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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 2025 · Filed May 12, 2025 · Accession 0002011821-25-000004

Total Value
$382.0M
Positions
189
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (189)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524797602,151$16.8M4.41%
2ISHARES TR46434V621271,183$16.8M4.39%
3SELECT SECTOR SPDR TR81369Y88692,911$7.3M1.92%
4JPMORGAN CHASE & CO.VYLD23,147$5.7M1.49%
5Broadcom IncAVGO32,912$5.5M1.44%
6INVESCO EXCH TRD SLF IDX FD TRIVZ277,530$5.4M1.42%
7INVESCO EXCH TRD SLF IDX FD TRIVZ274,376$5.4M1.41%
8INVESCO EXCH TRD SLF IDX FD TRIVZ263,464$5.4M1.40%
9ABBVIE INCABBV25,469$5.3M1.40%
10INVESCO EXCH TRD SLF IDX FD TRIVZ285,865$5.3M1.39%
11ENTERGY CORP NEWENO61,002$5.2M1.37%
12AT&T INCT-PC183,987$5.2M1.36%
13INVESCO EXCH TRD SLF IDX FD TRIVZ250,326$5.2M1.36%
14Microsoft CorpMSFT13,356$5.0M1.31%
15WILLIAMS COS INC96945710083,494$5.0M1.31%
16PHILIP MORRIS INTL INC71817210931,289$5.0M1.30%
17APOLLO GLOBAL MGMT INC03769M10634,670$4.7M1.24%
18American Express CoAXP17,327$4.7M1.22%
19DEERE & CODE9,860$4.6M1.21%
20NISOURCE INCNI112,675$4.5M1.18%
21MARSH & MCLENNAN COS INC57174810217,768$4.3M1.14%
22REINSURANCE GRP OF AMERICA INC75935160421,878$4.3M1.13%
23WEC ENERGY GROUP INCWEC39,465$4.3M1.13%
24CHEVRON CORP NEWCVX25,527$4.3M1.12%
25EATON CORP PLCETN15,466$4.2M1.10%
26Southern CoSOMN45,635$4.2M1.10%
27DUKE ENERGY CORP NEWDUKB33,982$4.1M1.08%
28REGIONS FINANCIAL CORP NEWRF-PF190,464$4.1M1.08%
29Unitedhealth Group IncUNH7,872$4.1M1.08%
30Johnson & JohnsonJNJ24,754$4.1M1.07%
31INTERCONTINENTAL EXCHANGE INC45866F10423,548$4.1M1.06%
32Allstate CorpALL-PJ19,551$4.0M1.06%
33AMERICAN ELEC PWR CO INC02553710136,680$4.0M1.05%
34ORACLE CORPORCL-PD28,284$4.0M1.04%
35THE CIGNA GROUP12552310011,943$3.9M1.03%
36Alliant Energy CorpLNT60,733$3.9M1.02%
37Dte Energy CoDTK27,741$3.8M1.00%
38ConocophillipsCOP36,448$3.8M1.00%
39RESMED INCRSMDF17,044$3.8M1.00%
40Xcel Energy IncXELLL53,717$3.8M1.00%
41HOME DEPOT INCHD10,305$3.8M0.99%
42S&P GLOBAL INCSPGI7,389$3.8M0.98%
43VERIZON COMMUNICATIONS INCVZ82,544$3.7M0.98%
44LAM RESEARCH CORPLRCX51,500$3.7M0.98%
45CHENIERE ENERGY INCLNG16,115$3.7M0.98%
46GOLDMAN SACHS GROUP INCGSCE6,777$3.7M0.97%
47CISCO SYS INCCSCO59,447$3.7M0.96%
48Firstenergy CorpFE89,508$3.6M0.95%
49Lockheed Martin CorpLMT8,088$3.6M0.95%
50HONEYWELL INTL INC43851610617,008$3.6M0.94%
51ABBOTT LABSABLZF27,128$3.6M0.94%
52LINCOLN ELEC HLDGS INC53390010618,554$3.5M0.92%
53Amdocs LtdDOX38,135$3.5M0.91%
54BLACKROCK INCBLK3,660$3.5M0.91%
55EXXON MOBIL CORPXOM29,056$3.5M0.90%
56NEXTERA ENERGY INCNEE-PW48,463$3.4M0.90%
57COCA COLA COKO47,968$3.4M0.90%
58PROCTER AND GAMBLE CO74271810920,152$3.4M0.90%
59SERVICE CORP INTL81756510442,380$3.4M0.89%
60OMNICOM GROUP INCOMC40,765$3.4M0.88%
61Exelon CorpEXC72,497$3.3M0.87%
62AMGEN INCAMGN10,662$3.3M0.87%
63MEDTRONIC PLCMDT36,660$3.3M0.86%
64ACCENTURE PLC IRELANDACN10,422$3.3M0.85%
65ASTRAZENECA PLCAZN44,170$3.2M0.85%
66EOG RES INCEOG25,070$3.2M0.84%
67MONDELEZ INTL INC60920710547,026$3.2M0.84%
68SELECT SECTOR SPDR TR81369Y60563,749$3.2M0.83%
69Kimberly-Clark CorpKMB21,901$3.1M0.82%
70BOOZ ALLEN HAMILTON HLDG CORPBAH29,630$3.1M0.81%
71CITIGROUP INCC-PR43,289$3.1M0.80%
72SYSCO CORPSYY40,425$3.0M0.79%
73Pepsico IncPEP20,188$3.0M0.79%
74US BANCORP DELUSB-PS70,040$3.0M0.77%
75AIR PRODS & CHEMS INCAIIR9,983$2.9M0.77%
76Genuine Parts CoGPC24,636$2.9M0.77%
77Zoetis IncZTS17,444$2.9M0.75%
78Merck & Co IncMRK31,933$2.9M0.75%
79DISNEY WALT CO25468710628,255$2.8M0.73%
80UNITED PARCEL SERVICE INCUPS25,205$2.8M0.73%
81ALPHABET INCGOOG17,905$2.8M0.72%
82CVS Health CorpCVS39,778$2.7M0.71%
83DOMINION ENERGY INCD47,922$2.7M0.70%
84SCHLUMBERGER LTDSLB62,775$2.6M0.69%
85PPG INDS INC69350610722,923$2.5M0.66%
86GENERAL MLS INC37033410440,579$2.4M0.64%
87CONSTELLATION BRANDS INCSTZ12,982$2.4M0.62%
88SELECT SECTOR SPDR TR81369Y85222,970$2.2M0.58%
89Target CorpTGT21,141$2.2M0.58%
90SELECT SECTOR SPDR TR81369Y2099,934$1.5M0.38%
91CONSTELLATION ENERGY CORPCEG7,097$1.4M0.37%
92SELECT SECTOR SPDR TR81369Y50613,976$1.3M0.34%
93ELI LILLY & COLLY1,080$891,9830.23%
94SPDR S&P 500 ETF TRSPY954$533,6580.14%
95PNC FINL SVCS GROUP INC6934751052,846$500,2410.13%
96AMERICAN INTL GROUP INC0268747845,675$493,3850.13%
97Microsoft CorpMSFT1,064$399,4150.10%
98Commerce Bancshares IncCBSH6,304$392,2980.10%
99Broadcom IncAVGO2,100$351,6030.09%
100ISHARES TR46429B7473,200$331,1040.09%
101VANECK ETF TRUST92189F43710,369$299,2490.08%
102WALMART INCWMT3,375$296,2910.08%
103SCHWAB CHARLES CORPSCHW-PJ3,733$292,2190.08%
104Apple IncAAPL1,218$270,5540.07%
105INVESCO EXCH TRD SLF IDX FD TRIVZ15,620$259,1360.07%
106Apple IncAAPL1,133$251,6730.07%
107TEXAS INSTRS INC8825081041,285$230,9150.06%
108DT Midstream IncDTM2,300$221,9040.06%
109Qualcomm IncQCOM1,425$218,8940.06%
110PAYCHEX INCPAYX1,340$206,7350.05%
111APOLLO GLOBAL MGMT INC03769M1061,500$205,4100.05%
112LAM RESEARCH CORPLRCX2,800$203,5600.05%
113BERKSHIRE HATHAWAY INC DELBRK-A379$201,8480.05%
114REGIONS FINANCIAL CORP NEWRF-PF8,900$193,3970.05%
115ORACLE CORPORCL-PD1,350$188,7440.05%
116JPMORGAN CHASE & CO.VYLD750$183,9750.05%
117INTERCONTINENTAL EXCHANGE INC45866F1041,025$176,8130.05%
118ENTERGY CORP NEWENO2,000$170,9800.04%
119WILLIAMS COS INC9694571002,850$170,3160.04%
120ABBVIE INCABBV725$151,9020.04%
121Allstate CorpALL-PJ706$146,1910.04%
122LINCOLN ELEC HLDGS INC533900106735$139,0330.04%
123ABBOTT LABSABLZF1,025$135,9660.04%
124ACCENTURE PLC IRELANDACN415$129,4970.03%
125Alliant Energy CorpLNT2,000$128,7000.03%
126BLACKROCK INCBLK135$127,7750.03%
127Johnson & JohnsonJNJ757$125,5410.03%
128Unitedhealth Group IncUNH230$120,4630.03%
129PROCTER AND GAMBLE CO742718109704$119,9760.03%
130ALPHABET INCGOOG770$119,0730.03%
131COCA COLA COKO1,650$118,1730.03%
132RESMED INCRSMDF510$114,1640.03%
133Xcel Energy IncXELLL1,600$113,2640.03%
134AMERICAN INTL GROUP INC0268747841,300$113,0220.03%
135HONEYWELL INTL INC438516106530$112,2280.03%
136HOME DEPOT INCHD305$111,7790.03%
137EOG RES INCEOG870$111,5690.03%
138EXXON MOBIL CORPXOM925$110,0100.03%
139MONDELEZ INTL INC6092071051,550$105,1680.03%
140BOOZ ALLEN HAMILTON HLDG CORPBAH995$104,0570.03%
141Pepsico IncPEP675$101,2100.03%
142CHEVRON CORP NEWCVX600$100,3740.03%
143Exelon CorpEXC2,150$99,0720.03%
144Amdocs LtdDOX1,075$98,3630.03%
145SYSCO CORPSYY1,300$97,5520.03%
146CONSTELLATION BRANDS INCSTZ525$96,3480.03%
147US BANCORP DELUSB-PS2,200$92,8840.02%
148Merck & Co IncMRK1,015$91,1060.02%
149THE CIGNA GROUP125523100275$90,4750.02%
150ConocophillipsCOP850$89,2670.02%
151WEC ENERGY GROUP INCWEC800$87,1840.02%
152Firstenergy CorpFE2,150$86,9030.02%
153Dte Energy CoDTK625$86,4190.02%
154AMERICAN ELEC PWR CO INC025537101700$76,4890.02%
155GOLDMAN SACHS GROUP INCGSCE140$76,4810.02%
156Target CorpTGT725$75,6610.02%
157TEXAS INSTRS INC882508104376$67,5670.02%
158American Express CoAXP250$67,2630.02%
159UNITED PARCEL SERVICE INCUPS600$65,9940.02%
160AIR PRODS & CHEMS INCAIIR205$60,4590.02%
161NEXTERA ENERGY INCNEE-PW725$51,3950.01%
162SCHLUMBERGER LTDSLB1,000$41,8000.01%
163REINSURANCE GRP OF AMERICA INC759351604200$39,3800.01%
164CHENIERE ENERGY INCLNG125$28,9250.01%
165DOMINION ENERGY INCD450$25,2320.01%
166DUKE ENERGY CORP NEWDUKB200$24,3940.01%
167NISOURCE INCNI600$24,0540.01%
168DEERE & CODE50$23,4680.01%
169SERVICE CORP INTL817565104275$22,0550.01%
170ASTRAZENECA PLCAZN300$22,0500.01%
171EATON CORP PLCETN75$20,3870.01%
172AMGEN INCAMGN60$18,6930.00%
173Zoetis IncZTS100$16,4650.00%
174AT&T INCT-PC500$14,1400.00%
175CONSTELLATION ENERGY CORPCEG66$13,3080.00%
176CISCO SYS INCCSCO200$12,3420.00%
177PHILIP MORRIS INTL INC71817210975$11,9050.00%
178VERIZON COMMUNICATIONS INCVZ250$11,3400.00%
179CITIGROUP INCC-PR150$10,6490.00%
180S&P GLOBAL INCSPGI20$10,1620.00%
181DISNEY WALT CO254687106100$9,8700.00%
182MEDTRONIC PLCMDT100$8,9860.00%
183GENERAL MLS INC370334104150$8,9690.00%
184Genuine Parts CoGPC75$8,9360.00%
185Lockheed Martin CorpLMT20$8,9340.00%
186PNC FINL SVCS GROUP INC69347510550$8,7890.00%
187CVS Health CorpCVS125$8,4690.00%
188Kimberly-Clark CorpKMB50$7,1110.00%
189PPG INDS INC69350610750$5,4680.00%