Fund Universe

MORTON COMMUNITY BANK

CIK 0002011821 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.254
AUM ($M)
491
Positions
120
Turnover
0.09
Top-10 wt
24%
Herfindahl
0.014
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 124 positions · portfolio value $491M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
DGRO funds › ISHARES TR ADD 4.6% +0.2% 22.8 300,284 +7,875 5
LRCX funds › LAM RESEARCH CORP TRIM 4.3% +2.0% 21.3 49,066 -2,035 5
SCHD funds › SCHWAB STRATEGIC TR TRIM 3.8% -0.1% 18.7 590,596 -2,318 5
AVGO funds › Broadcom Inc TRIM 2.1% +0.2% 10.3 27,262 -615 5
XLU funds › SELECT SECTOR SPDR TR ADD 1.6% -0.1% 8.0 176,710 +6,531 5
GOOGL funds › ALPHABET INC TRIM 1.6% +0.2% 7.9 22,000 -335 5
JPM funds › JPMORGAN CHASE & CO TRIM 1.6% +0.1% 7.7 23,580 -55 5
CSCO funds › CISCO SYS INC TRIM 1.5% +0.5% 7.6 64,567 -95 5
ETR funds › ENTERGY CORP NEW TRIM 1.4% -0.1% 7.0 61,362 -105 5
ETN funds › EATON CORP PLC TRIM 1.4% +0.1% 7.0 16,391 -5 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 1.4% +0.1% 7.0 6,892 -55 5
JNJ funds › Johnson & Johnson ADD 1.4% -0.0% 6.9 27,164 +114 5
C funds › CITIGROUP INC ADD 1.4% +0.2% 6.9 49,219 +30 5
ABBV funds › ABBVIE INC ADD 1.4% +0.1% 6.9 27,370 +55 5
WMB funds › WILLIAMS COS INC ADD 1.3% -0.1% 6.6 88,959 +270 5
DE funds › DEERE & CO ADD 1.3% +0.1% 6.6 10,345 +75 5
BSCT funds › INVESCO EXCH TRD SLF IDX FD TR ADD 1.2% -0.1% 5.9 318,954 +5,608 5
BSCR funds › INVESCO EXCH TRD SLF IDX FD TR ADD 1.2% -0.1% 5.9 301,089 +5,089 5
MSFT funds › Microsoft Corp ADD 1.2% -0.0% 5.9 15,799 +465 5
BSCS funds › INVESCO EXCH TRD SLF IDX FD TR ADD 1.2% -0.1% 5.9 287,499 +4,487 5
NI funds › NISOURCE INC ADD 1.2% -0.0% 5.8 122,250 +1,605 5
PM funds › PHILIP MORRIS INTL INC ADD 1.2% +0.0% 5.8 31,946 +458 5
AXP funds › American Express Co ADD 1.2% +0.1% 5.8 17,042 +15 5
AEP funds › AMERICAN ELEC PWR CO INC ADD 1.2% +0.0% 5.8 42,050 +935 5
BSCU funds › INVESCO EXCH TRD SLF IDX FD TR ADD 1.1% -0.0% 5.6 335,156 +10,221 5
LNT funds › Alliant Energy Corp ADD 1.1% +0.0% 5.5 72,353 +1,570 5
LECO funds › LINCOLN ELEC HLDGS INC ADD 1.1% +0.0% 5.4 20,375 +105 5
ALL funds › Allstate Corp ADD 1.1% +0.1% 5.4 22,663 +120 5
WEC funds › WEC ENERGY GROUP INC ADD 1.1% -0.0% 5.4 46,115 +605 5
RGA funds › REINSURANCE GROUP AMER INC ADD 1.1% -0.0% 5.3 25,123 +510 5
UNH funds › Unitedhealth Group Inc ADD 1.1% +0.4% 5.2 12,546 +545 5
CVS funds › CVS Health Corp ADD 1.1% +0.3% 5.2 49,928 +1,685 5
XEL funds › Xcel Energy Inc ADD 1.0% -0.0% 5.1 63,295 +1,250 5
DTE funds › Dte Energy Co ADD 1.0% -0.0% 5.1 33,320 +690 5
MRK funds › Merck & Co Inc ADD 1.0% +0.0% 5.0 39,299 +40 5
SO funds › Southern Co ADD 1.0% -0.1% 5.0 52,612 +1,215 5
AZN funds › ASTRAZENECA PLC NEW 1.0% +1.0% 4.9 26,094 +26,094 1
USB funds › US BANCORP ADD 1.0% +0.1% 4.9 81,830 +885 5
XLF funds › SELECT SECTOR SPDR TR TRIM 1.0% -0.0% 4.9 91,299 -2,451 5
DUK funds › DUKE ENERGY CORP NEW ADD 1.0% -0.1% 4.9 38,497 +615 5
NEE funds › NEXTERA ENERGY INC ADD 1.0% -0.1% 4.8 54,937 +790 5
CVX funds › CHEVRON CORPORATION ADD 1.0% -0.3% 4.8 28,888 +308 5
APO funds › APOLLO GLOBAL MGMT INC ADD 0.9% +0.0% 4.7 39,395 +345 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.9% -0.3% 4.6 33,950 +375 5
LMT funds › Lockheed Martin Corp ADD 0.9% -0.2% 4.6 9,093 +144 5
KO funds › COCA COLA CO ADD 0.9% +0.0% 4.6 56,143 +695 5
COP funds › Conocophillips ADD 0.9% -0.3% 4.6 43,782 +620 5
LNG funds › CHENIERE ENERGY INC ADD 0.9% -0.2% 4.5 18,704 +185 5
BSCV funds › INVESCO EXCH TRD SLF IDX FD TR ADD 0.9% +0.0% 4.4 268,400 +19,966 4
HD funds › HOME DEPOT INC ADD 0.9% +0.0% 4.4 12,398 +375 5
CI funds › THE CIGNA GROUP ADD 0.9% +0.0% 4.3 15,477 +610 5
WM funds › WASTE MGMT INC DEL ADD 0.9% -0.1% 4.2 18,925 +570 4
T funds › AT&T INC ADD 0.8% -0.4% 4.2 200,578 +6,815 5
SYY funds › SYSCO CORP ADD 0.8% +0.1% 4.1 49,605 +1,055 5
BLK funds › BLACKROCK INC ADD 0.8% -0.0% 4.1 4,283 +65 5
EOG funds › EOG RES INC ADD 0.8% -0.1% 4.1 31,637 +327 5
CNP funds › CENTERPOINT ENERGY INC ADD 0.8% +0.0% 4.1 92,345 +5,540 3
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.8% -0.2% 4.0 95,437 +180 5
DRI funds › DARDEN RESTAURANTS INC NEW 0.8% +0.8% 4.0 19,395 +19,395 1
HBAN funds › Huntington Bancshares Inc NEW 0.8% +0.8% 4.0 224,445 +224,445 1
GILD funds › GILEAD SCIENCES INC ADD 0.8% -0.1% 4.0 31,475 +1,245 4
RMD funds › RESMED INC ADD 0.8% -0.2% 3.9 20,249 +680 5
APD funds › AIR PRODUCTS AND CHEMICALS INC ADD 0.8% -0.0% 3.9 13,328 +135 5
SCI funds › SERVICE CORP INTL ADD 0.8% -0.1% 3.8 50,285 +505 5
GPC funds › Genuine Parts Co ADD 0.8% +0.1% 3.8 32,205 +1,130 5
PGR funds › Progressive Corp ADD 0.8% +0.1% 3.7 17,130 +1,415 4
OMC funds › OMNICOM GROUP INC ADD 0.8% -0.1% 3.7 50,607 +1,620 5
ADP funds › Automatic Data Processing Inc ADD 0.7% +0.1% 3.6 16,135 +915 2
MSI funds › MOTOROLA SOLUTIONS INC ADD 0.7% +0.0% 3.6 8,655 +910 3
UPS funds › UNITED PARCEL SVCS INC ADD 0.7% +0.0% 3.6 33,270 +1,443 5
SLB funds › SLB LIMITED ADD 0.7% -0.1% 3.6 76,910 +130 5
SPGI funds › S&P GLOBAL INC ADD 0.7% -0.1% 3.6 8,719 +230 5
MRSH funds › MARSH & MCLENNAN COS INC ADD 0.7% -0.1% 3.5 21,272 +445 5
PG funds › PROCTER & GAMBLE CO ADD 0.7% -0.0% 3.5 24,059 +299 5
PEP funds › Pepsico Inc ADD 0.7% -0.1% 3.5 25,683 +623 5
ICE funds › INTERCONTINENTAL EXCHANGE INC ADD 0.7% -0.2% 3.5 28,128 +755 5
MDT funds › MEDTRONIC PLC ADD 0.7% -0.1% 3.4 43,207 +445 5
PPG funds › PPG INDS INC ADD 0.7% +0.0% 3.3 27,398 +200 5
MDLZ funds › MONDELEZ INTL INC ADD 0.7% -0.0% 3.3 57,371 +2,255 5
KMB funds › Kimberly-Clark Corp ADD 0.7% +0.1% 3.3 29,891 +1,515 5
DIS funds › DISNEY WALT CO ADD 0.7% -0.0% 3.3 33,830 +770 5
ABT funds › ABBOTT LABORATORIES ADD 0.7% -0.1% 3.2 35,360 +2,520 5
STZ funds › CONSTELLATION BRANDS INC ADD 0.6% -0.1% 2.8 19,942 +610 5
XLC funds › SELECT SECTOR SPDR TR ADD 0.5% -0.0% 2.7 24,829 +1,277 5
DOX funds › Amdocs Ltd ADD 0.5% -0.2% 2.5 49,449 +685 5
CRM funds › SALESFORCE INC ADD 0.5% -0.1% 2.5 15,917 +635 5
XLV funds › SELECT SECTOR SPDR TR TRIM 0.5% +0.0% 2.4 15,159 -29 5
HON funds › HONEYWELL INTL INC NEW 0.5% +0.5% 2.3 10,281 +10,281 1
XLI funds › SELECT SECTOR SPDR TR ADD 0.5% +0.1% 2.2 12,053 +1,949 5
XLK funds › SELECT SECTOR SPDR TR TRIM 0.4% -0.0% 2.1 10,794 -5,177 5
ACN funds › ACCENTURE PLC IRELAND ADD 0.4% -0.2% 1.9 15,429 +1,315 5
RF funds › REGIONS FINANCIAL CORP NEW TRIM 0.3% -0.9% 1.6 52,830 -154,269 5
BSCQ funds › INVESCO EXCH TRD SLF IDX FD TR TRIM 0.3% -0.1% 1.6 80,370 -9,395 5
CEG funds › CONSTELLATION ENERGY CORP TRIM 0.3% -0.1% 1.3 5,309 -29 5
LLY funds › ELI LILLY & CO TRIM 0.3% -0.2% 1.3 1,070 -1,003 5
ORCL funds › ORACLE CORP TRIM 0.2% -0.1% 0.9 6,065 -1,251 5
XLE funds › SELECT SECTOR SPDR TR NEW 0.2% +0.2% 0.8 14,781 +14,781 1
AAPL funds › Apple Inc HOLD 0.1% +0.0% 0.7 2,534 +0 5
CBSH funds › Commerce Bancshares Inc ADD 0.1% +0.0% 0.5 8,312 +1,693 5
CAT funds › Caterpillar Inc TRIM 0.1% +0.0% 0.5 447 -72 5
EXC funds › Exelon Corp HOLD 0.1% -0.0% 0.4 9,601 +0 5
FE funds › Firstenergy Corp TRIM 0.1% -0.0% 0.4 9,027 -165 5
PNC funds › PNC FINL SVCS GROUP INC HOLD 0.1% +0.0% 0.4 1,701 +0 5
SPY funds › STATE STR SPDR S&P 500 ETF TR TRIM 0.1% -0.0% 0.4 525 -75 5
WMT funds › WALMART INC TRIM 0.1% -0.0% 0.4 3,375 -28 5
AMAT funds › APPLIED MATLS INC NEW 0.1% +0.1% 0.4 500 +500 1
TXN funds › TEXAS INSTRS INC TRIM 0.1% +0.0% 0.4 1,193 -100 5
DTM funds › DT Midstream Inc HOLD 0.1% +0.0% 0.3 2,300 +0 5
STIP funds › ISHARES TR HOLD 0.1% -0.0% 0.3 3,200 +0 5
AIG funds › AMERICAN INTL GROUP INC HOLD 0.1% -0.0% 0.3 4,200 +0 5
ANGL funds › VANECK ETF TRUST HOLD 0.1% -0.0% 0.3 10,369 +0 5
FCX funds › FREEPORT MCMORAN INC HOLD 0.1% +0.0% 0.3 4,602 +0 3
TGT funds › Target Corp TRIM 0.1% -0.6% 0.3 2,194 -23,725 5
XLB funds › SELECT SECTOR SPDR TR NEW 0.1% +0.1% 0.3 5,326 +5,326 1
SOLS funds › SOLSTICE ADVANCED MATLS INC TRIM 0.1% -0.0% 0.3 2,959 -760 2
D funds › DOMINION ENERGY INC TRIM 0.1% -0.0% 0.2 3,640 -925 5
AMZN funds › AMAZON COM INC TRIM 0.0% +0.0% 0.2 958 -40 5
QCOM funds › Qualcomm Inc NEW 0.0% +0.0% 0.2 1,225 +1,225 1
GE funds › GE AEROSPACE TRIM 0.0% -0.0% 0.2 581 -250 2
VIG funds › VANGUARD SPECIALIZED FUNDS NEW 0.0% +0.0% 0.2 879 +879 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -1.0% 0.0 0 -20,197 0
BE funds › BLOOM ENERGY CORP EXIT 0.0% -0.1% 0.0 0 -3,000 0
ZTS funds › Zoetis Inc EXIT 0.0% -0.7% 0.0 0 -26,879 0
SCHW funds › SCHWAB CHARLES CORP EXIT 0.0% -0.0% 0.0 0 -2,150 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 491 120 0.09 24% 0.014 0.252 in
2026Q1 460 115 0.06 22% 0.013 0.293 in
2025Q4 463 115 0.07 22% 0.013 0.232 in
2025Q3 432 116 0.07 22% 0.013 0.228 in
2025Q2 402 111 0.07 22% 0.013 0.254 entered
2025Q1 382 108 0.00 21% 0.013 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status