Morton Community Bank Portfolio Holdings

Morton Community Bank

  • $379 Billion
  • Q4 2024

Morton Community Bank has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $379 Billion distributed in 192 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 $16.3B, Schwab Strategic Tr Us Dividen with a value of $16B, Broadcom Inc. with a value of $9.06B, Utilities Sector Spdr with a value of $6.46B, and Apollo Global Management, Inc. with a value of $6.33B.

Examining the 13F form we can see an decrease of $4.36B in the current position value, from $383B to 379B.

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 $379 Billion
ETFs: $74.1 Billion
Financial Services: $55.4 Billion
Utilities: $49.2 Billion
Healthcare: $39.9 Billion
Technology: $32.6 Billion
Consumer Defensive: $30.7 Billion
Industrials: $29.8 Billion
Energy: $24.9 Billion
Other: $34 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$77.6B
$9.06 Billion 2.39% of portfolio
39,067
Q4 2024 Reduced 3.88%
$84.3B
$6.33 Billion 1.67% of portfolio
38,325
Q4 2024 Reduced 5.71%
$2.99T
$6.15 Billion 1.63% of portfolio
14,600
Q4 2024 Added 0.14%
$738B
$5.97 Billion 1.58% of portfolio
24,900
Q4 2024 Reduced 1.91%
$212B
$5.45 Billion 1.44% of portfolio
18,355
Q4 2024 Reduced 0.24%
$115B
$5.37 Billion 1.42% of portfolio
16,168
Q4 2024 Reduced 3.66%
$436B
$5.29 Billion 1.4% of portfolio
31,736
Q4 2024 Reduced 1.45%
$17.2B
$4.92 Billion 1.3% of portfolio
64,901
Q4 2024 Added 101.01%
$68.5B
$4.91 Billion 1.3% of portfolio
90,744
Q4 2024 Reduced 1.23%
$20.6B
$4.88 Billion 1.29% of portfolio
207,614
Q4 2024 Reduced 3.4%
$13.1B
$4.81 Billion 1.27% of portfolio
22,498
Q4 2024 Reduced 1.08%
$374B
$4.76 Billion 1.26% of portfolio
26,784
Q4 2024 Added 1.32%
$141B
$4.38 Billion 1.16% of portfolio
10,338
Q4 2024 Reduced 0.34%
$396B
$4.22 Billion 1.12% of portfolio
10,855
Q4 2024 Reduced 3.36%
$16.1B
$4.22 Billion 1.12% of portfolio
114,925
Q4 2024 Added 1.61%
$187B
$4.15 Billion 1.1% of portfolio
182,428
Q4 2024 Added 1.69%
$237B
$3.98 Billion 1.05% of portfolio
33,029
Q4 2024 Reduced 0.66%
$33.9B
$3.96 Billion 1.05% of portfolio
17,304
Q4 2024 Added 1.05%
$219B
$3.93 Billion 1.04% of portfolio
11,182
Q4 2024 Added 0.85%
$118B
$3.92 Billion 1.04% of portfolio
18,463
Q4 2024 Added 0.76%
$53.9B
$3.94 Billion 1.04% of portfolio
20,435
Q4 2024 Added 0.71%
$202B
$3.9 Billion 1.03% of portfolio
6,817
Q4 2024 Added 4.0%
$14.5B
$3.91 Billion 1.03% of portfolio
30,410
Q4 2024 Added 0.12%
$141B
$3.92 Billion 1.03% of portfolio
17,333
Q4 2024 Added 0.76%
$121B
$3.86 Billion 1.02% of portfolio
7,943
Q4 2024 Added 0.63%
$295B
$3.82 Billion 1.01% of portfolio
26,352
Q4 2024 Added 1.52%
$33B
$3.77 Billion 1.0% of portfolio
40,095
Q4 2024 Added 1.44%
$72.9B
$3.8 Billion 1.0% of portfolio
19,703
Q4 2024 Reduced 0.3%
$96.5B
$3.77 Billion 0.99% of portfolio
45,740
Q4 2024 Added 1.08%
$37.6B
$3.75 Billion 0.99% of portfolio
55,503
Q4 2024 Added 1.84%
$113B
$3.68 Billion 0.97% of portfolio
37,123
Q4 2024 Added 0.39%
$15.9B
$3.68 Billion 0.97% of portfolio
62,223
Q4 2024 Added 1.65%
$170B
$3.66 Billion 0.97% of portfolio
7,344
Q4 2024 Added 0.55%
$88.7B
$3.64 Billion 0.96% of portfolio
33,821
Q4 2024 Added 1.73%
$95.8B
$3.63 Billion 0.96% of portfolio
24,383
Q4 2024 Reduced 0.47%
$432B
$3.62 Billion 0.96% of portfolio
25,022
Q4 2024 Added 1.42%
$11.3B
$3.58 Billion 0.95% of portfolio
19,112
Q4 2024 Reduced 0.55%
$263B
$3.58 Billion 0.95% of portfolio
60,442
Q4 2024 Added 0.43%
$22B
$3.6 Billion 0.95% of portfolio
90,386
Q4 2024 Added 1.87%
$138B
$3.51 Billion 0.93% of portfolio
48,908
Q4 2024 Added 1.24%
$66.4B
$3.43 Billion 0.91% of portfolio
71,700
Q4 2024 Reduced 0.18%
$54.3B
$3.45 Billion 0.91% of portfolio
16,075
Q4 2024 Added 1.26%
$414B
$3.44 Billion 0.91% of portfolio
20,496
Q4 2024 Added 0.79%
$25.6B
$3.43 Billion 0.91% of portfolio
28,436
Q4 2024 Added 1.48%
$16.8B
$3.45 Billion 0.91% of portfolio
40,053
Q4 2024 Added 1.48%
$53.1B
$3.42 Billion 0.9% of portfolio
37,065
Q4 2024 Added 1.59%
$12.5B
$3.38 Billion 0.89% of portfolio
42,380
Q4 2024 Reduced 0.14%
$94.5B
$3.33 Billion 0.88% of portfolio
12,048
Q4 2024 Added 1.73%
$241B
$3.27 Billion 0.86% of portfolio
28,876
Q4 2024 Added 1.16%

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $379 Billion
  • Prior Value $383 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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