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CIK: 0001173227
Total reported value
$281.3M
$281.3M
424 檔
56.0%
As reported in its official Q1 2026 Form 13F filing, Southern Michigan Bank & Trust's tracked investment portfolio stood at $281.3M with 424 total positions.
During Q1 2026, Southern Michigan Bank & Trust's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 424 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 17.24% | +1.45% | — | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 12.85% | -1.02% | — | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-Other | 11.72% | +0.90% | — | |
| 4 | GVI | Ishares Intermediate Governm | ETF-Other | 11.52% | -0.89% | — | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.07% | +0.32% | — | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.89% | -0.28% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.29% | +0.13% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.28% | +0.23% | — | |
| 9 | ✓ | Armstrong Global Holding Inc. Series A | Stock-Other | 1.84% | -0.14% | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | -1.50% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | +0.15% | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.05% | — | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.97% | -0.05% | — | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | +0.04% | — | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.77% | +0.11% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.03% | — | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 0.63% | +0.62% | — | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.10% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.08% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.03% | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.02% | — | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.51% | +0.08% | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.01% | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | +0.08% | — | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.10% | — | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.42% | -0.05% | — | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.40% | -0.21% | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.03% | — | |
| 29 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.36% | — | — | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | -0.03% | — | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.36% | -0.03% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.01% | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.33% | -0.06% | — | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.33% | -0.07% | — | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.32% | -0.14% | — | |
| 36 | GD | General Dynamics CORP | Stock-Industrials | 0.32% | -0.02% | — | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.30% | +0.01% | — | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | +0.02% | — | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.29% | +0.11% | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | -0.23% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.04% | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.07% | — | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.25% | -0.05% | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.05% | — | |
| 45 | CIEN | Ciena CORP | Stock-Tech | 0.22% | +0.04% | — | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.20% | -0.07% | — | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.19% | +0.05% | — | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.19% | — | — | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.18% | -0.04% | — | |
| 50 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.17% | -0.05% | — |
According to official SEC Form 13F filings, Southern Michigan Bank & Trust reported a total U.S. public equity portfolio value of $281.3M across 424 disclosed positions in Q1 2026.
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 SCHG, BIV, SCHV) accounted for 56.0% of total reported equity market value during Q1 2026.
During Q1 2026, Southern Michigan Bank & Trust's top holdings by market value included SCHG (17.2%)、BIV (12.8%)、SCHV (11.7%). The largest single position, SCHG, represented 17.2% of total portfolio value.
In Q1 2026, Southern Michigan Bank & Trust 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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