Top 50 Morton Community Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 4.46% | 292.4K | $20.5M | +0.91%(+2.63K) | $53.66(+37.54%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.95% | 592.9K | $18.2M | +0.36%(+2.11K) | $24.89(+27.78%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 2.37% | 51.1K | $10.9M | -2.69%(-1.41K) | $70.85(+322.25%) | 2026-03-31 | |
| AVGO | Broadcom Inc | 1.88% | 27.9K | $8.6M | -1.69%(-480) | $97.34(+351.80%) | 2026-03-31 | |
| XLU | SELECT SECTOR SPDR TR | 1.7% | 170.2K | $7.8M | +0.37%(+633) | $32.03(+40.18%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.51% | 23.6K | $7.0M | +1.22%(+285) | $161.20(+86.05%) | 2026-03-31 | |
| ETR | ENTERGY CORP NEW | 1.5% | 61.5K | $6.9M | -1.18%(-735) | $49.11(+129.90%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 1.44% | 27.1K | $6.6M | -0.42%(-115) | $156.51(+47.47%) | 2026-03-31 | |
| WMB | WILLIAMS COS INC | 1.4% | 88.7K | $6.5M | +0.01%(+10) | $35.50(+118.82%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.4% | 22.3K | $6.4M | +1.50%(+329) | $177.92(+125.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.99% | +64.27% |
| Top 20 Holdings Unweighted | +19.05% | +68.71% |
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