 160 positions worth $731.3M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: OUNZ (18.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | OUNZ | SH | $135.8M | 18.57% | 3,519,350 | — | — | |
| ▸ 2 | DFAX | SH | $90.8M | 12.42% | 2,465,252 | — | — | |
| ▸ 3 | USFR | SH | $87.6M | 11.98% | 1,740,568 | — | — | |
| ▸ 4 | FLXR | SH | $71.8M | 9.82% | 1,832,248 | — | — | |
| ▸ 5 | DFAC | SH | $70.3M | 9.61% | 1,583,859 | — | — | |
| ▸ 6 | JPST | SH | $29.0M | 3.97% | 573,696 | — | — | |
| ▸ 7 | HAP | SH | $25.6M | 3.50% | 372,552 | — | — | |
| ▸ 8 | AAPL | SH | $16.7M | 2.29% | 57,763 | — | — | |
| ▸ 9 | MSFT | SH | $14.9M | 2.04% | 39,977 | — | — | |
| ▸ 10 | DCOR | SH | $12.6M | 1.73% | 154,034 | — | — |
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Frequently Asked Questions
What stocks does Morton Capital Management LLC/CA hold as of Q2 2026?
Morton Capital Management LLC/CA reported 160 positions worth $731.3M in its Q2 2026 13F filing. Largest positions: OUNZ (18.6%), DFAX (12.4%), USFR (12.0%), FLXR (9.8%) and DFAC (9.6%).
What did Morton Capital Management LLC/CA buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Morton Capital Management LLC/CA sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.