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Home > Institutional Investor > Morton Community Bank > Profile

Instuitional Investor - Morton Community Bank

Fund Profile
Filing Period:
Fund Name: Morton Community Bank
Portfolio Value $305,965,125
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 174,241 $13,264,967 4.33%
2.
Ishares Tr
 239,946 $12,913,894 4.22%
3.
Microsoft Corp
 MSFT 14,504 $5,454,085 1.78%
4.
Broadcom Inc.
 AVGO 4,879 $5,446,184 1.78%
5.
Invesco Exch Trd Slf Idx Fd Tr
 259,820 $5,426,341 1.77%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)