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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 Q2 2024 · Filed August 6, 2024 · Accession 0002011821-24-000004

Total Value
$354.1M
Positions
188
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (188)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V621259,648$15.0M4.22%
2SCHWAB STRATEGIC TR808524797190,344$14.8M4.18%
3Broadcom IncAVGO3,985$6.4M1.81%
4Microsoft CorpMSFT13,646$6.1M1.72%
5SELECT SECTOR SPDR TR81369Y88686,343$5.9M1.66%
6LAM RESEARCH CORPLRCX5,374$5.7M1.62%
7INVESCO EXCH TRD SLF IDX FD TRIVZ259,820$5.5M1.55%
8EATON CORP PLCETN17,238$5.4M1.53%
9JPMORGAN CHASE & CO.VYLD25,213$5.1M1.44%
10INVESCO EXCH TRD SLF IDX FD TRIVZ243,021$5.0M1.40%
11APOLLO GLOBAL MGMT INC03769M10640,596$4.8M1.35%
12REINSURANCE GRP OF AMERICA INC75935160423,298$4.8M1.35%
13BOOZ ALLEN HAMILTON HLDG CORPBAH30,361$4.7M1.32%
14INVESCO EXCH TRD SLF IDX FD TRIVZ241,246$4.6M1.31%
15ABBVIE INCABBV26,701$4.6M1.29%
16ORACLE CORPORCL-PD31,631$4.5M1.26%
17INVESCO EXCH TRD SLF IDX FD TRIVZ229,320$4.4M1.24%
18REGIONS FINANCIAL CORP NEWRF-PF218,090$4.4M1.23%
19American Express CoAXP18,765$4.3M1.23%
20ConocophillipsCOP36,463$4.2M1.18%
21Unitedhealth Group IncUNH7,952$4.0M1.14%
22INVESCO EXCH TRD SLF IDX FD TRIVZ201,140$4.0M1.13%
23DEERE & CODE10,458$3.9M1.10%
24THE CIGNA GROUP12552310011,788$3.9M1.10%
25CHEVRON CORP NEWCVX24,899$3.9M1.10%
26MARSH & MCLENNAN COS INC57174810218,378$3.9M1.09%
27WILLIAMS COS INC96945710091,050$3.9M1.09%
28HOME DEPOT INCHD11,123$3.8M1.08%
29Lockheed Martin CorpLMT8,113$3.8M1.07%
30Merck & Co IncMRK30,589$3.8M1.07%
31LINCOLN ELEC HLDGS INC53390010619,192$3.6M1.02%
32OMNICOM GROUP INCOMC40,289$3.6M1.02%
33Southern CoSOMN45,835$3.6M1.00%
34HONEYWELL INTL INC43851610616,638$3.6M1.00%
35Johnson & JohnsonJNJ23,905$3.5M0.99%
36AT&T INCT-PC179,448$3.4M0.97%
37NEXTERA ENERGY INCNEE-PW48,414$3.4M0.97%
38PHILIP MORRIS INTL INC71817210933,773$3.4M0.97%
39AMGEN INCAMGN10,882$3.4M0.96%
40ENTERGY CORP NEWENO31,373$3.4M0.95%
41S&P GLOBAL INCSPGI7,504$3.3M0.95%
42DUKE ENERGY CORP NEWDUKB33,352$3.3M0.94%
43Firstenergy CorpFE86,549$3.3M0.94%
44AMERICAN INTL GROUP INC02687478444,345$3.3M0.93%
45ACCENTURE PLC IRELANDACN10,773$3.3M0.92%
46INTERCONTINENTAL EXCHANGE INC45866F10423,728$3.2M0.92%
47PROCTER AND GAMBLE CO74271810919,687$3.2M0.92%
48NISOURCE INCNI111,820$3.2M0.91%
49EXXON MOBIL CORPXOM27,863$3.2M0.91%
50VERIZON COMMUNICATIONS INCVZ77,165$3.2M0.90%
51AMERICAN ELEC PWR CO INC02553710136,235$3.2M0.90%
52PNC FINL SVCS GROUP INC69347510520,373$3.2M0.89%
53Pepsico IncPEP19,156$3.2M0.89%
54RESMED INCRSMDF16,399$3.1M0.89%
55Allstate CorpALL-PJ19,634$3.1M0.89%
56EOG RES INCEOG24,605$3.1M0.87%
57Genuine Parts CoGPC22,261$3.1M0.87%
58COCA COLA COKO48,063$3.1M0.86%
59WEC ENERGY GROUP INCWEC38,920$3.1M0.86%
60Dte Energy CoDTK27,369$3.0M0.86%
61ASTRAZENECA PLCAZN38,915$3.0M0.86%
62CONSTELLATION BRANDS INCSTZ11,785$3.0M0.86%
63Alliant Energy CorpLNT59,458$3.0M0.85%
64SERVICE CORP INTL81756510442,210$3.0M0.85%
65Kimberly-Clark CorpKMB21,366$3.0M0.83%
66Target CorpTGT19,822$2.9M0.83%
67Blackrock IncBLK3,689$2.9M0.82%
68CISCO SYS INCCSCO60,933$2.9M0.82%
69MONDELEZ INTL INC60920710543,486$2.8M0.80%
70GOLDMAN SACHS GROUP INCGSCE6,285$2.8M0.80%
71ABBOTT LABSABLZF27,296$2.8M0.80%
72Xcel Energy IncXELLL52,503$2.8M0.79%
73Amdocs LtdDOX35,205$2.8M0.78%
74MEDTRONIC PLCMDT35,191$2.8M0.78%
75SYSCO CORPSYY38,665$2.8M0.78%
76SELECT SECTOR SPDR TR81369Y60566,643$2.7M0.77%
77US BANCORP DELUSB-PS68,490$2.7M0.77%
78PPG INDS INC69350610721,233$2.7M0.75%
79EASTMAN CHEM COEMN26,835$2.6M0.74%
80Exelon CorpEXC75,903$2.6M0.74%
81DISNEY WALT CO25468710626,135$2.6M0.73%
82SCHLUMBERGER LTDSLB54,785$2.6M0.73%
83ENBRIDGE INCENNPF71,788$2.6M0.72%
84GENERAL MLS INC37033410439,199$2.5M0.70%
85AIR PRODS & CHEMS INCAIIR9,190$2.4M0.67%
86CVS Health CorpCVS39,322$2.3M0.66%
87DOMINION ENERGY INCD43,728$2.1M0.61%
88STANLEY BLACK & DECKER INCSWK26,532$2.1M0.60%
89SELECT SECTOR SPDR TR81369Y85222,807$2.0M0.55%
90CONSTELLATION ENERGY CORPCEG8,664$1.7M0.49%
91SELECT SECTOR SPDR TR81369Y50616,582$1.5M0.43%
92SELECT SECTOR SPDR TR81369Y30817,934$1.4M0.39%
93ELI LILLY & COLLY1,080$977,8100.28%
94SCHWAB CHARLES CORPSCHW-PJ10,517$774,9980.22%
95SELECT SECTOR SPDR TR81369Y2095,284$770,1430.22%
96TEXAS INSTRS INC8825081043,135$609,8520.17%
97SPDR S&P 500 ETF TRSPY954$519,1860.15%
98Qualcomm IncQCOM2,575$512,8890.14%
99Microsoft CorpMSFT1,064$475,5550.13%
100Broadcom IncAVGO210$337,1610.10%
101Commerce Bancshares IncCBSH6,004$334,9030.09%
102DT Midstream IncDTM4,710$334,5510.09%
103ISHARES TR46429B7473,200$318,3680.09%
104LAM RESEARCH CORPLRCX280$298,1580.08%
105VANECK ETF TRUST92189F43710,369$293,4430.08%
106Apple IncAAPL1,311$276,1230.08%
107Caterpillar IncCAT747$248,8260.07%
108COMCAST CORP NEWCCZ6,160$241,2260.07%
109Apple IncAAPL1,133$238,6320.07%
110WALMART INCWMT3,462$234,4120.07%
111FREEPORT-MCMORAN INCFCX4,602$223,6570.06%
112Progressive Corp7433151031,035$214,9800.06%
113GENERAL DYNAMICS CORPGD690$200,1970.06%
114ORACLE CORPORCL-PD1,350$190,6200.05%
115REGIONS FINANCIAL CORP NEWRF-PF8,900$178,3560.05%
116APOLLO GLOBAL MGMT INC03769M1061,500$177,1050.05%
117JPMORGAN CHASE & CO.VYLD750$151,6950.04%
118BOOZ ALLEN HAMILTON HLDG CORPBAH925$142,3580.04%
119INTERCONTINENTAL EXCHANGE INC45866F1041,025$140,3120.04%
120LINCOLN ELEC HLDGS INC533900106735$138,6500.04%
121CONSTELLATION BRANDS INCSTZ525$135,0720.04%
122ACCENTURE PLC IRELANDACN415$125,9150.04%
123Merck & Co IncMRK1,015$125,6570.04%
124ABBVIE INCABBV725$124,3520.04%
125WILLIAMS COS INC9694571002,850$121,1250.03%
126AMERICAN INTL GROUP INC0268747841,600$118,7840.03%
127Unitedhealth Group IncUNH230$117,1300.03%
128PROCTER AND GAMBLE CO742718109704$116,1040.03%
129HONEYWELL INTL INC438516106530$113,1760.03%
130Allstate CorpALL-PJ706$112,7200.03%
131Pepsico IncPEP675$111,3280.03%
132Johnson & JohnsonJNJ757$110,6430.03%
133EOG RES INCEOG870$109,5070.03%
134Target CorpTGT725$107,3290.03%
135ENTERGY CORP NEWENO1,000$107,0000.03%
136ABBOTT LABSABLZF1,025$106,5080.03%
137EXXON MOBIL CORPXOM925$106,4860.03%
138Blackrock IncBLK135$106,2880.03%
139COCA COLA COKO1,650$105,0230.03%
140HOME DEPOT INCHD305$104,9930.03%
141Alliant Energy CorpLNT2,000$101,8000.03%
142SCHLUMBERGER LTDSLB2,150$101,4370.03%
143MONDELEZ INTL INC6092071051,550$101,4320.03%
144ConocophillipsCOP850$97,2230.03%
145CHEVRON CORP NEWCVX600$93,8520.03%
146SYSCO CORPSYY1,300$92,8070.03%
147THE CIGNA GROUP125523100275$90,9070.03%
148RESMED INCRSMDF460$88,0530.02%
149US BANCORP DELUSB-PS2,200$87,3400.02%
150Xcel Energy IncXELLL1,600$85,4560.02%
151Amdocs LtdDOX1,075$84,8390.02%
152TEXAS INSTRS INC882508104436$84,8150.02%
153Firstenergy CorpFE2,150$82,2810.02%
154Exelon CorpEXC2,150$74,4120.02%
155GENERAL DYNAMICS CORPGD243$70,5040.02%
156Dte Energy CoDTK625$69,3810.02%
157GOLDMAN SACHS GROUP INCGSCE140$63,3250.02%
158WEC ENERGY GROUP INCWEC800$62,7680.02%
159ENBRIDGE INCENNPF1,750$62,2830.02%
160American Express CoAXP250$57,8880.02%
161AIR PRODS & CHEMS INCAIIR205$52,9000.01%
162AMERICAN ELEC PWR CO INC025537101600$52,6440.01%
163NEXTERA ENERGY INCNEE-PW675$47,7970.01%
164REINSURANCE GRP OF AMERICA INC759351604200$41,0540.01%
165SCHWAB CHARLES CORPSCHW-PJ350$25,7920.01%
166DOMINION ENERGY INCD450$22,0500.01%
167SERVICE CORP INTL817565104275$19,5610.01%
168DEERE & CODE50$18,6820.01%
169EATON CORP PLCETN50$15,6780.00%
170ASTRAZENECA PLCAZN200$15,5980.00%
171CONSTELLATION ENERGY CORPCEG66$13,2180.00%
172NISOURCE INCNI400$11,5240.00%
173Genuine Parts CoGPC75$10,3740.00%
174VERIZON COMMUNICATIONS INCVZ250$10,3100.00%
175DUKE ENERGY CORP NEWDUKB100$10,0230.00%
176DISNEY WALT CO254687106100$9,9290.00%
177EASTMAN CHEM COEMN100$9,7970.00%
178AT&T INCT-PC500$9,5550.00%
179GENERAL MLS INC370334104150$9,4890.00%
180Lockheed Martin CorpLMT20$9,3420.00%
181MEDTRONIC PLCMDT100$7,8710.00%
182AMGEN INCAMGN25$7,8110.00%
183PNC FINL SVCS GROUP INC69347510550$7,7740.00%
184PHILIP MORRIS INTL INC71817210975$7,6000.00%
185CVS Health CorpCVS125$7,3830.00%
186Kimberly-Clark CorpKMB50$6,9100.00%
187PPG INDS INC69350610750$6,2950.00%
188CISCO SYS INCCSCO100$4,7510.00%