Morton Community Bank
Morton Community Bank reported 120 stocks worth $491M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DGRO (4.6%), LRCX (4.3%) and SCHD (3.8%). Compared with Q1 2026, the fund opened new positions in AZN, DRI and HBAN, added to DGRO, XLU and JNJ, trimmed LRCX, SCHD and AVGO and sold out of ZTS, BE and SCHW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DGRO Ishares TR | $22.8M | 4.6% | 300K | +7,875 (+3%) | 8 of 8 | |
| 2 |  LRCX Lam Research Corp | $21.3M | 4.3% | 49K | −2,035 (−4%) | 7 of 8 | |
| 3 |  SCHD Schwab US Dividend Equity ETF | $18.7M | 3.8% | 591K | −2,318 (−0%) | 8 of 8 | |
| 4 |  AVGO Broadcom Inc | $10.3M | 2.1% | 27K | −615 (−2%) | 8 of 8 | |
| 5 |  XLU Select Sector Spdr TR | $8M | 1.6% | 177K | +6,531 (+4%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $7.9M | 1.6% | 22K | −335 (−1%) | 7 of 8 | |
| 7 |  JPM Jpmorgan Chase & Co. | $7.7M | 1.6% | 24K | −55 (−0%) | 8 of 8 | |
| 8 |  CSCO Cisco Sys Inc | $7.6M | 1.5% | 65K | −95 (−0%) | 8 of 8 | |
| 9 |  ETR Entergy Corp New | $7M | 1.4% | 61K | −105 (−0%) | 8 of 8 | |
| 10 |  ETN Eaton Corp PLC | $7M | 1.4% | 16K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Morton Community Bank 13F FAQ
What does Morton Community Bank own?
Morton Community Bank reported 120 stocks worth $491M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DGRO (4.6%), LRCX (4.3%) and SCHD (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did Morton Community Bank buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 74 added to, 26 trimmed and 4 sold out. New positions include AZN, DRI and HBAN. It sold all of ZTS, BE and SCHW.
When will Morton Community Bank file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Morton Community Bank's portfolio worth?
The Q2 2026 filing reports $491M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.