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CIK: 0001412665
Total reported value
$900.5M
$900.5M
286 檔
17.0%
The Q2 2024 SEC filing reveals that MIdWestOne Financial Group, Inc. held a total portfolio value of $900.5M, covering 286 public equity positions.
During Q2 2024, MIdWestOne Financial Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 286 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOFG | Midwestone Financial Group I | Stock-Other | 17.02% | +3.40% | +1.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.32% | -0.19% | -1.25% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.32% | -0.46% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.49% | -0.25% | +13.25% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.27% | -0.57% | -3.27% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.25% | -0.09% | +8.49% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.24% | -0.16% | +15.28% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 1.14% | — | -0.78% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | — | -0.94% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.06% | -0.15% | +88.84% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | +0.18% | +0.57% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.96% | — | -1.03% | |
| 13 | HTLFEUR | Heartland Financial USA Inc | Stock-Other | 0.92% | — | -2.31% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | — | +10.15% | |
| 15 | MU | Micron Technology Inc | Stock-Tech | 0.89% | — | -4.00% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.08% | -3.81% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | — | -7.39% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | — | +16.69% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | — | -1.73% | |
| 20 | T | At&t Inc | Stock-Comm Services | 0.78% | — | +1.59% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | — | +1.68% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.02% | -8.08% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | — | -2.65% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.73% | — | -4.42% | |
| 25 | DE | Deere & Co | Stock-Industrials | 0.71% | — | -0.73% | |
| 26 | URI | United Rentals Inc | Stock-Industrials | 0.71% | -0.17% | -0.07% | |
| 27 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.70% | — | +5.27% | |
| 28 | MCK | Mckesson CORP | Stock-Healthcare | 0.70% | — | -4.27% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-Other | 0.70% | — | +5.27% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.05% | -2.83% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | — | — | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.68% | +0.29% | +10.16% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.33% | -3.24% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.66% | — | -0.59% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.66% | — | -2.59% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.12% | +64.39% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | — | -2.00% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.60% | — | +7.30% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.10% | +7.50% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.56% | +2.11% | +24.06% | |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.55% | — | +13.82% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | — | -4.36% | |
| 43 | DIVB | Ishares Core Dividend ETF | ETF-Other | 0.52% | — | +15.26% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | — | +0.17% | |
| 45 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.49% | — | +41.86% | |
| 46 | AON | Aon plc | Stock-Financials | 0.48% | — | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | +0.04% | -0.49% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.47% | — | -5.69% | |
| 49 | GGG | Graco Inc | Stock-Industrials | 0.47% | — | +0.14% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.46% | — | +0.50% |
According to official SEC Form 13F filings, MIdWestOne Financial Group, Inc. reported a total U.S. public equity portfolio value of $900.5M across 286 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MOFG, AAPL, MSFT) accounted for 17.0% of total reported equity market value during Q2 2024.
During Q2 2024, MIdWestOne Financial Group, Inc.'s top holdings by market value included MOFG (17.0%)、AAPL (5.3%)、MSFT (2.5%). The largest single position, MOFG, represented 17.0% of total portfolio value.
In Q2 2024, MIdWestOne Financial Group, Inc. 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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