StockDriftsStockDriftsTop 50 Morton Community Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 4.64% | 300.3K | $22.8M | +2.69%(+7.88K) | $54.15(+47.75%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 4.33% | 49.1K | $21.3M | -3.98%(-2.04K) | $70.85(+375.69%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.81% | 590.6K | $18.7M | -0.39%(-2.32K) | $24.89(+38.35%) | 2026-06-30 | |
| AVGO | Broadcom Inc | 2.1% | 27.3K | $10.3M | -2.21%(-615) | $97.34(+329.23%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 1.63% | 176.7K | $8.0M | +3.84%(+6.53K) | $32.53(+35.37%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.6% | 22.0K | $7.9M | -1.50%(-335) | $177.92(+94.67%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.57% | 23.6K | $7.7M | -0.23%(-55) | $161.20(+125.26%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 1.54% | 64.6K | $7.6M | -0.15%(-95) | $53.26(+113.03%) | 2026-06-30 | |
| ETR | ENTERGY CORP NEW | 1.44% | 61.4K | $7.0M | -0.17%(-105) | $49.11(+117.71%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 1.42% | 16.4K | $7.0M | -0.03%(-5) | $234.56(+93.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +53.61% |
| Top 20 Holdings Unweighted | — | — | — | — | +51.22% |
Morton Community Bank reports $491.01M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are DGRO (4.6%), LRCX (4.3%) and SCHD (3.8%). The top 20 holdings account for 37.2% of reported assets. Its disclosed equity book has returned +53.61% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Morton Community Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011821). View Morton Community Bank’s 13F filings on SEC