MORTON CAPITAL MANAGEMENT LLC/CA
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 55K | $14.01M |
 | ET | 48K | $820.25K |
 | MSFT | 40K | $20.79M |
 | KMI | 39K | $1.09M |
 | CSCO | 26K | $1.79M |
 | EPD | 23K | $730.17K |
 | PG | 22K | $3.37M |
 | AMZN | 19K | $4.25M |
 | NVDA | 18K | $3.39M |
 | GDOT | 18K | $241.01K |
 | CDZI | 17K | $78.71K |
 | GOOGL | 13K | $3.09M |
 | JPM | 12K | $3.72M |
 | BAC | 11K | $590.03K |
 | GOOG | 10K | $2.34M |
 | ABBV | 9K | $2.20M |
 | XOM | 9K | $985.73K |
 | ORCL | 8K | $2.35M |
 | SONY | 8K | $244.28K |
 | OKE | 7K | $542.46K |
Apple Inc.
AAPL
Shares Held
55K
Value
$14.01M
Energy Transfer LP
ET
Shares Held
48K
Value
$820.25K
Microsoft Corporation
MSFT
Shares Held
40K
Value
$20.79M
Kinder Morgan, Inc.
KMI
Shares Held
39K
Value
$1.09M
Cisco Systems, Inc.
CSCO
Shares Held
26K
Value
$1.79M
Enterprise Products Partners L.P.
EPD
Shares Held
23K
Value
$730.17K
The Procter & Gamble Company
PG
Shares Held
22K
Value
$3.37M
Amazon.com, Inc.
AMZN
Shares Held
19K
Value
$4.25M
NVIDIA Corporation
NVDA
Shares Held
18K
Value
$3.39M
Green Dot Corporation
GDOT
Shares Held
18K
Value
$241.01K
Cadiz Inc.
CDZI
Shares Held
17K
Value
$78.71K
Alphabet Inc.
GOOGL
Shares Held
13K
Value
$3.09M
JPMorgan Chase & Co.
JPM
Shares Held
12K
Value
$3.72M
Bank of America Corporation
BAC
Shares Held
11K
Value
$590.03K
Alphabet Inc.
GOOG
Shares Held
10K
Value
$2.34M
AbbVie Inc.
ABBV
Shares Held
9K
Value
$2.20M
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$985.73K
Oracle Corporation
ORCL
Shares Held
8K
Value
$2.35M
Sony Group Corporation
SONY
Shares Held
8K
Value
$244.28K
ONEOK, Inc.
OKE
Shares Held
7K
Value
$542.46K