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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 Q4 2024 · Filed February 7, 2025 · Accession 0002011821-25-000001

Total Value
$378.6M
Positions
192
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (192)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V621266,265$16.3M4.31%
2SCHWAB STRATEGIC TR808524797585,523$16.0M4.23%
3Broadcom IncAVGO36,967$8.6M2.26%
4SELECT SECTOR SPDR TR81369Y88685,357$6.5M1.71%
5APOLLO GLOBAL MGMT INC03769M10636,825$6.1M1.61%
6JPMORGAN CHASE & CO.VYLD24,150$5.8M1.53%
7Microsoft CorpMSFT13,536$5.7M1.51%
8American Express CoAXP18,105$5.4M1.42%
9EATON CORP PLCETN16,118$5.3M1.41%
10INVESCO EXCH TRD SLF IDX FD TRIVZ257,449$5.3M1.40%
11INVESCO EXCH TRD SLF IDX FD TRIVZ263,242$5.1M1.35%
12ORACLE CORPORCL-PD30,386$5.1M1.34%
13INVESCO EXCH TRD SLF IDX FD TRIVZ256,833$5.0M1.32%
14INVESCO EXCH TRD SLF IDX FD TRIVZ238,635$4.8M1.27%
15INVESCO EXCH TRD SLF IDX FD TRIVZ260,113$4.8M1.26%
16ENTERGY CORP NEWENO62,901$4.8M1.26%
17REINSURANCE GRP OF AMERICA INC75935160422,298$4.8M1.26%
18WILLIAMS COS INC96945710087,894$4.8M1.26%
19REGIONS FINANCIAL CORP NEWRF-PF198,714$4.7M1.23%
20ABBVIE INCABBV26,059$4.6M1.22%
21DEERE & CODE10,288$4.4M1.15%
22NISOURCE INCNI114,525$4.2M1.11%
23AT&T INCT-PC181,928$4.1M1.09%
24HOME DEPOT INCHD10,550$4.1M1.08%
25PHILIP MORRIS INTL INC71817210932,954$4.0M1.05%
26Unitedhealth Group IncUNH7,772$3.9M1.04%
27MARSH & MCLENNAN COS INC57174810218,463$3.9M1.04%
28RESMED INCRSMDF16,844$3.9M1.02%
29Lockheed Martin CorpLMT7,923$3.9M1.02%
30GOLDMAN SACHS GROUP INCGSCE6,677$3.8M1.01%
31Allstate CorpALL-PJ19,729$3.8M1.00%
32HONEYWELL INTL INC43851610616,803$3.8M1.00%
33PNC FINL SVCS GROUP INC69347510519,653$3.8M1.00%
34ACCENTURE PLC IRELANDACN10,767$3.8M1.00%
35BOOZ ALLEN HAMILTON HLDG CORPBAH29,415$3.8M1.00%
36LAM RESEARCH CORPLRCX52,405$3.8M1.00%
37Southern CoSOMN45,740$3.8M0.99%
38BLACKROCK INCBLK3,645$3.7M0.99%
39CHEVRON CORP NEWCVX25,752$3.7M0.99%
40WEC ENERGY GROUP INCWEC39,295$3.7M0.98%
41S&P GLOBAL INCSPGI7,344$3.7M0.97%
42Xcel Energy IncXELLL53,903$3.6M0.96%
43DUKE ENERGY CORP NEWDUKB33,721$3.6M0.96%
44ConocophillipsCOP36,273$3.6M0.95%
45CISCO SYS INCCSCO60,342$3.6M0.94%
46Alliant Energy CorpLNT60,223$3.6M0.94%
47Firstenergy CorpFE88,236$3.5M0.93%
48Johnson & JohnsonJNJ24,265$3.5M0.93%
49INTERCONTINENTAL EXCHANGE INC45866F10423,358$3.5M0.92%
50NEXTERA ENERGY INCNEE-PW48,233$3.5M0.91%
51OMNICOM GROUP INCOMC40,053$3.4M0.91%
52LINCOLN ELEC HLDGS INC53390010618,377$3.4M0.91%
53CHENIERE ENERGY INCLNG16,000$3.4M0.91%
54AMERICAN ELEC PWR CO INC02553710136,465$3.4M0.89%
55SERVICE CORP INTL81756510442,105$3.4M0.89%
56Dte Energy CoDTK27,811$3.4M0.89%
57US BANCORP DELUSB-PS69,500$3.3M0.88%
58PROCTER AND GAMBLE CO74271810919,792$3.3M0.88%
59THE CIGNA GROUP12552310011,773$3.3M0.86%
60SELECT SECTOR SPDR TR81369Y60565,976$3.2M0.84%
61ABBOTT LABSABLZF27,851$3.2M0.83%
62VERIZON COMMUNICATIONS INCVZ78,654$3.1M0.83%
63Merck & Co IncMRK31,506$3.1M0.83%
64Amdocs LtdDOX36,780$3.1M0.83%
65ALPHABET INCGOOG16,300$3.1M0.82%
66EXXON MOBIL CORPXOM28,546$3.1M0.81%
67EOG RES INCEOG24,995$3.1M0.81%
68COCA COLA COKO48,358$3.0M0.80%
69SYSCO CORPSYY39,285$3.0M0.79%
70Pepsico IncPEP19,463$3.0M0.78%
71DISNEY WALT CO25468710626,305$2.9M0.77%
72Kimberly-Clark CorpKMB21,741$2.8M0.75%
73MEDTRONIC PLCMDT35,634$2.8M0.75%
74AIR PRODS & CHEMS INCAIIR9,678$2.8M0.74%
75AMGEN INCAMGN10,747$2.8M0.74%
76Exelon CorpEXC74,002$2.8M0.74%
77Target CorpTGT20,451$2.8M0.73%
78ASTRAZENECA PLCAZN42,125$2.8M0.73%
79Genuine Parts CoGPC23,291$2.7M0.72%
80Zoetis IncZTS16,594$2.7M0.71%
81MONDELEZ INTL INC60920710544,580$2.7M0.70%
82PPG INDS INC69350610722,003$2.6M0.69%
83CONSTELLATION BRANDS INCSTZ11,577$2.6M0.68%
84DOMINION ENERGY INCD47,495$2.6M0.68%
85GENERAL MLS INC37033410439,634$2.5M0.67%
86SCHLUMBERGER LTDSLB57,840$2.2M0.59%
87SELECT SECTOR SPDR TR81369Y85222,733$2.2M0.58%
88STANLEY BLACK & DECKER INCSWK25,596$2.1M0.54%
89UNITED PARCEL SERVICE INCUPS15,029$1.9M0.50%
90CVS Health CorpCVS38,098$1.7M0.45%
91CONSTELLATION ENERGY CORPCEG7,632$1.7M0.45%
92SELECT SECTOR SPDR TR81369Y30817,796$1.4M0.37%
93SELECT SECTOR SPDR TR81369Y50614,767$1.3M0.33%
94MCDONALDS CORPMCD3,715$1.1M0.28%
95SELECT SECTOR SPDR TR81369Y2097,736$1.1M0.28%
96ELI LILLY & COLLY1,080$833,7600.22%
97AMERICAN INTL GROUP INC0268747849,855$717,4440.19%
98SPDR S&P 500 ETF TRSPY954$559,1200.15%
99Caterpillar IncCAT1,493$541,6010.14%
100Broadcom IncAVGO2,100$486,8640.13%
101DT Midstream IncDTM4,700$467,3210.12%
102SCHWAB CHARLES CORPSCHW-PJ6,073$449,4630.12%
103Microsoft CorpMSFT1,064$448,4760.12%
104TEXAS INSTRS INC8825081042,340$438,7730.12%
105Commerce Bancshares IncCBSH6,304$392,8020.10%
106AMEREN CORPAEE3,895$347,2000.09%
107Apple IncAAPL1,311$328,3010.09%
108ISHARES TR46429B7473,200$321,9200.09%
109WALMART INCWMT3,375$304,9310.08%
110VANECK ETF TRUST92189F43710,369$297,2790.08%
111Apple IncAAPL1,133$283,7260.07%
112Qualcomm IncQCOM1,825$280,3570.07%
113APOLLO GLOBAL MGMT INC03769M1061,500$247,7400.07%
114ORACLE CORPORCL-PD1,350$224,9640.06%
115REGIONS FINANCIAL CORP NEWRF-PF8,900$209,3280.06%
116LAM RESEARCH CORPLRCX2,800$202,2440.05%
117GENERAL DYNAMICS CORPGD690$181,8080.05%
118JPMORGAN CHASE & CO.VYLD750$179,7830.05%
119AMAZON COM INCAMZN760$166,7360.04%
120WILLIAMS COS INC9694571002,850$154,2420.04%
121INTERCONTINENTAL EXCHANGE INC45866F1041,025$152,7350.04%
122ENTERGY CORP NEWENO2,000$151,6400.04%
123ACCENTURE PLC IRELANDACN415$145,9930.04%
124ALPHABET INCGOOG770$145,7610.04%
125BLACKROCK INCBLK135$138,3900.04%
126LINCOLN ELEC HLDGS INC533900106735$137,7900.04%
127Allstate CorpALL-PJ706$136,1100.04%
128ABBVIE INCABBV725$128,8330.03%
129BOOZ ALLEN HAMILTON HLDG CORPBAH995$128,0570.03%
130HONEYWELL INTL INC438516106530$119,7220.03%
131HOME DEPOT INCHD305$118,6420.03%
132Alliant Energy CorpLNT2,000$118,2800.03%
133PROCTER AND GAMBLE CO742718109704$118,0260.03%
134Unitedhealth Group IncUNH230$116,3480.03%
135CONSTELLATION BRANDS INCSTZ525$116,0250.03%
136ABBOTT LABSABLZF1,025$115,9380.03%
137Johnson & JohnsonJNJ757$109,4770.03%
138Xcel Energy IncXELLL1,600$108,0320.03%
139EOG RES INCEOG870$106,6450.03%
140AMERICAN INTL GROUP INC0268747841,450$105,5600.03%
141US BANCORP DELUSB-PS2,200$105,2260.03%
142RESMED INCRSMDF460$105,1970.03%
143COCA COLA COKO1,650$102,7290.03%
144Pepsico IncPEP675$102,6410.03%
145Merck & Co IncMRK1,015$100,9720.03%
146EXXON MOBIL CORPXOM925$99,5020.03%
147SYSCO CORPSYY1,300$99,3980.03%
148Target CorpTGT725$98,0060.03%
149MONDELEZ INTL INC6092071051,550$92,5820.02%
150Amdocs LtdDOX1,075$91,5260.02%
151CHEVRON CORP NEWCVX600$86,9040.02%
152Firstenergy CorpFE2,150$85,5270.02%
153ConocophillipsCOP850$84,2950.02%
154TEXAS INSTRS INC882508104436$81,7540.02%
155Exelon CorpEXC2,150$80,9260.02%
156GOLDMAN SACHS GROUP INCGSCE140$80,1670.02%
157THE CIGNA GROUP125523100275$75,9390.02%
158Dte Energy CoDTK625$75,4690.02%
159WEC ENERGY GROUP INCWEC800$75,2320.02%
160American Express CoAXP250$74,1980.02%
161GENERAL DYNAMICS CORPGD243$64,0280.02%
162AIR PRODS & CHEMS INCAIIR205$59,4580.02%
163AMERICAN ELEC PWR CO INC025537101600$55,3380.01%
164NEXTERA ENERGY INCNEE-PW675$48,3910.01%
165AMAZON COM INCAMZN198$43,4390.01%
166REINSURANCE GRP OF AMERICA INC759351604200$42,7260.01%
167SCHLUMBERGER LTDSLB850$32,5890.01%
168SCHWAB CHARLES CORPSCHW-PJ350$25,9040.01%
169DOMINION ENERGY INCD450$24,2370.01%
170SERVICE CORP INTL817565104275$21,9510.01%
171DEERE & CODE50$21,1850.01%
172EATON CORP PLCETN50$16,5940.00%
173Zoetis IncZTS100$16,2930.00%
174CHENIERE ENERGY INCLNG75$16,1150.00%
175CONSTELLATION ENERGY CORPCEG66$14,7650.00%
176NISOURCE INCNI400$14,7040.00%
177ASTRAZENECA PLCAZN200$13,1040.00%
178AT&T INCT-PC500$11,3850.00%
179DISNEY WALT CO254687106100$11,1350.00%
180DUKE ENERGY CORP NEWDUKB100$10,7740.00%
181VERIZON COMMUNICATIONS INCVZ250$9,9980.00%
182Lockheed Martin CorpLMT20$9,7190.00%
183PNC FINL SVCS GROUP INC69347510550$9,6430.00%
184GENERAL MLS INC370334104150$9,5660.00%
185PHILIP MORRIS INTL INC71817210975$9,0260.00%
186Genuine Parts CoGPC75$8,7570.00%
187MEDTRONIC PLCMDT100$7,9880.00%
188Kimberly-Clark CorpKMB50$6,5520.00%
189AMGEN INCAMGN25$6,5160.00%
190PPG INDS INC69350610750$5,9730.00%
191CISCO SYS INCCSCO100$5,9200.00%
192CVS Health CorpCVS125$5,6110.00%