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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 2025 · Filed February 13, 2026 · Accession 0002011821-26-000001

Total Value
$462.8M
Positions
199
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (199)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V621289,780$20.8M4.50%
2SCHWAB STRATEGIC TR808524797590,801$17.6M3.81%
3LAM RESEARCH CORPLRCX49,711$11.6M2.51%
4Broadcom IncAVGO26,957$8.9M1.93%
5SELECT SECTOR SPDR TR81369Y886169,546$7.3M1.58%
6ALPHABET INCGOOG21,186$7.2M1.55%
7JPMORGAN CHASE & COVYLD22,600$6.9M1.49%
8GOLDMAN SACHS GROUP INCGSCE6,652$6.2M1.34%
9Johnson & JohnsonJNJ26,408$6.0M1.30%
10Microsoft CorpMSFT13,707$5.9M1.27%
11ABBVIE INCABBV26,294$5.9M1.27%
12INVESCO EXCH TRD SLF IDX FD TRIVZ309,571$5.8M1.26%
13REGIONS FINANCIAL CORP NEWRF-PF203,824$5.8M1.26%
14WILLIAMS COS INC96945710085,829$5.8M1.25%
15American Express CoAXP16,392$5.8M1.25%
16ENTERGY CORP NEWENO60,202$5.8M1.25%
17INVESCO EXCH TRD SLF IDX FD TRIVZ291,620$5.8M1.24%
18INVESCO EXCH TRD SLF IDX FD TRIVZ279,002$5.7M1.24%
19Lockheed Martin CorpLMT9,009$5.7M1.23%
20EATON CORP PLCETN16,145$5.7M1.23%
21PHILIP MORRIS INTL INC71817210931,028$5.6M1.20%
22CITIGROUP INCC-PR47,274$5.5M1.18%
23INVESCO EXCH TRD SLF IDX FD TRIVZ317,690$5.4M1.16%
24DEERE & CODE10,180$5.4M1.16%
25NISOURCE INCNI118,285$5.2M1.13%
26LINCOLN ELEC HLDGS INC53390010619,430$5.2M1.11%
27CHEVRON CORPORATIONCVX28,332$5.0M1.08%
28AT&T INCT-PC191,201$5.0M1.08%
29CISCO SYS INCCSCO63,707$5.0M1.08%
30SELECT SECTOR SPDR TR81369Y60592,897$5.0M1.07%
31APOLLO GLOBAL MGMT INC03769M10636,550$4.9M1.06%
32REINSURANCE GROUP AMER INC75935160423,998$4.9M1.05%
33WEC ENERGY GROUP INCWEC43,675$4.8M1.04%
34AMERICAN ELEC PWR CO INC02553710140,080$4.8M1.04%
35RESMED INCRSMDF18,539$4.8M1.03%
36ASTRAZENECA PLCAZN50,677$4.7M1.02%
37EXXON MOBIL CORPXOM32,955$4.7M1.01%
38NEXTERA ENERGY INCNEE-PW52,987$4.7M1.01%
39Xcel Energy IncXELLL60,125$4.6M0.99%
40DUKE ENERGY CORP NEWDUKB37,578$4.6M0.99%
41Southern CoSOMN50,337$4.5M0.97%
42BLACKROCK INCBLK4,013$4.5M0.97%
43INTERCONTINENTAL EXCHANGE INC45866F10425,798$4.5M0.97%
44Alliant Energy CorpLNT67,593$4.5M0.96%
45HONEYWELL INTL INC43851610619,480$4.4M0.96%
46US BANCORPUSB-PS78,375$4.4M0.95%
47ConocophillipsCOP42,017$4.4M0.95%
48HOME DEPOT INCHD11,594$4.3M0.94%
49Allstate CorpALL-PJ21,548$4.3M0.93%
50MEDTRONIC PLCMDT41,627$4.3M0.93%
51Dte Energy CoDTK31,550$4.2M0.92%
52GILEAD SCIENCES INCGILD29,625$4.2M0.91%
53S&P GLOBAL INCSPGI7,964$4.2M0.91%
54Genuine Parts CoGPC30,000$4.2M0.90%
55VERIZON COMMUNICATIONS INCVZ93,179$4.1M0.90%
56Merck & Co IncMRK36,794$4.1M0.88%
57COCA COLA COKO52,779$3.9M0.85%
58SERVICE CORP INTL81756510448,730$3.9M0.85%
59SYSCO CORPSYY46,570$3.9M0.84%
60WASTE MGMT INC DEL94106L10917,518$3.9M0.84%
61CHENIERE ENERGY INCLNG18,404$3.9M0.84%
62THE CIGNA GROUP12552310014,177$3.9M0.84%
63INVESCO EXCH TRD SLF IDX FD TRIVZ231,484$3.9M0.83%
64MARSH & MCLENNAN COS INC57174810220,352$3.8M0.83%
65Amdocs LtdDOX45,749$3.7M0.81%
66OMNICOM GROUP INCOMC47,992$3.7M0.80%
67Pepsico IncPEP23,995$3.7M0.80%
68SLB LIMITEDSLB75,647$3.7M0.79%
69DISNEY WALT CO25468710632,020$3.6M0.78%
70CVS Health CorpCVS47,258$3.5M0.76%
71ACCENTURE PLC IRELANDACN13,307$3.5M0.76%
72AIR PRODUCTS AND CHEMICALS INCAIIR12,747$3.5M0.75%
73PROCTER & GAMBLE CO74271810922,726$3.4M0.75%
74ABBOTT LABSABLZF31,010$3.4M0.73%
75EOG RES INCEOG29,910$3.4M0.72%
76UNITED PARCEL SVCS INCUPS30,867$3.3M0.71%
77Unitedhealth Group IncUNH11,119$3.2M0.69%
78MONDELEZ INTL INC60920710553,420$3.1M0.67%
79Zoetis IncZTS24,739$3.1M0.67%
80SALESFORCE INCCRM14,435$3.1M0.66%
81PPG INDS INC69350610726,392$3.1M0.66%
82BOOZ ALLEN HAMILTON HLDG CORPBAH33,746$3.0M0.64%
83CENTERPOINT ENERGY INCCNP72,065$2.9M0.62%
84SELECT SECTOR SPDR TR81369Y85223,392$2.8M0.61%
85Kimberly-Clark CorpKMB27,376$2.7M0.59%
86CONSTELLATION BRANDS INCSTZ17,457$2.7M0.59%
87Progressive Corp74331510312,895$2.7M0.58%
88Target CorpTGT24,479$2.6M0.56%
89SELECT SECTOR SPDR TR81369Y80315,714$2.3M0.49%
90SELECT SECTOR SPDR TR81369Y20914,520$2.2M0.49%
91MOTOROLA SOLUTIONS INCMSI4,905$2.0M0.43%
92INVESCO EXCH TRD SLF IDX FD TRIVZ99,360$1.9M0.42%
93ORACLE CORPORCL-PD10,432$1.7M0.37%
94SELECT SECTOR SPDR TR81369Y7049,896$1.6M0.35%
95CONSTELLATION ENERGY CORPCEG5,020$1.4M0.30%
96ELI LILLY & COLLY1,073$1.1M0.24%
97DOMINION ENERGY INCD14,505$872,7660.19%
98LAM RESEARCH CORPLRCX2,800$653,6880.14%
99STATE STR SPDR S&P 500 ETF TRSPY725$501,6780.11%
100Broadcom IncAVGO1,400$463,8200.10%
101Microsoft CorpMSFT1,064$457,8290.10%
102Firstenergy CorpFE9,192$435,1490.09%
103Exelon CorpEXC9,551$427,6940.09%
104WALMART INCWMT3,403$405,4330.09%
105PNC FINL SVCS GROUP INC6934751051,721$384,2990.08%
106Apple IncAAPL1,401$363,5320.08%
107Commerce Bancshares IncCBSH6,619$348,4240.08%
108Caterpillar IncCAT519$341,1700.07%
109ISHARES TR46429B7473,200$329,4400.07%
110VANECK ETF TRUST92189F43710,369$306,8190.07%
111Apple IncAAPL1,133$293,9910.06%
112DT Midstream IncDTM2,300$289,8460.06%
113FREEPORT MCMORAN INCFCX4,602$277,1780.06%
114ALPHABET INCGOOG820$277,1600.06%
115REGIONS FINANCIAL CORP NEWRF-PF8,900$253,6500.05%
116JPMORGAN CHASE & COVYLD750$229,4180.05%
117SCHWAB CHARLES CORPSCHW-PJ2,150$223,4280.05%
118ORACLE CORPORCL-PD1,350$222,1830.05%
119AMERICAN INTL GROUP INC0268747842,900$217,1520.05%
120Qualcomm IncQCOM1,425$216,0160.05%
121TEXAS INSTRS INC8825081041,000$215,5500.05%
122APOLLO GLOBAL MGMT INC03769M1061,500$201,8100.04%
123LINCOLN ELEC HLDGS INC533900106735$195,0320.04%
124ENTERGY CORP NEWENO2,000$191,7800.04%
125WILLIAMS COS INC9694571002,850$191,6910.04%
126AMAZON COM INCAMZN760$181,8680.04%
127INTERCONTINENTAL EXCHANGE INC45866F1041,025$178,1250.04%
128Johnson & JohnsonJNJ757$172,0280.04%
129ABBVIE INCABBV725$161,6820.03%
130NUVATION BIO INCNUVB30,407$159,3330.03%
131BLACKROCK INCBLK135$151,0570.03%
132Allstate CorpALL-PJ706$140,4870.03%
133Alliant Energy CorpLNT2,000$131,8200.03%
134RESMED INCRSMDF510$131,7380.03%
135GOLDMAN SACHS GROUP INCGSCE140$130,9570.03%
136EXXON MOBIL CORPXOM925$130,7950.03%
137Xcel Energy IncXELLL1,625$123,5980.03%
138US BANCORPUSB-PS2,200$123,4420.03%
139COCA COLA COKO1,650$123,4370.03%
140HONEYWELL INTL INC438516106530$120,5860.03%
141EOG RES INCEOG1,070$119,9790.03%
142HOME DEPOT INCHD305$114,2500.02%
143CONSTELLATION BRANDS INCSTZ725$113,6080.02%
144ABBOTT LABSABLZF1,025$112,0330.02%
145Merck & Co IncMRK1,015$111,9240.02%
146ConocophillipsCOP1,050$109,4420.02%
147ACCENTURE PLC IRELANDACN415$109,4110.02%
148SYSCO CORPSYY1,300$109,0050.02%
149PROCTER & GAMBLE CO742718109704$106,8460.02%
150CHEVRON CORPORATIONCVX600$106,1400.02%
151WASTE MGMT INC DEL94106L109470$104,4530.02%
152Dte Energy CoDTK775$104,1450.02%
153Pepsico IncPEP675$103,7000.02%
154Amdocs LtdDOX1,225$100,3770.02%
155SALESFORCE INCCRM470$99,7760.02%
156AMERICAN INTL GROUP INC0268747841,300$97,3440.02%
157Target CorpTGT900$94,9230.02%
158WEC ENERGY GROUP INCWEC825$91,3030.02%
159American Express CoAXP250$88,0430.02%
160BOOZ ALLEN HAMILTON HLDG CORPBAH995$87,9780.02%
161NISOURCE INCNI1,900$84,1510.02%
162AMERICAN ELEC PWR CO INC025537101700$83,8430.02%
163THE CIGNA GROUP125523100305$83,6040.02%
164TEXAS INSTRS INC882508104376$81,0470.02%
165UNITED PARCEL SVCS INCUPS700$74,3540.02%
166NEXTERA ENERGY INCNEE-PW775$68,1230.01%
167Unitedhealth Group IncUNH230$65,9940.01%
168AMAZON COM INCAMZN238$56,9530.01%
169AIR PRODUCTS AND CHEMICALS INCAIIR205$55,8630.01%
170REINSURANCE GROUP AMER INC759351604275$55,7560.01%
171SLB LIMITEDSLB1,000$48,3800.01%
172CITIGROUP INCC-PR300$34,7130.01%
173MONDELEZ INTL INC609207105550$32,1590.01%
174ASTRAZENECA PLCAZN300$27,8310.01%
175CHENIERE ENERGY INCLNG125$26,4400.01%
176DEERE & CODE50$26,4000.01%
177EATON CORP PLCETN75$26,3570.01%
178Southern CoSOMN275$24,5600.01%
179DUKE ENERGY CORP NEWDUKB200$24,2700.01%
180SERVICE CORP INTL817565104275$22,1180.00%
181CONSTELLATION ENERGY CORPCEG66$18,5250.00%
182GILEAD SCIENCES INCGILD120$17,0340.00%
183CENTERPOINT ENERGY INCCNP400$15,8760.00%
184CISCO SYS INCCSCO200$15,6640.00%
185VERIZON COMMUNICATIONS INCVZ350$15,5820.00%
186MARSH & MCLENNAN COS INC57174810280$15,0550.00%
187Progressive Corp74331510370$14,5600.00%
188PHILIP MORRIS INTL INC71817210975$13,4580.00%
189AT&T INCT-PC500$13,1050.00%
190Lockheed Martin CorpLMT20$12,6840.00%
191Zoetis IncZTS100$12,4820.00%
192DISNEY WALT CO254687106100$11,2800.00%
193S&P GLOBAL INCSPGI20$10,5560.00%
194Genuine Parts CoGPC75$10,4240.00%
195MEDTRONIC PLCMDT100$10,2960.00%
196Kimberly-Clark CorpKMB100$9,9990.00%
197CVS Health CorpCVS125$9,3150.00%
198OMNICOM GROUP INCOMC100$7,7040.00%
199PPG INDS INC69350610750$5,7820.00%