account_balance
Investment manager · 13F filer · SEC CIK 2011821
Morton Community Bank
Reported value$529Mas of Sep 30, 2026
Positions118 6 new, 8 sold out
Top 10 weight21.3%DGRO alone is 5%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DGROiShares Tr
4.7%
SCHDSchwab Strategic Tr
4.0%
LRCXLam Research Corp
2.0%Trimmed −11%
AVGOBroadcom Inc.
1.7%
XLUSelect Sector SPDR Tr
1.6%Added +12%
MSFTMicrosoft Corp
1.6%Added +3%
ABBVAbbVie Inc.
1.6%
JPMJPMorgan Chase & Co
1.5%
JNJJohnson & Johnson
1.4%
DEDeere & Co
1.3%
CVXChevron Corp
1.3%
COPConocoPhillips
1.3%Added +2%
DGROiShares Tr
4.7%
SCHDSchwab Strategic Tr
4.0%
LRCXLam Research Corp
2.0%−11%
AVGOBroadcom Inc.
1.7%
XLUSelect Sector SPDR Tr
1.6%+12%
MSFTMicrosoft Corp
1.6%
ABBVAbbVie Inc.
1.6%
JPMJPMorgan Chase & Co
1.5%
JNJJohnson & Johnson
1.4%
DE1.3%CVX1.3%COP1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DGRO iShares Tr 4.7% Held
SCHD Schwab Strategic Tr 4.0% Held
LRCX Lam Research Corp 2.0% Trimmed −11%AVGO Broadcom Inc. 1.7% HeldXLU Select Sector SPDR Tr 1.6% Added +12%
MSFT Microsoft Corp 1.6% Added +3%ABBV AbbVie Inc. 1.6% HeldJPM JPMorgan Chase & Co 1.5% HeldJNJ Johnson & Johnson 1.4% HeldDE Deere & Co 1.3% HeldCVX Chevron Corp 1.3% HeldCOP ConocoPhillips 1.3% Added +2%What changed
Biggest moves since Jun 30, 2026
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