§ 13F · FUND PROFILE
MORTON COMMUNITY BANK.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $402.3T (13F)Positions · 193Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$462.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | 290K | $20.8T | 4.5% | NEW |
| 2 | SCHD | SCHWAB STRATEGIC TR | 591K | $17.6T | 3.8% | NEW |
| 3 | LRCX | LAM RESEARCH CORP | 50K | $11.6T | 2.5% | NEW |
| 4 | AVGO | Broadcom Inc | 27K | $8.9T | 1.9% | NEW |
| 5 | XLU | SELECT SECTOR SPDR TR | 170K | $7.3T | 1.6% | NEW |
| 6 | GOOGL | ALPHABET INC | 21K | $7.2T | 1.5% | NEW |
| 7 | JPM | JPMORGAN CHASE & CO | 23K | $6.9T | 1.5% | NEW |
| 8 | GS | GOLDMAN SACHS GROUP INC | 7K | $6.2T | 1.3% | NEW |
| 9 | JNJ | Johnson & Johnson | 26K | $6.0T | 1.3% | NEW |
| 10 | MSFT | Microsoft Corp | 14K | $5.9T | 1.3% | NEW |
§ 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 $402342.5 trillion in assets. The fund runs a portfolio of 193 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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