Fund Holdings

MORTON COMMUNITY BANK

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
WASTE MGMT INC DEL(WM)016,935+16,93503,383,1050.78%+3,383,105
LAM RESEARCH CORP(LRCX)55,59954,954-6455,412,0078,653,0572.00%+3,241,050
GILEAD SCIENCES INC(GILD)025,950+25,95003,108,5510.72%+3,108,551
ALPHABET INC(GOOG)21,72521,935+2103,828,5976,167,9031.43%+2,339,306
Caterpillar Inc(CAT)5974,352+3,755231,7612,512,2360.58%+2,280,475
INVESCO EXCH TRD SLF IDX FD TR0126,660+126,66002,110,1560.49%+2,110,156
Broadcom Inc(AVGO)32,84230,007-2,8359,052,89711,091,4872.57%+2,038,590
DEERE & CO(DE)9,87013,908+4,0385,018,7976,420,3511.49%+1,401,554
SELECT SECTOR SPDR TR4,4807,464+2,9841,134,4702,244,2760.52%+1,109,806
Johnson & Johnson(JNJ)26,66927,020+3514,073,6905,103,2681.18%+1,029,578
Xcel Energy Inc(XEL)57,28760,457+3,1703,901,2454,907,2941.14%+1,006,049
ABBVIE INC(ABBV)26,56426,984+4204,930,8105,883,5911.36%+952,781
SELECT SECTOR SPDR TR70,66888,175+17,5073,700,8834,617,7251.07%+916,842
ISHARES TR282,892278,475-4,41718,088,11418,961,3634.39%+873,249
CITIGROUP INC(C)46,16447,339+1,1753,929,4804,792,1271.11%+862,647
ENTERGY CORP NEW(ETR)62,82263,037+2155,221,7656,057,2251.40%+835,460
ASTRAZENECA PLC(AZN)46,75049,280+2,5303,266,8904,060,6720.94%+793,782
AMERICAN ELEC PWR CO INC38,66539,795+1,1304,011,8804,785,7471.11%+773,867
ORACLE CORP(ORCL)29,59627,494-2,1026,470,5747,220,2001.67%+749,626
NEXTERA ENERGY INC(NEE)51,44153,053+1,6123,571,0354,318,5141.00%+747,479
Unitedhealth Group Inc(UNH)9,08710,169+1,0822,834,8713,473,3240.80%+638,453
American Express Co(AXP)17,60017,327-2735,614,0486,250,3691.45%+636,321
CVS Health Corp(CVS)41,96845,123+3,1552,894,9533,526,3630.82%+631,410
CHEVRON CORP NEW(CVX)27,17228,648+1,4763,890,7594,518,3631.05%+627,604
Alliant Energy Corp(LNT)64,42667,333+2,9073,895,8404,499,1911.04%+603,351
Pepsico Inc(PEP)22,32324,211+1,8882,947,5293,536,9850.82%+589,456
LINCOLN ELEC HLDGS INC(LECO)19,82920,030+2014,110,9484,696,0341.09%+585,086
SALESFORCE INC(CRM)10,99713,675+2,6782,998,7723,561,1070.82%+562,335
INVESCO EXCH TRD SLF IDX FD TR244,718273,898+29,1804,106,3684,626,1371.07%+519,769
Lockheed Martin Corp(LMT)8,3488,869+5213,866,2934,362,4841.01%+496,191
SELECT SECTOR SPDR TR10,54613,017+2,4711,421,4951,877,7020.43%+456,207
GOLDMAN SACHS GROUP INC(GS)7,1376,967-1705,051,2125,499,5411.27%+448,329
EATON CORP PLC(ETN)15,86616,005+1395,664,0036,106,8681.41%+442,865
WEC ENERGY GROUP INC(WEC)41,55542,625+1,0704,330,0314,762,4911.10%+432,460
DUKE ENERGY CORP NEW(DUK)35,13236,787+1,6554,145,5764,572,6241.06%+427,048
JPMORGAN CHASE & CO.(JPM)23,96723,703-2646,948,2737,374,4771.71%+426,204
EXXON MOBIL CORP31,34633,269+1,9233,379,0993,804,6430.88%+425,544
Progressive Corp(PGR)02,060+2,0600424,3600.10%+424,360
Merck & Co Inc(MRK)33,58335,853+2,2702,658,4303,082,6410.71%+424,211
NISOURCE INC(NI)114,470118,965+4,4954,617,7205,009,6161.16%+391,896
CISCO SYS INC(CSCO)61,43563,301+1,8664,262,3604,627,9361.07%+365,576
OMNICOM GROUP INC(OMC)43,28046,335+3,0553,113,5633,476,0520.80%+362,489
Genuine Parts Co(GPC)27,11828,630+1,5123,289,6843,644,8850.84%+355,201
SLB LIMITED(SLB)70,95075,956+5,0062,398,1102,738,9730.63%+340,863
SERVICE CORP INTL(SCI)44,67047,585+2,9153,636,1383,973,8230.92%+337,685
Dte Energy Co(DTB)29,38631,090+1,7043,892,4704,213,9390.98%+321,469
MEDTRONIC PLC(MDT)38,65740,672+2,0153,369,7313,688,9500.85%+319,219
REGIONS FINANCIAL CORP NEW(RF)204,439211,589+7,1504,808,4055,120,4541.19%+312,049
Microsoft Corp(MSFT)14,65514,668+137,289,5437,595,2371.76%+305,694
SELECT SECTOR SPDR TR7,0758,697+1,6221,043,7041,348,5570.31%+304,853
US BANCORP DEL(USB)75,46079,675+4,2153,414,5653,719,2290.86%+304,664
Southern Co(SO)47,32749,130+1,8034,346,0384,620,1851.07%+274,147
VANGUARD TAX-MANAGED FDS04,238+4,2380258,4330.06%+258,433
BLACKROCK INC(BLK)3,8853,994+1094,076,3374,324,7431.00%+248,406
HOME DEPOT INC(HD)11,06011,336+2764,055,0384,303,0321.00%+247,994
Zoetis Inc(ZTS)19,15422,449+3,2952,987,0663,234,6760.75%+247,610
DOMINION ENERGY INC(D)50,94753,067+2,1202,879,5243,114,5030.72%+234,979
Apple Inc(AAPL)2,3512,643+292482,355714,5880.17%+232,233
INVESCO EXCH TRD SLF IDX FD TR269,466279,646+10,1805,295,0075,509,0261.28%+214,019
INVESCO EXCH TRD SLF IDX FD TR284,365293,525+9,1605,317,6265,521,2051.28%+203,579
INVESCO EXCH TRD SLF IDX FD TR260,533268,068+7,5355,338,3215,508,7971.28%+170,476
CONSTELLATION ENERGY CORP(CEG)5,6495,270-3791,823,2711,986,7900.46%+163,519
UNITED PARCEL SERVICE INC(UPS)27,01529,977+2,9622,726,8942,890,3820.67%+163,488
Conocophillips(COP)39,35841,322+1,9643,531,9873,671,8730.85%+139,886
NUVATION BIO INC(NUVB)30,40730,407059,294158,7250.04%+99,431
VANGUARD INDEX FDS523632+109297,080396,2890.09%+99,209
ELI LILLY & CO(LLY)1,0701,080+10834,097931,8890.22%+97,792
COCA COLA CO(KO)51,01953,790+2,7713,609,5953,706,1310.86%+96,536
SPDR S&P 500 ETF TR(SPY)954960+6589,429654,7780.15%+65,349
AMAZON COM INC(AMZN)9581,108+150210,175270,5960.06%+60,421
SYSCO CORP(SYY)44,37546,050+1,6753,360,9633,420,5940.79%+59,631
Qualcomm Inc(QCOM)1,4251,553+128226,946280,9380.07%+53,992
SELECT SECTOR SPDR TR23,49022,560-9302,549,3702,590,1140.60%+40,744
Kimberly-Clark Corp(KMB)22,59324,656+2,0632,912,6902,951,5700.68%+38,880
WALMART INC(WMT)3,3753,478+103330,008351,9040.08%+21,896
VANECK ETF TRUST10,36910,3690303,604306,1970.07%+2,593
ISHARES TR3,2003,2000329,312330,3040.08%+992
DT Midstream Inc(DTM)2,3002,3000252,793251,8270.06%-966
PROCTER AND GAMBLE CO(PG)21,74622,867+1,1213,464,5723,438,5100.80%-26,062
Amdocs Ltd(DOX)41,38544,429+3,0443,775,9673,743,5880.87%-32,379
SCHWAB CHARLES CORP(SCHW)3,1782,500-678289,961236,3000.05%-53,661
Commerce Bancshares Inc(CBSH)6,3046,3040391,920331,7790.08%-60,141
Allstate Corp(ALL)21,00221,761+7594,227,9134,167,6670.96%-60,246
PNC FINL SVCS GROUP INC(PNC)2,2411,921-320417,767350,6790.08%-67,088
TEXAS INSTRS INC(TXN)1,5211,496-25315,790241,5440.06%-74,246
VERIZON COMMUNICATIONS INC(VZ)84,47990,074+5,5953,655,4073,579,5410.83%-75,866
RESMED INC(RMD)17,80918,299+4904,594,7224,517,6571.05%-77,065
Target Corp(TGT)23,78424,103+3192,346,2912,234,8300.52%-111,461
AMERICAN INTL GROUP INC5,7754,600-1,175494,282363,2160.08%-131,066
ABBOTT LABS29,25831,002+1,7443,979,3803,832,4680.89%-146,912
S&P GLOBAL INC(SPGI)7,6247,909+2854,020,0593,853,3440.89%-166,715
REINSURANCE GRP OF AMERICA INC(RGA)22,72823,753+1,0254,508,3264,333,9721.00%-174,354
AIR PRODS & CHEMS INC11,09812,114+1,0163,130,3022,938,7350.68%-191,567
DISNEY WALT CO(DIS)29,34230,590+1,2483,638,7013,445,0460.80%-193,655
EOG RES INC(EOG)27,78029,365+1,5853,322,7663,107,9920.72%-214,774
INVESCO EXCH TRD SLF IDX FD TR62,87451,523-11,3511,300,2341,066,2680.25%-233,966
WILLIAMS COS INC(WMB)85,82488,784+2,9605,390,6065,137,9311.19%-252,675
CONSTELLATION BRANDS INC(STZ)14,37715,677+1,3002,338,8502,059,6450.48%-279,205
ACCENTURE PLC IRELAND11,55712,677+1,1203,454,2713,170,5180.73%-283,753
PPG INDS INC(PPG)24,73325,828+1,0952,813,3792,524,6880.58%-288,691
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