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Home > Institutional Investor > Morton Community Bank > 13F Holdings

Instuitional Investor - Morton Community Bank

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 300,284 $22,758,524 4.64%
2.
Lam Research Corp
 LRCX 49,066 $21,261,770 4.33%
3.
Schwab Strategic Trust
 SCHD 590,596 $18,727,799 3.81%
4.
Broadcom Inc.
 AVGO 27,262 $10,298,221 2.1%
5.
Sector Spdr Trust
 XLE 176,710 $8,012,031 1.63%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.