Morton Capital Management LLC/CA

Position in V — Visa Inc.

CIK 2002628 CALABASAS, CA

Position in V

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

Position Value

$1,613,209

+$426,011 QoQ

Shares Held

4,702

+19.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#2,526

of 4,491 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Morton Capital Management LLC/CA holds $2,547,840 across 4 Credit Services names. V ranks #1 (63.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	4,702	$1,613,209
2	MA	Mastercard Inc	898	$461,212
3	GDOT	Green Dot Corp	17,946	$242,450
4	PYPL	PayPal Holdings, Inc.	5,349	$230,969

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,613,209	4,702	+19.7%	Shares	Sole	2026-07-23
2026-03-31	$1,187,198	3,928	+4.1%	Shares	Sole	2026-04-21
2025-12-31	$1,322,878	3,772	+0.3%	Shares	Sole	2026-02-03
2025-09-30	$1,283,247	3,759	-9.0%	Shares	Sole	2025-10-24
2025-06-30	$1,467,421	4,133	+7.6%	Shares	Sole	2025-07-23
2025-03-31	$1,346,467	3,842	+4.9%	Shares	Sole	2025-04-17
2024-12-31	$1,157,338	3,662	-0.1%	Shares	Sole	2025-01-15
2024-09-30	$1,007,691	3,665	+17.4%	Shares	Sole	2024-10-09
2024-06-30	$819,693	3,123	-0.1%	Shares	Sole	2024-07-12
2024-03-31	$872,125	3,125	+2.8%	Shares	Sole	2024-04-12
2023-12-31	$791,203	3,039	+4.4%	Shares	Sole	2024-01-18
2023-09-30	$669,559	2,911	0.0%	Shares	Sole	2023-12-05
2023-06-30	$691,304	2,911	-1.4%	Shares	Sole	2023-12-05
2023-03-31	$665,332	2,951	-7.4%	Shares	Sole	2023-12-05
2022-12-31	$662,131	3,187	+2.4%	Shares	Sole	2023-12-05
2022-09-30	$552,669	3,111	-5.2%	Shares	Sole	2023-12-05
2022-06-30	$646,192	3,282	+3.1%	Shares	Sole	2023-12-05
2022-03-31	$705,893	3,183	-0.3%	Shares	Sole	2023-12-05
2021-12-31	$691,521	3,191	—	Shares	Sole	2023-12-05
No filing history on record for this holder in this stock.