MORTON COMMUNITY BANK
BankFiling Date
Global Rank
#2,772
/ 8,232
▲ 239
Top Industry
Utilities - Regulated Electric
14.1%
3Y Alpha vs SPY
-4.2%
Period ended 2 months ago
Filed May 14, 2026 · 31d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+40.6%
SPY
+52.9%
Annualised alpha
-4.2%
Max drawdown
−13.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
99 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
2.9%
+0.2 pts
Top 5
10.8%
−0.7 pts
Top 10
19.0%
−0.9 pts
HHI
132
Diversified+0
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 18.1% | $67,125,723 |
| Utilities | 16.0% | $59,379,107 |
| Healthcare | 13.1% | $48,720,295 |
| Technology | 12.8% | $47,497,328 |
| Energy | 10.2% | $37,798,606 |
| Industrials | 9.4% | $35,031,017 |
| Consumer Defensive | 8.8% | $32,587,998 |
| Communication Services | 6.4% | $23,697,274 |
| Consumer Cyclical | 3.1% | $11,555,625 |
| Basic Materials | 2.0% | $7,293,099 |
| Unclassified | 0.1% | $390,204 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CNP | Centerpoint Energy Inc | +14,340 | 86,805 | $3,746,503 | |
| MSI | Motorola Solutions, Inc. | +2,840 | 7,745 | $3,361,097 | |
| PGR | Progressive Corp/Oh/ | +2,750 | 15,715 | $3,115,340 | |
| T | At&T Inc. | +2,062 | 193,763 | $5,617,189 | |
| ZTS | Zoetis Inc. | +2,040 | 26,879 | $3,177,366 | |
| DOX | Amdocs Ltd | +1,790 | 48,764 | $3,182,338 | |
| VZ | Verizon Communications Inc | +1,728 | 95,257 | $4,781,901 | |
| C | Citigroup Inc | +1,615 | 49,189 | $5,578,523 | |
| MRK | Merck & Co., Inc. | +1,450 | 39,259 | $4,722,464 | |
| LNT | Alliant Energy Corp | +1,190 | 70,783 | $5,079,388 | |
| STZ | Constellation Brands, Inc. | +1,150 | 19,332 | $2,899,800 | |
| MDLZ | Mondelez International, Inc. | +1,146 | 55,116 | $3,176,886 | |
| MDT | Medtronic plc | +1,035 | 42,762 | $3,705,327 | |
| KO | Coca Cola Co | +1,019 | 55,448 | $4,216,819 | |
| WEC | Wec Energy Group, Inc. | +1,010 | 45,510 | $5,268,692 | |
| APO | Apollo Global Management, Inc. | +1,000 | 39,050 | $4,350,951 | |
| GPC | Genuine Parts Co | +1,000 | 31,075 | $3,286,181 | |
| LLY | ELI LILLY & Co | +1,000 | 2,073 | $1,906,683 | |
| DIS | Walt Disney Co | +940 | 33,060 | $3,186,322 | |
| KMB | Kimberly Clark Corp | +900 | 28,376 | $2,737,432 | |
| OMC | Omnicom Group Inc. | +895 | 48,987 | $3,689,210 | |
| CVS | CVS HEALTH Corp | +860 | 48,243 | $3,464,811 | |
| ABT | Abbott Laboratories | +805 | 32,840 | $3,371,682 | |
| SO | Southern Co | +785 | 51,397 | $4,960,838 | |
| SCI | Service Corp International | +775 | 49,780 | $4,107,347 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| D | Dominion Energy, Inc | −9,940 | 4,565 | $282,208 | |
| RF | Regions Financial Corp | −5,625 | 207,099 | $5,409,425 | |
| ORCL | Oracle Corp | −4,466 | 7,316 | $1,076,256 | |
| LRCX | Lam Research Corp | −1,410 | 51,101 | $10,918,239 | |
| ETR | Entergy Corp /De/ | −735 | 61,467 | $6,906,432 | |
| AVGO | Broadcom Inc. | −480 | 27,877 | $8,628,210 | |
| CVX | Chevron Corp | −352 | 28,580 | $5,913,202 | |
| XOM | Exxon Mobil Corp | −305 | 33,575 | $5,696,334 | |
| SPY | Spdr S&P 500 ETF Trust | −125 | 600 | $390,204 | |
| JNJ | Johnson & Johnson | −115 | 27,050 | $6,612,101 | |
| TXN | Texas Instruments Inc | −83 | 1,293 | $251,023 | |
| LMT | Lockheed Martin Corp | −80 | 8,949 | $5,408,685 | |
| PNC | Pnc Financial Services Group, Inc. | −20 | 1,701 | $353,961 | |
| LNG | Cheniere Energy, Inc. | −10 | 18,519 | $5,254,951 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
4 positions
99 positions ·
$371,076,276 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 99 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
Reduced | 51,101 | $10,918,239 | 2.94% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 27,877 | $8,628,210 | 2.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 23,635 | $6,952,471 | 1.87% | |
| ETR |
Entergy Corp /De/
Utilities
|
Reduced | 61,467 | $6,906,432 | 1.86% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 27,050 | $6,612,101 | 1.78% | |
| WMB |
Williams Companies, Inc.
Energy
|
Added | 88,689 | $6,454,785 | 1.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 22,335 | $6,422,652 | 1.73% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 27,315 | $5,940,739 | 1.60% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 28,580 | $5,913,202 | 1.59% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 6,947 | $5,877,092 | 1.58% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 16,396 | $5,864,357 | 1.58% | |
| DE |
Deere & Co
Industrials
|
Added | 10,270 | $5,785,091 | 1.56% | |
| COP |
Conocophillips
Energy
|
Added | 43,162 | $5,697,384 | 1.54% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 33,575 | $5,696,334 | 1.54% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 15,334 | $5,676,185 | 1.53% | |
| NI |
Nisource Inc.
Utilities
|
Added | 120,645 | $5,629,295 | 1.52% | |
| T |
At&T Inc.
Communication Services
|
Added | 193,763 | $5,617,189 | 1.51% | |
| C |
Citigroup Inc
Financial Services
|
Added | 49,189 | $5,578,523 | 1.50% | |
| RF |
Regions Financial Corp
Financial Services
|
Reduced | 207,099 | $5,409,425 | 1.46% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 8,949 | $5,408,685 | 1.46% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 41,115 | $5,389,354 | 1.45% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 45,510 | $5,268,692 | 1.42% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Reduced | 18,519 | $5,254,951 | 1.42% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 31,488 | $5,206,225 | 1.40% | |
| AXP |
American Express Co
Financial Services
|
Added | 17,027 | $5,150,326 | 1.39% | |
| LNT |
Alliant Energy Corp
Utilities
|
Added | 70,783 | $5,079,388 | 1.37% | |
| LECO |
Lincoln Electric Holdings Inc
Industrials
|
Added | 20,270 | $5,048,850 | 1.36% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 54,147 | $5,029,173 | 1.36% | |
| RGA |
Reinsurance Group Of America Inc
Financial Services
|
Added | 24,613 | $5,024,990 | 1.35% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 64,662 | $5,017,124 | 1.35% | |
| SO |
Southern Co
Utilities
|
Added | 51,397 | $4,960,838 | 1.34% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 37,882 | $4,960,269 | 1.34% | |
| XEL |
Xcel Energy Inc
Utilities
|
Added | 62,045 | $4,928,854 | 1.33% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 95,257 | $4,781,901 | 1.29% | |
| DTE |
Dte Energy Co
Utilities
|
Added | 32,630 | $4,771,158 | 1.29% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 39,259 | $4,722,464 | 1.27% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 22,543 | $4,674,065 | 1.26% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 20,197 | $4,565,127 | 1.23% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 31,310 | $4,526,485 | 1.22% | |
| RMD |
Resmed Inc
Healthcare
|
Added | 19,569 | $4,392,848 | 1.18% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Added | 39,050 | $4,350,951 | 1.17% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 27,373 | $4,305,225 | 1.16% | |
| WM |
Waste Management Inc
Industrials
|
Added | 18,355 | $4,217,795 | 1.14% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 55,448 | $4,216,819 | 1.14% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 30,230 | $4,213,154 | 1.14% | |
| USB |
US Bancorp De
Financial Services
|
Added | 80,945 | $4,209,949 | 1.13% | |
| SCI |
Service Corp International
Consumer Cyclical
|
Added | 49,780 | $4,107,347 | 1.11% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 4,218 | $4,056,491 | 1.09% | |
| CI |
Cigna Group
Healthcare
|
Added | 14,867 | $3,965,771 | 1.07% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 12,023 | $3,954,244 | 1.07% |