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CIK: 0001412665
Total reported value
$900.5M
$900.5M
280 檔
25.3%
During the Q1 2025 filing period, MIdWestOne Financial Group, Inc. (CIK: 0001412665) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $900.5M across 280 reported positions.
In Q1 2025, MIdWestOne Financial Group, Inc. displayed an active expansion posture, initiating 20 new positions and adding to 18 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOFG | Midwestone Financial Group I | Stock-Other | 17.07% | +3.40% | -0.82% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.33% | -0.16% | +1.83% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.21% | -0.19% | -2.48% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.48% | -0.25% | +1.81% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.21% | -0.57% | +0.28% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.88% | -0.12% | +0.97% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.52% | -0.09% | -0.84% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.85% | -0.25% | +0.21% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.63% | -0.32% | -0.80% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.49% | +0.29% | +0.38% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | — | -0.14% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.02% | — | -6.08% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.90% | -0.15% | -3.66% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | — | +4.28% | |
| 15 | MU | Micron Technology Inc | Stock-Tech | 0.82% | — | +25.41% | |
| 16 | UMBF | Umb Financial CORP | Stock-Financials | 0.81% | — | — | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | — | -1.05% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.18% | -0.43% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | — | -5.52% | |
| 20 | DE | Deere & Co | Stock-Industrials | 0.65% | — | +0.35% | |
| 21 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.65% | — | +0.46% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | — | -1.60% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | — | — | |
| 24 | T | At&t Inc | Stock-Comm Services | 0.61% | — | -28.54% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.58% | — | +5.62% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | — | -26.16% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.56% | — | +0.66% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.08% | +1.86% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.56% | — | +0.01% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.55% | -0.13% | +32.37% | |
| 31 | MCK | Mckesson CORP | Stock-Healthcare | 0.55% | — | -26.69% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.02% | -2.31% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | — | +1.36% | |
| 34 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.54% | — | +14.00% | |
| 35 | SIG | Signet Jewelers Limited | Stock-Consumer Disc | 0.53% | -0.17% | +161.47% | |
| 36 | URI | United Rentals Inc | Stock-Industrials | 0.52% | -0.17% | -1.14% | |
| 37 | DIVB | Ishares Core Dividend ETF | ETF-Other | 0.52% | — | +11.39% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | — | |
| 39 | AON | Aon plc | Stock-Financials | 0.52% | — | — | |
| 40 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.51% | — | +35.38% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | — | -20.71% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.33% | +1.08% | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.49% | — | +8.60% | |
| 44 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.46% | — | -0.24% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | — | +0.23% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | +2.11% | -0.19% | |
| 47 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.44% | — | +25.43% | |
| 48 | AES | Aes CORP | Stock-Utilities | 0.44% | — | +390.31% | |
| 49 | LNT | Alliant Energy CORP | Stock-Utilities | 0.44% | — | -1.46% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.10% | +0.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHV | Schwab US Large-cap Value | +4% | +1.83% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +1.7% | +0.21% | Add |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +1% | +0.38% | Add |
| 4 | JEPI | Jpmorgan Equity Premium Inco | +0.9% | -3.66% | Add |
| 5 | LLY | Eli Lilly & Co | +0.5% | -0.43% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +4.28% | Add |
| 7 | LDOS | Leidos Holdings Inc | +0.4% | +35.38% | Add |
| 8 | DIVO | Amplify Cwp Enhan Divid ETF | +0.4% | -22.94% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | — | Add |
| 10 | IEMG | Ishares Core Msci Emerging | +0.3% | -8.10% | Add |
| 11 | LNT | Alliant Energy CORP | +0.3% | -1.46% | Add |
| 12 | PFF | Ishares Preferred & Income S | +0.3% | -23.34% | Add |
| 13 | VO | Vanguard Mid-cap ETF | +0.2% | — | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.2% | — | Add |
| 15 | XOM | Exxon Mobil CORP | +0.2% | -1.60% | Add |
| 16 | MU | Micron Technology Inc | +0.2% | +25.41% | Add |
| 17 | STZ | Constellation Brands Inc-a | +0.2% | +25.43% | Add |
| 18 | AAPL | Apple Inc | 0% | -2.48% | Add |
| 19 | ABBV | Abbvie Inc | 0% | -6.08% | Trim |
| 20 | JPM | Jpmorgan Chase & Co | -0.3% | -0.14% | Trim |
| 21 | TGT | Target CORP | -0.5% | -0.45% | Trim |
| 22 | MSFT | Microsoft CORP | -0.5% | -0.80% | Trim |
| 23 | DIS | Walt Disney Co/the | -0.6% | +0.94% | Trim |
| 24 | CVS | Cvs Health CORP | -0.7% | — | Trim |
| 25 | MOFG | Midwestone Financial Group I | -13.1% | -0.82% | Trim |
| 26 | VONG | Vanguard Russell 1000 Growth | — | NEW | New buy |
| 27 | VCLT | Vanguard Long-term CORP Bond | — | NEW | New buy |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 29 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 30 | HTLFEUR | Heartland Financial USA Inc | — | EXIT | Sold out |
| 31 | UMBF | Umb Financial CORP | — | NEW | New buy |
| 32 | FLXS | Flexsteel Inds | — | EXIT | Sold out |
| 33 | VGLT | Vanguard Long-term Treasury | — | NEW | New buy |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | New buy |
| 36 | UAL | United Airlines Holdings Inc | — | NEW | New buy |
| 37 | SIG | Signet Jewelers Limited | — | NEW | New buy |
| 38 | DIVB | Ishares Core Dividend ETF | — | NEW | New buy |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | — | NEW | New buy |
| 40 | AES | Aes CORP | — | NEW | New buy |
| 41 | BG | Bunge Global SA | — | NEW | New buy |
| 42 | SGRY | Surgery Partners Inc | — | NEW | New buy |
| 43 | JAZZ | Jazz Pharmaceuticals plc | — | NEW | New buy |
| 44 | WRB | Wr Berkley CORP | — | EXIT | Sold out |
| 45 | DG | Dollar General CORP | — | EXIT | Sold out |
| 46 | BCS | Barclays Plc-spons Adr | — | NEW | New buy |
| 47 | DOC | Healthpeak Properties Inc | — | NEW | New buy |
| 48 | JPLD | Jpmorgan LTD Duration ETF | — | NEW | New buy |
| 49 | OTEX | Open Text CORP | — | EXIT | Sold out |
| 50 | VALE | Vale Sa-sp Adr | — | NEW | New buy |
According to official SEC Form 13F filings, MIdWestOne Financial Group, Inc. reported a total U.S. public equity portfolio value of $900.5M across 280 disclosed positions in Q1 2025.
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 MOFG, SCHV, AAPL) accounted for 25.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VONG
市值: $24.5M
Top Position Liquidated / Trimmed
HTLFEUR
前期市值: $6.2M
During Q1 2025, MIdWestOne Financial Group, Inc.'s top holdings by market value included MOFG (17.1%)、SCHV (4.3%)、AAPL (4.2%). The largest single position, MOFG, represented 17.1% of total portfolio value.
In Q1 2025, MIdWestOne Financial Group, Inc. made 50 total portfolio adjustments, initiating 20 new buys, adding to 18 positions, trimming 7 holdings, and fully liquidating 5 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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