MORTON COMMUNITY BANK
•CIK: 2011821•Filing: Q4 2025
**MORTON COMMUNITY BANK** manages $463M across a diversified portfolio of 115 positions. The strategy exhibits a notable tilt toward dividend-growth and quality equities, evidenced by top holdings including DGRO ($20.8M) and SCHD ($17.6M). Significant allocations are also maintained in technology and financial sectors, with AVGO ($9.4M), GOOGL ($7.4M), and JPM ($7.1M) representing key components of the current mandate. This structure suggests a focus on stable, income-generating compounders within established market leaders.
Total AUM
$462.8M
QoQ Performance
+7.1%
Positions
104
Top 10 Concentration
21.8%
Latest Filing
Q4 2025
Top Holdings Allocation
DGRO4.5%
SCHD3.8%
LRCX2.6%
AVGO2.0%
GOOGL1.6%
XLU1.6%
JPM1.5%
MSFT1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.1%
Technology10.9%
Healthcare8.7%
Financial6.1%
Industrial4.2%
Energy3.6%
Utilities3.2%
Consumer Staples2.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑82 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023