Morton Community Bank Portfolio Holdings

Morton Community Bank

  • $402 Billion
  • Q2 2025

Morton Community Bank has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $402 Billion distributed in 193 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 $18.1B, Schwab Strategic Tr Us Dividen with a value of $15.6B, Broadcom Inc. with a value of $9.05B, Utilities Sector Spdr with a value of $7.58B, and Microsoft Corp with a value of $7.29B.

Examining the 13F form we can see an increase of $20.3B in the current position value, from $382B to 402B.

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 $402 Billion
ETFs: $79.3 Billion
Financial Services: $58 Billion
Utilities: $50.9 Billion
Healthcare: $43.8 Billion
Technology: $38.3 Billion
Consumer Defensive: $30.3 Billion
Industrials: $29.3 Billion
Energy: $26.3 Billion
Other: $36.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.21T
$3.83 Billion 0.95% of portfolio
21,725
Q2 2025 Added 16.33%
$10.5B
$3.78 Billion 0.94% of portfolio
41,385
Q2 2025 Added 5.55%
$0
$3.7 Billion 0.92% of portfolio
70,668
Q2 2025 Added 10.85%
$182B
$3.66 Billion 0.91% of portfolio
84,479
Q2 2025 Added 2.04%
$207B
$3.64 Billion 0.9% of portfolio
29,342
Q2 2025 Added 3.48%
$12.7B
$3.64 Billion 0.9% of portfolio
44,670
Q2 2025 Added 4.72%
$306B
$3.61 Billion 0.9% of portfolio
51,019
Q2 2025 Added 2.82%
$141B
$3.57 Billion 0.89% of portfolio
51,441
Q2 2025 Added 4.58%
$120B
$3.53 Billion 0.88% of portfolio
39,358
Q2 2025 Added 5.52%
$368B
$3.46 Billion 0.86% of portfolio
21,746
Q2 2025 Added 4.27%
$150B
$3.45 Billion 0.86% of portfolio
11,557
Q2 2025 Added 6.64%
$14.4B
$3.42 Billion 0.85% of portfolio
32,850
Q2 2025 Added 7.27%
$68B
$3.41 Billion 0.85% of portfolio
75,460
Q2 2025 Added 4.46%
$40.9B
$3.36 Billion 0.84% of portfolio
44,375
Q2 2025 Added 6.35%
$84.1B
$3.37 Billion 0.84% of portfolio
50,016
Q2 2025 Added 2.96%
$122B
$3.37 Billion 0.84% of portfolio
38,657
Q2 2025 Added 5.16%
$69.2B
$3.32 Billion 0.83% of portfolio
27,780
Q2 2025 Added 7.09%
$44.3B
$3.35 Billion 0.83% of portfolio
77,212
Q2 2025 Added 3.44%
$19B
$3.29 Billion 0.82% of portfolio
27,118
Q2 2025 Added 9.74%
$233B
$3.27 Billion 0.81% of portfolio
46,750
Q2 2025 Added 5.13%
$152B
$3.16 Billion 0.79% of portfolio
11,312
Q2 2025 Added 5.5%
$64.2B
$3.13 Billion 0.78% of portfolio
11,098
Q2 2025 Added 8.93%
$15B
$3.11 Billion 0.77% of portfolio
43,280
Q2 2025 Added 6.17%
$232B
$3 Billion 0.75% of portfolio
10,997
Q2 2025 New
$70.1B
$2.99 Billion 0.74% of portfolio
19,154
Q2 2025 Added 9.18%
$202B
$2.95 Billion 0.73% of portfolio
22,323
Q2 2025 Added 7.0%
$45.1B
$2.91 Billion 0.72% of portfolio
22,593
Q2 2025 Added 2.92%
$86B
$2.89 Billion 0.72% of portfolio
41,968
Q2 2025 Added 5.18%
$51B
$2.88 Billion 0.72% of portfolio
50,947
Q2 2025 Added 5.32%
$25.6B
$2.81 Billion 0.7% of portfolio
24,733
Q2 2025 Added 7.66%
$245B
$2.83 Billion 0.7% of portfolio
9,087
Q2 2025 Added 12.16%
$63.8B
$2.73 Billion 0.68% of portfolio
27,015
Q2 2025 Added 4.69%
$203B
$2.66 Billion 0.66% of portfolio
33,583
Q2 2025 Added 1.93%
$0
$2.55 Billion 0.63% of portfolio
23,490
Q2 2025 Added 2.26%
$46.7B
$2.4 Billion 0.6% of portfolio
70,950
Q2 2025 Added 11.25%
$48.9B
$2.35 Billion 0.58% of portfolio
23,784
Q2 2025 Added 8.77%
$27.4B
$2.34 Billion 0.58% of portfolio
14,377
Q2 2025 Added 6.44%
$111B
$1.82 Billion 0.45% of portfolio
5,649
Q2 2025 Reduced 21.14%
$0
$1.42 Billion 0.35% of portfolio
10,546
Q2 2025 Added 6.16%
$0
$1.3 Billion 0.32% of portfolio
62,874
Q2 2025 Reduced 74.88%
$0
$1.13 Billion 0.28% of portfolio
4,480
Q2 2025 New
$0
$1.04 Billion 0.26% of portfolio
7,075
Q2 2025 New
$24.9B
$961 Million 0.24% of portfolio
23,866
Q2 2025 Reduced 73.96%
$608B
$834 Million 0.21% of portfolio
1,070
Q2 2025 Reduced 0.93%
$0
$589 Million 0.15% of portfolio
954
Q4 2023 New
$3.69T
$482 Million 0.12% of portfolio
2,351
Q1 2025 Reduced 3.81%
$59.7B
$494 Million 0.12% of portfolio
5,775
Q2 2025 Reduced 17.2%
$77.3B
$418 Million 0.1% of portfolio
2,241
Q2 2025 Reduced 22.62%
$7.33B
$392 Million 0.1% of portfolio
6,304
Q4 2024 Added 5.0%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $402 Billion
  • Prior Value $382 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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