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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.48B
$3.74 Billion 0.87% of portfolio
44,429
Q3 2025 Added 7.36%
$6.39B
$332 Million 0.08% of portfolio
6,304
Q4 2024 Added 5.0%

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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