Morton Community Bank Portfolio Holdings

Morton Community Bank

  • $348 Billion
  • Q1 2024

Morton Community Bank has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $348 Billion distributed in 187 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 $14.9B, Ishares Core Dividend Growth E with a value of $14.6B, Microsoft Corp with a value of $5.97B, Broadcom Inc. with a value of $5.84B, and Utilities Sector Spdr with a value of $5.78B.

Examining the 13F form we can see an increase of $41.6B in the current position value, from $306B to 348B.

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 $348 Billion
ETFs: $66.3 Billion
Financial Services: $53.1 Billion
Healthcare: $40.9 Billion
Utilities: $40.2 Billion
Technology: $32.8 Billion
Consumer Defensive: $30.4 Billion
Industrials: $29.1 Billion
Energy: $21.1 Billion
Other: $33.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.9 Billion 4.28% of portfolio
184,377
Q1 2024 Added 5.82%
$0
$14.6 Billion 4.19% of portfolio
250,626
Q1 2024 Added 4.45%
$3.42T
$5.97 Billion 1.72% of portfolio
14,196
Q1 2024 Reduced 2.12%
$671B
$5.84 Billion 1.68% of portfolio
4,405
Q1 2024 Reduced 9.72%
$0
$5.78 Billion 1.66% of portfolio
88,086
Q1 2024 Added 12.37%
$146B
$5.59 Billion 1.61% of portfolio
5,756
Q1 2024 Reduced 5.5%
$0
$5.37 Billion 1.55% of portfolio
256,300
Q1 2024 Reduced 1.35%
$125B
$5.28 Billion 1.52% of portfolio
16,901
Q1 2024 Reduced 0.88%
$613B
$5.1 Billion 1.47% of portfolio
25,452
Q1 2024 Added 2.54%
$10.7B
$5.01 Billion 1.44% of portfolio
19,625
Q1 2024 Added 0.44%
$18.8B
$4.82 Billion 1.39% of portfolio
229,263
Q1 2024 Added 0.34%
$293B
$4.79 Billion 1.38% of portfolio
26,283
Q1 2024 Added 2.54%
$0
$4.75 Billion 1.37% of portfolio
232,311
Q1 2024 Added 9.85%
$72B
$4.74 Billion 1.36% of portfolio
42,145
Q1 2024 Added 0.13%
$145B
$4.54 Billion 1.31% of portfolio
35,683
Q1 2024 Added 2.56%
$20.2B
$4.52 Billion 1.3% of portfolio
30,435
Q1 2024 Added 2.13%
$0
$4.35 Billion 1.25% of portfolio
226,576
Q1 2024 Added 12.55%
$176B
$4.34 Billion 1.25% of portfolio
19,066
Q1 2024 Added 1.06%
$99.4B
$4.24 Billion 1.22% of portfolio
11,673
Q1 2024 Added 2.86%
$110B
$4.18 Billion 1.2% of portfolio
10,169
Q1 2024 Added 3.46%
$0
$4.11 Billion 1.18% of portfolio
212,935
Q1 2024 Added 41.09%
$343B
$4.05 Billion 1.17% of portfolio
10,560
Q1 2024 Added 2.42%
$386B
$4.02 Billion 1.16% of portfolio
31,978
Q1 2024 Added 5.11%
$324B
$4.01 Billion 1.15% of portfolio
30,354
Q1 2024 Added 2.67%
$307B
$3.85 Billion 1.11% of portfolio
24,410
Q1 2024 Added 3.88%
$466B
$3.81 Billion 1.1% of portfolio
7,707
Q1 2024 Added 0.57%
$18.2B
$3.72 Billion 1.07% of portfolio
38,416
Q1 2024 Added 4.47%
$382B
$3.69 Billion 1.06% of portfolio
23,312
Q1 2024 Added 5.99%
$0
$3.66 Billion 1.05% of portfolio
182,535
Q1 2024 Added 115.36%
$191B
$3.61 Billion 1.04% of portfolio
10,401
Q1 2024 Added 3.43%
$105B
$3.6 Billion 1.04% of portfolio
17,494
Q1 2024 Added 5.72%
$51.5B
$3.58 Billion 1.03% of portfolio
91,933
Q1 2024 Added 6.3%
$122B
$3.53 Billion 1.02% of portfolio
7,770
Q1 2024 Added 6.79%
$66.9B
$3.49 Billion 1.0% of portfolio
19,701
Q1 2024 Added 5.29%
$57.3B
$3.43 Billion 0.99% of portfolio
43,915
Q1 2024 Added 5.34%
$43.3B
$3.39 Billion 0.97% of portfolio
19,578
Q1 2024 Added 3.83%
$19.2B
$3.33 Billion 0.96% of portfolio
21,482
Q1 2024 Added 4.7%
$225B
$3.29 Billion 0.95% of portfolio
18,781
Q1 2024 Added 5.09%
$21.9B
$3.29 Billion 0.95% of portfolio
85,124
Q1 2024 Added 8.58%
$143B
$3.32 Billion 0.95% of portfolio
16,158
Q1 2024 Added 7.27%
$78.6B
$3.25 Billion 0.94% of portfolio
23,656
Q1 2024 Added 5.51%
$21.5B
$3.22 Billion 0.93% of portfolio
30,512
Q1 2024 Added 5.74%
$476B
$3.2 Billion 0.92% of portfolio
27,528
Q1 2024 Added 4.84%
$135B
$3.18 Billion 0.91% of portfolio
43,950
Q1 2024 Added 2.06%
$41.7B
$3.11 Billion 0.9% of portfolio
11,452
Q1 2024 Added 8.22%
$173B
$3.13 Billion 0.9% of portfolio
74,555
Q1 2024 Added 8.93%
$168B
$3.13 Billion 0.9% of portfolio
72,194
Q1 2024 Added 5.03%
$388B
$3.14 Billion 0.9% of portfolio
19,352
Q1 2024 Added 6.12%
$45B
$3.12 Billion 0.9% of portfolio
36,232
Q1 2024 Added 6.4%

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $348 Billion
  • Prior Value $306 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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