Institutions / Morton Community Bank
Morton Community Bank
CIK 2011821 · Institution · as of Dec 31, 2025
Portfolio value
$462.81M
Positions
115
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 115 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $20.81M | 4.5% |
| Schwab Strategic Tr | $17.62M | 3.8% |
| Lam Research Corp | $12.26M | 2.6% |
| Broadcom Inc. | $9.39M | 2.0% |
| Alphabet Inc. | $7.44M | 1.6% |
| Select Sector SPDR Tr | $7.33M | 1.6% |
| JPMorgan Chase & Co | $7.14M | 1.5% |
| Microsoft Corp | $6.36M | 1.4% |
| The Goldman Sachs Group, Inc. | $6.35M | 1.4% |
| Johnson & Johnson | $6.17M | 1.3% |
| Regions Financial Corp | $6.06M | 1.3% |
| AbbVie Inc. | $6.03M | 1.3% |
| Williams Cos Inc/The | $5.96M | 1.3% |
| Entergy Corp /De | $5.96M | 1.3% |
| American Express Co | $5.86M | 1.3% |
| Invesco Exch Trd Slf Idx Fd Tr | $5.84M | 1.3% |
| Invesco Exch Trd Slf Idx Fd Tr | $5.76M | 1.2% |
| Invesco Exch Trd Slf Idx Fd Tr | $5.75M | 1.2% |
| Lockheed Martin Corp | $5.73M | 1.2% |
| Eaton Corp plc | $5.70M | 1.2% |
| Philip Morris International Inc. | $5.58M | 1.2% |
| Citigroup Inc | $5.50M | 1.2% |
| Deere & Co | $5.40M | 1.2% |
| Invesco Exch Trd Slf Idx Fd Tr | $5.38M | 1.2% |
| Lincoln Electric Holdings Inc | $5.35M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.