DOSSIER · 13F-HR · Q2 2026

MORTON COMMUNITY BANK

$491M in tracked AUM across 207 positions as of Q2 2026.

MC
CIK 0002011821 · last filed Jun 30, 2026
Total AUM
$491M
as of Q2 2026
Holdings
207
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MORTON COMMUNITY BANK filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DGRO
ISHARES TR
$23M300K4.6%
02
LRCX
LAM RESEARCH CORP
$21M49K4.3%
03
SCHD
SCHWAB STRATEGIC TR
$19M591K3.8%
04
AVGO
Broadcom Inc
$10M27K2.1%
05
XLU
SELECT SECTOR SPDR TR
$8M177K1.6%
06
GOOGL
ALPHABET INC
$8M22K1.6%
07
JPM
JPMORGAN CHASE & CO
$8M24K1.6%
08
CSCO
CISCO SYS INC
$8M65K1.5%
09
ETR
ENTERGY CORP NEW
$7M61K1.4%
10
G29183103
EATON CORP PLC
$7M16K1.4%

Filing history

2026Q2Jun 30
$491M 6.7%
207 positionsView →
2026Q1Mar 31
$460M 0.6%
199 positionsView →
2025Q4Dec 31
$463M 7.1%
199 positionsView →
2025Q3Sep 30
$432M 7.4%
199 positionsView →
2025Q2Jun 30
$402M 5.3%
193 positionsLocked
2025Q1Mar 31
$382M 0.9%
189 positionsLocked
2024Q4Dec 31
$379M 1.1%
192 positionsLocked
2024Q3Sep 30
$383M 8.1%
187 positionsLocked
2024Q2Jun 30
$354M 1.9%
188 positionsLocked
2024Q1Mar 31
$348M 13.6%
187 positionsLocked
2023Q4Dec 31
$306M
188 positionsLocked