SEC 13F Intelligence

Managers / Q1 2026

Morton Capital Management LLC/CA

CIK 0002002628 · 27200 AGOURA ROAD, SUITE 200, CALABASAS, CA, 91301 · 818.222.4727

Reported Value
$672M
Q1 2026
Positions
139
Filings on Record
18
2019–present window
Filed
Apr 21, 2026
original filing

Summary

Morton Capital Management Llc/Ca reported $672M in U.S.-listed holdings across 139 positions for Q1 2026.

The portfolio is heavily concentrated: OUNZ alone accounts for 23.0% of reported value.

Compared with Q4 2025, the fund opened 14 new positions and exited 9.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $337MQ4 ’23Q1 ’24: $370MQ2 ’24: $421MQ2 ’24Q3 ’24: $508MQ4 ’24: $531MQ4 ’24Q1 ’25: $518MQ2 ’25: $564MQ2 ’25Q3 ’25: $609MQ4 ’25: $651MQ4 ’25Q1 ’26: $672Mfilingsflow.com

Portfolio Composition

By security type
ETP: 87.1%Common Stock: 12.5%MLP: 0.3%Closed-End Fund: 0.1%Other: 0.1%Other: 0.0%
  • ETP · 87.1% · $585M
  • Common Stock · 12.5% · $84M
  • MLP · 0.3% · $2M
  • Closed-End Fund · 0.1% · $436,486
  • Other · 0.1% · $336,415
  • Other · 0.0% · $256,606

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$672M139Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$651M134Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$609M131Oct 24, 202513F-HRchanges · EDGAR ↗
Q2 2025$564M126Jul 23, 202513F-HRchanges · EDGAR ↗
Q1 2025$518M111Apr 17, 202513F-HRchanges · EDGAR ↗
Q4 2024$531M112Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$508M111Oct 9, 202413F-HRchanges · EDGAR ↗
Q2 2024$421M99Jul 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$370M106Apr 12, 202413F-HRchanges · EDGAR ↗
Q4 2023$337M98Jan 18, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.