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CIK: 0002011821
Total reported value
$491.0M
$491.0M
111 檔
11.7%
In Q2 2025, Morton Community Bank's U.S. equity holdings reached a combined market value of $491.0M, distributed across 111 disclosed stock positions.
During Q2 2025, 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 | 4.50% | +0.18% | +4.32% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.89% | -0.14% | -1.95% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.25% | +0.22% | -6.20% | |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.88% | -0.07% | -0.11% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -0.03% | +1.63% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.73% | +0.06% | +0.29% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 1.61% | -0.05% | -0.13% | |
| 8 | ETN | Eaton Corporation plc | Stock-Industrials | 1.41% | +0.15% | +2.09% | |
| 9 | AXP | American Express Co | Stock-Financials | 1.40% | +0.05% | +0.13% | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 1.39% | +0.05% | -2.15% | |
| 11 | LRCX | Lam Research CORP | Stock-Tech | 1.35% | +1.96% | +2.39% | |
| 12 | WMB | Williams Cos Inc | Stock-Energy | 1.34% | -0.05% | -0.60% | |
| 13 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.33% | -0.07% | -1.11% | |
| 14 | T | At&t Inc | Stock-Comm Services | 1.32% | -0.37% | -0.33% | |
| 15 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.32% | -0.06% | -0.52% | |
| 16 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.32% | -0.06% | -1.79% | |
| 17 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.30% | -0.06% | -3.18% | |
| 18 | ETR | Entergy CORP | Stock-Utilities | 1.30% | -0.06% | -0.29% | |
| 19 | APO | Apollo Global Management Inc | Stock-Financials | 1.30% | — | +1.70% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.26% | +0.14% | +3.18% | |
| 21 | DE | Deere & Co | Stock-Industrials | 1.25% | +0.08% | -0.40% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.23% | +0.11% | +1.41% | |
| 23 | RF | Regions Financial CORP | Stock-Financials | 1.20% | -0.86% | +2.55% | |
| 24 | ICE | Intercontinental Exchange In | Stock-Financials | 1.15% | -0.23% | +2.60% | |
| 25 | NI | Nisource Inc | Stock-Utilities | 1.15% | -0.04% | +1.05% | |
| 26 | RMD | Resmed Inc | Stock-Healthcare | 1.14% | -0.15% | +1.45% | |
| 27 | RGA | Reinsurance Group Of America | Stock-Financials | 1.12% | — | +2.94% | |
| 28 | SO | Southern Co/the | Stock-Utilities | 1.08% | -0.05% | +3.71% | |
| 29 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.08% | -0.04% | +3.20% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 1.06% | +0.45% | +3.00% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 1.05% | -0.99% | EXIT | |
| 32 | ALL | Allstate CORP | Stock-Financials | 1.05% | +0.08% | +3.68% | |
| 33 | CI | THE Cigna Group | Stock-Healthcare | 1.03% | +0.01% | +3.07% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 1.03% | -0.09% | +2.78% | |
| 35 | LECO | Lincoln Electric Holdings | Stock-Industrials | 1.02% | — | +2.80% | |
| 36 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.02% | -0.04% | +1466.70% | |
| 37 | LNG | Cheniere Energy Inc | Stock-Energy | 1.02% | -0.23% | +3.73% | |
| 38 | BLK | Blackrock Inc | Stock-Financials | 1.01% | -0.04% | +2.37% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.04% | +4.54% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | +0.03% | +4.24% | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 1.00% | -0.06% | +2.90% | |
| 42 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.00% | -0.06% | +3.41% | |
| 43 | AEP | American Electric Power | Stock-Utilities | 1.00% | — | +3.44% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.99% | -0.08% | +3.92% | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.98% | +0.19% | +6.27% | |
| 46 | XEL | Xcel Energy Inc | Stock-Utilities | 0.97% | -0.03% | +3.56% | |
| 47 | LNT | Alliant Energy CORP | Stock-Utilities | 0.97% | +0.02% | +2.70% | |
| 48 | DTE | Dte Energy Company | Stock-Utilities | 0.97% | -0.01% | +3.60% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.97% | -0.30% | +4.00% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.96% | -0.24% | +2.96% |
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 Q2 2025.
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 11.7% of total reported equity market value during Q2 2025.
During Q2 2025, Morton Community Bank's top holdings by market value included DGRO (4.5%)、SCHD (3.9%)、AVGO (2.3%). The largest single position, DGRO, represented 4.5% of total portfolio value.
In Q2 2025, 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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