Morton Capital Management LLC has filed its quarterly report, known as Form 13F-HR, detailing its investment holdings as of September 30, 2026. This filing, submitted on October 23, 2026, is significant as it provides insights into the company's investment strategies and portfolio management.
Background
Morton Capital Management LLC, based in Calabasas, California, is categorized under the entity type 'other'. The firm focuses on managing investments and providing financial services. This recent filing is part of a series of reports, with the last one submitted on July 23, 2026. The firm has been active in reporting its holdings, demonstrating its commitment to transparency in the financial sector.
What the Filing Says
The filing indicates that Morton Capital Management has submitted its quarterly report, which is a requirement for institutional investment managers. However, specific details regarding the holdings were not available in the SEC filing.
Impact
This filing may affect various stakeholders, including investors and analysts who track the performance and strategies of institutional managers in the financial services industry. The insights gleaned from Morton Capital's holdings could influence market perceptions and competitive strategies.
What's Next
The filing does not say what happens next.
Filing Details
The Form 13F-HR filing indicates that Morton Capital Management reported its holdings as of September 30, 2026. The filing was accepted on the same date it was submitted, October 23, 2026. This reflects the firm's adherence to regulatory timelines and its commitment to providing timely information to stakeholders.
Contact Information
Morton Capital Management is located at 27200 Agoura Road, Suite 200, Calabasas, CA 91301. The firm can be reached at the phone number 818-222-4727. This information is crucial for investors or analysts who may wish to engage directly with the firm for further inquiries or clarifications regarding their investment strategies.
Additional Information
The filing does not include specific details about the individual securities held by Morton Capital Management or the value of those holdings. Additionally, there is no information regarding any changes in investment strategy or significant market events that may have influenced the portfolio during the reporting period.