Morton Community Bank Top Holdings and 13F Report (2025) About Morton Community BankInvestment ActivityMorton Community Bank has $382.01 million in total holdings as of March 31, 2025.Morton Community Bank owns shares of 108 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 3.14% of the portfolio was purchased this quarter.About 3.79% of the portfolio was sold this quarter.This quarter, Morton Community Bank has purchased 111 new stocks and bought additional shares in 58 stocks.Morton Community Bank sold shares of 40 stocks and completely divested from 7 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $16,836,142iShares Core Dividend Growth ETF $16,753,686Utilities Select Sector SPDR Fund $7,326,032Broadcom $5,862,059JPMorgan Chase & Co. $5,861,934 Largest New Holdings this Quarter 172967424 - Citigroup $3,083,735 Holding46138J460 - Invesco BulletShares 2030 Corporate Bond ETF $259,136 Holding704326107 - Paychex $206,735 Holding084670702 - Berkshire Hathaway $201,848 Holding Largest Purchases this Quarter Citigroup 43,439 shares (about $3.08M)United Parcel Service 10,776 shares (about $1.19M)Utilities Select Sector SPDR Fund 7,554 shares (about $595.63K)Invesco BulletShares 2028 Corporate Bond ETF 24,829 shares (about $505.27K)Invesco BulletShares 2029 Corporate Bond ETF 25,752 shares (about $477.18K) Largest Sales this Quarter The PNC Financial Services Group 16,807 shares (about $2.95M)Broadcom 4,055 shares (about $678.93K)American International Group 4,330 shares (about $376.45K)Apollo Global Management 2,155 shares (about $295.11K)Oracle 2,102 shares (about $293.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMorton Community Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$16,836,142$464,919 ▲2.8%602,1514.4%ETFDGROiShares Core Dividend Growth ETF$16,753,686$303,834 ▲1.8%271,1834.4%ETFXLUUtilities Select Sector SPDR Fund$7,326,032$595,633 ▲8.8%92,9111.9%ETFAVGOBroadcom$5,862,059$678,929 ▼-10.4%35,0121.5%Computer and TechnologyJPMJPMorgan Chase & Co.$5,861,934$246,036 ▼-4.0%23,8971.5%FinanceABBVAbbVie$5,488,167$123,617 ▼-2.2%26,1941.4%MedicalMSFTMicrosoft$5,413,124$67,570 ▼-1.2%14,4201.4%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$5,406,284$278,330 ▲5.4%277,5301.4%ETFETREntergy$5,386,041$162,346 ▼-2.9%63,0021.4%UtilitiesBSCRInvesco BulletShares 2027 Corporate Bond ETF$5,375,026$343,667 ▲6.8%274,3761.4%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$5,361,492$505,270 ▲10.4%263,4641.4%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$5,297,078$477,185 ▲9.9%285,8651.4%ETFTAT&T$5,217,292$58,229 ▲1.1%184,4871.4%Computer and TechnologyBSCPInvesco BulletShares 2025 Corporate Bond ETF$5,176,742$147,304 ▼-2.8%250,3261.4%ETFWMBWilliams Companies$5,159,917$262,944 ▼-4.8%86,3441.4%EnergyPMPhilip Morris International$4,978,408$264,285 ▼-5.0%31,3641.3%Consumer StaplesAPOApollo Global Management$4,953,120$295,106 ▼-5.6%36,1701.3%FinanceAXPAmerican Express$4,729,092$209,321 ▼-4.2%17,5771.2%FinanceDEDeere & Company$4,651,259$200,882 ▼-4.1%9,9101.2%IndustrialsNINiSource$4,541,195$66,149 ▼-1.4%113,2751.2%UtilitiesWECWEC Energy Group$4,388,080$18,527 ▲0.4%40,2651.1%UtilitiesCVXChevron$4,370,786$37,640 ▼-0.9%26,1271.1%EnergyRGAReinsurance Group of America$4,347,158$82,698 ▼-1.9%22,0781.1%FinanceMMCMarsh & McLennan Companies$4,335,925$169,601 ▼-3.8%17,7681.1%FinanceRFRegions Financial$4,332,180$179,273 ▼-4.0%199,3641.1%FinanceUNHUnitedHealth Group$4,243,423$52,375 ▲1.2%8,1021.1%MedicalICEIntercontinental Exchange$4,238,843$32,775 ▲0.8%24,5731.1%FinanceJNJJohnson & Johnson$4,230,744$81,096 ▲2.0%25,5111.1%MedicalETNEaton$4,224,510$170,437 ▼-3.9%15,5411.1%IndustrialsSOSouthern$4,196,138$9,655 ▼-0.2%45,6351.1%UtilitiesALLAllstate$4,194,617$36,858 ▼-0.9%20,2571.1%FinanceDUKDuke Energy$4,169,179$44,031 ▲1.1%34,1821.1%UtilitiesORCLOracle$4,143,130$293,881 ▼-6.6%29,6341.1%Computer and TechnologyAEPAmerican Electric Power$4,084,513$34,420 ▲0.8%37,3801.1%UtilitiesLNTAlliant Energy$4,036,869$32,819 ▲0.8%62,7331.1%UtilitiesCIThe Cigna Group$4,019,722$55,930 ▲1.4%12,2181.1%MedicalLAM RESEARCH CORP$3,947,610$65,794 ▼-1.6%54,3001.0%Common StockRMDResMed$3,929,463$55,963 ▲1.4%17,5541.0%MedicalDTEDTE Energy$3,922,167$9,679 ▼-0.2%28,3661.0%UtilitiesCOPConocoPhillips$3,917,036$18,379 ▲0.5%37,2981.0%EnergyXELXcel Energy$3,915,890$13,167 ▼-0.3%55,3171.0%UtilitiesHDHome Depot$3,888,458$89,790 ▼-2.3%10,6101.0%Retail/WholesaleGSThe Goldman Sachs Group$3,778,688$54,629 ▲1.5%6,9171.0%FinanceSPGIS&P Global$3,764,513$33,027 ▲0.9%7,4091.0%Business ServicesCHENIERE ENERGY INC$3,757,936$38,181 ▲1.0%16,2401.0%Common StockVZVerizon Communications$3,755,536$176,450 ▲4.9%82,7941.0%Computer and TechnologyABTAbbott Laboratories$3,734,495$95,906 ▼-2.5%28,1531.0%MedicalHONHoneywell International$3,713,672$43,409 ▲1.2%17,5381.0%Multi-Sector ConglomeratesFEFirstEnergy$3,704,816$51,414 ▲1.4%91,6581.0%UtilitiesCSCOCisco Systems$3,680,816$49,059 ▼-1.3%59,6471.0%Computer and TechnologyLECOLincoln Electric$3,648,708$33,481 ▲0.9%19,2891.0%IndustrialsLMTLockheed Martin$3,621,924$73,707 ▲2.1%8,1080.9%AerospaceBLACKROCK INC$3,591,892$14,197 ▲0.4%3,7950.9%Common StockDOXAmdocs$3,587,716$123,983 ▲3.6%39,2100.9%Computer and TechnologyXOMExxon Mobil$3,565,640$60,654 ▲1.7%29,9810.9%EnergyPGProcter & Gamble$3,554,280$61,351 ▲1.8%20,8560.9%Consumer StaplesKOCoca-Cola$3,553,641$27,932 ▼-0.8%49,6180.9%Consumer StaplesNEENextEra Energy$3,486,937$19,849 ▲0.6%49,1880.9%UtilitiesEXCExelon$3,439,734$69,350 ▼-2.0%74,6470.9%UtilitiesSCIService Co. International$3,420,931$22,055 ▲0.6%42,6550.9%Consumer StaplesACNAccenture$3,381,578$107,654 ▼-3.1%10,8370.9%Computer and TechnologyOMCOmnicom Group$3,379,826$59,032 ▲1.8%40,7650.9%Business ServicesAMGNAmgen$3,340,439$15,577 ▼-0.5%10,7220.9%MedicalEOGEOG Resources$3,326,546$9,618 ▲0.3%25,9400.9%EnergyMDTMedtronic$3,303,254$92,196 ▲2.9%36,7600.9%MedicalMDLZMondelez International$3,295,882$165,961 ▲5.3%48,5760.9%Consumer StaplesAZNAstraZeneca$3,268,545$157,658 ▲5.1%44,4700.9%MedicalBAHBooz Allen Hamilton$3,202,762$22,485 ▲0.7%30,6250.8%Business ServicesXLFFinancial Select Sector SPDR Fund$3,175,338$110,927 ▼-3.4%63,7490.8%ETFSYYSysco$3,131,044$85,546 ▲2.8%41,7250.8%Consumer StaplesPEPPepsiCo$3,128,199$108,707 ▲3.6%20,8630.8%Consumer StaplesKMBKimberly-Clark$3,121,871$22,755 ▲0.7%21,9510.8%Consumer StaplesCCitigroup$3,083,735$3,083,735 ▲New Holding43,4390.8%FinanceUSBU.S. Bancorp$3,049,973$22,799 ▲0.8%72,2400.8%FinanceAPDAir Products and Chemicals$3,004,645$89,951 ▲3.1%10,1880.8%Basic MaterialsMRKMerck & Co., Inc.$2,957,412$38,328 ▲1.3%32,9480.8%MedicalGPCGenuine Parts$2,944,069$160,243 ▲5.8%24,7110.8%Retail/WholesaleZTSZoetis$2,888,620$139,953 ▲5.1%17,5440.8%MedicalGOOGLAlphabet$2,887,902$248,197 ▲9.4%18,6750.8%Computer and TechnologyUPSUnited Parcel Service$2,838,292$1,185,252 ▲71.7%25,8050.7%TransportationDISWalt Disney$2,798,639$192,465 ▲7.4%28,3550.7%Consumer DiscretionaryDDominion Energy$2,712,219$23,942 ▲0.9%48,3720.7%UtilitiesCVSCVS Health$2,703,429$113,820 ▲4.4%39,9030.7%MedicalSLBSchlumberger$2,665,795$212,553 ▲8.7%63,7750.7%EnergyPPGPPG Industries$2,512,098$100,602 ▲4.2%22,9730.7%Basic MaterialsSTZConstellation Brands$2,478,805$257,846 ▲11.6%13,5070.6%Consumer StaplesGISGeneral Mills$2,435,187$56,502 ▲2.4%40,7290.6%Consumer StaplesTGTTarget$2,281,936$72,008 ▲3.3%21,8660.6%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$2,215,457$22,859 ▲1.0%22,9700.6%ETFXLVHealth Care Select Sector SPDR Fund$1,450,463$320,930 ▲28.4%9,9340.4%ETFCEGConstellation Energy$1,444,276$107,872 ▼-6.9%7,1630.4%EnergyXLEEnergy Select Sector SPDR Fund$1,306,057$73,919 ▼-5.4%13,9760.3%ETFLLYEli Lilly and Company$891,9830.0%1,0800.2%MedicalAIGAmerican International Group$606,407$376,451 ▼-38.3%6,9750.2%FinanceSPYSPDR S&P 500 ETF Trust$533,6580.0%9540.1%FinanceAAPLApple$522,227$20,658 ▼-3.8%2,3510.1%Computer and TechnologyPNCThe PNC Financial Services Group$509,030$2,954,167 ▼-85.3%2,8960.1%FinanceCBSHCommerce Bancshares$392,2980.0%6,3040.1%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$331,1040.0%3,2000.1%ETFANGLVanEck Fallen Angel High Yield Bond ETF$299,2490.0%10,3690.1%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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