§ 13F · FUND PROFILE
MORTON COMMUNITY BANK.
AUM · $491M (13F)Positions · 207Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | 300K | $23M | 4.6% | +3% |
| 2 | LRCX | LAM RESEARCH CORP | 47K | $20M | 4.1% | −4% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 591K | $19M | 3.8% | ±0% |
| 4 | AVGO | Broadcom Inc | 26K | $10M | 2.0% | −2% |
| 5 | XLU | SELECT SECTOR SPDR TR | 177K | $8M | 1.6% | +4% |
| 6 | GOOGL | ALPHABET INC | 21K | $8M | 1.5% | −1% |
| 7 | CSCO | CISCO SYS INC | 64K | $8M | 1.5% | ±0% |
| 8 | JPM | JPMORGAN CHASE & CO | 23K | $7M | 1.5% | ±0% |
| 9 | ETN | EATON CORP PLC | 16K | $7M | 1.4% | ±0% |
| 10 | ETR | ENTERGY CORP NEW | 59K | $7M | 1.4% | ±0% |
§ 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 $491 million in assets. The fund runs a broad portfolio of 207 positions.
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