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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 2025 · Filed November 14, 2025 · Accession 0002011821-25-000007

Total Value
$432.0M
Positions
199
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (199)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V621278,475$19.0M4.39%
2SCHWAB STRATEGIC TR808524797571,484$15.3M3.54%
3Broadcom IncAVGO28,607$10.6M2.45%
4LAM RESEARCH CORPLRCX52,154$8.2M1.90%
5SELECT SECTOR SPDR TR81369Y88680,514$7.2M1.66%
6JPMORGAN CHASE & CO.VYLD22,953$7.1M1.65%
7Microsoft CorpMSFT13,604$7.0M1.63%
8ORACLE CORPORCL-PD26,144$6.9M1.59%
9DEERE & CODE13,858$6.4M1.48%
10American Express CoAXP17,077$6.2M1.43%
11EATON CORP PLCETN15,930$6.1M1.41%
12ALPHABET INCGOOG21,115$5.9M1.37%
13ENTERGY CORP NEWENO61,037$5.9M1.36%
14ABBVIE INCABBV26,259$5.7M1.33%
15INVESCO EXCH TRD SLF IDX FD TRIVZ293,525$5.5M1.28%
16INVESCO EXCH TRD SLF IDX FD TRIVZ279,646$5.5M1.28%
17INVESCO EXCH TRD SLF IDX FD TRIVZ268,068$5.5M1.28%
18GOLDMAN SACHS GROUP INCGSCE6,827$5.4M1.25%
19WILLIAMS COS INC96945710085,934$5.0M1.15%
20Johnson & JohnsonJNJ26,263$5.0M1.15%
21NISOURCE INCNI117,065$4.9M1.14%
22REGIONS FINANCIAL CORP NEWRF-PF202,689$4.9M1.14%
23Xcel Energy IncXELLL58,832$4.8M1.11%
24CITIGROUP INCC-PR47,039$4.8M1.10%
25AMERICAN ELEC PWR CO INC02553710139,095$4.7M1.09%
26WEC ENERGY GROUP INCWEC41,800$4.7M1.08%
27INVESCO EXCH TRD SLF IDX FD TRIVZ273,898$4.6M1.07%
28SELECT SECTOR SPDR TR81369Y60588,175$4.6M1.07%
29CISCO SYS INCCSCO63,101$4.6M1.07%
30Southern CoSOMN48,855$4.6M1.06%
31AT&T INCT-PC185,136$4.6M1.06%
32DUKE ENERGY CORP NEWDUKB36,587$4.5M1.05%
33LINCOLN ELEC HLDGS INC53390010619,295$4.5M1.05%
34PHILIP MORRIS INTL INC71817210931,193$4.5M1.04%
35APOLLO GLOBAL MGMT INC03769M10636,050$4.5M1.04%
36CHEVRON CORP NEWCVX28,048$4.4M1.02%
37RESMED INCRSMDF17,789$4.4M1.02%
38Alliant Energy CorpLNT65,333$4.4M1.01%
39Lockheed Martin CorpLMT8,849$4.4M1.01%
40REINSURANCE GRP OF AMERICA INC75935160423,553$4.3M0.99%
41NEXTERA ENERGY INCNEE-PW52,278$4.3M0.98%
42HOME DEPOT INCHD11,031$4.2M0.97%
43BLACKROCK INCBLK3,859$4.2M0.97%
44Dte Energy CoDTK30,315$4.1M0.95%
45ASTRAZENECA PLCAZN48,980$4.0M0.93%
46Allstate CorpALL-PJ21,055$4.0M0.93%
47SERVICE CORP INTL81756510447,310$4.0M0.91%
48S&P GLOBAL INCSPGI7,889$3.8M0.89%
49CHENIERE ENERGY INCLNG17,514$3.7M0.86%
50HONEYWELL INTL INC43851610618,416$3.7M0.86%
51ABBOTT LABSABLZF29,977$3.7M0.86%
52EXXON MOBIL CORPXOM32,344$3.7M0.86%
53INTERCONTINENTAL EXCHANGE INC45866F10425,173$3.7M0.85%
54MEDTRONIC PLCMDT40,572$3.7M0.85%
55Amdocs LtdDOX43,354$3.7M0.85%
56Genuine Parts CoGPC28,555$3.6M0.84%
57US BANCORP DELUSB-PS77,475$3.6M0.84%
58ConocophillipsCOP40,472$3.6M0.83%
59COCA COLA COKO52,140$3.6M0.83%
60VERIZON COMMUNICATIONS INCVZ89,824$3.6M0.83%
61CVS Health CorpCVS44,998$3.5M0.81%
62OMNICOM GROUP INCOMC46,235$3.5M0.80%
63MARSH & MCLENNAN COS INC57174810219,437$3.5M0.80%
64SALESFORCE INCCRM13,205$3.4M0.80%
65Pepsico IncPEP23,536$3.4M0.80%
66DISNEY WALT CO25468710630,490$3.4M0.79%
67Unitedhealth Group IncUNH9,939$3.4M0.79%
68PROCTER AND GAMBLE CO74271810922,163$3.3M0.77%
69SYSCO CORPSYY44,750$3.3M0.77%
70WASTE MGMT INC DEL94106L10916,535$3.3M0.76%
71Zoetis IncZTS22,349$3.2M0.75%
72INVESCO EXCH TRD SLF IDX FD TRIVZ163,931$3.2M0.74%
73THE CIGNA GROUP12552310013,082$3.2M0.74%
74GILEAD SCIENCES INCGILD25,950$3.1M0.72%
75DOMINION ENERGY INCD52,617$3.1M0.71%
76ACCENTURE PLC IRELANDACN12,262$3.1M0.71%
77EOG RES INCEOG28,495$3.0M0.70%
78Merck & Co IncMRK34,838$3.0M0.69%
79MONDELEZ INTL INC60920710551,341$3.0M0.68%
80Kimberly-Clark CorpKMB24,606$2.9M0.68%
81BOOZ ALLEN HAMILTON HLDG CORPBAH33,450$2.9M0.67%
82AIR PRODS & CHEMS INCAIIR11,909$2.9M0.67%
83UNITED PARCEL SERVICE INCUPS29,277$2.8M0.65%
84SLB LIMITEDSLB74,956$2.7M0.63%
85SELECT SECTOR SPDR TR81369Y85222,560$2.6M0.60%
86PPG INDS INC69350610725,778$2.5M0.58%
87Caterpillar IncCAT4,352$2.5M0.58%
88SELECT SECTOR SPDR TR81369Y8037,464$2.2M0.52%
89Target CorpTGT23,378$2.2M0.50%
90INVESCO EXCH TRD SLF IDX FD TRIVZ126,660$2.1M0.49%
91CONSTELLATION BRANDS INCSTZ15,152$2.0M0.46%
92CONSTELLATION ENERGY CORPCEG5,204$2.0M0.45%
93SELECT SECTOR SPDR TR81369Y20913,017$1.9M0.43%
94SELECT SECTOR SPDR TR81369Y7048,697$1.3M0.31%
95INVESCO EXCH TRD SLF IDX FD TRIVZ51,523$1.1M0.25%
96ELI LILLY & COLLY1,080$931,8890.22%
97SPDR S&P 500 ETF TRSPY960$654,7780.15%
98Exelon CorpEXC12,060$556,2070.13%
99Microsoft CorpMSFT1,064$550,9500.13%
100Broadcom IncAVGO1,400$517,4820.12%
101Firstenergy CorpFE10,167$465,9540.11%
102LAM RESEARCH CORPLRCX2,800$440,8880.10%
103Progressive Corp7433151032,060$424,3600.10%
104Apple IncAAPL1,510$408,2590.09%
105VANGUARD INDEX FDS922908363632$396,2890.09%
106ORACLE CORPORCL-PD1,350$354,5240.08%
107WALMART INCWMT3,478$351,9040.08%
108PNC FINL SVCS GROUP INC6934751051,921$350,6790.08%
109Commerce Bancshares IncCBSH6,304$331,7790.08%
110ISHARES TR46429B7473,200$330,3040.08%
111AMGEN INCAMGN1,081$322,6030.07%
112Apple IncAAPL1,133$306,3290.07%
113VANECK ETF TRUST92189F43710,369$306,1970.07%
114Qualcomm IncQCOM1,553$280,9380.07%
115AMERICAN INTL GROUP INC0268747843,300$260,5680.06%
116VANGUARD TAX-MANAGED FDS9219438584,238$258,4330.06%
117DT Midstream IncDTM2,300$251,8270.06%
118SCHWAB CHARLES CORPSCHW-PJ2,500$236,3000.05%
119JPMORGAN CHASE & CO.VYLD750$233,3400.05%
120ALPHABET INCGOOG820$230,5760.05%
121REGIONS FINANCIAL CORP NEWRF-PF8,900$215,3800.05%
122ENTERGY CORP NEWENO2,000$192,1800.04%
123APOLLO GLOBAL MGMT INC03769M1061,500$186,4650.04%
124AMAZON COM INCAMZN760$185,6070.04%
125TEXAS INSTRS INC8825081041,120$180,8350.04%
126LINCOLN ELEC HLDGS INC533900106735$172,3210.04%
127WILLIAMS COS INC9694571002,850$164,9300.04%
128NUVATION BIO INCNUVB30,407$158,7250.04%
129ABBVIE INCABBV725$158,0790.04%
130INTERCONTINENTAL EXCHANGE INC45866F1041,025$149,9470.03%
131BLACKROCK INCBLK135$146,1790.03%
132Johnson & JohnsonJNJ757$142,9750.03%
133Allstate CorpALL-PJ706$135,2130.03%
134Alliant Energy CorpLNT2,000$133,6400.03%
135Xcel Energy IncXELLL1,625$131,9010.03%
136ABBOTT LABSABLZF1,025$126,7110.03%
137RESMED INCRSMDF510$125,9090.03%
138SALESFORCE INCCRM470$122,3930.03%
139HOME DEPOT INCHD305$115,7750.03%
140COCA COLA COKO1,650$113,6850.03%
141GOLDMAN SACHS GROUP INCGSCE140$110,5120.03%
142HONEYWELL INTL INC438516106530$106,7050.02%
143PROCTER AND GAMBLE CO742718109704$105,8600.02%
144EXXON MOBIL CORPXOM925$105,7830.02%
145Dte Energy CoDTK775$105,0440.02%
146ACCENTURE PLC IRELANDACN415$103,7920.02%
147US BANCORP DELUSB-PS2,200$102,6960.02%
148AMERICAN INTL GROUP INC0268747841,300$102,6480.02%
149Pepsico IncPEP675$98,6110.02%
150SYSCO CORPSYY1,300$96,5640.02%
151CHEVRON CORP NEWCVX600$94,6320.02%
152WEC ENERGY GROUP INCWEC825$92,1770.02%
153EOG RES INCEOG870$92,0810.02%
154Amdocs LtdDOX1,075$90,5800.02%
155American Express CoAXP250$90,1830.02%
156MONDELEZ INTL INC6092071051,550$89,0630.02%
157Merck & Co IncMRK1,015$87,2700.02%
158BOOZ ALLEN HAMILTON HLDG CORPBAH995$86,7240.02%
159AMAZON COM INCAMZN348$84,9890.02%
160AMERICAN ELEC PWR CO INC025537101700$84,1820.02%
161NISOURCE INCNI1,900$80,0090.02%
162WASTE MGMT INC DEL94106L109400$79,9080.02%
163Unitedhealth Group IncUNH230$78,5590.02%
164ConocophillipsCOP850$75,5310.02%
165THE CIGNA GROUP125523100305$74,5450.02%
166CONSTELLATION BRANDS INCSTZ525$68,9750.02%
167UNITED PARCEL SERVICE INCUPS700$67,4940.02%
168Target CorpTGT725$67,2220.02%
169NEXTERA ENERGY INCNEE-PW775$63,0850.01%
170TEXAS INSTRS INC882508104376$60,7090.01%
171AIR PRODS & CHEMS INCAIIR205$49,7310.01%
172REINSURANCE GRP OF AMERICA INC759351604200$36,4920.01%
173SLB LIMITEDSLB1,000$36,0600.01%
174CITIGROUP INCC-PR300$30,3690.01%
175EATON CORP PLCETN75$28,6170.01%
176CHENIERE ENERGY INCLNG125$26,5000.01%
177DOMINION ENERGY INCD450$26,4110.01%
178Southern CoSOMN275$25,8610.01%
179CONSTELLATION ENERGY CORPCEG66$24,8820.01%
180DUKE ENERGY CORP NEWDUKB200$24,8600.01%
181ASTRAZENECA PLCAZN300$24,7200.01%
182DEERE & CODE50$23,0820.01%
183SERVICE CORP INTL817565104275$22,9650.01%
184AMGEN INCAMGN60$17,9060.00%
185CISCO SYS INCCSCO200$14,6220.00%
186Zoetis IncZTS100$14,4090.00%
187AT&T INCT-PC500$12,3750.00%
188DISNEY WALT CO254687106100$11,2620.00%
189PHILIP MORRIS INTL INC71817210975$10,8250.00%
190VERIZON COMMUNICATIONS INCVZ250$9,9350.00%
191Lockheed Martin CorpLMT20$9,8380.00%
192CVS Health CorpCVS125$9,7690.00%
193S&P GLOBAL INCSPGI20$9,7440.00%
194Genuine Parts CoGPC75$9,5480.00%
195Exelon CorpEXC200$9,2240.00%
196MEDTRONIC PLCMDT100$9,0700.00%
197OMNICOM GROUP INCOMC100$7,5020.00%
198Kimberly-Clark CorpKMB50$5,9860.00%
199PPG INDS INC69350610750$4,8880.00%