Long-term investor
Morton Capital Management LLC @mortoncapitalmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002002628).
Record
- Tracked since 2025-06-30 (434 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +1.0% · 6 months +7.4% · 1 year +16.6% · all +16.6%
- Max drawdown 0.0% · Sharpe 1.46 · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- OUNZ · 18.6% · long · since 2025-06-30
- DFAX · 12.4% · long · since 2025-06-30
- USFR · 12.0% · long · since 2025-06-30
- FLXR · 9.8% · long · since 2025-06-30
- DFAC · 9.6% · long · since 2025-06-30
- JPST · 4.0% · long · since 2026-06-30
- HAP · 3.5% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- DCOR · 1.7% · long · since 2025-06-30
- IAU · 1.5% · long · since 2025-06-30
- IWD · 1.5% · long · since 2025-06-30