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 ETFs Only

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%
$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%
$0
$4.97 Billion 1.4% of portfolio
243,021
Q2 2024 Added 4.61%
$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%
$0
$4.01 Billion 1.13% of portfolio
201,140
Q2 2024 Added 10.19%
$0
$2.74 Billion 0.77% of portfolio
66,643
Q2 2024 Added 1.95%
$0
$1.95 Billion 0.55% of portfolio
22,807
Q2 2024 Reduced 0.11%
$0
$1.51 Billion 0.43% of portfolio
16,582
Q2 2024 Reduced 6.81%
$0
$1.37 Billion 0.39% of portfolio
17,934
Q2 2024 Reduced 2.44%
$0
$770 Million 0.22% of portfolio
5,284
Q2 2024 New
$0
$519 Million 0.15% of portfolio
954
Q4 2023 New
$0
$318 Million 0.09% of portfolio
3,200
Q4 2023 New
$0
$293 Million 0.08% of portfolio
10,369
Q4 2023 New

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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