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CIK: 0002077080
Total reported value
$9.0B
$9.0B
606 檔
17.7%
During the Q2 2026 filing period, Midwest Trust Co (CIK: 0002077080) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $9.0B across 606 reported positions.
Midwest Trust Co executed strategic sector rebalancing during Q2 2026, establishing 6 new positions while fully exiting 3 holdings and trimming 105 positions.
Showing top 200 holdings (of 606 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.70% | +0.69% | -1.10% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.91% | +0.47% | -1.65% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.42% | +1.18% | +3.71% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.30% | -0.23% | +252.27% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.68% | -0.17% | -7.12% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | +0.01% | -1.09% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.29% | -0.35% | -0.10% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | -0.02% | +14.24% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 1.72% | -0.49% | -8.71% | |
| 10 | GVI | Ishares Intermediate Governm | ETF-Other | 1.62% | -0.01% | +7.01% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.54% | +0.03% | -0.20% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.43% | +0.02% | +8.98% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.40% | +0.02% | +0.87% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.37% | -0.28% | -2.89% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | +0.13% | +14.86% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.24% | -0.10% | -3.47% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | -1.09% | EXIT | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | +0.58% | +22.42% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.08% | +0.05% | -1.22% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.01% | -1.06% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | -0.01% | -1.43% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.03% | -0.06% | -1.53% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.03% | +1.60% | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 1.00% | -0.01% | -0.24% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.97% | -0.04% | -1.11% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.95% | -0.01% | +13.34% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | +0.01% | +4.77% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | -0.03% | -1.10% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.02% | +1.97% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.88% | -0.05% | -0.70% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.88% | +0.01% | +7.24% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.02% | -0.91% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | +0.06% | -0.32% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.78% | -0.27% | -2.62% | |
| 35 | WMB | Williams Cos Inc | Stock-Energy | 0.77% | -0.07% | -1.12% | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.76% | -0.06% | -0.63% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.12% | +1.43% | |
| 38 | PNC | Pnc Financial Services Group | Stock-Financials | 0.75% | -0.08% | +0.74% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.04% | +4.37% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.69% | -0.01% | +37.23% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | +0.02% | +309.02% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.68% | +0.07% | -1.94% | |
| 43 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.66% | +0.03% | +1.81% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | -0.03% | +0.46% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.56% | +0.03% | -0.52% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.54% | +0.14% | -2.64% | |
| 47 | LRCX | Lam Research CORP | Stock-Tech | 0.53% | -0.11% | +16.05% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.52% | +0.17% | +1.32% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.50% | -0.05% | -2.09% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.50% | +0.09% | -0.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.4% | -2.62% | Trim |
| 2 | CAT | Caterpillar Inc | +0.3% | -8.71% | Trim |
| 3 | CSCO | Cisco Systems Inc | +0.3% | -2.89% | Trim |
| 4 | LRCX | Lam Research CORP | +0.3% | +16.05% | Add |
| 5 | ✓ | +0.3% | NEW | New buy | |
| 6 | ✓ | +0.3% | NEW | New buy | |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +14.24% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | -0.10% | Trim |
| 9 | INTC | Intel CORP | +0.2% | +18.19% | Add |
| 10 | AVEM | Avantis Emerging Markets Eq | +0.2% | +13.34% | Add |
| 11 | LLY | Eli Lilly & Co | +0.2% | +4.77% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | -0.20% | Trim |
| 13 | GLW | Corning Inc | +0.2% | -8.52% | Trim |
| 14 | PANW | Palo Alto Networks Inc | +0.2% | -1.54% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -7.12% | Trim |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.98% | Add |
| 17 | SCHO | Schwab Short-term US Treas | +0.1% | +37.23% | Add |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +38.64% | Add |
| 19 | AAPL | Apple Inc | +0.1% | -1.10% | Trim |
| 20 | ARM | Arm Holdings Plc-adr | +0.1% | +47.81% | Add |
| 21 | ASML | ASML Holding N.V. | +0.1% | -3.36% | Trim |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +14.86% | Add |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +22.42% | Add |
| 24 | QCOM | Qualcomm Inc | +0.1% | -3.78% | Trim |
| 25 | NVDA | Nvidia CORP | +0.1% | -1.65% | Trim |
| 26 | ABBV | Abbvie Inc | +0.1% | +0.87% | Add |
| 27 | AMD | Advanced Micro Devices | +0.1% | +130.36% | Add |
| 28 | AMZN | Amazon.com Inc | +0.1% | -1.09% | Trim |
| 29 | ETN | Eaton Corporation plc | +0.1% | -0.24% | Trim |
| 30 | XLK | Ss Technology Select Sector | +0.1% | -0.75% | Trim |
| 31 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | New buy |
| 32 | PNC | Pnc Financial Services Group | +0.1% | +0.74% | Add |
| 33 | MS | Morgan Stanley | +0.1% | +0.24% | Add |
| 34 | PLTR | Palantir Technologies Inc-a | +0.1% | +116.49% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +20.63% | Add |
| 36 | DDOG | Datadog Inc - Class A | +0.1% | -1.27% | Trim |
| 37 | IWF | Ishares Russell 1000 Growth | +0.1% | +309.02% | Add |
| 38 | FTI | TechnipFMC plc | +0.1% | NEW | New buy |
| 39 | V | Visa Inc-class A Shares | 0% | +1.60% | Add |
| 40 | IEFA | Ishares Core Msci Eafe ETF | 0% | +7.24% | Add |
| 41 | BIV | Vanguard Intermediate-term B | 0% | +23.35% | Add |
| 42 | VUG | Vanguard Growth ETF | 0% | +575.72% | Add |
| 43 | APH | Amphenol Corp-cl A | 0% | -0.26% | Trim |
| 44 | CMI | Cummins Inc | 0% | +33.58% | Add |
| 45 | COF | Capital One Financial CORP | 0% | +87.59% | Add |
| 46 | PGR | Progressive CORP | 0% | +65.56% | Add |
| 47 | TDS | Telephone And Data Systems | 0% | NEW | New buy |
| 48 | NUE | Nucor CORP | 0% | +1162.79% | Add |
| 49 | VOO | Vanguard S&p 500 ETF | 0% | -1.06% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.43% | Trim |
According to official SEC Form 13F filings, Midwest Trust Co reported a total U.S. public equity portfolio value of $9.0B across 606 disclosed positions in Q2 2026.
During Q2 2026, Midwest Trust Co's top holdings by market value included AAPL (4.7%)、NVDA (3.9%)、MSFT (3.4%). The largest single position, AAPL, represented 4.7% 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 terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 17.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $24.0M
Top Position Liquidated / Trimmed
HON
前期市值: $48.3M
In Q2 2026, Midwest Trust Co made 198 total portfolio adjustments, initiating 6 new buys, adding to 84 positions, trimming 105 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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