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CIK: 0001412665
Total reported value
$900.5M
$900.5M
302 檔
26.3%
The Q3 2025 SEC filing reveals that MIdWestOne Financial Group, Inc. held a total portfolio value of $900.5M, covering 302 public equity positions.
MIdWestOne Financial Group, Inc. executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 5 holdings and trimming 18 positions.
Showing top 200 holdings (of 302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOFG | Midwestone Financial Group I | Stock-Other | 13.94% | +3.40% | -0.03% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.09% | -0.19% | -0.33% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.07% | -0.16% | +1.94% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.82% | -0.25% | -5.72% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.87% | -0.12% | -2.54% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.76% | -0.09% | +0.20% | |
| 7 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.32% | -0.57% | +12.27% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.32% | -0.03% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.89% | +0.21% | +4.22% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.87% | -0.25% | +16.23% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.54% | +0.27% | +12.48% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.29% | +0.29% | +12.20% | |
| 13 | MU | Micron Technology Inc | Stock-Tech | 1.26% | — | -7.22% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | — | +0.25% | |
| 15 | UTEN | F/m US Treasury 10 Year Note | ETF-Gov Bonds | 0.89% | -0.77% | +10.14% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.89% | — | -5.26% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | — | -2.01% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | — | +3.82% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.83% | -0.33% | -3.64% | |
| 20 | UMBF | Umb Financial CORP | Stock-Financials | 0.81% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.08% | +4.10% | |
| 22 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.72% | — | +4.80% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | — | -3.94% | |
| 24 | URI | United Rentals Inc | Stock-Industrials | 0.68% | -0.17% | — | |
| 25 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.65% | — | -0.10% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | — | +0.33% | |
| 27 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 0.63% | — | +13.13% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | — | -0.86% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.02% | +8.90% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.59% | +2.11% | +4.60% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | — | -3.97% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.18% | -0.81% | |
| 33 | GPN | Global Payments Inc | Stock-Industrials | 0.59% | -0.33% | +32.44% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.59% | — | +2.53% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.57% | -0.15% | +5.32% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.54% | — | +8.03% | |
| 37 | BG | Bunge Global SA | Stock-Consumer Staples | 0.53% | — | +11.61% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | — | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.52% | — | -0.14% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | — | +0.15% | |
| 41 | DIVB | Ishares Core Dividend ETF | ETF-Other | 0.50% | — | +5.05% | |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.49% | — | — | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | — | +19.37% | |
| 44 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.49% | — | -9.91% | |
| 45 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.48% | +0.10% | +741.89% | |
| 46 | SIG | Signet Jewelers Limited | Stock-Consumer Disc | 0.47% | -0.17% | -13.22% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.47% | +0.05% | +6.43% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.46% | +0.04% | +0.25% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.05% | -7.65% | |
| 50 | SMB | Vaneck Short Muni ETF | ETF-Other | 0.45% | — | +5.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.4% | -7.22% | Trim |
| 2 | VONG | Vanguard Russell 1000 Growth | +0.3% | -5.72% | Trim |
| 3 | AVGO | Broadcom Inc | +0.3% | -2.01% | Trim |
| 4 | ORCL | Oracle CORP | +0.3% | -3.64% | Trim |
| 5 | MSFT | Microsoft CORP | +0.3% | -0.03% | Trim |
| 6 | JAZZ | Jazz Pharmaceuticals plc | +0.3% | +13.13% | Add |
| 7 | UTHR | United Therapeutics CORP | +0.3% | +741.89% | Add |
| 8 | MLN | Vaneck Long Muni ETF | +0.3% | +4.80% | Add |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +0.20% | Add |
| 10 | GPN | Global Payments Inc | +0.2% | +32.44% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +4.10% | Add |
| 12 | ET | Energy Transfer LP | +0.2% | +41.86% | Add |
| 13 | URI | United Rentals Inc | +0.2% | — | Trim |
| 14 | WAL | Western Alliance Bancorp | +0.2% | +42.41% | Add |
| 15 | DELL | Dell Technologies -c | +0.2% | +11.59% | Add |
| 16 | MUB | Ishares National Muni Bond E | +0.1% | +4.60% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | +13.44% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +3.82% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +0.25% | Add |
| 20 | UAL | United Airlines Holdings Inc | +0.1% | -0.10% | Add |
| 21 | NRG | Nrg Energy Inc | +0.1% | +58.06% | Trim |
| 22 | BG | Bunge Global SA | +0.1% | +11.61% | Add |
| 23 | CAT | Caterpillar Inc | +0.1% | +0.25% | Add |
| 24 | AGG | Ishares Core U.s. Aggregate | 0% | +16.23% | Add |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -2.54% | Trim |
| 26 | AAPL | Apple Inc | -0.1% | -0.33% | Trim |
| 27 | ACGL | Arch Capital Group Ltd. | -0.2% | -82.82% | Trim |
| 28 | DOC | Healthpeak Properties Inc | -0.2% | -79.72% | Trim |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -1.32% | Trim |
| 30 | SCHV | Schwab US Large-cap Value | -0.3% | +1.94% | Add |
| 31 | JEPI | Jpmorgan Equity Premium Inco | -0.3% | +5.32% | Trim |
| 32 | DE | Deere & Co | -0.4% | -50.80% | Trim |
| 33 | STZ | Constellation Brands Inc-a | -0.4% | — | Trim |
| 34 | AES | Aes CORP | -0.4% | — | Trim |
| 35 | VCLT | Vanguard Long-term CORP Bond | -0.9% | +12.27% | Trim |
| 36 | MOFG | Midwestone Financial Group I | -3.1% | -0.03% | Trim |
| 37 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | — | NEW | New buy |
| 39 | UTEN | F/m US Treasury 10 Year Note | — | NEW | New buy |
| 40 | VGLT | Vanguard Long-term Treasury | — | EXIT | Sold out |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | NEW | New buy |
| 42 | DAR | Darling Ingredients Inc | — | NEW | New buy |
| 43 | FEZ | State Street Spdr Euro Stoxx | — | NEW | New buy |
| 44 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 45 | SMMD | Ishares Russell 2500 ETF | — | EXIT | Sold out |
| 46 | EWBC | East West Bancorp Inc | — | EXIT | Sold out |
| 47 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 48 | CQQQ | Invesco China Technology ETF | — | NEW | New buy |
| 49 | VICI | Vici Properties Inc | — | EXIT | Sold out |
| 50 | CVE | Cenovus Energy Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, MIdWestOne Financial Group, Inc. reported a total U.S. public equity portfolio value of $900.5M across 302 disclosed positions in Q3 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, AAPL, SCHV) accounted for 26.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCHB
市值: $15.5M
Top Position Liquidated / Trimmed
VGLT
前期市值: $4.6M
During Q3 2025, MIdWestOne Financial Group, Inc.'s top holdings by market value included MOFG (13.9%)、AAPL (4.1%)、SCHV (4.1%). The largest single position, MOFG, represented 13.9% of total portfolio value.
In Q3 2025, MIdWestOne Financial Group, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 18 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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