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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MORTON COMMUNITY BANK

Quarter ended Q1 2024 · Filed May 2, 2024 · Accession 0002011821-24-000003

Total Value
$347.5M
Positions
187
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (187)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524797184,377$14.9M4.28%
2ISHARES TR46434V621250,626$14.6M4.19%
3SELECT SECTOR SPDR TR81369Y88688,086$5.8M1.66%
4Broadcom IncAVGO4,195$5.6M1.60%
5Microsoft CorpMSFT13,132$5.5M1.59%
6INVESCO EXCH TRD SLF IDX FD TRIVZ256,300$5.4M1.55%
7LAM RESEARCH CORPLRCX5,476$5.3M1.53%
8EATON CORP PLCETN16,851$5.3M1.52%
9JPMORGAN CHASE & COVYLD24,702$4.9M1.42%
10LINCOLN ELEC HLDGS INC53390010618,890$4.8M1.39%
11INVESCO EXCH TRD SLF IDX FD TRIVZ232,311$4.7M1.37%
12ABBVIE INCABBV25,558$4.7M1.34%
13REGIONS FINANCIAL CORP NEWRF-PF220,363$4.6M1.33%
14APOLLO GLOBAL MGMT INC03769M10640,645$4.6M1.32%
15ConocophillipsCOP34,833$4.4M1.28%
16REINSURANCE GRP OF AMERICA INC75935160422,860$4.4M1.27%
17BOOZ ALLEN HAMILTON HLDG CORPBAH29,510$4.4M1.26%
18INVESCO EXCH TRD SLF IDX FD TRIVZ226,576$4.4M1.25%
19American Express CoAXP18,816$4.3M1.23%
20DEERE & CODE10,119$4.2M1.20%
21THE CIGNA GROUP12552310011,398$4.1M1.19%
22INVESCO EXCH TRD SLF IDX FD TRIVZ212,935$4.1M1.18%
23HOME DEPOT INCHD10,255$3.9M1.13%
24Merck & Co IncMRK29,339$3.9M1.11%
25ORACLE CORPORCL-PD30,628$3.8M1.11%
26CHEVRON CORP NEWCVX23,810$3.8M1.08%
27OMNICOM GROUP INCOMC38,416$3.7M1.07%
28Unitedhealth Group IncUNH7,477$3.7M1.06%
29INVESCO EXCH TRD SLF IDX FD TRIVZ182,535$3.7M1.05%
30MARSH & MCLENNAN COS INC57174810217,494$3.6M1.04%
31Johnson & JohnsonJNJ22,555$3.6M1.03%
32Lockheed Martin CorpLMT7,750$3.5M1.01%
33WILLIAMS COS INC96945710089,083$3.5M1.00%
34ACCENTURE PLC IRELANDACN9,986$3.5M1.00%
35Target CorpTGT18,976$3.4M0.97%
36Genuine Parts CoGPC21,407$3.3M0.95%
37AMERICAN INTL GROUP INC02687478442,315$3.3M0.95%
38Allstate CorpALL-PJ18,872$3.3M0.94%
39HONEYWELL INTL INC43851610615,628$3.2M0.92%
40Firstenergy CorpFE82,974$3.2M0.92%
41Pepsico IncPEP18,106$3.2M0.91%
42SCHWAB CHARLES CORPSCHW-PJ43,150$3.1M0.90%
43ENTERGY CORP NEWENO29,512$3.1M0.90%
44VERIZON COMMUNICATIONS INCVZ74,305$3.1M0.90%
45INTERCONTINENTAL EXCHANGE INC45866F10422,631$3.1M0.89%
46DUKE ENERGY CORP NEWDUKB31,991$3.1M0.89%
47EXXON MOBIL CORPXOM26,603$3.1M0.89%
48PNC FINL SVCS GROUP INC69347510519,006$3.1M0.88%
49AMERICAN ELEC PWR CO INC02553710135,632$3.1M0.88%
50Southern CoSOMN42,655$3.1M0.88%
51AT&T INCT-PC172,164$3.0M0.87%
52PROCTER AND GAMBLE CO74271810918,648$3.0M0.87%
53S&P GLOBAL INCSPGI7,099$3.0M0.87%
54COMCAST CORP NEWCCZ69,494$3.0M0.87%
55WEC ENERGY GROUP INCWEC36,550$3.0M0.86%
56NEXTERA ENERGY INCNEE-PW46,841$3.0M0.86%
57DISNEY WALT CO25468710624,410$3.0M0.86%
58EOG RES INCEOG23,350$3.0M0.86%
59RESMED INCRSMDF15,059$3.0M0.86%
60CONSTELLATION BRANDS INCSTZ10,927$3.0M0.85%
61AMGEN INCAMGN10,410$3.0M0.85%
62Amdocs LtdDOX32,630$2.9M0.85%
63SYSCO CORPSYY36,255$2.9M0.85%
64PHILIP MORRIS INTL INC71817210931,832$2.9M0.84%
65NISOURCE INCNI105,305$2.9M0.84%
66CVS Health CorpCVS36,509$2.9M0.84%
67SERVICE CORP INTL81756510439,100$2.9M0.83%
68MEDTRONIC PLCMDT33,190$2.9M0.83%
69MONDELEZ INTL INC60920710541,226$2.9M0.83%
70Blackrock IncBLK3,459$2.9M0.83%
71CISCO SYS INCCSCO57,618$2.9M0.83%
72ABBOTT LABSABLZF25,102$2.9M0.82%
73PPG INDS INC69350610719,663$2.8M0.82%
74US BANCORP DELUSB-PS63,709$2.8M0.82%
75Alliant Energy CorpLNT56,186$2.8M0.81%
76Dte Energy CoDTK25,185$2.8M0.81%
77Exelon CorpEXC75,092$2.8M0.81%
78COCA COLA COKO45,686$2.8M0.80%
79SELECT SECTOR SPDR TR81369Y60565,369$2.8M0.79%
80EASTMAN CHEM COEMN26,829$2.7M0.77%
81Xcel Energy IncXELLL49,421$2.7M0.76%
82Kimberly-Clark CorpKMB20,242$2.6M0.75%
83GENERAL MLS INC37033410437,242$2.6M0.75%
84BRISTOL-MYERS SQUIBB COCELG-RI46,075$2.5M0.72%
85ENBRIDGE INCENNPF68,396$2.5M0.71%
86STANLEY BLACK & DECKER INCSWK24,362$2.4M0.69%
87ASTRAZENECA PLCAZN32,345$2.2M0.63%
88DOMINION ENERGY INCD41,553$2.0M0.59%
89SELECT SECTOR SPDR TR81369Y85222,832$1.9M0.54%
90CONSTELLATION ENERGY CORPCEG9,851$1.8M0.52%
91SELECT SECTOR SPDR TR81369Y50617,794$1.7M0.48%
92SELECT SECTOR SPDR TR81369Y30818,383$1.4M0.40%
93AIR PRODS & CHEMS INCAIIR5,085$1.2M0.35%
94ELI LILLY & COLLY1,080$840,1970.24%
95TEXAS INSTRS INC8825081044,807$837,4270.24%
96Caterpillar IncCAT1,597$585,1890.17%
97Qualcomm IncQCOM3,191$540,2360.16%
98SPDR S&P 500 ETF TRSPY954$499,0090.14%
99Microsoft CorpMSFT1,064$447,6460.13%
100Commerce Bancshares IncCBSH6,308$335,5860.10%
101ISHARES TR46429B7473,200$318,1760.09%
102DT Midstream IncDTM5,087$310,8160.09%
103VANECK ETF TRUST92189F43710,369$300,9080.09%
104Starbucks CorpSBUX3,190$291,5340.08%
105Broadcom IncAVGO210$278,3360.08%
106LAM RESEARCH CORPLRCX280$272,0400.08%
107WALMART INCWMT4,062$244,4110.07%
108Apple IncAAPL1,311$224,8100.06%
109GENERAL DYNAMICS CORPGD775$218,9300.06%
110FREEPORT-MCMORAN INCFCX4,602$216,3860.06%
111Progressive Corp7433151031,035$214,0590.06%
112Apple IncAAPL1,133$194,2870.06%
113INVESCO BD FDIVZ12,300$192,4950.06%
114LINCOLN ELEC HLDGS INC533900106735$187,7480.05%
115REGIONS FINANCIAL CORP NEWRF-PF8,900$187,2560.05%
116ORACLE CORPORCL-PD1,350$169,5740.05%
117APOLLO GLOBAL MGMT INC03769M1061,500$168,6750.05%
118JPMORGAN CHASE & COVYLD750$150,2250.04%
119ACCENTURE PLC IRELANDACN415$143,8430.04%
120CONSTELLATION BRANDS INCSTZ525$142,6740.04%
121INTERCONTINENTAL EXCHANGE INC45866F1041,025$140,8660.04%
122BOOZ ALLEN HAMILTON HLDG CORPBAH925$137,3070.04%
123Merck & Co IncMRK1,015$133,9290.04%
124ABBVIE INCABBV725$132,0230.04%
125Target CorpTGT725$128,4770.04%
126AMERICAN INTL GROUP INC0268747841,600$125,0720.04%
127Allstate CorpALL-PJ706$122,1450.04%
128Johnson & JohnsonJNJ757$119,7500.03%
129Pepsico IncPEP675$118,1320.03%
130COMCAST CORP NEWCCZ2,700$117,0450.03%
131HOME DEPOT INCHD305$116,9980.03%
132ABBOTT LABSABLZF1,025$116,5020.03%
133PROCTER AND GAMBLE CO742718109704$114,2240.03%
134Unitedhealth Group IncUNH230$113,7810.03%
135Blackrock IncBLK135$112,5500.03%
136WILLIAMS COS INC9694571002,850$111,0650.03%
137HONEYWELL INTL INC438516106530$108,7830.03%
138MONDELEZ INTL INC6092071051,550$108,5000.03%
139ConocophillipsCOP850$108,1880.03%
140EXXON MOBIL CORPXOM925$107,5220.03%
141ENTERGY CORP NEWENO1,000$105,6800.03%
142SYSCO CORPSYY1,300$105,5340.03%
143EOG RES INCEOG795$101,6330.03%
144COCA COLA COKO1,650$100,9470.03%
145Alliant Energy CorpLNT2,000$100,8000.03%
146THE CIGNA GROUP125523100275$99,8770.03%
147US BANCORP DELUSB-PS2,200$98,3400.03%
148Amdocs LtdDOX1,075$97,1480.03%
149CHEVRON CORP NEWCVX600$94,6440.03%
150RESMED INCRSMDF460$91,0940.03%
151Xcel Energy IncXELLL1,600$86,0000.02%
152Firstenergy CorpFE2,150$83,0330.02%
153Exelon CorpEXC2,150$80,7760.02%
154TEXAS INSTRS INC882508104436$75,9560.02%
155Dte Energy CoDTK625$70,0880.02%
156GENERAL DYNAMICS CORPGD243$68,6450.02%
157WEC ENERGY GROUP INCWEC800$65,6960.02%
158ENBRIDGE INCENNPF1,750$63,3150.02%
159Starbucks CorpSBUX651$59,4950.02%
160SCHWAB CHARLES CORPSCHW-PJ800$57,8720.02%
161American Express CoAXP250$56,9230.02%
162AMERICAN ELEC PWR CO INC025537101600$51,6600.01%
163NEXTERA ENERGY INCNEE-PW675$43,1390.01%
164REINSURANCE GRP OF AMERICA INC759351604200$38,5760.01%
165DOMINION ENERGY INCD450$22,1360.01%
166DEERE & CODE50$20,5370.01%
167SERVICE CORP INTL817565104275$20,4080.01%
168EATON CORP PLCETN50$15,6340.00%
169ASTRAZENECA PLCAZN200$13,5500.00%
170CONSTELLATION ENERGY CORPCEG67$12,3230.00%
171DISNEY WALT CO254687106100$12,2360.00%
172Genuine Parts CoGPC75$11,6200.00%
173NISOURCE INCNI400$11,0640.00%
174GENERAL MLS INC370334104150$10,4960.00%
175VERIZON COMMUNICATIONS INCVZ250$10,4900.00%
176EASTMAN CHEM COEMN100$10,0220.00%
177CVS Health CorpCVS125$9,9700.00%
178DUKE ENERGY CORP NEWDUKB100$9,6710.00%
179Lockheed Martin CorpLMT20$9,0970.00%
180AT&T INCT-PC500$8,8000.00%
181MEDTRONIC PLCMDT100$8,7150.00%
182PNC FINL SVCS GROUP INC69347510550$8,0800.00%
183PPG INDS INC69350610750$7,2450.00%
184AMGEN INCAMGN25$7,1080.00%
185PHILIP MORRIS INTL INC71817210975$6,8720.00%
186Kimberly-Clark CorpKMB50$6,4680.00%
187CISCO SYS INCCSCO100$4,9910.00%