Morton Community Bank

13F filer · CIK 0002011821

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$491MU.S. long equity reported on 13F

Positions1015 new · 4 closed

Net flow last quarter+$3.85MBuys minus sells

Top 10 positions weight18.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026101 positions
LRCXLam Research Corp	$21.3M	4.33%	0.00%	-4.0%	Q4 2023
AVGOBroadcom Inc.	$10.3M	2.10%	0.00%	-2.2%	Q4 2023
GOOGLAlphabet Inc.	$7.86M	1.60%	0.00%	-1.5%	Q4 2024
JPMJPMorgan Chase & Co	$7.72M	1.57%	0.00%	-0.2%	Q4 2023
CSCOCisco Systems, Inc.	$7.58M	1.54%	0.00%	-0.2%	Q4 2023
ETREntergy Corp	$7.05M	1.44%	0.01%	-0.2%	Q4 2023
ETNEaton Corp plc	$6.98M	1.42%	0.00%	0.0%	Q4 2023
GSGoldman Sachs Group Inc	$6.97M	1.42%	0.00%	-0.8%	Q2 2024
JNJJohnson & Johnson	$6.9M	1.41%	0.00%	+0.4%	Q4 2023
CCitigroup Inc	$6.89M	1.40%	0.00%	+0.1%	Q1 2025
ABBVAbbVie Inc.	$6.89M	1.40%	0.00%	+0.2%	Q4 2023
WMBWilliams Companies, Inc.	$6.61M	1.35%	0.01%	+0.3%	Q4 2023
DEDeere & Co	$6.56M	1.34%	0.00%	+0.7%	Q4 2023
MSFTMicrosoft Corp	$5.89M	1.20%	0.00%	+3.0%	Q4 2023
NINisource Inc.	$5.81M	1.18%	0.03%	+1.3%	Q1 2024
PMPhilip Morris International Inc.	$5.78M	1.18%	0.00%	+1.5%	Q4 2023
AXPAmerican Express Co	$5.76M	1.17%	0.00%	+0.1%	Q4 2023
AEPAmerican Electric Power Co Inc	$5.75M	1.17%	0.01%	+2.3%	Q4 2023
LNTAlliant Energy Corp	$5.52M	1.12%	0.03%	+2.2%	Q4 2023
LECOLincoln Electric Holdings Inc	$5.41M	1.10%	0.04%	+0.5%	Q4 2023
ALLAllstate Corp	$5.39M	1.10%	0.01%	+0.5%	Q4 2023
WECWec Energy Group, Inc.	$5.38M	1.10%	0.01%	+1.3%	Q4 2023
RGAReinsurance Group of America Inc	$5.34M	1.09%	0.04%	+2.1%	Q4 2023
UNHUnitedhealth Group Inc	$5.21M	1.06%	0.00%	+4.5%	Q4 2023
CVSCVS HEALTH Corp	$5.17M	1.05%	0.00%	+3.5%	Q4 2023
XELXcel Energy Inc	$5.08M	1.04%	0.01%	+2.0%	Q4 2023
DTEDte Energy Co	$5.08M	1.03%	0.02%	+2.1%	Q4 2023
MRKMerck & Co., Inc.	$5.05M	1.03%	0.00%	+0.1%	Q4 2023
SOSouthern Co	$5.04M	1.03%	0.00%	+2.4%	Q4 2023
AZNAstrazeneca PLC	$4.95M	1.01%	Not reported	Not reported	Q1 2024
USBUS Bancorp \de\	$4.94M	1.01%	0.01%	+1.1%	Q4 2023
DUKDuke Energy CORP	$4.87M	0.99%	0.00%	+1.6%	Q4 2023
NEENextera Energy Inc	$4.82M	0.98%	0.00%	+1.5%	Q4 2023
CVXChevron Corp	$4.79M	0.98%	0.00%	+1.1%	Q4 2023
APOApollo Global Management, Inc.	$4.66M	0.95%	0.01%	+0.9%	Q4 2023
XOMExxonMobil Holdings Corp	$4.64M	0.95%	0.00%	+1.1%	Q4 2023
LMTLockheed Martin Corp	$4.63M	0.94%	0.00%	+1.6%	Q4 2023
KOCoca Cola Co	$4.56M	0.93%	0.00%	+1.3%	Q4 2023
COPConocophillips	$4.55M	0.93%	0.00%	+1.4%	Q4 2023
LNGCheniere Energy, Inc.	$4.47M	0.91%	0.01%	+1.0%	Q3 2024
HDHome Depot, Inc.	$4.37M	0.89%	0.00%	+3.1%	Q4 2023
CICigna Group	$4.27M	0.87%	0.01%	+4.1%	Q4 2023
WMWaste Management Inc	$4.22M	0.86%	0.00%	+3.1%	Q3 2025
TAt&T Inc.	$4.15M	0.85%	0.00%	+3.5%	Q4 2023
SYYSysco Corp	$4.15M	0.84%	0.01%	+2.2%	Q4 2023
BLKBlackRock, Inc.	$4.12M	0.84%	0.00%	+1.5%	Q4 2023
EOGEog Resources Inc	$4.1M	0.84%	0.01%	+1.0%	Q4 2023
CNPCenterpoint Energy Inc	$4.07M	0.83%	0.01%	+6.4%	Q4 2025
VZVerizon Communications Inc	$4.04M	0.82%	0.00%	+0.2%	Q4 2023
DRIDarden Restaurants Inc	$4M	0.81%	0.02%	New	Q2 2026

Q1 2026Reported May 14, 202699 positions
LRCXLam Research Corp	$10.9M	2.37%	0.00%	-2.7%	Q4 2023
AVGOBroadcom Inc.	$8.63M	1.88%	0.00%	-1.7%	Q4 2023
JPMJPMorgan Chase & Co	$6.95M	1.51%	0.00%	+1.2%	Q4 2023
ETREntergy Corp	$6.91M	1.50%	0.01%	-1.2%	Q4 2023
JNJJohnson & Johnson	$6.61M	1.44%	0.00%	-0.4%	Q4 2023
WMBWilliams Companies, Inc.	$6.45M	1.40%	0.01%	0.0%	Q4 2023
GOOGLAlphabet Inc.	$6.42M	1.40%	0.00%	+1.5%	Q4 2024
ABBVAbbVie Inc.	$5.94M	1.29%	0.00%	+1.1%	Q4 2023
CVXChevron Corp	$5.91M	1.29%	0.00%	-1.2%	Q4 2023
GSGoldman Sachs Group Inc	$5.88M	1.28%	0.00%	+2.3%	Q2 2024
ETNEaton Corp plc	$5.86M	1.27%	0.00%	+1.1%	Q4 2023
DEDeere & Co	$5.79M	1.26%	0.00%	+0.4%	Q4 2023
COPConocophillips	$5.7M	1.24%	0.00%	+0.2%	Q4 2023
XOMExxonMobil Holdings Corp	$5.7M	1.24%	0.00%	-0.9%	Q4 2023
MSFTMicrosoft Corp	$5.68M	1.23%	0.00%	+3.8%	Q4 2023
NINisource Inc.	$5.63M	1.22%	0.03%	+0.4%	Q1 2024
TAt&T Inc.	$5.62M	1.22%	0.00%	+1.1%	Q4 2023
CCitigroup Inc	$5.58M	1.21%	0.00%	+3.4%	Q1 2025
RFRegions Financial Corp	$5.41M	1.18%	0.02%	-2.6%	Q4 2023
LMTLockheed Martin Corp	$5.41M	1.18%	0.00%	-0.9%	Q4 2023
AEPAmerican Electric Power Co Inc	$5.39M	1.17%	0.01%	+0.8%	Q4 2023
WECWec Energy Group, Inc.	$5.27M	1.14%	0.01%	+2.3%	Q4 2023
LNGCheniere Energy, Inc.	$5.25M	1.14%	0.01%	-0.1%	Q3 2024
PMPhilip Morris International Inc.	$5.21M	1.13%	0.00%	+1.2%	Q4 2023
AXPAmerican Express Co	$5.15M	1.12%	0.00%	+2.3%	Q4 2023
LNTAlliant Energy Corp	$5.08M	1.10%	0.03%	+1.7%	Q4 2023
LECOLincoln Electric Holdings Inc	$5.05M	1.10%	0.04%	+0.5%	Q4 2023
NEENextera Energy Inc	$5.03M	1.09%	0.00%	+0.7%	Q4 2023
RGAReinsurance Group of America Inc	$5.02M	1.09%	0.04%	+1.4%	Q4 2023
CSCOCisco Systems, Inc.	$5.02M	1.09%	0.00%	+1.2%	Q4 2023
SOSouthern Co	$4.96M	1.08%	0.00%	+1.6%	Q4 2023
DUKDuke Energy CORP	$4.96M	1.08%	0.00%	+0.3%	Q4 2023
XELXcel Energy Inc	$4.93M	1.07%	0.01%	+0.5%	Q4 2023
VZVerizon Communications Inc	$4.78M	1.04%	0.00%	+1.9%	Q4 2023
DTEDte Energy Co	$4.77M	1.04%	0.02%	+0.9%	Q4 2023
MRKMerck & Co., Inc.	$4.72M	1.03%	0.00%	+3.8%	Q4 2023
ALLAllstate Corp	$4.67M	1.02%	0.01%	+1.3%	Q4 2023
HONHoneywell International Inc	$4.57M	0.99%	0.00%	+0.9%	Q4 2023
EOGEog Resources Inc	$4.53M	0.98%	0.01%	+1.1%	Q4 2023
RMDResmed Inc	$4.39M	0.95%	0.01%	+2.7%	Q4 2023
APOApollo Global Management, Inc.	$4.35M	0.95%	0.01%	+2.6%	Q4 2023
ICEIntercontinental Exchange, Inc.	$4.31M	0.94%	0.00%	+2.1%	Q4 2023
WMWaste Management Inc	$4.22M	0.92%	0.00%	+2.0%	Q3 2025
KOCoca Cola Co	$4.22M	0.92%	0.00%	+1.9%	Q4 2023
GILDGilead Sciences, Inc.	$4.21M	0.92%	0.00%	+1.6%	Q3 2025
USBUS Bancorp \de\	$4.21M	0.91%	0.01%	+0.5%	Q4 2023
SCIService Corp International	$4.11M	0.89%	0.04%	+1.6%	Q4 2023
BLKBlackRock, Inc.	$4.06M	0.88%	0.00%	+1.7%	Q4 2023
CICigna Group	$3.97M	0.86%	0.01%	+2.7%	Q4 2023
HDHome Depot, Inc.	$3.95M	0.86%	0.00%	+1.0%	Q4 2023

Q4 2025Reported Feb 13, 202699 positions
LRCXLam Research Corp	$12.3M	2.65%	0.00%	-4.5%	Q4 2023
AVGOBroadcom Inc.	$9.39M	2.03%	0.00%	-5.5%	Q4 2023
GOOGLAlphabet Inc.	$7.44M	1.61%	0.00%	+0.3%	Q4 2024
JPMJPMorgan Chase & Co	$7.14M	1.54%	0.00%	-1.5%	Q4 2023
MSFTMicrosoft Corp	$6.36M	1.37%	0.00%	+0.7%	Q4 2023
GSGoldman Sachs Group Inc	$6.35M	1.37%	0.00%	-2.5%	Q2 2024
JNJJohnson & Johnson	$6.17M	1.33%	0.00%	+0.5%	Q4 2023
RFRegions Financial Corp	$6.06M	1.31%	0.02%	+0.5%	Q4 2023
ABBVAbbVie Inc.	$6.03M	1.30%	0.00%	+0.1%	Q4 2023
WMBWilliams Companies, Inc.	$5.96M	1.29%	0.01%	-0.1%	Q4 2023
ETREntergy Corp	$5.96M	1.29%	0.01%	-1.3%	Q4 2023
AXPAmerican Express Co	$5.86M	1.27%	0.00%	-4.0%	Q4 2023
LMTLockheed Martin Corp	$5.73M	1.24%	0.00%	+1.8%	Q4 2023
ETNEaton Corp plc	$5.7M	1.23%	0.00%	+1.3%	Q4 2023
PMPhilip Morris International Inc.	$5.58M	1.21%	0.00%	-0.5%	Q4 2023
CCitigroup Inc	$5.5M	1.19%	0.00%	+0.5%	Q1 2025
DEDeere & Co	$5.4M	1.17%	0.00%	-26.5%	Q4 2023
LECOLincoln Electric Holdings Inc	$5.35M	1.16%	0.04%	+0.7%	Q4 2023
NINisource Inc.	$5.32M	1.15%	0.03%	+1.0%	Q1 2024
APOApollo Global Management, Inc.	$5.12M	1.11%	0.01%	+1.3%	Q4 2023
CVXChevron Corp	$5.12M	1.11%	0.00%	+1.0%	Q4 2023
TAt&T Inc.	$5.02M	1.09%	0.00%	+3.3%	Q4 2023
CSCOCisco Systems, Inc.	$5.01M	1.08%	0.00%	+1.0%	Q4 2023
WECWec Energy Group, Inc.	$4.92M	1.06%	0.01%	+4.4%	Q4 2023
RGAReinsurance Group of America Inc	$4.92M	1.06%	0.04%	+2.2%	Q4 2023
RMDResmed Inc	$4.92M	1.06%	0.01%	+4.1%	Q4 2023
AEPAmerican Electric Power Co Inc	$4.88M	1.06%	0.01%	+2.5%	Q4 2023
XOMExxonMobil Holdings Corp	$4.79M	1.04%	0.00%	+1.8%	Q4 2023
AZNAstrazeneca PLC	$4.73M	1.02%	Not reported	+3.4%	Q1 2024
NEENextera Energy Inc	$4.73M	1.02%	0.00%	+1.3%	Q4 2023
XELXcel Energy Inc	$4.7M	1.01%	0.01%	+2.1%	Q4 2023
ICEIntercontinental Exchange, Inc.	$4.66M	1.01%	0.00%	+2.4%	Q4 2023
BLKBlackRock, Inc.	$4.64M	1.00%	0.00%	+3.9%	Q4 2023
LNTAlliant Energy Corp	$4.59M	0.99%	0.03%	+3.4%	Q4 2023
DUKDuke Energy CORP	$4.58M	0.99%	0.00%	+2.7%	Q4 2023
HONHoneywell International Inc	$4.55M	0.98%	0.00%	+5.6%	Q4 2023
USBUS Bancorp \de\	$4.52M	0.98%	0.01%	+1.1%	Q4 2023
SOSouthern Co	$4.52M	0.98%	0.00%	+3.0%	Q4 2023
COPConocophillips	$4.49M	0.97%	0.00%	+4.2%	Q4 2023
HDHome Depot, Inc.	$4.46M	0.96%	0.00%	+5.0%	Q4 2023
ALLAllstate Corp	$4.43M	0.96%	0.01%	+2.3%	Q4 2023
DTEDte Energy Co	$4.34M	0.94%	0.02%	+4.0%	Q4 2023
MDTMedtronic plc	$4.3M	0.93%	0.00%	+2.6%	Q4 2023
GILDGilead Sciences, Inc.	$4.22M	0.91%	0.00%	+14.6%	Q3 2025
SPGIS&P Global Inc.	$4.21M	0.91%	0.00%	+1.0%	Q4 2023
GPCGenuine Parts Co	$4.18M	0.90%	0.02%	+5.1%	Q4 2023
MRKMerck & Co., Inc.	$4.17M	0.90%	0.00%	+5.5%	Q4 2023
VZVerizon Communications Inc	$4.16M	0.90%	0.00%	+3.8%	Q4 2023
KOCoca Cola Co	$4.07M	0.88%	0.00%	+1.2%	Q4 2023
SYYSysco Corp	$4.01M	0.87%	0.01%	+4.0%	Q4 2023

Q3 2025Reported Nov 14, 202597 positions
AVGOBroadcom Inc.	$11.1M	2.57%	0.00%	-8.6%	Q4 2023
LRCXLam Research Corp	$8.65M	2.00%	0.00%	-1.2%	Q4 2023
MSFTMicrosoft Corp	$7.6M	1.76%	0.00%	+0.1%	Q4 2023
JPMJPMorgan Chase & Co	$7.37M	1.71%	0.00%	-1.1%	Q4 2023
ORCLOracle Corp	$7.22M	1.67%	0.00%	-7.1%	Q4 2023
DEDeere & Co	$6.42M	1.49%	0.01%	+40.9%	Q4 2023
AXPAmerican Express Co	$6.25M	1.45%	0.00%	-1.6%	Q4 2023
GOOGLAlphabet Inc.	$6.17M	1.43%	0.00%	+1.0%	Q4 2024
ETNEaton Corp plc	$6.11M	1.41%	0.00%	+0.9%	Q4 2023
ETREntergy Corp	$6.06M	1.40%	0.01%	+0.3%	Q4 2023
ABBVAbbVie Inc.	$5.88M	1.36%	0.00%	+1.6%	Q4 2023
GSGoldman Sachs Group Inc	$5.5M	1.27%	0.00%	-2.4%	Q2 2024
WMBWilliams Companies, Inc.	$5.14M	1.19%	0.01%	+3.5%	Q4 2023
RFRegions Financial Corp	$5.12M	1.19%	0.02%	+3.5%	Q4 2023
JNJJohnson & Johnson	$5.1M	1.18%	0.00%	+1.3%	Q4 2023
NINisource Inc.	$5.01M	1.16%	0.02%	+3.9%	Q1 2024
XELXcel Energy Inc	$4.91M	1.14%	0.01%	+5.5%	Q4 2023
CCitigroup Inc	$4.79M	1.11%	0.00%	+2.6%	Q1 2025
AEPAmerican Electric Power Co Inc	$4.79M	1.11%	0.01%	+2.9%	Q4 2023
WECWec Energy Group, Inc.	$4.76M	1.10%	0.01%	+2.6%	Q4 2023
LECOLincoln Electric Holdings Inc	$4.7M	1.09%	0.04%	+1.0%	Q4 2023
APOApollo Global Management, Inc.	$4.67M	1.08%	0.01%	+2.1%	Q4 2023
CSCOCisco Systems, Inc.	$4.63M	1.07%	0.00%	+3.0%	Q4 2023
SOSouthern Co	$4.62M	1.07%	0.00%	+3.8%	Q4 2023
TAt&T Inc.	$4.59M	1.06%	0.00%	+1.0%	Q4 2023
DUKDuke Energy CORP	$4.57M	1.06%	0.00%	+4.7%	Q4 2023
CVXChevron Corp	$4.52M	1.05%	0.00%	+5.4%	Q4 2023
RMDResmed Inc	$4.52M	1.05%	0.01%	+2.8%	Q4 2023
PMPhilip Morris International Inc.	$4.51M	1.04%	0.00%	+1.9%	Q4 2023
LNTAlliant Energy Corp	$4.5M	1.04%	0.03%	+4.5%	Q4 2023
LMTLockheed Martin Corp	$4.36M	1.01%	0.00%	+6.2%	Q4 2023
RGAReinsurance Group of America Inc	$4.33M	1.00%	0.04%	+4.5%	Q4 2023
BLKBlackRock, Inc.	$4.32M	1.00%	0.00%	+2.8%	Q4 2023
NEENextera Energy Inc	$4.32M	1.00%	0.00%	+3.1%	Q4 2023
HDHome Depot, Inc.	$4.3M	1.00%	0.00%	+2.5%	Q4 2023
DTEDte Energy Co	$4.21M	0.98%	0.02%	+5.8%	Q4 2023
ALLAllstate Corp	$4.17M	0.96%	0.01%	+3.6%	Q4 2023
AZNAstrazeneca PLC	$4.06M	0.94%	Not reported	+5.4%	Q1 2024
SCIService Corp International	$3.97M	0.92%	0.03%	+6.5%	Q4 2023
SPGIS&P Global Inc.	$3.85M	0.89%	0.00%	+3.7%	Q4 2023
ICEIntercontinental Exchange, Inc.	$3.83M	0.89%	0.00%	+3.9%	Q4 2023
ABTAbbott Laboratories	$3.83M	0.89%	0.00%	+6.0%	Q4 2023
HONHoneywell International Inc	$3.81M	0.88%	0.00%	+4.2%	Q4 2023
XOMExxonMobil Holdings Corp	$3.8M	0.88%	0.00%	+6.1%	Q4 2023
DOXAmdocs Ltd	$3.74M	0.87%	0.04%	+7.4%	Q4 2023
LNGCheniere Energy, Inc.	$3.74M	0.87%	0.01%	+4.7%	Q3 2024
USBUS Bancorp \de\	$3.72M	0.86%	0.01%	+5.6%	Q4 2023
KOCoca Cola Co	$3.71M	0.86%	0.00%	+5.4%	Q4 2023
MDTMedtronic plc	$3.69M	0.85%	0.00%	+5.2%	Q4 2023
COPConocophillips	$3.67M	0.85%	0.00%	+5.0%	Q4 2023

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