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CIK: 0002077080
Total reported value
$8.8B
$8.8B
593 檔
16.6%
In Q1 2026, Midwest Trust Co's U.S. equity holdings reached a combined market value of $8.8B, distributed across 593 disclosed stock positions.
In Q1 2026, Midwest Trust Co displayed an active expansion posture, initiating 6 new positions and adding to 108 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, VO) accounted for 16.6% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 593 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.58% | +0.12% | +0.53% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.82% | +0.09% | -1.83% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.68% | -0.38% | +2.18% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.60% | -0.18% | +5.31% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.55% | +0.13% | -1.51% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.42% | +0.07% | -1.39% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.06% | +0.23% | +0.98% | |
| 8 | GVI | Ishares Intermediate Governm | ETF-Other | 1.68% | -0.06% | +6.91% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | +0.26% | +1.54% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.50% | -0.41% | +3.86% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.38% | +0.34% | -4.04% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.38% | +0.16% | +4.62% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.32% | +0.08% | +0.69% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | +0.13% | +2.75% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.27% | -0.24% | -3.19% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.22% | +0.02% | -0.60% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | +0.10% | +4.78% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.12% | -0.04% | -2.52% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.10% | -0.12% | -2.29% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.03% | +0.34% | +0.26% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.03% | -10.19% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | +0.03% | +0.29% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.13% | +6.80% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | +0.10% | +3.54% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | +0.04% | +7.81% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 0.93% | +0.07% | +1.66% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | -0.15% | +2.86% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.87% | +0.01% | +0.91% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | +0.01% | -1.43% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.07% | +7.52% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | +0.04% | +7.71% | |
| 32 | WMB | Williams Cos Inc | Stock-Energy | 0.84% | -0.07% | -3.45% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.03% | +4.14% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.80% | -0.04% | -0.02% | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.77% | +0.18% | -0.76% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.23% | -1.54% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | -0.01% | +4.28% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.18% | +2.39% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.15% | +4.88% | |
| 40 | COP | Conocophillips | Stock-Energy | 0.70% | -0.20% | +4.46% | |
| 41 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.69% | -0.03% | +5.98% | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.69% | +0.06% | +85.35% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.65% | +0.03% | +1.83% | |
| 44 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.65% | -0.21% | +1.28% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.64% | +0.05% | +3.76% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.60% | -0.60% | EXIT | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.57% | -0.01% | +0.57% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.56% | +0.13% | +39.59% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.55% | -0.03% | +0.09% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.05% | -9.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.5% | +3.86% | Add |
| 2 | PNC | Pnc Financial Services Group | +0.3% | +85.35% | Add |
| 3 | COP | Conocophillips | +0.2% | +4.46% | Add |
| 4 | CAT | Caterpillar Inc | +0.2% | -4.04% | Trim |
| 5 | AFL | Aflac Inc | +0.2% | +1700.83% | Add |
| 6 | DOW | Dow Inc | +0.2% | +33.49% | Add |
| 7 | CVX | Chevron CORP | +0.2% | -1.54% | Trim |
| 8 | COST | Costco Wholesale CORP | +0.2% | +6.80% | Add |
| 9 | SCHO | Schwab Short-term US Treas | +0.2% | +39.59% | Add |
| 10 | WMB | Williams Cos Inc | +0.1% | -3.45% | Trim |
| 11 | ETN | Eaton Corporation plc | +0.1% | +1.66% | Add |
| 12 | NOC | Northrop Grumman CORP | +0.1% | +1.28% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.1% | -2.52% | Trim |
| 14 | GVI | Ishares Intermediate Governm | +0.1% | +6.91% | Add |
| 15 | HON | Honeywell International Inc | +0.1% | +2.62% | Add |
| 16 | WMT | Walmart Inc | +0.1% | -3.19% | Trim |
| 17 | PEP | Pepsico Inc | +0.1% | +4.88% | Add |
| 18 | PWR | Quanta Services Inc | +0.1% | +889.77% | Add |
| 19 | VZ | Verizon Communications Inc | +0.1% | +4.38% | Add |
| 20 | TGT | Target CORP | +0.1% | +24.78% | Add |
| 21 | PG | Procter & Gamble Co/the | +0.1% | +7.52% | Add |
| 22 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +7.71% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.75% | Add |
| 24 | GLW | Corning Inc | +0.1% | -16.11% | Trim |
| 25 | ETR | Entergy CORP | +0.1% | +0.28% | Add |
| 26 | CMI | Cummins Inc | +0.1% | +705.61% | Add |
| 27 | AMAT | Applied Materials Inc | +0.1% | -12.89% | Trim |
| 28 | ACN | Accenture plc | +0.1% | +104.57% | Add |
| 29 | SLB | Slb LTD | +0.1% | -1.16% | Trim |
| 30 | CASY | Casey's General Stores Inc | +0.1% | -2.28% | Trim |
| 31 | UNP | Union Pacific CORP | +0.1% | +0.91% | Add |
| 32 | CW | Curtiss-wright CORP | +0.1% | -2.38% | Trim |
| 33 | DE | Deere & Co | +0.1% | -0.71% | Trim |
| 34 | APD | Air Products & Chemicals Inc | +0.1% | +12.02% | Add |
| 35 | DLR | Digital Realty Trust Inc | +0.1% | +0.40% | Add |
| 36 | ODFL | Old Dominion Freight Line | 0% | +25.99% | Add |
| 37 | ENB | Enbridge Inc | 0% | -1.85% | Trim |
| 38 | QQQ | Invesco Qqq Trust Series 1 | 0% | +46.56% | Add |
| 39 | LMT | Lockheed Martin CORP | 0% | -9.16% | Trim |
| 40 | VO | Vanguard Mid-cap ETF | 0% | +2.18% | Add |
| 41 | COF | Capital One Financial CORP | 0% | +570.49% | Add |
| 42 | MCD | Mcdonald's CORP | 0% | +2.86% | Add |
| 43 | VTV | Vanguard Value ETF | 0% | +21.78% | Add |
| 44 | NEE | Nextera Energy Inc | 0% | -3.01% | Trim |
| 45 | KO | Coca-cola Co/the | 0% | +3.63% | Add |
| 46 | CB | Chubb Limited | 0% | -0.02% | Trim |
| 47 | IWD | Ishares Russell 1000 Value E | 0% | +7.01% | Add |
| 48 | NVS | Novartis Ag-sponsored Adr | 0% | -3.01% | Trim |
| 49 | TIIV | Aam Todd Itnl Iv ETF | 0% | +8.92% | Add |
| 50 | JNJ | Johnson & Johnson | 0% | -9.74% | Trim |
According to official SEC Form 13F filings, Midwest Trust Co reported a total U.S. public equity portfolio value of $8.8B across 593 disclosed positions in Q1 2026.
During Q1 2026, Midwest Trust Co's top holdings by market value included AAPL (4.6%)、NVDA (3.8%)、VO (3.7%). The largest single position, AAPL, represented 4.6% 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.
Top New Position Initiated
MNST
市值: $7.5M
Top Position Liquidated / Trimmed
DKNG
前期市值: $3.2M
In Q1 2026, Midwest Trust Co made 200 total portfolio adjustments, initiating 6 new buys, adding to 108 positions, trimming 83 holdings, and fully liquidating 3 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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