Morton Capital Management LLC
Annual return '25
+14.6%
SPY '25
+17.7%
Alpha
-3.1ptsvs SPY
Invested
$672.2M
Holdings
139
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$OUNZ
VANECK MERK GOLD ETF
Q1 2026: Exited (was 3.67M shares)
23.0%
02
$USFR
WISDOMTREE TR
Q1 2026: Exited (was 1.66M shares)
12.6%
03
$DFAX
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 2.28M shares)
12.1%
04
$FLXR
TCW ETF TRUST
Q1 2026: Exited (was 1.64M shares)
10.6%
05
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.42M shares)
8.7%
06
$HAP
VANECK ETF TRUST
Q1 2026: Exited (was 394.2k shares)
4.1%
07
$AAPL
APPLE INC
Q1 2026: Sold 88.8% (54.9k → 6.1k shares)
2.2%
08
$MSFT
MICROSOFT CORP
Q1 2026: Sold 52.3% (38.3k → 18.3k shares)
2.1%
09
$IAU
ISHARES GOLD TR
Q1 2026: Sold 98.6% (162.3k → 2.3k shares)
2.0%
10
$DCOR
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 139.3k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:10 UTC.