§ 13F · FUND PROFILE
MORTON COMMUNITY BANK.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $402M (13F)Positions · 193Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | 292K | $21M | 4.5% | +1% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 593K | $18M | 4.0% | ±0% |
| 3 | LRCX | LAM RESEARCH CORP | 48K | $10M | 2.2% | −3% |
| 4 | AVGO | Broadcom Inc | 26K | $8M | 1.8% | −2% |
| 5 | XLU | SELECT SECTOR SPDR TR | 170K | $8M | 1.7% | ±0% |
| 6 | JPM | JPMORGAN CHASE & CO | 23K | $7M | 1.5% | +1% |
| 7 | ETR | ENTERGY CORP NEW | 59K | $7M | 1.5% | −1% |
| 8 | JNJ | Johnson & Johnson | 26K | $6M | 1.4% | ±0% |
| 9 | WMB | WILLIAMS COS INC | 86K | $6M | 1.4% | ±0% |
| 10 | GOOGL | ALPHABET INC | 22K | $6M | 1.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MORTON SIGNAL
AC read
MORTON COMMUNITY BANK is a Dealer / Bank fund managing $402 million in assets. The fund runs a portfolio of 193 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed