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CIK: 0002077080
Total reported value
$8.8B
$8.8B
588 檔
18.1%
The Q4 2025 SEC filing reveals that Midwest Trust Co held a total portfolio value of $8.8B, covering 588 public equity positions.
In Q4 2025, Midwest Trust Co displayed an active expansion posture, initiating 1 new positions and adding to 33 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 18.1% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 588 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.89% | +0.12% | -0.07% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.47% | -0.18% | +1.12% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.16% | +0.09% | -0.14% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.64% | -0.38% | +4.57% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.82% | +0.13% | -1.84% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.72% | +0.07% | +3.58% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.29% | +0.23% | -0.48% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.78% | +0.26% | +0.12% | |
| 9 | GVI | Ishares Intermediate Governm | ETF-Other | 1.58% | -0.06% | +12.64% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.44% | +0.16% | +2.73% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.37% | +0.08% | +0.39% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.24% | +0.13% | +7.07% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.20% | +0.02% | +6.25% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | +0.03% | +36.82% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.18% | -0.24% | -0.04% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | +0.10% | -0.11% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.16% | +0.34% | -4.33% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | +0.10% | +3.03% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.07% | -0.12% | -0.49% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.07% | +0.01% | -0.70% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | +0.03% | +0.43% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | +0.04% | +1.57% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -0.41% | +2.49% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.02% | +0.34% | -2.70% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.01% | -0.04% | +1.03% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.18% | +26.84% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.84% | -0.15% | +3.36% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.03% | +7.22% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.13% | +1.69% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.82% | +0.01% | +1.28% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.81% | +0.07% | +1.14% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.07% | +10.33% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.78% | +0.04% | +10.67% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.77% | -0.04% | +0.95% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | -0.01% | +3.44% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.74% | +0.18% | +3.20% | |
| 37 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.72% | -0.03% | +5.90% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.72% | +0.03% | +12.26% | |
| 39 | WMB | Williams Cos Inc | Stock-Energy | 0.72% | -0.07% | -0.18% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.69% | -0.32% | +1.96% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | +0.05% | +3.13% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.15% | -3.22% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.65% | -0.03% | +0.97% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.61% | -0.10% | -0.70% | |
| 45 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.58% | -0.01% | +1.13% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.23% | -2.68% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.55% | -0.01% | +0.34% | |
| 48 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.53% | -0.21% | +1.68% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.51% | -0.60% | EXIT | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.49% | +0.01% | -1.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.84% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.4% | +26.84% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +2.73% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.3% | +36.82% | Add |
| 5 | MRK | Merck & Co. Inc. | +0.2% | +1.03% | Add |
| 6 | MMIT | Nyli Mackay Muni Intrm ETF | +0.2% | +96.49% | Add |
| 7 | GVI | Ishares Intermediate Governm | +0.1% | +12.64% | Add |
| 8 | AAPL | Apple Inc | +0.1% | -0.07% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.1% | +3.58% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | -4.33% | Trim |
| 11 | BIV | Vanguard Intermediate-term B | +0.1% | +36.57% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | +7.07% | Add |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.97% | Add |
| 14 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +126.89% | Add |
| 15 | SCHG | Schwab US Large-cap Growth | +0.1% | +12.26% | Add |
| 16 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +10.67% | Add |
| 17 | SCHV | Schwab US Large-cap Value | +0.1% | +18.94% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -2.70% | Trim |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +2.49% | Add |
| 20 | CB | Chubb Limited | +0.1% | +0.95% | Add |
| 21 | AMAT | Applied Materials Inc | +0.1% | -2.60% | Trim |
| 22 | ISRG | Intuitive Surgical Inc | +0.1% | +2.60% | Add |
| 23 | DFAS | Dimensional US Small Cap ETF | 0% | +6.25% | Add |
| 24 | RTX | Rtx CORP | 0% | -0.49% | Trim |
| 25 | WMT | Walmart Inc | 0% | -0.04% | Trim |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | +7.22% | Add |
| 27 | SCHD | Schwab US Dvd Equity ETF | 0% | +30.89% | Add |
| 28 | DHR | Danaher CORP | 0% | +1.11% | Add |
| 29 | IDXX | Idexx Laboratories Inc | 0% | +28.80% | Add |
| 30 | CRM | Salesforce Inc | 0% | -0.70% | Trim |
| 31 | JNJ | Johnson & Johnson | 0% | +0.19% | Add |
| 32 | IWD | Ishares Russell 1000 Value E | 0% | +8.15% | Add |
| 33 | AVGO | Broadcom Inc | 0% | -0.48% | Trim |
| 34 | AVEM | Avantis Emerging Markets Eq | 0% | +3.20% | Add |
| 35 | V | Visa Inc-class A Shares | — | +1.57% | Add |
| 36 | VO | Vanguard Mid-cap ETF | 0% | +4.57% | Add |
| 37 | HRL | Hormel Foods CORP | -0.1% | -48.60% | Trim |
| 38 | GLW | Corning Inc | -0.1% | -21.09% | Trim |
| 39 | ZTS | Zoetis Inc | -0.1% | -16.24% | Trim |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -46.15% | Trim |
| 41 | SNPS | Synopsys Inc | -0.1% | -32.12% | Trim |
| 42 | NFLX | Netflix Inc | -0.1% | +914.02% | Add |
| 43 | PYPL | Paypal Holdings Inc | -0.1% | -3.88% | Trim |
| 44 | COST | Costco Wholesale CORP | -0.1% | +1.69% | Add |
| 45 | HD | Home Depot Inc | -0.1% | +3.44% | Add |
| 46 | META | Meta Platforms Inc-class A | -0.1% | +3.03% | Add |
| 47 | ETN | Eaton Corporation plc | -0.2% | +1.14% | Add |
| 48 | MSFT | Microsoft CORP | -0.5% | +1.12% | Add |
| 49 | 9HI | Hillenbrand Inc | — | EXIT | Sold out |
| 50 | CRCL | Circle Internet Group Inc | — | NEW | New buy |
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 Q4 2025.
During Q4 2025, Midwest Trust Co's top holdings by market value included AAPL (4.9%)、MSFT (4.5%)、NVDA (4.2%). The largest single position, AAPL, represented 4.9% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
CRCL
市值: $3.8M
Top Position Liquidated / Trimmed
9HI
前期市值: $9.2M
In Q4 2025, Midwest Trust Co made 50 total portfolio adjustments, initiating 1 new buys, adding to 33 positions, trimming 15 holdings, and fully liquidating 1 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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