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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0002077080
Total reported value
$8.8B
$8.8B
588 檔
16.0%
At the close of Q2 2025, Midwest Trust Co disclosed equity holdings valued at approximately $8.8B, spread across 588 reported holdings.
During Q2 2025, Midwest Trust Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 16.0% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 588 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.05% | -0.18% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.10% | +0.12% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.98% | +0.09% | — | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.67% | -0.38% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.77% | +0.07% | — | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.02% | +0.23% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.93% | +0.13% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | +0.26% | — | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.65% | +0.02% | — | |
| 10 | GVI | Ishares Intermediate Governm | ETF-Other | 1.49% | -0.06% | — | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | +0.10% | — | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.23% | +0.08% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | +0.10% | — | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.16% | -0.24% | — | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.15% | +0.13% | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | +0.04% | — | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.06% | +0.34% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | +0.03% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.13% | — | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.00% | +0.07% | — | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 0.96% | -0.12% | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.41% | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.16% | — | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.93% | +0.34% | — | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | -0.07% | — | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 0.87% | +0.01% | — | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.87% | -0.15% | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | +0.01% | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.03% | — | |
| 30 | WMB | Williams Cos Inc | Stock-Energy | 0.84% | -0.07% | — | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.80% | -0.04% | — | |
| 32 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.80% | -0.03% | — | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.79% | -0.04% | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.03% | — | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.01% | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.74% | -0.32% | — | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.73% | -0.01% | — | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.72% | +0.04% | — | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.69% | -0.01% | — | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.69% | -0.10% | — | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.15% | — | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.66% | +0.18% | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.05% | — | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.63% | +0.03% | — | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.60% | -0.60% | EXIT | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.23% | — | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.18% | — | |
| 48 | COP | Conocophillips | Stock-Energy | 0.51% | -0.20% | — | |
| 49 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.51% | -0.21% | — | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.50% | +0.01% | — |
According to official SEC Form 13F filings, Midwest Trust Co reported a total U.S. public equity portfolio value of $8.8B across 588 disclosed positions in Q2 2025.
During Q2 2025, Midwest Trust Co's top holdings by market value included MSFT (5.0%)、AAPL (4.1%)、NVDA (4.0%). The largest single position, MSFT, represented 5.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2025, Midwest Trust Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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