Morton Capital Management LLC/CA

Q4 2021 13F Holdings Report, Stock Holdings

Signature - Title
Menachem Striks - Chief Compliance Officer
Location
Calabasas, CA
Holdings as of
31 Dec 2021
Value $
$244,747,413
Num holdings
90
Filing time
05 Dec 2023, 14:16:20 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included OUNZ, DFAX, DFAC, MSFT, and AAPL.
Next filing
Q1 2022 - 05 Dec 2023
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Menachem Striks Chief Compliance Officer Calabasas, California 05 Dec 2023