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CIK: 0002011821
Total reported value
$491.0M
$491.0M
108 檔
10.7%
As reported in its official Q3 2024 Form 13F filing, Morton Community Bank's tracked investment portfolio stood at $491.0M with 108 total positions.
During Q3 2024, Morton Community Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.27% | +0.18% | +0.36% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.21% | -0.14% | +0.10% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 1.83% | +0.22% | +868.82% | |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.80% | -0.07% | -1.18% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.03% | -0.89% | |
| 6 | ETN | Eaton Corporation plc | Stock-Industrials | 1.45% | +0.15% | -2.92% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 1.43% | -0.05% | -2.36% | |
| 8 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 1.42% | — | -0.83% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | +0.06% | -2.23% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.36% | +0.11% | -3.61% | |
| 11 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.35% | — | +2.98% | |
| 12 | APO | Apollo Global Management Inc | Stock-Financials | 1.33% | — | -3.45% | |
| 13 | RF | Regions Financial CORP | Stock-Financials | 1.31% | -0.86% | -5.32% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.30% | +0.05% | -3.23% | |
| 15 | RGA | Reinsurance Group Of America | Stock-Financials | 1.29% | — | -3.21% | |
| 16 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.29% | — | -2.91% | |
| 17 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.28% | -0.06% | +3.73% | |
| 18 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.24% | -0.06% | +4.73% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.23% | +0.35% | -1.87% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.20% | -0.24% | -2.95% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | +0.03% | -1.72% | |
| 22 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.18% | — | -2.48% | |
| 23 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.15% | -0.07% | +6.63% | |
| 24 | DE | Deere & Co | Stock-Industrials | 1.13% | +0.08% | -1.28% | |
| 25 | ETR | Entergy CORP | Stock-Utilities | 1.11% | -0.06% | -0.26% | |
| 26 | WMB | Williams Cos Inc | Stock-Energy | 1.10% | -0.05% | -2.16% | |
| 27 | RMD | Resmed Inc | Stock-Healthcare | 1.09% | -0.15% | +1.57% | |
| 28 | CI | THE Cigna Group | Stock-Healthcare | 1.07% | +0.01% | -1.82% | |
| 29 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.07% | -0.06% | -0.30% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.07% | -0.11% | -1.59% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 1.07% | -0.05% | -1.28% | |
| 32 | OMC | Omnicom Group | Stock-Comm Services | 1.07% | -0.05% | -2.04% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 1.05% | +0.05% | -1.77% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.04% | +0.04% | |
| 35 | T | At&t Inc | Stock-Comm Services | 1.03% | -0.37% | -0.30% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 1.03% | -0.23% | -1.03% | |
| 37 | FE | Firstenergy CORP | Stock-Utilities | 1.03% | -0.01% | +0.03% | |
| 38 | ACN | Accenture plc | Stock-Tech | 1.02% | -0.22% | -0.89% | |
| 39 | NI | Nisource Inc | Stock-Utilities | 1.02% | -0.04% | +0.79% | |
| 40 | COP | Conocophillips | Stock-Energy | 1.02% | -0.31% | -0.90% | |
| 41 | ALL | Allstate CORP | Stock-Financials | 1.00% | +0.08% | -0.25% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 1.00% | -0.09% | -0.61% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.30% | +1.80% | |
| 44 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.99% | -0.04% | -0.49% | |
| 45 | SPGI | S&p Global Inc | Stock-Financials | 0.99% | -0.06% | -2.67% | |
| 46 | AEP | American Electric Power | Stock-Utilities | 0.98% | — | -0.95% | |
| 47 | LNT | Alliant Energy CORP | Stock-Utilities | 0.97% | +0.02% | -0.40% | |
| 48 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.96% | — | -3.56% | |
| 49 | PNC | Pnc Financial Services Group | Stock-Financials | 0.95% | +0.01% | -3.23% | |
| 50 | DTE | Dte Energy Company | Stock-Utilities | 0.94% | -0.01% | +0.10% |
According to official SEC Form 13F filings, Morton Community Bank reported a total U.S. public equity portfolio value of $491.0M across 108 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, SCHD, AVGO) accounted for 10.7% of total reported equity market value during Q3 2024.
During Q3 2024, Morton Community Bank's top holdings by market value included DGRO (4.3%)、SCHD (4.2%)、AVGO (1.8%). The largest single position, DGRO, represented 4.3% of total portfolio value.
In Q3 2024, Morton Community Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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