13FBOX
MORTON COMMUNITY BANK · 13F Holdings
Options Calculator Rankings

MORTON COMMUNITY BANK

No.4284 Data as of 2026Q2
Latest AUM (Q2 2026)
$491.0M
QoQ Change Q1 2026
+$30.8M+6.7%
Holdings
120
New Buys
8
Adds
76
Reduces
28
Exits
3
Unchanged
8
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRDGRO
4.64%4.46%$22.8M300,284$20.5M292,409+7,875+2.69%Add
LAM RESEARCH CORPLRCX
4.33%2.37%$21.3M49,066$10.9M51,101-2,035-3.98%Reduce
SSCHWAB STRATEGIC TRSCHD
3.81%3.95%$18.7M590,596$18.2M592,914-2,318-0.39%Reduce
BROADCOM INCAVGO
2.1%1.88%$10.3M27,262$8.6M27,877-615-2.21%Reduce
SSELECT SECTOR SPDR TRXLU
1.63%1.7%$8.0M176,710$7.8M170,179+6,531+3.84%Add
ALPHABET INCGOOGL
1.6%1.4%$7.9M22,000$6.4M22,335-335-1.50%Reduce
JPMORGAN CHASE & COJPM
1.57%1.51%$7.7M23,580$7.0M23,635-55-0.23%Reduce
CISCO SYS INCCSCO
1.54%1.09%$7.6M64,567$5.0M64,662-95-0.15%Reduce
ENTERGY CORP NEWETR
1.44%1.5%$7.0M61,362$6.9M61,467-105-0.17%Reduce
EATON CORP PLCETN
1.42%1.27%$7.0M16,391$5.9M16,396-5-0.03%Reduce
GOLDMAN SACHS GROUP INCGS
1.42%1.28%$7.0M6,892$5.9M6,947-55-0.79%Reduce
JOHNSON & JOHNSONJNJ
1.41%1.44%$6.9M27,164$6.6M27,050+114+0.42%Add
CCITIGROUP INCC
1.4%1.21%$6.9M49,219$5.6M49,189+30+0.06%Add
ABBVIE INCABBV
1.4%1.29%$6.9M27,370$5.9M27,315+55+0.20%Add
WILLIAMS COS INCWMB
1.35%1.4%$6.6M88,959$6.5M88,689+270+0.30%Add
DEERE & CODE
1.34%1.26%$6.6M10,345$5.8M10,270+75+0.73%Add
IINVESCO BULLETSHARES 2029 CORPORATE BOND ETFBSCT
1.21%1.27%$5.9M318,954$5.8M313,346+5,608+1.79%Add
IINVESCO EXCH TRD SLF IDX FDBSCR
1.2%1.26%$5.9M301,089$5.8M296,000+5,089+1.72%Add
MICROSOFT CORPMSFT
1.2%1.23%$5.9M15,799$5.7M15,334+465+3.03%Add
IINVESCO EXCH TRD SLF IDX FDBSCS
1.19%1.26%$5.9M287,499$5.8M283,012+4,487+1.59%Add
NISOURCE INC COMNI
1.18%1.22%$5.8M122,250$5.6M120,645+1,605+1.33%Add
PHILIP MORRIS INTL INCPM
1.18%1.13%$5.8M31,946$5.2M31,488+458+1.45%Add
AMERICAN EXPRESS COAXP
1.17%1.12%$5.8M17,042$5.2M17,027+15+0.09%Add
AMERICAN ELEC PWR CO INCAEP
1.17%1.17%$5.8M42,050$5.4M41,115+935+2.27%Add
IINVESCO EXCH TRD SLF IDX FDBSCU
1.14%1.18%$5.6M335,156$5.4M324,935+10,221+3.15%Add
ALLIANT ENERGY CORP COMLNT
1.12%1.1%$5.5M72,353$5.1M70,783+1,570+2.22%Add
LINCOLN ELEC HLDGS INCLECO
1.1%1.1%$5.4M20,375$5.0M20,270+105+0.52%Add
ALLSTATE CORPALL
1.1%1.02%$5.4M22,663$4.7M22,543+120+0.53%Add
WWEC ENERGY GROUP INC COMIDU
1.1%1.14%$5.4M46,115$5.3M45,510+605+1.33%Add
RREINSURANCE GROUP AMER INCRGA
1.09%1.09%$5.3M25,123$5.0M24,613+510+2.07%Add
UNITEDHEALTH GROUP INCUNH
1.06%0.71%$5.2M12,546$3.2M12,001+545+4.54%Add
CVS HEALTH CORPCVS
1.05%0.75%$5.2M49,928$3.5M48,243+1,685+3.49%Add
XCEL ENERGY INC COMXEL
1.04%1.07%$5.1M63,295$4.9M62,045+1,250+2.01%Add
DTE ENERGY CO COMDTE
1.03%1.04%$5.1M33,320$4.8M32,630+690+2.11%Add
MERCK & CO INCMRK
1.03%1.03%$5.0M39,299$4.7M39,259+40+0.10%Add
SOUTHERN COSO
1.03%1.08%$5.0M52,612$5.0M51,397+1,215+2.36%Add
ASTRAZENECA PLCAZN
1.01%$4.9M26,094$00+26,094New Buy
US BANCORPUSB
1.01%0.91%$4.9M81,830$4.2M80,945+885+1.09%Add
SSELECT SECTOR SPDR TRXLF
1%1.01%$4.9M91,299$4.6M93,750-2,451-2.61%Reduce
DUKE ENERGY CORP NEWDUK
0.99%1.08%$4.9M38,497$5.0M37,882+615+1.62%Add
NNEXTERA ENERGY INCNEE
0.98%1.09%$4.8M54,937$5.0M54,147+790+1.46%Add
CHEVRON CORPORATIONCVX
0.98%1.29%$4.8M28,888$5.9M28,580+308+1.08%Add
APOLLO GLOBAL MGMT INC COMAPO
0.95%0.95%$4.7M39,395$4.4M39,050+345+0.88%Add
EXXON MOBIL CORPXOM
0.95%1.24%$4.6M33,950$5.7M33,575+375+1.12%Add
LOCKHEED MARTIN CORPLMT
0.94%1.18%$4.6M9,093$5.4M8,949+144+1.61%Add
COCA COLA COKO
0.93%0.92%$4.6M56,143$4.2M55,448+695+1.25%Add
CONOCOPHILLIPSCOP
0.93%1.24%$4.6M43,782$5.7M43,162+620+1.44%Add
CHENIERE ENERGY INCLNG
0.91%1.14%$4.5M18,704$5.3M18,519+185+1.00%Add
IINVESCO EXCH TRD SLF IDX FDBSCV
0.9%0.89%$4.4M268,400$4.1M248,434+19,966+8.04%Add
HOME DEPOT INCHD
0.89%0.86%$4.4M12,398$4.0M12,023+375+3.12%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow