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
$132B
$3.81 Billion 0.88% of portfolio
18,946
Q3 2025 Added 4.21%
$490B
$3.8 Billion 0.88% of portfolio
33,269
Q3 2025 Added 6.13%
$9.48B
$3.74 Billion 0.87% of portfolio
44,429
Q3 2025 Added 7.36%
$53.8B
$3.74 Billion 0.87% of portfolio
17,639
Q3 2025 Added 4.71%
$67.6B
$3.72 Billion 0.86% of portfolio
79,675
Q3 2025 Added 5.59%
$306B
$3.71 Billion 0.86% of portfolio
53,790
Q3 2025 Added 5.43%
$113B
$3.67 Billion 0.85% of portfolio
41,322
Q3 2025 Added 4.99%
$128B
$3.69 Billion 0.85% of portfolio
40,672
Q3 2025 Added 5.21%
$18B
$3.64 Billion 0.84% of portfolio
28,630
Q3 2025 Added 5.58%
$172B
$3.58 Billion 0.83% of portfolio
90,074
Q3 2025 Added 6.62%
$103B
$3.53 Billion 0.82% of portfolio
45,123
Q3 2025 Added 7.52%
$237B
$3.56 Billion 0.82% of portfolio
13,675
Q3 2025 Added 24.35%
$204B
$3.54 Billion 0.82% of portfolio
24,211
Q3 2025 Added 8.46%
$89.7B
$3.46 Billion 0.8% of portfolio
19,437
Q3 2025 Added 5.79%
$14.7B
$3.48 Billion 0.8% of portfolio
46,335
Q3 2025 Added 7.06%
$300B
$3.47 Billion 0.8% of portfolio
10,169
Q3 2025 Added 11.91%
$346B
$3.44 Billion 0.8% of portfolio
22,867
Q3 2025 Added 5.15%
$37.9B
$3.42 Billion 0.79% of portfolio
46,050
Q3 2025 Added 3.77%
$85.9B
$3.38 Billion 0.78% of portfolio
16,935
Q3 2025 New
$82.8B
$3.27 Billion 0.76% of portfolio
13,387
Q3 2025 Added 6.31%
$55.6B
$3.23 Billion 0.75% of portfolio
22,449
Q3 2025 Added 17.2%
$0
$3.21 Billion 0.74% of portfolio
163,931
Q3 2025 Reduced 38.99%
$152B
$3.17 Billion 0.73% of portfolio
12,677
Q3 2025 Added 9.69%
$64.7B
$3.11 Billion 0.72% of portfolio
29,365
Q3 2025 Added 5.71%
$156B
$3.11 Billion 0.72% of portfolio
25,950
Q3 2025 New
$50.4B
$3.11 Billion 0.72% of portfolio
53,067
Q3 2025 Added 4.16%
$235B
$3.08 Billion 0.71% of portfolio
35,853
Q3 2025 Added 6.76%
$76.2B
$3.04 Billion 0.7% of portfolio
52,891
Q3 2025 Added 5.75%
$11B
$3 Billion 0.69% of portfolio
34,445
Q3 2025 Added 4.86%
$57.5B
$2.94 Billion 0.68% of portfolio
12,114
Q3 2025 Added 9.15%
$35.1B
$2.95 Billion 0.68% of portfolio
24,656
Q3 2025 Added 9.13%
$68.7B
$2.89 Billion 0.67% of portfolio
29,977
Q3 2025 Added 10.96%
$52.4B
$2.74 Billion 0.63% of portfolio
75,956
Q3 2025 Added 7.06%
$0
$2.59 Billion 0.6% of portfolio
22,560
Q3 2025 Reduced 3.96%
$22.8B
$2.52 Billion 0.58% of portfolio
25,828
Q3 2025 Added 4.43%
$291B
$2.51 Billion 0.58% of portfolio
4,352
Q3 2025 Added 628.98%
$0
$2.24 Billion 0.52% of portfolio
7,464
Q3 2025 Added 66.61%
$41.4B
$2.23 Billion 0.52% of portfolio
24,103
Q3 2025 Added 1.34%
$0
$2.11 Billion 0.49% of portfolio
126,660
Q3 2025 New
$20.8B
$2.06 Billion 0.48% of portfolio
15,677
Q3 2025 Added 9.04%
$111B
$1.99 Billion 0.46% of portfolio
5,270
Q3 2025 Reduced 6.71%
$0
$1.88 Billion 0.43% of portfolio
13,017
Q3 2025 Added 23.43%
$0
$1.35 Billion 0.31% of portfolio
8,697
Q3 2025 Added 22.93%
$0
$1.07 Billion 0.25% of portfolio
51,523
Q3 2025 Reduced 18.05%
$971B
$932 Million 0.22% of portfolio
1,080
Q3 2025 Added 0.93%
$4.3T
$715 Million 0.17% of portfolio
2,643
Q3 2025 Added 12.42%
$0
$655 Million 0.15% of portfolio
960
Q3 2025 Added 0.63%
$45.6B
$565 Million 0.13% of portfolio
12,260
Q3 2025 Reduced 84.12%
$26.3B
$466 Million 0.11% of portfolio
10,167
Q3 2025 Reduced 57.4%

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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