Morton Capital Management LLC/CA

Position in LLY — ELI LILLY & Co

CIK 2002628 CALABASAS, CA

Position in LLY

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,085,484

-$273,016 QoQ

Shares Held

905

-38.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#3,066

of 4,604 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Morton Capital Management LLC/CA holds $8,598,595 across 6 Drug Manufacturers - General names. LLY ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	9,961	$2,506,586
2	AMGN	Amgen Inc	6,352	$2,300,186
3	JNJ	Johnson & Johnson	5,909	$1,500,708
4	LLY	ELI LILLY & Co This page	905	$1,085,484
5	MRK	Merck & Co., Inc.	7,531	$967,733
6	GILD	Gilead Sciences, Inc.	1,883	$237,898

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,085,484	905	-38.7%	Shares	Sole	2026-07-23
2026-03-31	$1,358,500	1,477	+91.6%	Shares	Sole	2026-04-21
2025-12-31	$828,578	771	+1.4%	Shares	Sole	2026-02-03
2025-09-30	$579,880	760	-12.6%	Shares	Sole	2025-10-24
2025-06-30	$678,191	870	+15.1%	Shares	Sole	2025-07-23
2025-03-31	$624,387	756	+5.0%	Shares	Sole	2025-04-17
2024-12-31	$555,840	720	0.0%	Shares	Sole	2025-01-15
2024-09-30	$637,876	720	+72.2%	Shares	Sole	2024-10-09
2024-06-30	$378,448	418	-5.4%	Shares	Sole	2024-07-12
2024-03-31	$343,858	442	+4.7%	Shares	Sole	2024-04-12
2023-12-31	$245,992	422	+5.5%	Shares	Sole	2024-01-18
2023-09-30	$214,852	400	-8.9%	Shares	Sole	2023-12-05
2023-06-30	$205,882	439	—	Shares	Sole	2023-12-05
No filing history on record for this holder in this stock.