Morton Community Bank Portfolio Holdings

Morton Community Bank

  • $382 Billion
  • Q1 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $382 Billion
  • Prior Value $379 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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