13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002011821
Total reported value
$491.0M
$491.0M
115 檔
13.8%
During the Q4 2025 filing period, Morton Community Bank (CIK: 0002011821) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $491.0M across 115 reported positions.
In Q4 2025, Morton Community Bank displayed an active expansion posture, initiating 3 new positions and adding to 82 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.50% | +0.18% | +4.06% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.81% | -0.14% | +3.38% | |
| 3 | LRCX | Lam Research CORP | Stock-Tech | 2.65% | +1.96% | -4.45% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.03% | +0.22% | -5.50% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | +0.20% | +0.32% | |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.58% | -0.07% | +110.58% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | +0.06% | -1.49% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.03% | +0.70% | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.37% | +0.14% | -2.51% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.33% | -0.04% | +0.54% | |
| 11 | RF | Regions Financial CORP | Stock-Financials | 1.31% | -0.86% | +0.54% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.30% | +0.11% | +0.13% | |
| 13 | WMB | Williams Cos Inc | Stock-Energy | 1.29% | -0.05% | -0.12% | |
| 14 | ETR | Entergy CORP | Stock-Utilities | 1.29% | -0.06% | -1.32% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.27% | +0.05% | -3.95% | |
| 16 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.26% | -0.06% | +5.47% | |
| 17 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.24% | -0.06% | +4.28% | |
| 18 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.24% | -0.07% | +4.08% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.24% | -0.24% | +1.80% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.23% | +0.15% | +1.34% | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 1.21% | +0.05% | -0.53% | |
| 22 | C | Citigroup Inc | Stock-Financials | 1.19% | +0.19% | +0.50% | |
| 23 | DE | Deere & Co | Stock-Industrials | 1.17% | +0.08% | -26.45% | |
| 24 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.16% | -0.04% | +15.99% | |
| 25 | LECO | Lincoln Electric Holdings | Stock-Industrials | 1.16% | — | +0.67% | |
| 26 | NI | Nisource Inc | Stock-Utilities | 1.15% | -0.04% | +1.03% | |
| 27 | APO | Apollo Global Management Inc | Stock-Financials | 1.11% | — | +1.33% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.11% | -0.30% | +0.99% | |
| 29 | T | At&t Inc | Stock-Comm Services | 1.09% | -0.37% | +3.27% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 1.08% | +0.45% | +0.96% | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 1.07% | -0.01% | +5.36% | |
| 32 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.06% | -0.04% | +4.40% | |
| 33 | RGA | Reinsurance Group Of America | Stock-Financials | 1.06% | — | +2.19% | |
| 34 | RMD | Resmed Inc | Stock-Healthcare | 1.06% | -0.15% | +4.10% | |
| 35 | AEP | American Electric Power | Stock-Utilities | 1.06% | — | +2.48% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -0.29% | +1.84% | |
| 37 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.02% | — | +3.44% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 1.02% | -0.11% | +1.34% | |
| 39 | XEL | Xcel Energy Inc | Stock-Utilities | 1.01% | -0.03% | +2.14% | |
| 40 | ICE | Intercontinental Exchange In | Stock-Financials | 1.01% | -0.23% | +2.39% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 1.00% | -0.04% | +3.86% | |
| 42 | LNT | Alliant Energy CORP | Stock-Utilities | 0.99% | +0.02% | +3.36% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.99% | -0.09% | +2.69% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.98% | -0.99% | EXIT | |
| 45 | USB | US Bancorp | Stock-Financials | 0.98% | +0.10% | +1.13% | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.98% | -0.05% | +3.02% | |
| 47 | COP | Conocophillips | Stock-Energy | 0.97% | -0.31% | +4.22% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | +0.03% | +4.97% | |
| 49 | ALL | Allstate CORP | Stock-Financials | 0.96% | +0.08% | +2.27% | |
| 50 | DTE | Dte Energy Company | Stock-Utilities | 0.94% | -0.01% | +3.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.7% | -4.45% | Trim |
| 2 | PGR | Progressive CORP | +0.5% | +529.37% | Add |
| 3 | BSCV | Invesco Bulletshares 2031 Cb | +0.3% | +82.76% | Add |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +3.38% | Add |
| 5 | LMT | Lockheed Martin CORP | +0.2% | +1.80% | Add |
| 6 | GILD | Gilead Sciences Inc | +0.2% | +14.62% | Add |
| 7 | MRK | Merck & Co. Inc. | +0.2% | +5.46% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.32% | Add |
| 9 | PM | Philip Morris International | +0.2% | -0.53% | Trim |
| 10 | SLB | Slb LTD | +0.2% | +0.91% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.2% | +1.84% | Add |
| 12 | JNJ | Johnson & Johnson | +0.2% | +0.54% | Add |
| 13 | STZ | Constellation Brands Inc-a | +0.1% | +15.98% | Add |
| 14 | RF | Regions Financial CORP | +0.1% | +0.54% | Add |
| 15 | ICE | Intercontinental Exchange In | +0.1% | +2.39% | Add |
| 16 | COP | Conocophillips | +0.1% | +4.22% | Add |
| 17 | USB | US Bancorp | +0.1% | +1.13% | Add |
| 18 | DGRO | Ishares Core Dividend Growth | +0.1% | +4.06% | Add |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | -2.51% | Trim |
| 20 | WMB | Williams Cos Inc | +0.1% | -0.12% | Trim |
| 21 | HON | Honeywell International Inc | +0.1% | +5.62% | Add |
| 22 | CI | THE Cigna Group | +0.1% | +8.18% | Add |
| 23 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +15.99% | Add |
| 24 | C | Citigroup Inc | +0.1% | +0.50% | Add |
| 25 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +3.44% | Add |
| 26 | WM | Waste Management Inc | +0.1% | +6.22% | Add |
| 27 | MDT | Medtronic plc | +0.1% | +2.59% | Add |
| 28 | SYY | Sysco CORP | +0.1% | +3.95% | Add |
| 29 | APD | Air Products & Chemicals Inc | +0.1% | +6.92% | Add |
| 30 | PPG | Ppg Industries Inc | +0.1% | +2.38% | Add |
| 31 | LECO | Lincoln Electric Holdings | +0.1% | +0.67% | Add |
| 32 | VZ | Verizon Communications Inc | +0.1% | +3.84% | Add |
| 33 | CVX | Chevron CORP | +0.1% | +0.99% | Add |
| 34 | RGA | Reinsurance Group Of America | +0.1% | +2.19% | Add |
| 35 | GPC | Genuine Parts Co | +0.1% | +5.05% | Add |
| 36 | TGT | Target CORP | +0.1% | +5.29% | Add |
| 37 | XLV | Ss Health Care Select Sector | +0.1% | +11.55% | Add |
| 38 | UPS | United Parcel Service-cl B | +0.1% | +5.30% | Add |
| 39 | ACN | Accenture plc | +0.1% | +8.24% | Add |
| 40 | XLI | Ss Industrial Select Sector | 0% | +13.79% | Add |
| 41 | APO | Apollo Global Management Inc | 0% | +1.33% | Add |
| 42 | T | At&t Inc | 0% | +3.27% | Add |
| 43 | MRSH | Marsh & Mclennan Cos | 0% | +5.12% | Add |
| 44 | EOG | Eog Resources Inc | 0% | +5.50% | Add |
| 45 | NEE | Nextera Energy Inc | 0% | +1.34% | Add |
| 46 | KO | Coca-cola Co/the | 0% | +1.19% | Add |
| 47 | SPGI | S&p Global Inc | 0% | +0.95% | Add |
| 48 | LLY | Eli Lilly & Co | 0% | -0.65% | Trim |
| 49 | RMD | Resmed Inc | 0% | +4.10% | Add |
| 50 | CSCO | Cisco Systems Inc | 0% | +0.96% | Add |
According to official SEC Form 13F filings, Morton Community Bank reported a total U.S. public equity portfolio value of $491.0M across 115 disclosed positions in Q4 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, LRCX) accounted for 13.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
CNP
市值: $2.9M
Top Position Liquidated / Trimmed
BSCP
前期市值: $1.1M
During Q4 2025, Morton Community Bank's top holdings by market value included DGRO (4.5%)、SCHD (3.8%)、LRCX (2.6%). The largest single position, DGRO, represented 4.5% of total portfolio value.
In Q4 2025, Morton Community Bank made 115 total portfolio adjustments, initiating 3 new buys, adding to 82 positions, trimming 26 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.