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CIK: 0001412665
Total reported value
$900.5M
$900.5M
296 檔
25.3%
In Q2 2025, MIdWestOne Financial Group, Inc.'s U.S. equity holdings reached a combined market value of $900.5M, distributed across 296 disclosed stock positions.
During Q2 2025, 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 296 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOFG | Midwestone Financial Group I | Stock-Other | 15.16% | +3.40% | -0.06% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.05% | -0.16% | -1.72% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.93% | -0.25% | +4.93% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.53% | -0.19% | -0.49% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.92% | -0.12% | +0.49% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.82% | -0.09% | +10.95% | |
| 7 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.16% | -0.57% | -26.27% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.32% | -1.28% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.80% | +0.21% | — | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.70% | -0.25% | +0.23% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.45% | +0.27% | — | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.22% | +0.29% | -10.99% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | — | +0.01% | |
| 14 | MU | Micron Technology Inc | Stock-Tech | 1.07% | — | +0.82% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | — | +3.24% | |
| 16 | UTEN | F/m US Treasury 10 Year Note | ETF-Gov Bonds | 0.86% | -0.77% | — | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | — | -2.80% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | — | +10.56% | |
| 19 | UMBF | Umb Financial CORP | Stock-Financials | 0.77% | — | — | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | — | +0.05% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.72% | -0.33% | -0.14% | |
| 22 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.71% | — | +74.92% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | — | -1.71% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.18% | +1.34% | |
| 25 | DE | Deere & Co | Stock-Industrials | 0.64% | — | -0.18% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | — | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.02% | +3.02% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.60% | +2.11% | +47.46% | |
| 29 | SGRY | Surgery Partners Inc | Stock-Other | 0.59% | -0.42% | EXIT | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.58% | -0.15% | -29.76% | |
| 31 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.58% | — | +0.23% | |
| 32 | URI | United Rentals Inc | Stock-Industrials | 0.58% | -0.17% | -0.17% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.57% | — | +3.45% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.08% | -1.40% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.57% | — | -0.11% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | — | +17.94% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | — | -0.60% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.53% | — | +1.96% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | -0.62% | |
| 40 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.50% | -0.10% | EXIT | |
| 41 | BG | Bunge Global SA | Stock-Consumer Staples | 0.50% | — | +21.49% | |
| 42 | DIVB | Ishares Core Dividend ETF | ETF-Other | 0.49% | — | +0.23% | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.49% | — | — | |
| 44 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.49% | — | -11.36% | |
| 45 | SIG | Signet Jewelers Limited | Stock-Consumer Disc | 0.48% | -0.17% | -26.68% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | — | -0.93% | |
| 47 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 0.48% | — | +69.19% | |
| 48 | MCK | Mckesson CORP | Stock-Healthcare | 0.46% | — | -16.08% | |
| 49 | GPN | Global Payments Inc | Stock-Industrials | 0.46% | -0.33% | +58.89% | |
| 50 | SMB | Vaneck Short Muni ETF | ETF-Other | 0.46% | — | +19.39% |
According to official SEC Form 13F filings, MIdWestOne Financial Group, Inc. reported a total U.S. public equity portfolio value of $900.5M across 296 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MOFG, SCHV, VONG) accounted for 25.3% of total reported equity market value during Q2 2025.
During Q2 2025, MIdWestOne Financial Group, Inc.'s top holdings by market value included MOFG (15.2%)、SCHV (4.0%)、VONG (3.9%). The largest single position, MOFG, represented 15.2% of total portfolio value.
In Q2 2025, 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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