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Latest MORTON COMMUNITY BANK Stock Portfolio

$460Million– No. of Holdings #115

MORTON COMMUNITY BANK Performance:
2026 Q1: -1.25%YTD: -1.25%2025: 15.41%
Performance for 2026 Q1 is -1.25%, and YTD is -1.25%, and 2025 is 15.41%.

About MORTON COMMUNITY BANK and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, MORTON COMMUNITY BANK reported an equity portfolio of $460.2 Millions as of 31 Mar, 2026.

The top stock holdings of MORTON COMMUNITY BANK are ACWF, FNDA, LRCX. The fund has invested 4.5% of it's portfolio in ISHARES TR and 4% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), BOOZ ALLEN HAMILTON HLDG CORP (BAH) and QUALCOMM INC (QCOM) stocks. They significantly reduced their stock positions in DOMINION ENERGY INC (D), ORACLE CORP (ORCL) and STATE STR SPDR S&P 500 ETF TR (SPY). MORTON COMMUNITY BANK opened new stock positions in AUTOMATIC DATA PROCESSING INC (ADP), BLOOM ENERGY CORP (BE) and SOLSTICE ADVANCED MATLS INC. The fund showed a lot of confidence in some stocks as they added substantially to ELI LILLY & CO (LLY), MOTOROLA SOLUTIONS INC (MSI) and PROGRESSIVE CORP (PGR).
MORTON COMMUNITY BANK Equity Portfolio Value
Last Reported on: 14 May, 2026

MORTON COMMUNITY BANK Annual Return Estimates Vs S&P 500

Our best estimate is that MORTON COMMUNITY BANK made a return of -1.25% in the last quarter. In trailing 12 months, it's portfolio return was 12.18%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
automatic data processing inc3,092,400
bloom energy corp406,470
solstice advanced matls inc283,239
ge aerospace235,813
New stocks bought by MORTON COMMUNITY BANK

Additions

Ticker% Inc.
eli lilly & co93.2
motorola solutions inc57.9
progressive corp21.21
centerpoint energy inc19.79
zoetis inc8.21
invesco exch trd slf idx fd tr7.32
s&p global inc6.33
constellation brands inc6.32
Additions to existing portfolio by MORTON COMMUNITY BANK

Reductions

Ticker% Reduced
dominion energy inc-68.53
oracle corp-37.91
state str spdr s&p 500 etf tr-17.24
invesco exch trd slf idx fd tr-9.66
texas instrs inc-6.03
lam research corp-2.69
regions financial corp new-2.64
broadcom inc-1.69
MORTON COMMUNITY BANK reduced stake in above stock

Sold off

Ticker$ Sold
astrazeneca plc-4,729,140
booz allen hamilton hldg corp-3,071,800
nuvation bio inc-159,333
qualcomm inc-216,016
MORTON COMMUNITY BANK got rid off the above stocks

Sector Distribution

MORTON COMMUNITY BANK has about 22% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Utilities
  • Healthcare
  • Technology
  • Industrials
  • Energy
  • Consumer Defensive
  • Communication Services
  • Consumer Cyclical
  • Basic Materials
Sector%
Others22
Financial Services12.8
Utilities11.9
Healthcare10.6
Technology9
Industrials8.3
Energy8.2
Consumer Defensive7.1
Communication Services5.1
Consumer Cyclical2.5
Basic Materials1.5

Market Cap. Distribution

MORTON COMMUNITY BANK has about 76.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP48.9
MEGA-CAP27.9
UNALLOCATED22
MID-CAP1.2

Stocks belong to which Index?

About 72.5% of the stocks held by MORTON COMMUNITY BANK either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50072.5
Others27.4
Top 5 Winners (%)%
LNG
cheniere energy inc
34.1 %
EOG
eog res inc
28.7 %
COP
conocophillips
26.6 %
XOM
exxon mobil corp
19.9 %
ETR
entergy corp new
17.1 %
Top 5 Winners ($)$
LNG
cheniere energy inc
1.3 M
COP
conocophillips
1.2 M
ETR
entergy corp new
1.0 M
EOG
eog res inc
1.0 M
XOM
exxon mobil corp
1.0 M
Top 5 Losers (%)%
ACN
accenture plc ireland
-24.5 %
GPC
genuine parts co
-23.6 %
DOX
amdocs ltd
-20.1 %
SPGI
s&p global inc
-18.9 %
apollo global mgmt inc
-17.0 %
Top 5 Losers ($)$
GOOG
alphabet inc
-1.1 M
LRCX
lam research corp
-1.0 M
GPC
genuine parts co
-1.0 M
ACN
accenture plc ireland
-0.9 M
MSFT
microsoft corp
-0.9 M

MORTON COMMUNITY BANK Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MORTON COMMUNITY BANK

MORTON COMMUNITY BANK has 115 stocks in it's portfolio. About 21.6% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. LNG was the most profitable stock for MORTON COMMUNITY BANK last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions