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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 2025 · Filed August 13, 2025 · Accession 0002011821-25-000005

Total Value
$402.3M
Positions
193
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (193)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V621282,892$18.1M4.50%
2SCHWAB STRATEGIC TR808524797590,418$15.6M3.89%
3Broadcom IncAVGO30,742$8.5M2.11%
4SELECT SECTOR SPDR TR81369Y88692,808$7.6M1.88%
5Microsoft CorpMSFT13,591$6.8M1.68%
6JPMORGAN CHASE & CO.VYLD23,217$6.7M1.67%
7ORACLE CORPORCL-PD28,246$6.2M1.53%
8EATON CORP PLCETN15,791$5.6M1.40%
9PHILIP MORRIS INTL INC71817210930,614$5.6M1.39%
10American Express CoAXP17,350$5.5M1.38%
11INVESCO EXCH TRD SLF IDX FD TRIVZ260,533$5.3M1.33%
12INVESCO EXCH TRD SLF IDX FD TRIVZ284,365$5.3M1.32%
13AT&T INCT-PC183,377$5.3M1.32%
14INVESCO EXCH TRD SLF IDX FD TRIVZ269,466$5.3M1.32%
15INVESCO EXCH TRD SLF IDX FD TRIVZ268,691$5.2M1.30%
16WILLIAMS COS INC96945710082,974$5.2M1.30%
17LAM RESEARCH CORPLRCX52,799$5.1M1.28%
18ENTERGY CORP NEWENO60,822$5.1M1.26%
19APOLLO GLOBAL MGMT INC03769M10635,285$5.0M1.24%
20DEERE & CODE9,820$5.0M1.24%
21GOLDMAN SACHS GROUP INCGSCE6,997$5.0M1.23%
22ABBVIE INCABBV25,839$4.8M1.19%
23REGIONS FINANCIAL CORP NEWRF-PF195,539$4.6M1.14%
24NISOURCE INCNI113,870$4.6M1.14%
25REINSURANCE GRP OF AMERICA INC75935160422,528$4.5M1.11%
26RESMED INCRSMDF17,299$4.5M1.11%
27INTERCONTINENTAL EXCHANGE INC45866F10424,188$4.4M1.10%
28Southern CoSOMN47,052$4.3M1.07%
29CISCO SYS INCCSCO61,235$4.2M1.06%
30WEC ENERGY GROUP INCWEC40,730$4.2M1.05%
31DUKE ENERGY CORP NEWDUKB34,932$4.1M1.02%
32HONEYWELL INTL INC43851610617,651$4.1M1.02%
33INVESCO EXCH TRD SLF IDX FD TRIVZ244,718$4.1M1.02%
34Allstate CorpALL-PJ20,296$4.1M1.02%
35CHENIERE ENERGY INCLNG16,720$4.1M1.01%
36THE CIGNA GROUP12552310012,288$4.1M1.01%
37MARSH & MCLENNAN COS INC57174810218,374$4.0M1.00%
38S&P GLOBAL INCSPGI7,604$4.0M1.00%
39LINCOLN ELEC HLDGS INC53390010619,094$4.0M0.98%
40Johnson & JohnsonJNJ25,912$4.0M0.98%
41HOME DEPOT INCHD10,755$3.9M0.98%
42AMERICAN ELEC PWR CO INC02553710137,965$3.9M0.98%
43BLACKROCK INCBLK3,750$3.9M0.98%
44CITIGROUP INCC-PR45,864$3.9M0.97%
45Lockheed Martin CorpLMT8,328$3.9M0.96%
46ABBOTT LABSABLZF28,233$3.8M0.95%
47CHEVRON CORP NEWCVX26,572$3.8M0.95%
48Xcel Energy IncXELLL55,662$3.8M0.94%
49Dte Energy CoDTK28,611$3.8M0.94%
50Alliant Energy CorpLNT62,426$3.8M0.94%
51SELECT SECTOR SPDR TR81369Y60570,668$3.7M0.92%
52ALPHABET INCGOOG20,905$3.7M0.92%
53Amdocs LtdDOX40,310$3.7M0.91%
54VERIZON COMMUNICATIONS INCVZ84,229$3.6M0.91%
55DISNEY WALT CO25468710629,242$3.6M0.90%
56SERVICE CORP INTL81756510444,395$3.6M0.90%
57NEXTERA ENERGY INCNEE-PW50,666$3.5M0.87%
58COCA COLA COKO49,369$3.5M0.87%
59ConocophillipsCOP38,508$3.5M0.86%
60MEDTRONIC PLCMDT38,557$3.4M0.84%
61PROCTER AND GAMBLE CO74271810921,042$3.4M0.83%
62ACCENTURE PLC IRELANDACN11,142$3.3M0.83%
63BOOZ ALLEN HAMILTON HLDG CORPBAH31,855$3.3M0.82%
64US BANCORP DELUSB-PS73,260$3.3M0.82%
65Genuine Parts CoGPC27,043$3.3M0.82%
66EXXON MOBIL CORPXOM30,421$3.3M0.82%
67MONDELEZ INTL INC60920710548,466$3.3M0.81%
68SYSCO CORPSYY43,075$3.3M0.81%
69Exelon CorpEXC75,062$3.3M0.81%
70ASTRAZENECA PLCAZN46,450$3.2M0.81%
71EOG RES INCEOG26,910$3.2M0.80%
72AMGEN INCAMGN11,252$3.1M0.78%
73OMNICOM GROUP INCOMC43,180$3.1M0.77%
74AIR PRODS & CHEMS INCAIIR10,893$3.1M0.76%
75Zoetis IncZTS19,054$3.0M0.74%
76SALESFORCE INCCRM10,697$2.9M0.72%
77Kimberly-Clark CorpKMB22,543$2.9M0.72%
78CVS Health CorpCVS41,843$2.9M0.72%
79Pepsico IncPEP21,648$2.9M0.71%
80DOMINION ENERGY INCD50,497$2.9M0.71%
81PPG INDS INC69350610724,683$2.8M0.70%
82Unitedhealth Group IncUNH8,857$2.8M0.69%
83UNITED PARCEL SERVICE INCUPS26,315$2.7M0.66%
84Merck & Co IncMRK32,568$2.6M0.64%
85SELECT SECTOR SPDR TR81369Y85223,490$2.5M0.63%
86SCHLUMBERGER LTDSLB69,950$2.4M0.59%
87Target CorpTGT23,059$2.3M0.57%
88CONSTELLATION BRANDS INCSTZ13,852$2.3M0.56%
89CONSTELLATION ENERGY CORPCEG5,583$1.8M0.45%
90SELECT SECTOR SPDR TR81369Y20910,546$1.4M0.35%
91INVESCO EXCH TRD SLF IDX FD TRIVZ62,874$1.3M0.32%
92SELECT SECTOR SPDR TR81369Y8034,480$1.1M0.28%
93SELECT SECTOR SPDR TR81369Y7047,075$1.0M0.26%
94Firstenergy CorpFE23,866$960,8450.24%
95ELI LILLY & COLLY1,070$834,0970.21%
96SPDR S&P 500 ETF TRSPY954$589,4290.15%
97Broadcom IncAVGO2,100$578,8650.14%
98Microsoft CorpMSFT1,064$529,2440.13%
99PNC FINL SVCS GROUP INC6934751052,241$417,7670.10%
100Commerce Bancshares IncCBSH6,304$391,9200.10%
101AMERICAN INTL GROUP INC0268747844,475$383,0150.10%
102WALMART INCWMT3,375$330,0080.08%
103ISHARES TR46429B7473,200$329,3120.08%
104VANECK ETF TRUST92189F43710,369$303,6040.08%
105VANGUARD INDEX FDS922908363523$297,0800.07%
106ORACLE CORPORCL-PD1,350$295,1510.07%
107SCHWAB CHARLES CORPSCHW-PJ3,178$289,9610.07%
108LAM RESEARCH CORPLRCX2,800$272,5520.07%
109DT Midstream IncDTM2,300$252,7930.06%
110Apple IncAAPL1,218$249,8970.06%
111TEXAS INSTRS INC8825081041,145$237,7250.06%
112Apple IncAAPL1,133$232,4580.06%
113Caterpillar IncCAT597$231,7610.06%
114Qualcomm IncQCOM1,425$226,9460.06%
115JPMORGAN CHASE & CO.VYLD750$217,4330.05%
116APOLLO GLOBAL MGMT INC03769M1061,500$212,8050.05%
117REGIONS FINANCIAL CORP NEWRF-PF8,900$209,3280.05%
118INTERCONTINENTAL EXCHANGE INC45866F1041,025$188,0570.05%
119WILLIAMS COS INC9694571002,850$179,0090.04%
120AMAZON COM INCAMZN760$166,7360.04%
121ENTERGY CORP NEWENO2,000$166,2400.04%
122LINCOLN ELEC HLDGS INC533900106735$152,3800.04%
123ALPHABET INCGOOG820$144,5090.04%
124Allstate CorpALL-PJ706$142,1250.04%
125BLACKROCK INCBLK135$141,6490.04%
126ABBOTT LABSABLZF1,025$139,4100.03%
127ABBVIE INCABBV725$134,5750.03%
128RESMED INCRSMDF510$131,5800.03%
129ACCENTURE PLC IRELANDACN415$124,0390.03%
130HONEYWELL INTL INC438516106530$123,4260.03%
131Alliant Energy CorpLNT2,000$120,9400.03%
132COCA COLA COKO1,650$116,7380.03%
133Johnson & JohnsonJNJ757$115,6320.03%
134PROCTER AND GAMBLE CO742718109704$112,1610.03%
135HOME DEPOT INCHD305$111,8250.03%
136AMERICAN INTL GROUP INC0268747841,300$111,2670.03%
137Xcel Energy IncXELLL1,625$110,6630.03%
138MONDELEZ INTL INC6092071051,550$104,5320.03%
139EOG RES INCEOG870$104,0610.03%
140BOOZ ALLEN HAMILTON HLDG CORPBAH995$103,6090.03%
141Dte Energy CoDTK775$102,6570.03%
142THE CIGNA GROUP125523100305$100,8270.03%
143EXXON MOBIL CORPXOM925$99,7150.02%
144US BANCORP DELUSB-PS2,200$99,5500.02%
145GOLDMAN SACHS GROUP INCGSCE140$99,0850.02%
146SYSCO CORPSYY1,300$98,4620.02%
147Amdocs LtdDOX1,075$98,0830.02%
148Exelon CorpEXC2,150$93,3530.02%
149Pepsico IncPEP675$89,1270.02%
150WEC ENERGY GROUP INCWEC825$85,9650.02%
151CHEVRON CORP NEWCVX600$85,9140.02%
152CONSTELLATION BRANDS INCSTZ525$85,4070.02%
153SALESFORCE INCCRM300$81,8070.02%
154Merck & Co IncMRK1,015$80,3470.02%
155American Express CoAXP250$79,7450.02%
156TEXAS INSTRS INC882508104376$78,0650.02%
157ConocophillipsCOP850$76,2790.02%
158AMERICAN ELEC PWR CO INC025537101700$72,6320.02%
159Unitedhealth Group IncUNH230$71,7530.02%
160Target CorpTGT725$71,5210.02%
161UNITED PARCEL SERVICE INCUPS700$70,6580.02%
162NUVATION BIO INCNUVB30,407$59,2940.01%
163AIR PRODS & CHEMS INCAIIR205$57,8220.01%
164NEXTERA ENERGY INCNEE-PW775$53,8010.01%
165AMAZON COM INCAMZN198$43,4390.01%
166REINSURANCE GRP OF AMERICA INC759351604200$39,6720.01%
167SCHLUMBERGER LTDSLB1,000$33,8000.01%
168CHENIERE ENERGY INCLNG125$30,4400.01%
169EATON CORP PLCETN75$26,7740.01%
170CITIGROUP INCC-PR300$25,5360.01%
171DOMINION ENERGY INCD450$25,4340.01%
172DEERE & CODE50$25,4250.01%
173Southern CoSOMN275$25,2530.01%
174NISOURCE INCNI600$24,2040.01%
175DUKE ENERGY CORP NEWDUKB200$23,6000.01%
176SERVICE CORP INTL817565104275$22,3850.01%
177CONSTELLATION ENERGY CORPCEG66$21,3020.01%
178ASTRAZENECA PLCAZN300$20,9640.01%
179AMGEN INCAMGN60$16,7530.00%
180Zoetis IncZTS100$15,5950.00%
181AT&T INCT-PC500$14,4700.00%
182CISCO SYS INCCSCO200$13,8760.00%
183PHILIP MORRIS INTL INC71817210975$13,6600.00%
184DISNEY WALT CO254687106100$12,4010.00%
185VERIZON COMMUNICATIONS INCVZ250$10,8180.00%
186S&P GLOBAL INCSPGI20$10,5460.00%
187Lockheed Martin CorpLMT20$9,2630.00%
188Genuine Parts CoGPC75$9,0980.00%
189MEDTRONIC PLCMDT100$8,7170.00%
190CVS Health CorpCVS125$8,6230.00%
191OMNICOM GROUP INCOMC100$7,1940.00%
192Kimberly-Clark CorpKMB50$6,4460.00%
193PPG INDS INC69350610750$5,6880.00%