Morton-Community-Bank

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "RF",
  "ACN",
  "ABT",
  "ABBV",
  "APD",
  null,
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  "GOOGL",
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  "T",
  "BLK",
  "AVGO",
  "DUK",
  "D",
  "EOG",
  "GIS",
  "HON",
  "HD",
  "AZN",
  "FE",
  "QCOM",
  "ICE",
  null,
  null,
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  null,
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  "MDT",
  "MSFT",
  "MDLZ",
  "EXC",
  "GPC",
  "NI",
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  "PAYX",
  null,
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  "UNH",
  "AAPL",
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  "LMT",
  "PG",
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  "PPG",
  "SPGI",
  null,
  "SLB",
  null,
  null,
  "CI",
  "TXN",
  "TGT",
  "UPS",
  "DTM",
  "SCHW",
  "RMD",
  null,
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  "LECO",
  "WEC",
  "AEP",
  "DOX",
  "RGA",
  "USB",
  "WMT",
  "WMB",
  "XEL",
  "LNT",
  "DTE",
  "SCHD",
  null,
  "SO",
  "SCI",
  "SYY",
  "DGRO",
  null,
  "KMB",
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  "BAH",
  "CVX",
  "LNG",
  "CSCO",
  "C",
  "KO",
  "CBSH",
  "COP",
  "STZ",
  "CEG",
  "CVS",
  "DE",
  "NEE",
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  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 108
Total Value: 245881889
Accession Number: 0002011821-25-000004
Form Type: 13F-HR
CIK: morton-community-bank
Manager Name: Morton-Community-Bank

Data Enrichment

88% identified

95 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

108 positions • $245.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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ALLIANT ENERGY CORP

LNT|018802108

Shares:60.7K

Value:$3.9M

% of Portfolio:1.6% ($3.9M/$245.9M)

DTE ENERGY CO

DTE|233331107

Shares:27.7K

Value:$3.8M

% of Portfolio:1.6% ($3.8M/$245.9M)

CONOCOPHILLIPS

COP|20825C104

Shares:36.4K

Value:$3.8M

% of Portfolio:1.6% ($3.8M/$245.9M)

RESMED INC

RMD|761152107

Shares:17.0K

Value:$3.8M

% of Portfolio:1.6% ($3.8M/$245.9M)

HOME DEPOT, INC.

HD|437076102

Shares:10.3K

Value:$3.8M

% of Portfolio:1.5% ($3.8M/$245.9M)

S&P Global Inc.

SPGI|78409V104

Shares:7.4K

Value:$3.8M

% of Portfolio:1.5% ($3.8M/$245.9M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:82.5K

Value:$3.7M

% of Portfolio:1.5% ($3.7M/$245.9M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:16.1K

Value:$3.7M

% of Portfolio:1.5% ($3.7M/$245.9M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:6.8K

Value:$3.7M

% of Portfolio:1.5% ($3.7M/$245.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:59.4K

Value:$3.7M

% of Portfolio:1.5% ($3.7M/$245.9M)

FIRSTENERGY CORP

FE|337932107

Shares:89.5K

Value:$3.6M

% of Portfolio:1.5% ($3.6M/$245.9M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:8.1K

Value:$3.6M

% of Portfolio:1.5% ($3.6M/$245.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:27.1K

Value:$3.6M

% of Portfolio:1.5% ($3.6M/$245.9M)

BlackRock, Inc.

BLK|09290D101

Shares:3.7K

Value:$3.5M

% of Portfolio:1.4% ($3.5M/$245.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:29.1K

Value:$3.5M

% of Portfolio:1.4% ($3.5M/$245.9M)

COCA COLA CO

KO|191216100

Shares:48.0K

Value:$3.4M

% of Portfolio:1.4% ($3.4M/$245.9M)

OMNICOM GROUP INC.

OMC|681919106

Shares:40.8K

Value:$3.4M

% of Portfolio:1.4% ($3.4M/$245.9M)

EXELON CORP

EXC|30161N101

Shares:72.5K

Value:$3.3M

% of Portfolio:1.4% ($3.3M/$245.9M)

AMGEN INC

AMGN|031162100

Shares:10.7K

Value:$3.3M

% of Portfolio:1.4% ($3.3M/$245.9M)

Medtronic plc

MDT|G5960L103

Shares:36.7K

Value:$3.3M

% of Portfolio:1.3% ($3.3M/$245.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALLIANT ENERGY CORP(LNTcusip018802108)	60.7K	QoQ +0.84% (+510) YoY +2936.65% (+58.7K)	All Managers (Combined)	$3.9M	1.6% ($3.9M/$245.9M)	QoQ +9.73% (+$346.6K) YoY +3777.15% (+$3.8M)
DTE ENERGY CO(DTEcusip233331107)	27.7K	QoQ -0.25% (-70) YoY +4338.56% (+27.1K)	All Managers (Combined)	$3.8M	1.6% ($3.8M/$245.9M)	QoQ +14.22% (-$477.6K) YoY +5372.75% (+$3.8M)
CONOCOPHILLIPS(COPcusip20825C104)	36.4K	QoQ +0.48% (+175) YoY +4188.00% (+35.6K)	All Managers (Combined)	$3.8M	1.6% ($3.8M/$245.9M)	QoQ +6.40% (+$230.6K) YoY +3438.07% (+$3.7M)
RESMED INC(RMDcusip761152107)	17.0K	QoQ +1.18% (-200) YoY +3605.21% (+16.6K)	All Managers (Combined)	$3.8M	1.6% ($3.8M/$245.9M)	QoQ -0.95% (-$36.8K) YoY +4088.30% (+$3.7M)
HOME DEPOT, INC.(HDcusip437076102)	10.3K	QoQ -2.32% (-245) YoY +3278.68% (+10.0K)	All Managers (Combined)	$3.8M	1.5% ($3.8M/$245.9M)	QoQ -7.97% (-$327.2K) YoY +3127.98% (+$3.7M)
S&P Global Inc.(SPGIcusip78409V104)	7.4K	QoQ +0.61% (+45) YoY +4.08% (+290)	All Managers (Combined)	$3.8M	1.5% ($3.8M/$245.9M)	QoQ +2.64% (+$96.8K) YoY +24.30% (+$734.1K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	82.5K	QoQ +4.94% (+3.9K) YoY +32917.60% (+82.3K)	All Managers (Combined)	$3.7M	1.5% ($3.7M/$245.9M)	QoQ +19.03% (+$598.8K) YoY +35593.00% (+$3.7M)
Cheniere Energy, Inc.(LNGcusip16411R208)	16.1K	QoQ +0.71% (+115) YoY NEW(+16.1K)	All Managers (Combined)	$3.7M	1.5% ($3.7M/$245.9M)	QoQ +8.46% (+$291.1K) YoY NEW(+$3.7M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	6.8K	QoQ +1.49% (-100) YoY NEW(+6.8K)	All Managers (Combined)	$3.7M	1.5% ($3.7M/$245.9M)	QoQ -3.16% (-$121.2K) YoY NEW(+$3.7M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	59.4K	QoQ -1.48% (-895) YoY +59347.00% (+59.3K)	All Managers (Combined)	$3.7M	1.5% ($3.7M/$245.9M)	QoQ +2.69% (-$96.2K) YoY +73401.78% (+$3.7M)
FIRSTENERGY CORP(FEcusip337932107)	89.5K	QoQ +1.44% (+1.3K) YoY +4063.16% (+87.4K)	All Managers (Combined)	$3.6M	1.5% ($3.6M/$245.9M)	QoQ +3.07% (+$107.9K) YoY +4257.19% (+$3.5M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	8.1K	QoQ +2.08% (-165) YoY +40340.00% (+8.1K)	All Managers (Combined)	$3.6M	1.5% ($3.6M/$245.9M)	QoQ -6.15% (-$237.1K) YoY +39616.28% (+$3.6M)
ABBOTT LABORATORIES(ABTcusip002824100)	27.1K	QoQ -2.59% (-723) YoY +2546.63% (+26.1K)	All Managers (Combined)	$3.6M	1.5% ($3.6M/$245.9M)	QoQ +14.23% (-$448.3K) YoY +2988.81% (+$3.5M)
BlackRock, Inc.(BLKcusip09290D101)	3.7K	QoQ +0.41% (-15) YoY NEW(+3.7K)	All Managers (Combined)	$3.5M	1.4% ($3.5M/$245.9M)	QoQ -7.29% (-$272.4K) YoY NEW(+$3.5M)
EXXON MOBIL CORP(XOMcusip30231G102)	29.1K	QoQ +1.78% (+510) YoY +3041.18% (+28.1K)	All Managers (Combined)	$3.5M	1.4% ($3.5M/$245.9M)	QoQ +12.53% (+$384.9K) YoY +3113.88% (+$3.3M)
COCA COLA CO(KOcusip191216100)	48.0K	QoQ -0.80% (-390) YoY +2807.15% (+46.3K)	All Managers (Combined)	$3.4M	1.4% ($3.4M/$245.9M)	QoQ +14.10% (-$424.7K) YoY +3303.23% (+$3.3M)
OMNICOM GROUP INC.(OMCcusip681919106)	40.8K	QoQ +1.77% (-712) YoY +6.11% (-2.3K)	All Managers (Combined)	$3.4M	1.4% ($3.4M/$245.9M)	QoQ -1.92% (-$66.3K) YoY -9.07% (-$337.3K)
EXELON CORP(EXCcusip30161N101)	72.5K	QoQ -2.03% (-1.5K) YoY +3271.95% (+70.3K)	All Managers (Combined)	$3.3M	1.4% ($3.3M/$245.9M)	QoQ +19.93% (-$555.2K) YoY +4035.71% (+$3.3M)
AMGEN INC(AMGNcusip031162100)	10.7K	QoQ -0.79% (-85) YoY +42548.00% (+10.6K)	All Managers (Combined)	$3.3M	1.4% ($3.3M/$245.9M)	QoQ +18.58% (-$520.6K) YoY +46632.49% (+$3.3M)
Medtronic plc(MDTcusipG5960L103)	36.7K	QoQ +2.87% (+1.0K) YoY +36560.00% (+36.6K)	All Managers (Combined)	$3.3M	1.3% ($3.3M/$245.9M)	QoQ +15.73% (+$447.8K) YoY +37699.97% (+$3.3M)