Morton Community Bank Portfolio Holdings

Morton Community Bank

  • $379 Billion
  • Q4 2024

Morton Community Bank has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $379 Billion distributed in 192 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 $16.3B, Schwab Strategic Tr Us Dividen with a value of $16B, Broadcom Inc. with a value of $9.06B, Utilities Sector Spdr with a value of $6.46B, and Apollo Global Management, Inc. with a value of $6.33B.

Examining the 13F form we can see an decrease of $4.36B in the current position value, from $383B to 379B.

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 $379 Billion
ETFs: $74.1 Billion
Financial Services: $55.4 Billion
Utilities: $49.2 Billion
Healthcare: $39.9 Billion
Technology: $32.6 Billion
Consumer Defensive: $30.7 Billion
Industrials: $29.8 Billion
Energy: $24.9 Billion
Other: $34 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$138B
$3.51 Billion 0.93% of portfolio
48,908
Q4 2024 Added 1.24%
$62.8B
$3.43 Billion 0.91% of portfolio
71,700
Q4 2024 Reduced 0.18%
$56.5B
$3.45 Billion 0.91% of portfolio
16,075
Q4 2024 Added 1.26%
$398B
$3.44 Billion 0.91% of portfolio
20,496
Q4 2024 Added 0.79%
$26.5B
$3.43 Billion 0.91% of portfolio
28,436
Q4 2024 Added 1.48%
$16.4B
$3.45 Billion 0.91% of portfolio
40,053
Q4 2024 Added 1.48%
$55B
$3.42 Billion 0.9% of portfolio
37,065
Q4 2024 Added 1.59%
$12.6B
$3.38 Billion 0.89% of portfolio
42,380
Q4 2024 Reduced 0.14%
$99.2B
$3.33 Billion 0.88% of portfolio
12,048
Q4 2024 Added 1.73%
$229B
$3.27 Billion 0.86% of portfolio
28,876
Q4 2024 Added 1.16%
$226B
$3.24 Billion 0.85% of portfolio
32,521
Q4 2024 Added 2.68%
$969B
$3.23 Billion 0.85% of portfolio
17,070
Q4 2024 New
$11.1B
$3.22 Billion 0.85% of portfolio
37,855
Q4 2024 Added 3.97%
$74.2B
$3.17 Billion 0.84% of portfolio
25,865
Q4 2024 Added 1.95%
$491B
$3.17 Billion 0.84% of portfolio
29,471
Q4 2024 Added 2.18%
$0
$3.19 Billion 0.84% of portfolio
65,976
Q4 2024 Reduced 0.22%
$304B
$3.11 Billion 0.82% of portfolio
50,008
Q4 2024 Added 1.03%
$37.6B
$3.1 Billion 0.82% of portfolio
40,585
Q4 2024 Added 0.36%
$206B
$3.06 Billion 0.81% of portfolio
20,138
Q4 2024 Added 1.31%
$179B
$2.94 Billion 0.78% of portfolio
26,405
Q4 2024 Added 0.71%
$64.8B
$2.87 Billion 0.76% of portfolio
9,883
Q4 2024 Added 1.83%
$44.4B
$2.87 Billion 0.76% of portfolio
76,152
Q4 2024 Reduced 0.78%
$47.7B
$2.86 Billion 0.76% of portfolio
21,176
Q4 2024 Added 2.25%
$47.5B
$2.86 Billion 0.75% of portfolio
21,791
Q4 2024 Added 2.28%
$116B
$2.85 Billion 0.75% of portfolio
35,734
Q4 2024 Added 2.09%
$164B
$2.81 Billion 0.74% of portfolio
10,772
Q4 2024 Reduced 0.09%
$92.8B
$2.76 Billion 0.73% of portfolio
46,130
Q4 2024 Added 2.39%
$229B
$2.77 Billion 0.73% of portfolio
42,325
Q4 2024 Added 6.02%
$76.4B
$2.72 Billion 0.72% of portfolio
16,694
Q4 2024 Added 4.41%
$16.7B
$2.73 Billion 0.72% of portfolio
23,366
Q4 2024 Added 2.86%
$29.6B
$2.67 Billion 0.71% of portfolio
12,102
Q4 2024 Added 2.2%
$25.3B
$2.63 Billion 0.7% of portfolio
22,053
Q4 2024 Added 2.65%
$45.8B
$2.58 Billion 0.68% of portfolio
47,945
Q4 2024 Added 2.88%
$35.1B
$2.54 Billion 0.67% of portfolio
39,784
Q4 2024 Added 2.25%
$59.4B
$2.25 Billion 0.59% of portfolio
58,690
Q4 2024 Added 1.14%
$0
$2.2 Billion 0.58% of portfolio
22,733
Q4 2024 Reduced 0.25%
$11.3B
$2.06 Billion 0.54% of portfolio
25,596
Q4 2024 Reduced 2.64%
$80B
$1.9 Billion 0.5% of portfolio
15,029
Q4 2024 New
$68.4B
$1.72 Billion 0.45% of portfolio
7,698
Q4 2024 Reduced 3.23%
$88.1B
$1.72 Billion 0.45% of portfolio
38,223
Q4 2024 Reduced 1.42%
$0
$1.4 Billion 0.37% of portfolio
17,796
Q4 2024 Added 0.47%
$0
$1.26 Billion 0.33% of portfolio
14,767
Q4 2024 Reduced 1.21%
$0
$1.06 Billion 0.28% of portfolio
7,736
Q4 2024 Added 33.08%
$226B
$1.08 Billion 0.28% of portfolio
3,715
Q4 2024 New
$63.6B
$823 Million 0.22% of portfolio
11,305
Q4 2024 Reduced 75.38%
$782B
$834 Million 0.22% of portfolio
1,080
Q4 2023 New
$3.5T
$612 Million 0.16% of portfolio
2,444
Q4 2023 New
$0
$559 Million 0.15% of portfolio
954
Q4 2023 New
$177B
$521 Million 0.14% of portfolio
2,776
Q4 2024 Reduced 13.14%

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $379 Billion
  • Prior Value $383 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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