Sponsored
The Analysis of MORTON COMMUNITY BANK's Holdings & P&L
Currently, MORTON COMMUNITY BANK holds 115 types of securities in its portfolio with a total value $460.2M. In the most recent quarter, they have increased their positions in ADP (+15.2K shares, valued at $3.1M), MSI (+2.8K shares, valued at $1.2M), LLY (+1.0K shares, valued at $919.8K); decreased their positions in ORCL (-4.5K shares, valued at $657.0K), D (-9.9K shares, valued at $614.5K), N/A (-1.4K shares, valued at $301.3K); initiated new positions in ADP (+15.2K shares, valued at $3.1M), BE (+3.0K shares, valued at $406.5K), N/A (+3.7K shares, valued at $283.2K).
1M P&L
+2.3M+0.58%
3M P&L
-4.6M-1.14%
HY P&L
+32.2M+8.85%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A89.3M
23.1%
2Utilities - Regulated Electric38.3M
9.9%
3Drug Manufacturers - General22.3M
5.7%
Top Industries by Stock Count
1N/A17 stocks
16.7%
2Utilities - Regulated Electric11 stocks
10.8%
3Drug Manufacturers - General5 stocks
4.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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DGRO
0.91%ISHARES TR
Shares292.4K
Event2026-03-31
Filed2026-05-14
SCHD
0.36%SCHWAB STRATEGIC TR
Shares592.9K
Event2026-03-31
Filed2026-05-14
LAM RESEARCH CORP
-2.69%LAM RESEARCH CORP
Shares51.1K
Event2026-03-31
Filed2026-05-14
Broadcom Inc
-1.69%Broadcom Inc
Shares27.9K
Event2026-03-31
Filed2026-05-14
XLU
0.37%SELECT SECTOR SPDR TR
Shares170.2K
Event2026-03-31
Filed2026-05-14
JPM
1.22%JPMORGAN CHASE & CO
Shares23.6K
Event2026-03-31
Filed2026-05-14
ETR
-1.18%ENTERGY CORP NEW
Shares61.5K
Event2026-03-31
Filed2026-05-14
JNJ
-0.42%Johnson & Johnson
Shares27.1K
Event2026-03-31
Filed2026-05-14
WMB
0.01%WILLIAMS COS INC
Shares88.7K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
1.50%ALPHABET INC
Shares22.3K
Event2026-03-31
Filed2026-05-14
ABBV
1.10%ABBVIE INC
Shares27.3K
Event2026-03-31
Filed2026-05-14
CVX
-1.22%CHEVRON CORPORATION
Shares28.6K
Event2026-03-31
Filed2026-05-14
GS
2.28%GOLDMAN SACHS GROUP INC
Shares6.9K
Event2026-03-31
Filed2026-05-14
EATON CORP PLC
1.09%EATON CORP PLC
Shares16.4K
Event2026-03-31
Filed2026-05-14
BSCT
1.22%INVESCO EXCH TRD SLF IDX FD TR
Shares313.3K
Event2026-03-31
Filed2026-05-14
BSCR
1.50%INVESCO EXCH TRD SLF IDX FD TR
Shares296.0K
Event2026-03-31
Filed2026-05-14
DE
0.39%DEERE & CO
Shares10.3K
Event2026-03-31
Filed2026-05-14
BSCS
1.44%INVESCO EXCH TRD SLF IDX FD TR
Shares283.0K
Event2026-03-31
Filed2026-05-14
COP
0.22%Conocophillips
Shares43.2K
Event2026-03-31
Filed2026-05-14
XOM
-0.90%EXXON MOBIL CORP
Shares33.6K
Event2026-03-31
Filed2026-05-14
MSFT
3.81%Microsoft Corp
Shares15.3K
Event2026-03-31
Filed2026-05-14
NI
0.38%NISOURCE INC
Shares120.6K
Event2026-03-31
Filed2026-05-14
T
1.08%AT&T INC
Shares193.8K
Event2026-03-31
Filed2026-05-14
CITIGROUP INC
3.39%CITIGROUP INC
Shares49.2K
Event2026-03-31
Filed2026-05-14
BSCU
2.28%INVESCO EXCH TRD SLF IDX FD TR
Shares324.9K
Event2026-03-31
Filed2026-05-14
RF
-2.64%REGIONS FINANCIAL CORP NEW
Shares207.1K
Event2026-03-31
Filed2026-05-14
LMT
-0.89%Lockheed Martin Corp
Shares8.9K
Event2026-03-31
Filed2026-05-14
AEP
0.82%AMERICAN ELEC PWR CO INC
Shares41.1K
Event2026-03-31
Filed2026-05-14
WEC ENERGY GROUP INC
2.27%WEC ENERGY GROUP INC
Shares45.5K
Event2026-03-31
Filed2026-05-14
LNG
-0.05%CHENIERE ENERGY INC
Shares18.5K
Event2026-03-31
Filed2026-05-14
PM
1.24%PHILIP MORRIS INTL INC
Shares31.5K
Event2026-03-31
Filed2026-05-14
AXP
2.31%American Express Co
Shares17.0K
Event2026-03-31
Filed2026-05-14
LNT
1.71%Alliant Energy Corp
Shares70.8K
Event2026-03-31
Filed2026-05-14
LECO
0.52%LINCOLN ELEC HLDGS INC
Shares20.3K
Event2026-03-31
Filed2026-05-14
NEE
0.72%NEXTERA ENERGY INC
Shares54.1K
Event2026-03-31
Filed2026-05-14
RGA
1.40%REINSURANCE GROUP AMER INC
Shares24.6K
Event2026-03-31
Filed2026-05-14
CSCO
1.18%CISCO SYS INC
Shares64.7K
Event2026-03-31
Filed2026-05-14
SO
1.55%Southern Co
Shares51.4K
Event2026-03-31
Filed2026-05-14
DUKE ENERGY CORP NEW
0.28%DUKE ENERGY CORP NEW
Shares37.9K
Event2026-03-31
Filed2026-05-14
XEL
0.48%Xcel Energy Inc
Shares62.0K
Event2026-03-31
Filed2026-05-14
VZ
1.85%VERIZON COMMUNICATIONS INC
Shares95.3K
Event2026-03-31
Filed2026-05-14
DTE
0.94%Dte Energy Co
Shares32.6K
Event2026-03-31
Filed2026-05-14
Merck & Co Inc
3.84%Merck & Co Inc
Shares39.3K
Event2026-03-31
Filed2026-05-14
ALL
1.30%Allstate Corp
Shares22.5K
Event2026-03-31
Filed2026-05-14
XLF
0.92%SELECT SECTOR SPDR TR
Shares93.8K
Event2026-03-31
Filed2026-05-14
HON
0.93%HONEYWELL INTL INC
Shares20.2K
Event2026-03-31
Filed2026-05-14
EOG
1.07%EOG RES INC
Shares31.3K
Event2026-03-31
Filed2026-05-14
RMD
2.73%RESMED INC
Shares19.6K
Event2026-03-31
Filed2026-05-14
APOLLO GLOBAL MGMT INC
2.63%APOLLO GLOBAL MGMT INC
Shares39.0K
Event2026-03-31
Filed2026-05-14
ICE
2.05%INTERCONTINENTAL EXCHANGE INC
Shares27.4K
Event2026-03-31
Filed2026-05-14
WM
2.04%WASTE MGMT INC DEL
Shares18.4K
Event2026-03-31
Filed2026-05-14
KO
1.87%COCA COLA CO
Shares55.4K
Event2026-03-31
Filed2026-05-14
GILD
1.63%GILEAD SCIENCES INC
Shares30.2K
Event2026-03-31
Filed2026-05-14
USB
0.46%US BANCORP
Shares80.9K
Event2026-03-31
Filed2026-05-14
SCI
1.58%SERVICE CORP INTL
Shares49.8K
Event2026-03-31
Filed2026-05-14
BSCV
7.32%INVESCO EXCH TRD SLF IDX FD TR
Shares248.4K
Event2026-03-31
Filed2026-05-14
BLACKROCK INC
1.69%BLACKROCK INC
Shares4.2K
Event2026-03-31
Filed2026-05-14
THE CIGNA GROUP
2.66%THE CIGNA GROUP
Shares14.9K
Event2026-03-31
Filed2026-05-14
HD
1.04%HOME DEPOT INC
Shares12.0K
Event2026-03-31
Filed2026-05-14
SLB
0.17%SLB LIMITED
Shares76.8K
Event2026-03-31
Filed2026-05-14
PEP
1.58%Pepsico Inc
Shares25.1K
Event2026-03-31
Filed2026-05-14
APD
1.86%AIR PRODUCTS AND CHEMICALS INC
Shares13.2K
Event2026-03-31
Filed2026-05-14
CNP
19.79%CENTERPOINT ENERGY INC
Shares86.8K
Event2026-03-31
Filed2026-05-14
MEDTRONIC PLC
2.48%MEDTRONIC PLC
Shares42.8K
Event2026-03-31
Filed2026-05-14
OMC
1.86%OMNICOM GROUP INC
Shares49.0K
Event2026-03-31
Filed2026-05-14
MMC
1.93%MARSH & MCLENNAN COS INC
Shares20.8K
Event2026-03-31
Filed2026-05-14
SPGI
6.33%S&P GLOBAL INC
Shares8.5K
Event2026-03-31
Filed2026-05-14
CVS
1.81%CVS Health Corp
Shares48.2K
Event2026-03-31
Filed2026-05-14
SYY
1.42%SYSCO CORP
Shares48.5K
Event2026-03-31
Filed2026-05-14
PG
1.41%PROCTER & GAMBLE CO
Shares23.8K
Event2026-03-31
Filed2026-05-14
ABT
2.51%ABBOTT LABORATORIES
Shares32.8K
Event2026-03-31
Filed2026-05-14
MSI
57.90%MOTOROLA SOLUTIONS INC
Shares7.7K
Event2026-03-31
Filed2026-05-14
GPC
3.33%Genuine Parts Co
Shares31.1K
Event2026-03-31
Filed2026-05-14
UNH
5.74%Unitedhealth Group Inc
Shares12.0K
Event2026-03-31
Filed2026-05-14
DIS
2.93%DISNEY WALT CO
Shares33.1K
Event2026-03-31
Filed2026-05-14
DOX
3.81%Amdocs Ltd
Shares48.8K
Event2026-03-31
Filed2026-05-14
ZTS
8.21%Zoetis Inc
Shares26.9K
Event2026-03-31
Filed2026-05-14
MDLZ
2.12%MONDELEZ INTL INC
Shares55.1K
Event2026-03-31
Filed2026-05-14
TGT
2.13%Target Corp
Shares25.9K
Event2026-03-31
Filed2026-05-14
UPS
0.82%UNITED PARCEL SVCS INC
Shares31.8K
Event2026-03-31
Filed2026-05-14
PGR
21.21%Progressive Corp
Shares15.7K
Event2026-03-31
Filed2026-05-14
ADP
NewAutomatic Data Processing Inc
Shares15.2K
Event2026-03-31
Filed2026-05-14
PPG
2.86%PPG INDS INC
Shares27.2K
Event2026-03-31
Filed2026-05-14
STZ
6.32%CONSTELLATION BRANDS INC
Shares19.3K
Event2026-03-31
Filed2026-05-14
CRM
2.53%SALESFORCE INC
Shares15.3K
Event2026-03-31
Filed2026-05-14
ACCENTURE PLC IRELAND
2.86%ACCENTURE PLC IRELAND
Shares14.1K
Event2026-03-31
Filed2026-05-14
KMB
3.28%Kimberly-Clark Corp
Shares28.4K
Event2026-03-31
Filed2026-05-14
XLC
0.68%SELECT SECTOR SPDR TR
Shares23.6K
Event2026-03-31
Filed2026-05-14
XLV
4.60%SELECT SECTOR SPDR TR
Shares15.2K
Event2026-03-31
Filed2026-05-14
XLK
1.64%SELECT SECTOR SPDR TR
Shares16.0K
Event2026-03-31
Filed2026-05-14
LLY
93.20%ELI LILLY & CO
Shares2.1K
Event2026-03-31
Filed2026-05-14
BSCQ
-9.66%INVESCO EXCH TRD SLF IDX FD TR
Shares89.8K
Event2026-03-31
Filed2026-05-14
XLI
2.10%SELECT SECTOR SPDR TR
Shares10.1K
Event2026-03-31
Filed2026-05-14
CEG
4.95%CONSTELLATION ENERGY CORP
Shares5.3K
Event2026-03-31
Filed2026-05-14
ORCL
-37.91%ORACLE CORP
Shares7.3K
Event2026-03-31
Filed2026-05-14
AAPL
0.00%Apple Inc
Shares2.5K
Event2026-03-31
Filed2026-05-14
EXC
0.52%Exelon Corp
Shares9.6K
Event2026-03-31
Filed2026-05-14
FE
0.00%Firstenergy Corp
Shares9.2K
Event2026-03-31
Filed2026-05-14
WMT
0.00%WALMART INC
Shares3.4K
Event2026-03-31
Filed2026-05-14
BE
NewBLOOM ENERGY CORP
Shares3.0K
Event2026-03-31
Filed2026-05-14
SPY
-17.24%STATE STR SPDR S&P 500 ETF TR
Shares600
Event2026-03-31
Filed2026-05-14
CAT
0.00%Caterpillar Inc
Shares519
Event2026-03-31
Filed2026-05-14
PNC
-1.16%PNC FINL SVCS GROUP INC
Shares1.7K
Event2026-03-31
Filed2026-05-14
STIP
0.00%ISHARES TR
Shares3.2K
Event2026-03-31
Filed2026-05-14
CBSH
0.00%Commerce Bancshares Inc
Shares6.6K
Event2026-03-31
Filed2026-05-14
AIG
0.00%AMERICAN INTL GROUP INC
Shares4.2K
Event2026-03-31
Filed2026-05-14
DTM
0.00%DT Midstream Inc
Shares2.3K
Event2026-03-31
Filed2026-05-14
ANGL
0.00%VANECK ETF TRUST
Shares10.4K
Event2026-03-31
Filed2026-05-14
SOLSTICE ADVANCED MATLS INC
NewSOLSTICE ADVANCED MATLS INC
Shares3.7K
Event2026-03-31
Filed2026-05-14
D
-68.53%DOMINION ENERGY INC
Shares4.6K
Event2026-03-31
Filed2026-05-14
FCX
0.00%FREEPORT MCMORAN INC
Shares4.6K
Event2026-03-31
Filed2026-05-14
TXN
-6.03%TEXAS INSTRS INC
Shares1.3K
Event2026-03-31
Filed2026-05-14
GE AEROSPACE
NewGE AEROSPACE
Shares831
Event2026-03-31
Filed2026-05-14
AMZN
0.00%AMAZON COM INC
Shares998
Event2026-03-31
Filed2026-05-14
SCHW
0.00%SCHWAB CHARLES CORP
Shares2.1K
Event2026-03-31
Filed2026-05-14
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available