MORTON CAPITAL MANAGEMENT LLC/CA
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 55K | $14.91M |
 | ET | 49K | $800.87K |
 | MSFT | 38K | $18.51M |
 | KMI | 36K | $992.24K |
 | CSCO | 26K | $1.97M |
 | EPD | 24K | $760.83K |
 | PG | 22K | $3.15M |
 | AMZN | 20K | $4.50M |
 | GDOT | 18K | $229.89K |
 | NVDA | 17K | $3.16M |
 | CDZI | 17K | $93.55K |
 | CMCT | 15K | $54.09K |
 | TELO | 13K | $16.84K |
 | GOOGL | 12K | $3.80M |
 | BAC | 11K | $628.43K |
 | JPM | 11K | $3.66M |
 | GOOG | 10K | $3.00M |
 | ABBV | 9K | $2.15M |
 | XOM | 9K | $1.13M |
 | ORCL | 8K | $1.60M |
Apple Inc.
AAPL
Shares Held
55K
Value
$14.91M
Energy Transfer LP
ET
Shares Held
49K
Value
$800.87K
Microsoft Corporation
MSFT
Shares Held
38K
Value
$18.51M
Kinder Morgan, Inc.
KMI
Shares Held
36K
Value
$992.24K
Cisco Systems, Inc.
CSCO
Shares Held
26K
Value
$1.97M
Enterprise Products Partners L.P.
EPD
Shares Held
24K
Value
$760.83K
The Procter & Gamble Company
PG
Shares Held
22K
Value
$3.15M
Amazon.com, Inc.
AMZN
Shares Held
20K
Value
$4.50M
Green Dot Corporation
GDOT
Shares Held
18K
Value
$229.89K
NVIDIA Corporation
NVDA
Shares Held
17K
Value
$3.16M
Cadiz Inc.
CDZI
Shares Held
17K
Value
$93.55K
Creative Media & Community Trust Corporation
CMCT
Shares Held
15K
Value
$54.09K
Telomir Pharmaceuticals, Inc. Common Stock
TELO
Shares Held
13K
Value
$16.84K
Alphabet Inc.
GOOGL
Shares Held
12K
Value
$3.80M
Bank of America Corporation
BAC
Shares Held
11K
Value
$628.43K
JPMorgan Chase & Co.
JPM
Shares Held
11K
Value
$3.66M
Alphabet Inc.
GOOG
Shares Held
10K
Value
$3.00M
AbbVie Inc.
ABBV
Shares Held
9K
Value
$2.15M
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$1.13M
Oracle Corporation
ORCL
Shares Held
8K
Value
$1.60M