MORTON COMMUNITY BANK
BankFiling Date
Global Rank
#3,082
/ 8,586
▲ 145
Top Industry
Utilities - Regulated Electric
14.1%
3Y Alpha vs SPY
-5.2%
Period ended 3 months ago
Filed May 14, 2026 · 33d
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
+40.5%
SPY
+55.8%
Annualised alpha
-5.2%
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
4 positions ·
$7,293,099 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 13,193 | $3,832,434 | 52.55% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Added | 27,198 | $2,906,922 | 39.86% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
NEW | 3,719 | $283,238 | 3.88% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Held | 4,602 | $270,505 | 3.71% |