Morton Capital Management LLC/CA
Top Portfolio Positions
76 positions ·
$268,355,853 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| OUNZ |
VanEck Merk Gold ETF
|
3,433,212 | $154,666,200 | 57.63% | |
| AAPL |
Apple Inc.
Technology
|
57,848 | $14,681,243 | 5.47% | |
| MSFT |
Microsoft Corp
Technology
|
38,611 | $14,292,633 | 5.33% | |
| IAU |
Ishares Gold Trust
|
151,645 | $13,369,023 | 4.98% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,950 | $7,121,223 | 2.65% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,363 | $4,249,776 | 1.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,365 | $4,033,148 | 1.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,874 | $3,414,487 | 1.27% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
23,093 | $3,335,552 | 1.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,818 | $3,182,222 | 1.19% |
Portfolio Trend
18 quarters · across all stocks
Holdings in TELO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,455 | 12,658 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $16,835 | 12,658 | Shares | Sole | 2026-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||