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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 Q3 2024 · Filed November 14, 2024 · Accession 0002011821-24-000005

Total Value
$382.9M
Positions
187
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (187)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V621260,571$16.3M4.27%
2SCHWAB STRATEGIC TR808524797190,529$16.1M4.21%
3SELECT SECTOR SPDR TR81369Y88685,327$6.9M1.80%
4Broadcom IncAVGO38,542$6.6M1.74%
5Microsoft CorpMSFT13,515$5.8M1.52%
6EATON CORP PLCETN16,733$5.5M1.45%
7INVESCO EXCH TRD SLF IDX FD TRIVZ257,660$5.4M1.42%
8ORACLE CORPORCL-PD30,854$5.3M1.37%
9JPMORGAN CHASE & CO.VYLD24,635$5.2M1.36%
10INVESCO EXCH TRD SLF IDX FD TRIVZ250,267$5.2M1.35%
11ABBVIE INCABBV25,710$5.1M1.33%
12American Express CoAXP18,150$4.9M1.29%
13REINSURANCE GRP OF AMERICA INC75935160422,543$4.9M1.28%
14INVESCO EXCH TRD SLF IDX FD TRIVZ250,234$4.9M1.28%
15APOLLO GLOBAL MGMT INC03769M10639,144$4.9M1.28%
16REGIONS FINANCIAL CORP NEWRF-PF206,022$4.8M1.26%
17BOOZ ALLEN HAMILTON HLDG CORPBAH29,450$4.8M1.25%
18INVESCO EXCH TRD SLF IDX FD TRIVZ240,166$4.7M1.24%
19Lockheed Martin CorpLMT7,873$4.6M1.20%
20Unitedhealth Group IncUNH7,799$4.6M1.19%
21HOME DEPOT INCHD10,927$4.4M1.16%
22INVESCO EXCH TRD SLF IDX FD TRIVZ214,480$4.4M1.15%
23DEERE & CODE10,323$4.3M1.13%
24LAM RESEARCH CORPLRCX5,234$4.3M1.12%
25ENTERGY CORP NEWENO31,288$4.1M1.08%
26MARSH & MCLENNAN COS INC57174810218,323$4.1M1.07%
27Southern CoSOMN45,250$4.1M1.07%
28OMNICOM GROUP INCOMC39,468$4.1M1.07%
29RESMED INCRSMDF16,664$4.1M1.06%
30WILLIAMS COS INC96945710089,025$4.1M1.06%
31PHILIP MORRIS INTL INC71817210933,173$4.0M1.05%
32NEXTERA ENERGY INCNEE-PW47,633$4.0M1.05%
33THE CIGNA GROUP12552310011,568$4.0M1.05%
34AT&T INCT-PC178,903$3.9M1.03%
35NISOURCE INCNI112,705$3.9M1.02%
36Johnson & JohnsonJNJ23,915$3.9M1.01%
37Firstenergy CorpFE86,576$3.8M1.00%
38DUKE ENERGY CORP NEWDUKB33,147$3.8M1.00%
39ConocophillipsCOP36,128$3.8M0.99%
40S&P GLOBAL INCSPGI7,304$3.8M0.99%
41ACCENTURE PLC IRELANDACN10,673$3.8M0.99%
42INTERCONTINENTAL EXCHANGE INC45866F10423,473$3.8M0.98%
43CHEVRON CORP NEWCVX25,357$3.7M0.98%
44WEC ENERGY GROUP INCWEC38,725$3.7M0.97%
45Allstate CorpALL-PJ19,584$3.7M0.97%
46AMERICAN ELEC PWR CO INC02553710135,884$3.7M0.96%
47PNC FINL SVCS GROUP INC69347510519,713$3.6M0.95%
48Alliant Energy CorpLNT59,213$3.6M0.94%
49LINCOLN ELEC HLDGS INC53390010618,482$3.5M0.93%
50Dte Energy CoDTK27,396$3.5M0.92%
51Merck & Co IncMRK30,656$3.5M0.91%
52VERIZON COMMUNICATIONS INCVZ77,299$3.5M0.91%
53AMGEN INCAMGN10,757$3.5M0.91%
54Blackrock IncBLK3,650$3.5M0.91%
55Xcel Energy IncXELLL52,898$3.5M0.90%
56HONEYWELL INTL INC43851610616,673$3.4M0.90%
57COCA COLA COKO47,848$3.4M0.90%
58PROCTER AND GAMBLE CO74271810919,632$3.4M0.89%
59SERVICE CORP INTL81756510442,165$3.3M0.87%
60EXXON MOBIL CORPXOM27,916$3.3M0.85%
61Pepsico IncPEP19,203$3.3M0.85%
62AMERICAN INTL GROUP INC02687478444,310$3.2M0.85%
63MONDELEZ INTL INC60920710543,505$3.2M0.84%
64CISCO SYS INCCSCO60,084$3.2M0.84%
65US BANCORP DELUSB-PS69,630$3.2M0.83%
66GOLDMAN SACHS GROUP INCGSCE6,415$3.2M0.83%
67Genuine Parts CoGPC22,641$3.2M0.83%
68MEDTRONIC PLCMDT34,901$3.1M0.82%
69ABBOTT LABSABLZF27,521$3.1M0.82%
70Target CorpTGT19,986$3.1M0.81%
71Zoetis IncZTS15,889$3.1M0.81%
72ASTRAZENECA PLCAZN39,720$3.1M0.81%
73Amdocs LtdDOX35,335$3.1M0.81%
74SYSCO CORPSYY39,140$3.1M0.80%
75Exelon CorpEXC74,602$3.0M0.79%
76Kimberly-Clark CorpKMB21,256$3.0M0.79%
77EOG RES INCEOG24,500$3.0M0.79%
78SELECT SECTOR SPDR TR81369Y60566,123$3.0M0.78%
79CONSTELLATION BRANDS INCSTZ11,317$2.9M0.76%
80STANLEY BLACK & DECKER INCSWK26,291$2.9M0.76%
81GENERAL MLS INC37033410438,759$2.9M0.75%
82CHENIERE ENERGY INCLNG15,800$2.8M0.74%
83PPG INDS INC69350610721,433$2.8M0.74%
84AIR PRODS & CHEMS INCAIIR9,500$2.8M0.74%
85DOMINION ENERGY INCD46,155$2.7M0.70%
86DISNEY WALT CO25468710626,120$2.5M0.66%
87CVS Health CorpCVS38,647$2.4M0.63%
88SCHLUMBERGER LTDSLB55,880$2.3M0.61%
89SELECT SECTOR SPDR TR81369Y85222,789$2.1M0.54%
90CONSTELLATION ENERGY CORPCEG7,889$2.1M0.54%
91SELECT SECTOR SPDR TR81369Y30817,713$1.5M0.38%
92SELECT SECTOR SPDR TR81369Y50614,948$1.3M0.34%
93ELI LILLY & COLLY1,080$956,8150.25%
94SELECT SECTOR SPDR TR81369Y2095,813$895,3180.23%
95TEXAS INSTRS INC8825081042,760$570,1330.15%
96SPDR S&P 500 ETF TRSPY954$547,3670.14%
97SCHWAB CHARLES CORPSCHW-PJ8,282$536,7560.14%
98Microsoft CorpMSFT1,064$457,8390.12%
99DT Midstream IncDTM4,700$369,7020.10%
100Broadcom IncAVGO2,100$362,2500.09%
101Commerce Bancshares IncCBSH6,004$356,6380.09%
102Qualcomm IncQCOM1,975$335,8490.09%
103Caterpillar IncCAT846$330,8880.09%
104ISHARES TR46429B7473,200$324,2240.08%
105INVESCO EXCH TRD SLF IDX FD TRIVZ17,200$323,5320.08%
106Apple IncAAPL1,311$305,4630.08%
107VANECK ETF TRUST92189F43710,369$304,9520.08%
108WALMART INCWMT3,462$279,5570.07%
109Apple IncAAPL1,133$263,9890.07%
110ORACLE CORPORCL-PD1,350$230,0400.06%
111FREEPORT-MCMORAN INCFCX4,602$229,7320.06%
112LAM RESEARCH CORPLRCX280$228,5020.06%
113GENERAL DYNAMICS CORPGD690$208,5180.05%
114REGIONS FINANCIAL CORP NEWRF-PF8,900$207,6370.05%
115APOLLO GLOBAL MGMT INC03769M1061,500$187,3650.05%
116INTERCONTINENTAL EXCHANGE INC45866F1041,025$164,6560.04%
117JPMORGAN CHASE & CO.VYLD750$158,1450.04%
118BOOZ ALLEN HAMILTON HLDG CORPBAH925$150,5530.04%
119ACCENTURE PLC IRELANDACN415$146,6940.04%
120ABBVIE INCABBV725$143,1730.04%
121LINCOLN ELEC HLDGS INC533900106735$141,1350.04%
122CONSTELLATION BRANDS INCSTZ525$135,2870.04%
123Unitedhealth Group IncUNH230$134,4760.04%
124Allstate CorpALL-PJ706$133,8930.03%
125ENTERGY CORP NEWENO1,000$131,6100.03%
126WILLIAMS COS INC9694571002,850$130,1030.03%
127Blackrock IncBLK135$128,1840.03%
128HOME DEPOT INCHD305$123,5860.03%
129Johnson & JohnsonJNJ757$122,6790.03%
130PROCTER AND GAMBLE CO742718109704$121,9330.03%
131Alliant Energy CorpLNT2,000$121,3800.03%
132COCA COLA COKO1,650$118,5690.03%
133AMERICAN INTL GROUP INC0268747841,600$117,1680.03%
134ABBOTT LABSABLZF1,025$116,8600.03%
135Merck & Co IncMRK1,015$115,2630.03%
136Pepsico IncPEP675$114,7840.03%
137MONDELEZ INTL INC6092071051,550$114,1890.03%
138Target CorpTGT725$112,9990.03%
139RESMED INCRSMDF460$112,2950.03%
140HONEYWELL INTL INC438516106530$109,5560.03%
141EXXON MOBIL CORPXOM925$108,4290.03%
142EOG RES INCEOG870$106,9490.03%
143Xcel Energy IncXELLL1,600$104,4800.03%
144SYSCO CORPSYY1,300$101,4780.03%
145US BANCORP DELUSB-PS2,200$100,6060.03%
146Firstenergy CorpFE2,150$95,3530.02%
147THE CIGNA GROUP125523100275$95,2710.02%
148Amdocs LtdDOX1,075$94,0410.02%
149SCHLUMBERGER LTDSLB2,150$90,1930.02%
150TEXAS INSTRS INC882508104436$90,0650.02%
151ConocophillipsCOP850$89,4880.02%
152CHEVRON CORP NEWCVX600$88,3620.02%
153Exelon CorpEXC2,150$87,1830.02%
154Dte Energy CoDTK625$80,2560.02%
155WEC ENERGY GROUP INCWEC800$76,9440.02%
156GENERAL DYNAMICS CORPGD243$73,4350.02%
157GOLDMAN SACHS GROUP INCGSCE140$69,3150.02%
158American Express CoAXP250$67,8000.02%
159AMERICAN ELEC PWR CO INC025537101600$61,5600.02%
160AIR PRODS & CHEMS INCAIIR205$61,0370.02%
161NEXTERA ENERGY INCNEE-PW675$57,0580.01%
162REINSURANCE GRP OF AMERICA INC759351604200$43,5740.01%
163DOMINION ENERGY INCD450$26,0060.01%
164SCHWAB CHARLES CORPSCHW-PJ350$22,6840.01%
165SERVICE CORP INTL817565104275$21,7060.01%
166DEERE & CODE50$20,8670.01%
167Zoetis IncZTS100$19,5380.01%
168CONSTELLATION ENERGY CORPCEG66$17,1610.00%
169EATON CORP PLCETN50$16,5720.00%
170ASTRAZENECA PLCAZN200$15,5820.00%
171NISOURCE INCNI400$13,8600.00%
172CHENIERE ENERGY INCLNG75$13,4880.00%
173Lockheed Martin CorpLMT20$11,6910.00%
174DUKE ENERGY CORP NEWDUKB100$11,5300.00%
175VERIZON COMMUNICATIONS INCVZ250$11,2280.00%
176GENERAL MLS INC370334104150$11,0780.00%
177AT&T INCT-PC500$11,0000.00%
178Genuine Parts CoGPC75$10,4760.00%
179DISNEY WALT CO254687106100$9,6190.00%
180PNC FINL SVCS GROUP INC69347510550$9,2430.00%
181PHILIP MORRIS INTL INC71817210975$9,1050.00%
182MEDTRONIC PLCMDT100$9,0030.00%
183AMGEN INCAMGN25$8,0550.00%
184CVS Health CorpCVS125$7,8600.00%
185Kimberly-Clark CorpKMB50$7,1140.00%
186PPG INDS INC69350610750$6,6230.00%
187CISCO SYS INCCSCO100$5,3220.00%