0001085146-23-004555.txt : 20231205 0001085146-23-004555.hdr.sgml : 20231205 20231205141657 ACCESSION NUMBER: 0001085146-23-004555 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 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: 231466114 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 09-30-2022 09-30-2022 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 81 219697113 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 245959 2542 SH SOLE 0 0 2542 ABBVIE INC COM 00287Y109 1331607 9922 SH SOLE 0 0 9922 ALPHABET INC CAP STK CL A 02079K305 767592 8025 SH SOLE 0 0 8025 ALPHABET INC CAP STK CL C 02079K107 933136 9705 SH SOLE 0 0 9705 ALTRIA GROUP INC COM 02209S103 426131 10553 SH SOLE 0 0 10553 AMAZON COM INC COM 023135106 1352610 11970 SH SOLE 0 0 11970 AMGEN INC COM 031162100 1303304 5782 SH SOLE 0 0 5782 APPLE INC COM 037833100 9669913 69970 SH SOLE 0 0 69970 BK OF AMERICA CORP COM 060505104 310668 10287 SH SOLE 0 0 10287 BLACKROCK MUNIHLDNGS CALI QL COM 09254L107 211847 19725 SH SOLE 0 0 19725 BLACKSTONE INC COM 09260D107 423104 5055 SH SOLE 0 0 5055 BOEING CO COM 097023105 218564 1805 SH SOLE 0 0 1805 CHEVRON CORP NEW COM 166764100 374872 2609 SH SOLE 0 0 2609 CISCO SYS INC COM 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