Morton Community Bank Portfolio Holdings

Morton Community Bank

  • $382 Billion
  • Q1 2025

Morton Community Bank has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $382 Billion distributed in 189 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $16.8B, Ishares Core Dividend Growth E with a value of $16.8B, Utilities Sector Spdr with a value of $7.33B, Broadcom Inc. with a value of $5.86B, and Jpmorgan Chase & CO with a value of $5.86B.

Examining the 13F form we can see an increase of $3.45B in the current position value, from $379B to 382B.

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 $382 Billion
ETFs: $77.1 Billion
Utilities: $53.4 Billion
Financial Services: $52.7 Billion
Healthcare: $45 Billion
Consumer Defensive: $32.3 Billion
Technology: $27.1 Billion
Energy: $27 Billion
Industrials: $26.1 Billion
Other: $33.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$117B
$5.86 Billion 1.53% of portfolio
35,012
Q1 2025 Reduced 10.38%
$853B
$5.86 Billion 1.53% of portfolio
23,897
Q1 2025 Reduced 4.03%
$327B
$5.49 Billion 1.44% of portfolio
26,194
Q1 2025 Reduced 2.2%
$3.8T
$5.41 Billion 1.42% of portfolio
14,420
Q1 2025 Reduced 1.23%
$17.7B
$5.39 Billion 1.41% of portfolio
63,002
Q1 2025 Reduced 2.93%
$195B
$5.22 Billion 1.37% of portfolio
184,487
Q1 2025 Added 1.13%
$70.3B
$5.16 Billion 1.35% of portfolio
86,344
Q1 2025 Reduced 4.85%
$89.2B
$4.95 Billion 1.3% of portfolio
36,170
Q1 2025 Reduced 5.62%
$280B
$4.98 Billion 1.3% of portfolio
31,364
Q1 2025 Reduced 5.04%
$226B
$4.73 Billion 1.24% of portfolio
17,577
Q1 2025 Reduced 4.24%
$150B
$4.65 Billion 1.22% of portfolio
9,910
Q1 2025 Reduced 4.14%
$16.9B
$4.54 Billion 1.19% of portfolio
113,275
Q1 2025 Reduced 1.44%
$34.2B
$4.39 Billion 1.15% of portfolio
40,265
Q1 2025 Added 0.42%
$104B
$4.34 Billion 1.14% of portfolio
17,768
Q1 2025 Reduced 3.76%
$293B
$4.37 Billion 1.14% of portfolio
26,127
Q1 2025 Reduced 0.85%
$12.8B
$4.35 Billion 1.14% of portfolio
22,078
Q1 2025 Reduced 1.87%
$101B
$4.24 Billion 1.11% of portfolio
24,573
Q1 2025 Added 0.78%
$430B
$4.23 Billion 1.11% of portfolio
25,511
Q1 2025 Added 1.95%
$264B
$4.24 Billion 1.11% of portfolio
8,102
Q1 2025 Added 1.25%
$149B
$4.22 Billion 1.11% of portfolio
15,541
Q1 2025 Reduced 3.88%
$52.1B
$4.19 Billion 1.1% of portfolio
20,257
Q1 2025 Reduced 0.87%
$103B
$4.2 Billion 1.1% of portfolio
45,635
Q1 2025 Reduced 0.23%
$92.3B
$4.17 Billion 1.09% of portfolio
34,182
Q1 2025 Added 1.07%
$657B
$4.14 Billion 1.08% of portfolio
29,634
Q1 2025 Reduced 6.62%
$55.8B
$4.08 Billion 1.07% of portfolio
37,380
Q1 2025 Added 0.85%
$16.2B
$4.04 Billion 1.06% of portfolio
62,733
Q1 2025 Added 0.82%
$89.9B
$4.02 Billion 1.05% of portfolio
12,218
Q1 2025 Added 1.41%
$26.7B
$3.92 Billion 1.03% of portfolio
28,366
Q1 2025 Reduced 0.25%
$39.1B
$3.92 Billion 1.03% of portfolio
55,317
Q1 2025 Reduced 0.34%
$116B
$3.92 Billion 1.03% of portfolio
37,298
Q1 2025 Added 0.47%
$37.6B
$3.93 Billion 1.03% of portfolio
17,554
Q1 2025 Added 1.44%
$373B
$3.89 Billion 1.02% of portfolio
10,610
Q1 2025 Reduced 2.26%
$241B
$3.78 Billion 0.99% of portfolio
6,917
Q1 2025 Added 1.47%
$170B
$3.76 Billion 0.99% of portfolio
7,409
Q1 2025 Added 0.89%
$218B
$3.73 Billion 0.98% of portfolio
28,153
Q1 2025 Reduced 2.5%
$178B
$3.76 Billion 0.98% of portfolio
82,794
Q1 2025 Added 4.93%
$56.6B
$3.76 Billion 0.98% of portfolio
16,240
Q1 2025 Added 1.03%
$158B
$3.71 Billion 0.97% of portfolio
17,538
Q1 2025 Added 1.18%
$23.5B
$3.7 Billion 0.97% of portfolio
91,658
Q1 2025 Added 1.41%
$12.6B
$3.65 Billion 0.96% of portfolio
19,289
Q1 2025 Added 0.93%
$281B
$3.68 Billion 0.96% of portfolio
59,647
Q1 2025 Reduced 1.32%
$121B
$3.62 Billion 0.95% of portfolio
8,108
Q1 2025 Added 2.08%
$10.7B
$3.59 Billion 0.94% of portfolio
39,210
Q1 2025 Added 3.58%
$367B
$3.55 Billion 0.93% of portfolio
20,856
Q1 2025 Added 1.76%
$450B
$3.57 Billion 0.93% of portfolio
29,981
Q1 2025 Added 1.73%
$303B
$3.55 Billion 0.93% of portfolio
49,618
Q1 2025 Reduced 0.78%
$150B
$3.49 Billion 0.91% of portfolio
49,188
Q1 2025 Added 0.57%
$43.4B
$3.44 Billion 0.9% of portfolio
74,647
Q1 2025 Reduced 1.98%
$12.1B
$3.42 Billion 0.9% of portfolio
42,655
Q1 2025 Added 0.65%

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $382 Billion
  • Prior Value $379 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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