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| Name: |
Morton Capital Management LLC/CA |
| City: |
CALABASAS |
| State: |
CA |
| Zip: |
91301 |
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data |
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| Holdings
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10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NUE |
Nucor Corp |
49 |
New |
$170.93 |
$698,000 |
3,528 |
0.19% |
698,000 |
3,528 |
0.001 |
Steel & Iron |
|
|
QCOM |
QUALCOMM Inc |
77 |
New |
$197.76 |
$306,000 |
1,805 |
0.08% |
306,000 |
1,805 |
0 |
Communication Equipment |
|
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MGK |
Vanguard Mega Cap 300 Gr In... |
84 |
New |
$277.92 |
$260,000 |
908 |
0.07% |
260,000 |
908 |
0.002 |
Closed - End Fund - E... |
|
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BITB |
Bitwise Bitcoin ETF |
|
New |
$38.26 |
$249,000 |
6,428 |
0.07% |
249,000 |
6,428 |
0.071 |
N/A |
|
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GRMN |
Garmin Ltd |
94 |
New |
$170.19 |
$223,000 |
1,500 |
0.06% |
223,000 |
1,500 |
0.001 |
Scientific & Technica... |
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VLO |
Valero Energy Corp |
95 |
New |
$163.78 |
$215,000 |
1,261 |
0.06% |
215,000 |
1,261 |
0 |
Oil & Gas Refining, P... |
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SCHD |
Schwab US Dividend Equity ETF |
96 |
New |
$79.68 |
$211,000 |
2,617 |
0.06% |
211,000 |
2,617 |
0.001 |
N/A |
|
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NTAP |
Netapp Inc |
97 |
New |
$112.28 |
$210,000 |
2,000 |
0.06% |
210,000 |
2,000 |
0.001 |
Data Storage Devices |
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VGT |
Vanguard I T VIPERS |
98 |
New |
$539.30 |
$206,000 |
392 |
0.06% |
206,000 |
392 |
0 |
Closed - End Fund - E... |
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PYPL |
Paypal Holdings, Inc. |
99 |
New |
$64.77 |
$205,000 |
3,054 |
0.06% |
205,000 |
3,054 |
0 |
N/A |
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