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 $491.0M across 120 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DGRO ($22.8M, 4.64%), LRCX ($21.3M, 4.33%), SCHD ($18.7M, 3.81%), AVGO ($10.3M, 2.10%), XLU ($8.0M, 1.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $22.8M | 4.64% | 300,284 | Added |
| 2 | LRCX | LAM RESEARCH CORP | $21.3M | 4.33% | 49,066 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $18.7M | 3.81% | 590,596 | Trimmed |
| 4 | AVGO | Broadcom Inc | $10.3M | 2.10% | 27,262 | Trimmed |
| 5 | XLU | SELECT SECTOR SPDR TR | $8.0M | 1.63% | 176,710 | Added |
| 6 | GOOGL | ALPHABET INC | $7.9M | 1.60% | 22,000 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $7.7M | 1.57% | 23,580 | Trimmed |
| 8 | CSCO | CISCO SYS INC | $7.6M | 1.54% | 64,567 | Trimmed |
| 9 | ETR | ENTERGY CORP NEW | $7.0M | 1.44% | 61,362 | Trimmed |
| 10 | GS | GOLDMAN SACHS GROUP INC | $7.0M | 1.42% | 6,892 | Trimmed |
| 11 | ETN | EATON CORP PLC | $7.0M | 1.42% | 16,391 | Trimmed |
| 12 | JNJ | Johnson & Johnson | $6.9M | 1.41% | 27,164 | Added |
| 13 | ABBV | ABBVIE INC | $6.9M | 1.40% | 27,370 | Added |
| 14 | C | CITIGROUP INC | $6.9M | 1.40% | 49,219 | Added |
| 15 | WMB | WILLIAMS COS INC | $6.6M | 1.35% | 88,959 | Added |
| 16 | DE | DEERE & CO | $6.6M | 1.34% | 10,345 | Added |
| 17 | BSCT | INVESCO EXCH TRD SLF IDX FD TR | $5.9M | 1.21% | 318,954 | Added |
| 18 | BSCR | INVESCO EXCH TRD SLF IDX FD TR | $5.9M | 1.20% | 301,089 | Added |
| 19 | MSFT | Microsoft Corp | $5.9M | 1.20% | 15,799 | Added |
| 20 | BSCS | INVESCO EXCH TRD SLF IDX FD TR | $5.9M | 1.19% | 287,499 | Added |
| 21 | PM | PHILIP MORRIS INTL INC | $5.8M | 1.18% | 31,946 | Added |
| 22 | NI | NISOURCE INC | $5.8M | 1.18% | 122,250 | Added |
| 23 | AXP | American Express Co | $5.8M | 1.17% | 17,042 | Added |
| 24 | AEP | AMERICAN ELEC PWR CO INC | $5.8M | 1.17% | 42,050 | Added |
| 25 | BSCU | INVESCO EXCH TRD SLF IDX FD TR | $5.6M | 1.14% | 335,156 | Added |
Source: SEC Form 13F filings · as of 2026-06-30