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Morton Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Morton Capital Management’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$249K Buy
+389
New +$197K 0.03% 132

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Morton Capital Management's SOXX Position: Q2 2026 in Review

Morton Capital Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 389 shares worth $249K. The stake represents 0.03% of the portfolio and ranks #132 among its holdings.

324 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Morton Capital Management held 389 shares of iShares Semiconductor ETF worth $249K as of Q2 2026.
  • iShares Semiconductor ETF was a new Morton Capital Management position in Q2 2026.
  • iShares Semiconductor ETF made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #132 holding.
  • 324 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.