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CIK: 0002077080
Total reported value
$8.8B
$8.8B
581 檔
17.7%
As reported in its official Q3 2025 Form 13F filing, Midwest Trust Co's tracked investment portfolio stood at $8.8B with 581 total positions.
During Q3 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 17.7% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 581 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.93% | -0.18% | -0.18% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.78% | +0.12% | -0.04% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.35% | +0.09% | -1.43% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.68% | -0.38% | +1.48% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.61% | +0.07% | +0.25% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.33% | +0.13% | -6.90% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.28% | +0.23% | +0.43% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | +0.26% | -0.98% | |
| 9 | GVI | Ishares Intermediate Governm | ETF-Other | 1.46% | -0.06% | +4.00% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.45% | +0.08% | +0.08% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | +0.10% | -0.76% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | +0.10% | +2.87% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.16% | +0.02% | -30.42% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.15% | +0.13% | +1.81% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.14% | -0.24% | -0.85% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.16% | -7.75% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.11% | +0.01% | -1.34% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | +0.03% | +1.30% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.05% | +0.34% | -1.41% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | +0.04% | +0.23% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.03% | -0.12% | -0.35% | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 0.99% | +0.07% | +0.04% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -0.41% | +4.57% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | +0.34% | -1.49% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.13% | -0.38% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.90% | -0.01% | +15.65% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.03% | +3.45% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.86% | +0.01% | +2.84% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.85% | -0.15% | +0.04% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.04% | +3.39% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.07% | +1.63% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.03% | +1.96% | |
| 33 | WMB | Williams Cos Inc | Stock-Energy | 0.79% | -0.07% | -0.98% | |
| 34 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.73% | +0.18% | +7.74% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.73% | -0.32% | +2.60% | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.72% | -0.04% | -1.01% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | +0.04% | +0.77% | |
| 38 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.71% | -0.03% | +2.33% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.15% | +0.34% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | +0.05% | +0.40% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.65% | +0.03% | +1.51% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.23% | +9.38% | |
| 43 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.60% | -0.01% | -0.70% | |
| 44 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.59% | -0.21% | +0.31% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.58% | -0.01% | -6.03% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.10% | +2.32% | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.56% | -0.03% | +4.08% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.53% | -0.60% | EXIT | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.51% | +0.01% | +3.14% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.51% | -0.20% | +0.69% |
According to official SEC Form 13F filings, Midwest Trust Co reported a total U.S. public equity portfolio value of $8.8B across 581 disclosed positions in Q3 2025.
During Q3 2025, Midwest Trust Co's top holdings by market value included MSFT (4.9%)、AAPL (4.8%)、NVDA (4.3%). The largest single position, MSFT, represented 4.9% of total portfolio value.
In Q3 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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