Stock Taper

MORTON CAPITAL MANAGEMENT LLC/CA

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Bank of America CorporationBAC6.71K$382.25K
Amgen Inc.AMGN6.35K$2.3M
Intel Corp.INTC6.13K$855.38K
Johnson & JohnsonJNJ5.91K$1.5M
NextEra Energy, Inc.NEE5.74K$503.98K
PayPal Holdings, Inc.PYPL5.35K$230.95K
Broadcom Inc.AVGO5.03K$1.9M
The Walt Disney CompanyDIS4.99K$480.65K
Netflix, Inc.NFLX4.87K$347.5K
Chevron CorporationCVX4.8K$795.84K
Visa Inc.V4.7K$1.61M
Mondelez International, Inc.MDLZ4.66K$269.57K
RTX CorporationRTX4.61K$875.15K
The Home Depot, Inc.HD4.13K$1.46M
GRAIL Inc.GRAL3.65K$249.36K
Waste Management, Inc.WM3.49K$778.52K
Starbucks CorporationSBUX3.39K$346.19K
Honeywell International Inc.HON2.99K$668.57K
Texas Instruments IncorporatedTXN2.9K$865.35K
Carrier Global CorporationCARR2.85K$208.83K