Morton Community Bank Portfolio Holdings

Morton Community Bank

  • $354 Billion
  • Q2 2024

Morton Community Bank has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $354 Billion distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $15B, Schwab Strategic Tr Us Dividen with a value of $14.8B, Broadcom Inc. with a value of $6.74B, Microsoft Corp with a value of $6.57B, and Lam Research Corp with a value of $6.02B.

Examining the 13F form we can see an increase of $6.56B in the current position value, from $348B to 354B.

Morton Community Bank is based out at East Peoria, IL

Below you can find more details about Morton Community Bank portfolio as well as his latest detailed transactions.

Portfolio value $354 Billion
ETFs: $68.6 Billion
Financial Services: $54.5 Billion
Utilities: $42.6 Billion
Healthcare: $39.1 Billion
Technology: $34.9 Billion
Consumer Defensive: $30.9 Billion
Industrials: $28 Billion
Energy: $24.4 Billion
Other: $31.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15 Billion 4.22% of portfolio
259,648
Q2 2024 Added 3.6%
$0
$14.8 Billion 4.18% of portfolio
190,344
Q2 2024 Added 3.24%
$68.3B
$6.74 Billion 1.9% of portfolio
4,195
Q2 2024 Reduced 4.77%
$3.04T
$6.57 Billion 1.86% of portfolio
14,710
Q2 2024 Added 3.62%
$10.1B
$6.02 Billion 1.7% of portfolio
5,654
Q2 2024 Reduced 1.77%
$0
$5.88 Billion 1.66% of portfolio
86,343
Q2 2024 Reduced 1.98%
$0
$5.47 Billion 1.55% of portfolio
259,820
Q2 2024 Added 1.37%
$132B
$5.42 Billion 1.53% of portfolio
17,288
Q2 2024 Added 2.29%
$645B
$5.25 Billion 1.48% of portfolio
25,963
Q2 2024 Added 2.01%
$83.7B
$4.97 Billion 1.4% of portfolio
42,096
Q2 2024 Reduced 0.12%
$0
$4.97 Billion 1.4% of portfolio
243,021
Q2 2024 Added 4.61%
$14.2B
$4.82 Billion 1.36% of portfolio
23,498
Q2 2024 Added 1.9%
$24.2B
$4.81 Billion 1.36% of portfolio
31,286
Q2 2024 Added 2.8%
$354B
$4.7 Billion 1.33% of portfolio
27,426
Q2 2024 Added 4.35%
$457B
$4.66 Billion 1.32% of portfolio
32,981
Q2 2024 Added 3.14%
$0
$4.63 Billion 1.31% of portfolio
241,246
Q2 2024 Added 6.47%
$0
$4.41 Billion 1.24% of portfolio
229,320
Q2 2024 Added 7.69%
$202B
$4.4 Billion 1.24% of portfolio
19,015
Q2 2024 Reduced 0.27%
$139B
$4.27 Billion 1.21% of portfolio
37,313
Q2 2024 Added 4.57%
$522B
$4.17 Billion 1.18% of portfolio
8,182
Q2 2024 Added 6.16%
$0
$4.01 Billion 1.13% of portfolio
201,140
Q2 2024 Added 10.19%
$301B
$3.99 Billion 1.13% of portfolio
25,499
Q2 2024 Added 4.46%
$63.5B
$3.99 Billion 1.13% of portfolio
93,900
Q2 2024 Added 2.14%
$95.3B
$3.99 Billion 1.13% of portfolio
12,063
Q2 2024 Added 3.34%
$121B
$3.93 Billion 1.11% of portfolio
10,508
Q2 2024 Added 3.33%
$405B
$3.93 Billion 1.11% of portfolio
11,428
Q2 2024 Added 8.22%
$258B
$3.91 Billion 1.1% of portfolio
31,604
Q2 2024 Added 4.12%
$110B
$3.87 Billion 1.09% of portfolio
18,378
Q2 2024 Added 5.05%
$142B
$3.8 Billion 1.07% of portfolio
8,133
Q2 2024 Added 4.67%
$11.5B
$3.76 Billion 1.06% of portfolio
19,927
Q2 2024 Added 1.54%
$140B
$3.67 Billion 1.04% of portfolio
17,168
Q2 2024 Added 6.25%
$20.8B
$3.61 Billion 1.02% of portfolio
40,289
Q2 2024 Added 4.88%
$414B
$3.6 Billion 1.02% of portfolio
24,662
Q2 2024 Added 5.79%
$95.9B
$3.56 Billion 1.0% of portfolio
45,835
Q2 2024 Added 7.46%
$154B
$3.48 Billion 0.98% of portfolio
49,089
Q2 2024 Added 3.31%
$29B
$3.46 Billion 0.98% of portfolio
32,373
Q2 2024 Added 6.1%
$156B
$3.44 Billion 0.97% of portfolio
179,948
Q2 2024 Added 4.22%
$202B
$3.43 Billion 0.97% of portfolio
33,848
Q2 2024 Added 6.08%
$23.8B
$3.39 Billion 0.96% of portfolio
88,699
Q2 2024 Added 4.2%
$217B
$3.39 Billion 0.96% of portfolio
11,188
Q2 2024 Added 7.57%
$58B
$3.41 Billion 0.96% of portfolio
45,945
Q2 2024 Added 4.62%
$170B
$3.41 Billion 0.96% of portfolio
10,907
Q2 2024 Added 4.52%
$86.3B
$3.39 Billion 0.96% of portfolio
24,753
Q2 2024 Added 4.64%
$86.6B
$3.35 Billion 0.95% of portfolio
33,452
Q2 2024 Added 4.24%
$158B
$3.35 Billion 0.95% of portfolio
7,504
Q2 2024 Added 5.71%
$391B
$3.36 Billion 0.95% of portfolio
20,391
Q2 2024 Added 5.37%
$494B
$3.31 Billion 0.94% of portfolio
28,788
Q2 2024 Added 4.58%
$229B
$3.27 Billion 0.92% of portfolio
19,831
Q2 2024 Added 5.59%
$49.3B
$3.25 Billion 0.92% of portfolio
20,340
Q2 2024 Added 3.89%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $354 Billion
  • Prior Value $348 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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