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 Market Cap. of $10 Billions to $200 Billions