Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MORTON COMMUNITY BANK (CIK 2011821) reported $460.2M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRO ($20.5M, 4.46%), SCHD ($18.2M, 3.95%), LRCX ($10.9M, 2.37%), AVGO ($8.6M, 1.88%), XLU ($7.8M, 1.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $20.5M | 4.46% | 292,409 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $18.2M | 3.95% | 592,914 | Added |
| 3 | LRCX | LAM RESEARCH CORP | $10.9M | 2.37% | 51,101 | Trimmed |
| 4 | AVGO | Broadcom Inc | $8.6M | 1.88% | 27,877 | Trimmed |
| 5 | XLU | SELECT SECTOR SPDR TR | $7.8M | 1.70% | 170,179 | Added |
| 6 | JPM | JPMORGAN CHASE & CO | $7.0M | 1.51% | 23,635 | Added |
| 7 | ETR | ENTERGY CORP NEW | $6.9M | 1.50% | 61,467 | Trimmed |
| 8 | JNJ | Johnson & Johnson | $6.6M | 1.44% | 27,050 | Trimmed |
| 9 | WMB | WILLIAMS COS INC | $6.5M | 1.40% | 88,689 | Added |
| 10 | GOOGL | ALPHABET INC | $6.4M | 1.40% | 22,335 | Added |
| 11 | CVX | CHEVRON CORPORATION | $5.9M | 1.29% | 28,580 | Trimmed |
| 12 | ABBV | ABBVIE INC | $5.9M | 1.29% | 27,315 | Added |
| 13 | GS | GOLDMAN SACHS GROUP INC | $5.9M | 1.28% | 6,947 | Added |
| 14 | ETN | EATON CORP PLC | $5.9M | 1.27% | 16,396 | Added |
| 15 | BSCT | INVESCO EXCH TRD SLF IDX FD TR | $5.8M | 1.27% | 313,346 | Added |
| 16 | BSCR | INVESCO EXCH TRD SLF IDX FD TR | $5.8M | 1.26% | 296,000 | Added |
| 17 | BSCS | INVESCO EXCH TRD SLF IDX FD TR | $5.8M | 1.26% | 283,012 | Added |
| 18 | DE | DEERE & CO | $5.8M | 1.26% | 10,270 | Added |
| 19 | COP | Conocophillips | $5.7M | 1.24% | 43,162 | Added |
| 20 | XOM | EXXON MOBIL CORP | $5.7M | 1.24% | 33,575 | Trimmed |
| 21 | MSFT | Microsoft Corp | $5.7M | 1.23% | 15,334 | Added |
| 22 | NI | NISOURCE INC | $5.6M | 1.22% | 120,645 | Added |
| 23 | T | AT&T INC | $5.6M | 1.22% | 193,763 | Added |
| 24 | C | CITIGROUP INC | $5.6M | 1.21% | 49,189 | Added |
| 25 | LMT | Lockheed Martin Corp | $5.4M | 1.18% | 8,949 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31