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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.7B
$335 Million 0.09% of portfolio
4,710
Q2 2024 Reduced 7.41%
$7.46B
$335 Million 0.09% of portfolio
6,004
Q2 2024 Reduced 4.82%

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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