Darrin Autry
Morton Community Bank
Assets Managed
$460.16M
Holdings
115
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
-0.57%(2Q avg: 3.28%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Morton Community Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 115 positions.
Assets under management
The assets under management (AUM) of Morton Community Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 460.16M in assets, with a quarterly growth rate of -0.57% and a 2-quarter average growth rate of 3.28%. The portfolio is managed by Darrin Autry, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
DGRO Ishares Core Dividend Growth
| 4.46% | $20.521M 292,409 shares@ $70.19 avg price | Increased 0.91% |
SCHD Schwab Us Dvd Equity Etf
| 3.96% | $18.191M 592,914 shares@ $30.69 avg price | Increased 0.36% |
LRCX Lam Research Corp
| 2.38% | $10.918M 51,101 shares@ $213.67 avg price | Decreased -2.68% |
AVGO Broadcom Inc
| 1.88% | $8.628M 27,877 shares@ $309.51 avg price | Decreased -1.69% |
XLU Utilities Select Sector Spdr
| 1.7% | $7.81M 170,179 shares@ $45.89 avg price | Increased 0.38% |
JPM Jpmorgan Chase & Co
| 1.52% | $6.952M 23,635 shares@ $294.17 avg price | Increased 1.23% |
ETR Entergy Corp
| 1.51% | $6.906M 61,467 shares@ $112.36 avg price | Decreased -1.18% |
JNJ Johnson & Johnson
| 1.44% | $6.612M 27,050 shares@ $244.44 avg price | Decreased -0.42% |
WMB Williams Cos Inc
| 1.41% | $6.455M 88,689 shares@ $72.78 avg price | Increased 0.02% |
GOOGL Alphabet Inc-cl A
| 1.4% | $6.423M 22,335 shares@ $287.56 avg price | Increased 1.5% |
1-10 of 115