Long-term investor
Morton Community Bank @mortoncommunitybank
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011821).
Record
- Tracked since 2025-06-30 (434 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days +3.3% · 6 months +6.3% · 1 year +9.1% · all +9.1%
- Max drawdown -1.3% · Sharpe 0.72 · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DGRO · 4.6% · long · since 2025-06-30
- LRCX · 4.3% · long · since 2025-06-30
- SCHD · 3.8% · long · since 2025-06-30
- AVGO · 2.1% · long · since 2025-06-30
- XLU · 1.6% · long · since 2025-06-30
- GOOGL · 1.6% · long · since 2025-06-30
- JPM · 1.6% · long · since 2025-06-30
- CSCO · 1.5% · long · since 2025-06-30
- ETR · 1.4% · long · since 2025-06-30
- ETN · 1.4% · long · since 2025-06-30
- GS · 1.4% · long · since 2025-06-30
- JNJ · 1.4% · long · since 2025-06-30