Morton Community Bank Portfolio Holdings

Morton Community Bank

  • $432 Billion
  • Q3 2025

Morton Community Bank has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $432 Billion distributed in 199 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 $19B, Schwab Strategic Tr Us Dividen with a value of $15.3B, Broadcom Inc. with a value of $11.1B, Lam Research Corp with a value of $8.65B, and Microsoft Corp with a value of $7.6B.

Examining the 13F form we can see an increase of $29.7B in the current position value, from $402B to 432B.

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 $432 Billion
ETFs: $81.5 Billion
Financial Services: $58.8 Billion
Utilities: $53.9 Billion
Healthcare: $48.2 Billion
Technology: $42.2 Billion
Industrials: $37.2 Billion
Consumer Defensive: $29.3 Billion
Energy: $27 Billion
Other: $38.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19 Billion 4.39% of portfolio
278,475
Q3 2025 Reduced 1.56%
$0
$15.3 Billion 3.54% of portfolio
571,484
Q3 2025 Reduced 3.21%
$139B
$11.1 Billion 2.57% of portfolio
30,007
Q3 2025 Reduced 8.63%
Lam Research Corp
-
$8.65 Billion 2.0% of portfolio
-
Q3 2025 Reduced 1.16%
$3.78T
$7.6 Billion 1.76% of portfolio
14,668
Q3 2025 Added 0.09%
$881B
$7.37 Billion 1.71% of portfolio
23,703
Q3 2025 Reduced 1.1%
$593B
$7.22 Billion 1.67% of portfolio
27,494
Q3 2025 Reduced 7.1%
$0
$7.17 Billion 1.66% of portfolio
80,514
Q3 2025 Reduced 13.25%
$144B
$6.42 Billion 1.49% of portfolio
13,908
Q3 2025 Added 40.91%
$255B
$6.25 Billion 1.45% of portfolio
17,327
Q3 2025 Reduced 1.55%
$1.65T
$6.17 Billion 1.43% of portfolio
21,935
Q3 2025 Added 0.97%
$140B
$6.11 Billion 1.41% of portfolio
16,005
Q3 2025 Added 0.88%
$19.3B
$6.06 Billion 1.4% of portfolio
63,037
Q3 2025 Added 0.34%
$414B
$5.88 Billion 1.36% of portfolio
26,984
Q3 2025 Added 1.58%
$0
$5.51 Billion 1.28% of portfolio
268,068
Q3 2025 Added 2.89%
$0
$5.52 Billion 1.28% of portfolio
293,525
Q3 2025 Added 3.22%
$265B
$5.5 Billion 1.27% of portfolio
6,967
Q3 2025 Reduced 2.38%
$23.3B
$5.12 Billion 1.19% of portfolio
211,589
Q3 2025 Added 3.5%
$74.3B
$5.14 Billion 1.19% of portfolio
88,784
Q3 2025 Added 3.45%
$522B
$5.1 Billion 1.18% of portfolio
27,020
Q3 2025 Added 1.32%
$17.4B
$5.01 Billion 1.16% of portfolio
118,965
Q3 2025 Added 3.93%
$44.1B
$4.91 Billion 1.14% of portfolio
60,457
Q3 2025 Added 5.53%
$190B
$4.79 Billion 1.11% of portfolio
47,339
Q3 2025 Added 2.55%
$62.3B
$4.79 Billion 1.11% of portfolio
39,795
Q3 2025 Added 2.92%
$35B
$4.76 Billion 1.1% of portfolio
42,625
Q3 2025 Added 2.57%
$13.1B
$4.7 Billion 1.09% of portfolio
20,030
Q3 2025 Added 1.01%
$78.4B
$4.67 Billion 1.08% of portfolio
37,550
Q3 2025 Added 2.08%
$98.6B
$4.62 Billion 1.07% of portfolio
49,130
Q3 2025 Added 3.81%
$319B
$4.63 Billion 1.07% of portfolio
63,301
Q3 2025 Added 3.04%
$0
$4.62 Billion 1.07% of portfolio
88,175
Q3 2025 Added 24.77%
$0
$4.63 Billion 1.07% of portfolio
273,898
Q3 2025 Added 11.92%
$96.4B
$4.57 Billion 1.06% of portfolio
36,787
Q3 2025 Added 4.71%
$181B
$4.59 Billion 1.06% of portfolio
185,636
Q3 2025 Added 0.96%
$303B
$4.52 Billion 1.05% of portfolio
28,648
Q3 2025 Added 5.43%
$35.8B
$4.52 Billion 1.05% of portfolio
18,299
Q3 2025 Added 2.75%
$237B
$4.51 Billion 1.04% of portfolio
31,268
Q3 2025 Added 1.89%
$16.9B
$4.5 Billion 1.04% of portfolio
67,333
Q3 2025 Added 4.51%
$123B
$4.36 Billion 1.01% of portfolio
8,869
Q3 2025 Added 6.24%
$168B
$4.32 Billion 1.0% of portfolio
53,053
Q3 2025 Added 3.13%
$12.6B
$4.33 Billion 1.0% of portfolio
23,753
Q3 2025 Added 4.51%
$367B
$4.3 Billion 1.0% of portfolio
11,336
Q3 2025 Added 2.5%
Blackrock Inc
-
$4.32 Billion 1.0% of portfolio
-
Q3 2025 Added 2.81%
$26.6B
$4.21 Billion 0.98% of portfolio
31,090
Q3 2025 Added 5.8%
$57.9B
$4.17 Billion 0.96% of portfolio
21,761
Q3 2025 Added 3.61%
$277B
$4.06 Billion 0.94% of portfolio
49,280
Q3 2025 Added 5.41%
$12.6B
$3.97 Billion 0.92% of portfolio
47,585
Q3 2025 Added 6.53%
$84.9B
$3.83 Billion 0.89% of portfolio
26,198
Q3 2025 Added 3.91%
$228B
$3.83 Billion 0.89% of portfolio
31,002
Q3 2025 Added 5.96%
$159B
$3.85 Billion 0.89% of portfolio
7,909
Q3 2025 Added 3.74%

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $432 Billion
  • Prior Value $402 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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