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CIK: 0002011821
Total reported value
$491.0M
$491.0M
111 檔
11.0%
At the close of Q4 2024, Morton Community Bank disclosed equity holdings valued at approximately $491.0M, spread across 111 reported holdings.
During Q4 2024, Morton Community Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, SCHD, AVGO) accounted for 11.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.31% | +0.18% | +2.19% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.23% | -0.14% | +207.31% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.39% | +0.22% | -3.88% | |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.71% | -0.07% | +0.04% | |
| 5 | APO | Apollo Global Management Inc | Stock-Financials | 1.67% | — | -5.71% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.63% | -0.03% | +0.14% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | +0.06% | -1.91% | |
| 8 | AXP | American Express Co | Stock-Financials | 1.44% | +0.05% | -0.24% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 1.42% | +0.15% | -3.66% | |
| 10 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.40% | — | +2.87% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.40% | -0.05% | -1.45% | |
| 12 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.35% | -0.06% | +5.20% | |
| 13 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.32% | -0.06% | +6.94% | |
| 14 | ETR | Entergy CORP | Stock-Utilities | 1.30% | -0.06% | +101.01% | |
| 15 | WMB | Williams Cos Inc | Stock-Energy | 1.30% | -0.05% | -1.23% | |
| 16 | RF | Regions Financial CORP | Stock-Financials | 1.29% | -0.86% | -3.40% | |
| 17 | RGA | Reinsurance Group Of America | Stock-Financials | 1.27% | — | -1.08% | |
| 18 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.27% | -0.07% | +11.26% | |
| 19 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.26% | -0.06% | +1412.28% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.26% | +0.11% | +1.32% | |
| 21 | DE | Deere & Co | Stock-Industrials | 1.16% | +0.08% | -0.34% | |
| 22 | NI | Nisource Inc | Stock-Utilities | 1.12% | -0.04% | +1.61% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | +0.03% | -3.36% | |
| 24 | T | At&t Inc | Stock-Comm Services | 1.10% | -0.37% | +1.69% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.07% | +0.35% | -0.34% | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 1.05% | +1.96% | — | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 1.05% | +0.05% | -0.66% | |
| 28 | RMD | Resmed Inc | Stock-Healthcare | 1.05% | -0.15% | +1.05% | |
| 29 | ALL | Allstate CORP | Stock-Financials | 1.04% | +0.08% | +0.71% | |
| 30 | ACN | Accenture plc | Stock-Tech | 1.04% | -0.22% | +0.85% | |
| 31 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.04% | -0.06% | +0.76% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 1.03% | -0.99% | EXIT | |
| 33 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.03% | — | +0.12% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.03% | +0.14% | +4.00% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 1.02% | -0.04% | — | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.02% | -0.24% | +0.63% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 1.01% | -0.30% | +1.52% | |
| 38 | PNC | Pnc Financial Services Group | Stock-Financials | 1.00% | +0.01% | -0.30% | |
| 39 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.00% | -0.04% | +1.44% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.99% | -0.05% | +1.08% | |
| 41 | XEL | Xcel Energy Inc | Stock-Utilities | 0.99% | -0.03% | +1.84% | |
| 42 | COP | Conocophillips | Stock-Energy | 0.97% | -0.31% | +0.39% | |
| 43 | LNT | Alliant Energy CORP | Stock-Utilities | 0.97% | +0.02% | +1.65% | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 0.97% | -0.06% | +0.55% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.96% | -0.09% | +1.73% | |
| 46 | ICE | Intercontinental Exchange In | Stock-Financials | 0.96% | -0.23% | -0.47% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.04% | +1.42% | |
| 48 | FE | Firstenergy CORP | Stock-Utilities | 0.95% | -0.01% | +1.87% | |
| 49 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.95% | — | -0.55% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.45% | +0.43% |
According to official SEC Form 13F filings, Morton Community Bank reported a total U.S. public equity portfolio value of $491.0M across 111 disclosed positions in Q4 2024.
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During Q4 2024, Morton Community Bank's top holdings by market value included DGRO (4.3%)、SCHD (4.2%)、AVGO (2.4%). The largest single position, DGRO, represented 4.3% of total portfolio value.
In Q4 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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