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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$268B
$3.68 Billion 0.96% of portfolio
59,647
Q1 2025 Reduced 1.32%
$125B
$3.62 Billion 0.95% of portfolio
8,108
Q1 2025 Added 2.08%
$11.4B
$3.59 Billion 0.94% of portfolio
39,210
Q1 2025 Added 3.58%
Blackrock Inc
-
$3.59 Billion 0.94% of portfolio
-
Q1 2025 Added 0.4%
$386B
$3.55 Billion 0.93% of portfolio
20,856
Q1 2025 Added 1.76%
$447B
$3.57 Billion 0.93% of portfolio
29,981
Q1 2025 Added 1.73%
$313B
$3.55 Billion 0.93% of portfolio
49,618
Q1 2025 Reduced 0.78%
$143B
$3.49 Billion 0.91% of portfolio
49,188
Q1 2025 Added 0.57%
$42.6B
$3.44 Billion 0.9% of portfolio
74,647
Q1 2025 Reduced 1.98%
$12.6B
$3.42 Billion 0.9% of portfolio
42,655
Q1 2025 Added 0.65%
$202B
$3.38 Billion 0.89% of portfolio
10,837
Q1 2025 Reduced 3.09%
$14.9B
$3.38 Billion 0.88% of portfolio
40,765
Q1 2025 Added 1.78%
$157B
$3.34 Billion 0.87% of portfolio
10,722
Q1 2025 Reduced 0.46%
$69.1B
$3.33 Billion 0.87% of portfolio
25,940
Q1 2025 Added 0.29%
$92.2B
$3.3 Billion 0.86% of portfolio
48,576
Q1 2025 Added 5.3%
$229B
$3.27 Billion 0.86% of portfolio
44,470
Q1 2025 Added 5.07%
$13.3B
$3.2 Billion 0.84% of portfolio
30,625
Q1 2025 Added 0.71%
$0
$3.18 Billion 0.83% of portfolio
63,749
Q1 2025 Reduced 3.38%
$38.3B
$3.13 Billion 0.82% of portfolio
41,725
Q1 2025 Added 2.81%
$44.9B
$3.12 Billion 0.82% of portfolio
21,951
Q1 2025 Added 0.73%
$182B
$3.13 Billion 0.82% of portfolio
20,863
Q1 2025 Added 3.6%
$151B
$3.08 Billion 0.81% of portfolio
43,439
Q1 2025 New
$67.2B
$3.05 Billion 0.8% of portfolio
72,240
Q1 2025 Added 0.75%
$62.5B
$3 Billion 0.79% of portfolio
10,188
Q1 2025 Added 3.09%
$206B
$2.96 Billion 0.77% of portfolio
32,948
Q1 2025 Added 1.31%
$17.9B
$2.94 Billion 0.77% of portfolio
24,711
Q1 2025 Added 5.76%
$993B
$2.89 Billion 0.76% of portfolio
18,675
Q1 2025 Added 9.4%
$78.2B
$2.89 Billion 0.76% of portfolio
17,544
Q1 2025 Added 5.09%
$74.7B
$2.84 Billion 0.74% of portfolio
25,805
Q1 2025 Added 71.7%
$216B
$2.8 Billion 0.73% of portfolio
28,355
Q1 2025 Added 7.38%
$84.4B
$2.7 Billion 0.71% of portfolio
39,903
Q1 2025 Added 4.4%
$46.3B
$2.71 Billion 0.71% of portfolio
48,372
Q1 2025 Added 0.89%
$50.4B
$2.67 Billion 0.7% of portfolio
63,775
Q1 2025 Added 8.66%
$27B
$2.51 Billion 0.66% of portfolio
22,973
Q1 2025 Added 4.17%
$27.7B
$2.48 Billion 0.65% of portfolio
13,507
Q1 2025 Added 11.61%
$32.3B
$2.44 Billion 0.64% of portfolio
40,729
Q1 2025 Added 2.38%
$46.4B
$2.28 Billion 0.6% of portfolio
21,866
Q1 2025 Added 3.26%
$0
$2.22 Billion 0.58% of portfolio
22,970
Q1 2025 Added 1.04%
$102B
$1.44 Billion 0.38% of portfolio
7,163
Q1 2025 Reduced 6.95%
$0
$1.45 Billion 0.38% of portfolio
9,934
Q1 2025 Added 28.41%
$0
$1.31 Billion 0.34% of portfolio
13,976
Q1 2025 Reduced 5.36%
$767B
$892 Million 0.23% of portfolio
1,080
Q4 2023 New
$64.1B
$606 Million 0.16% of portfolio
6,975
Q1 2025 Reduced 38.3%
$0
$534 Million 0.14% of portfolio
954
Q4 2023 New
$3.26T
$522 Million 0.14% of portfolio
2,351
Q1 2025 Reduced 3.81%
$72.5B
$509 Million 0.13% of portfolio
2,896
Q1 2025 Reduced 85.3%
$7.6B
$392 Million 0.1% of portfolio
6,304
Q4 2024 Added 5.0%
$0
$331 Million 0.09% of portfolio
3,200
Q4 2023 New
$177B
$298 Million 0.08% of portfolio
1,661
Q1 2025 Reduced 40.17%

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
Track This Portfolio

Track Morton Community Bank Portfolio

Follow Morton Community Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Community Bank, based on Form 13F filings with the SEC.

News

Stay updated on Morton Community Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email