0001085146-23-004553.txt : 20231205 0001085146-23-004553.hdr.sgml : 20231205 20231205141634 ACCESSION NUMBER: 0001085146-23-004553 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20231205 DATE AS OF CHANGE: 20231205 EFFECTIVENESS DATE: 20231205 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Morton Capital Management LLC/CA CENTRAL INDEX KEY: 0002002628 IRS NUMBER: 300798181 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23474 FILM NUMBER: 231466112 BUSINESS ADDRESS: STREET 1: 27200 AGOURA ROAD STREET 2: SUITE 200 CITY: CALABASAS STATE: CA ZIP: 91301 BUSINESS PHONE: 818.222.4727 MAIL ADDRESS: STREET 1: 27200 AGOURA ROAD STREET 2: SUITE 200 CITY: CALABASAS STATE: CA ZIP: 91301 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002002628 XXXXXXXX 03-31-2022 03-31-2022 false Morton Capital Management LLC/CA

27200 AGOURA ROAD SUITE 200 CALABASAS CA 91301

13F HOLDINGS REPORT 028-23474 000141250 801-67025 N Menachem Striks 818.591.6214 /s/Menachem Striks Calabasas CA 12-05-2023 0 82 243747326 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 241337 2039 SH SOLE 0 0 2039 ABBVIE INC COM 00287Y109 1417652 8745 SH SOLE 0 0 8745 ALPHABET INC CAP STK CL A 02079K305 1229357 442 SH SOLE 0 0 442 ALPHABET INC CAP STK CL C 02079K107 1538938 551 SH SOLE 0 0 551 AMAZON COM INC COM 023135106 2454743 753 SH SOLE 0 0 753 AMGEN INC COM 031162100 1456776 6024 SH SOLE 0 0 6024 APPLE INC COM 037833100 11184471 64054 SH SOLE 0 0 64054 BK OF AMERICA CORP COM 060505104 430543 10445 SH SOLE 0 0 10445 BLACKSTONE INC COM 09260D107 572373 4509 SH SOLE 0 0 4509 BOEING CO COM 097023105 389725 2035 SH SOLE 0 0 2035 BROADMARK RLTY CAP INC COM 11135B100 118298 13676 SH SOLE 0 0 13676 CHEVRON CORP NEW COM 166764100 430654 2645 SH SOLE 0 0 2645 CISCO SYS INC COM 17275R102 2347029 42092 SH SOLE 0 0 42092 COSTCO WHSL CORP NEW COM 22160K105 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