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CIK: 0001173227
Total reported value
$279.7M
$279.7M
422 檔
61.5%
During the Q2 2026 filing period, Southern Michigan Bank & Trust (CIK: 0001173227) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $279.7M across 422 reported positions.
Southern Michigan Bank & Trust executed strategic sector rebalancing during Q2 2026, establishing 16 new positions while fully exiting 15 holdings and trimming 55 positions.
Showing top 200 holdings (of 422 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 18.69% | +1.72% | +0.69% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 12.62% | -0.08% | +1.81% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 11.83% | -0.44% | +0.02% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-Other | 10.63% | -0.15% | +0.17% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.39% | -0.09% | +302.31% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.61% | +0.01% | +0.35% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.51% | +0.35% | +3.36% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.42% | +0.32% | -0.29% | |
| 9 | ✓ | Armstrong Global Holding Inc. Series A | Stock-Other | 1.70% | +0.01% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.63% | -0.09% | -4.44% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.25% | -0.46% | +42.33% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.03% | -0.96% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.92% | -0.06% | -2.09% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.88% | -0.02% | +323.21% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | +0.03% | -0.96% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | +0.24% | +1.87% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | -0.05% | -0.36% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.59% | +0.01% | +10.82% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.01% | -1.21% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | -0.03% | +4.48% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | +0.01% | -0.46% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.03% | -4.88% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | +0.15% | +6.72% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | -0.06% | -0.80% | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 0.37% | -0.05% | -0.21% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.02% | -1.60% | |
| 27 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.36% | -0.01% | -0.15% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.36% | +0.01% | +7.28% | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.36% | -0.15% | +166.11% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | -0.04% | -3.66% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.33% | — | -2.20% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.07% | -2.80% | |
| 33 | SO | Southern Co/the | Stock-Utilities | 0.33% | -0.05% | -0.47% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.31% | -0.07% | — | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.31% | -0.02% | — | |
| 36 | GD | General Dynamics CORP | Stock-Industrials | 0.30% | -0.02% | -0.42% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.29% | -0.08% | +7.10% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | +0.01% | +18.96% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | — | -31.33% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.27% | -0.06% | +6.90% | |
| 41 | CIEN | Ciena CORP | Stock-Tech | 0.26% | -0.07% | — | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.26% | +0.01% | -4.05% | |
| 43 | MO | Altria Group Inc | Stock-Consumer Staples | 0.24% | -0.04% | +25.18% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.01% | — | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.21% | -0.05% | +81.05% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.20% | -0.01% | -28.42% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.19% | -0.01% | -52.17% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.19% | +0.01% | -2.93% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.18% | -0.01% | -38.96% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.18% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +1.5% | +0.69% | Add |
| 2 | SCHV | Schwab US Large-cap Value | +0.9% | +1.81% | Add |
| 3 | CAT | Caterpillar Inc | +0.6% | +42.33% | Add |
| 4 | VO | Vanguard Mid-cap ETF | +0.3% | +302.31% | Add |
| 5 | MU | Micron Technology Inc | +0.3% | +7.28% | Add |
| 6 | NVDA | Nvidia CORP | +0.2% | +3.36% | Add |
| 7 | DE | Deere & Co | +0.2% | +166.11% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.44% | Trim |
| 9 | AMAT | Applied Materials Inc | +0.2% | +7.10% | Add |
| 10 | LRCX | Lam Research CORP | +0.1% | +6.90% | Add |
| 11 | AAPL | Apple Inc | +0.1% | -0.29% | Trim |
| 12 | ADM | Archer-daniels-midland Co | +0.1% | +1200.00% | Add |
| 13 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +50000.00% | Add |
| 14 | IWF | Ishares Russell 1000 Growth | +0.1% | +323.21% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -0.80% | Trim |
| 16 | BTI | British American Tob-sp Adr | +0.1% | NEW | New buy |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +81.05% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -0.36% | Trim |
| 19 | IWD | Ishares Russell 1000 Value E | +0.1% | +10.82% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +4.48% | Add |
| 21 | ✓ | +0.1% | NEW | New buy | |
| 22 | INTC | Intel CORP | +0.1% | +21.52% | Add |
| 23 | ✓ | +0.1% | NEW | New buy | |
| 24 | AMZN | Amazon.com Inc | +0.1% | -0.96% | Trim |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +18.96% | Add |
| 26 | MO | Altria Group Inc | +0.1% | +25.18% | Add |
| 27 | GLW | Corning Inc | +0.1% | -2.25% | Trim |
| 28 | ABBV | Abbvie Inc | 0% | -0.96% | Trim |
| 29 | CIEN | Ciena CORP | 0% | — | Unchanged |
| 30 | QCOM | Qualcomm Inc | 0% | -0.38% | Trim |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +47.38% | Add |
| 32 | KLAC | Kla CORP | 0% | +900.00% | Add |
| 33 | BHP | Bhp Group Ltd-spon Adr | 0% | +540.54% | Add |
| 34 | CRWV | Coreweave Inc-cl A | 0% | +354.95% | Add |
| 35 | ✓ | 0% | NEW | New buy | |
| 36 | V | Visa Inc-class A Shares | 0% | -1.21% | Trim |
| 37 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 38 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 39 | CVS | Cvs Health CORP | 0% | -3.50% | Trim |
| 40 | DFAX | Dimensional World Ex US Core | 0% | NEW | New buy |
| 41 | FTNT | Fortinet Inc | 0% | — | Unchanged |
| 42 | HUM | Humana Inc | 0% | — | Unchanged |
| 43 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 44 | WSM | Williams-sonoma Inc | 0% | — | Unchanged |
| 45 | TSLA | Tesla Inc | 0% | +16.28% | Add |
| 46 | CNI | Canadian Natl Railway Co | 0% | -2.81% | Trim |
| 47 | CPRX | Catalyst Pharmaceuticals Inc | 0% | — | Unchanged |
| 48 | GE | General Electric | 0% | +1.52% | Add |
| 49 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 50 | IBM | Intl Business Machines CORP | 0% | +6.85% | Add |
According to official SEC Form 13F filings, Southern Michigan Bank & Trust reported a total U.S. public equity portfolio value of $279.7M across 422 disclosed positions in Q2 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, SCHV, BIV) accounted for 61.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
BTI
市值: $315.0K
Top Position Liquidated / Trimmed
HON
前期市值: $426.1K
During Q2 2026, Southern Michigan Bank & Trust's top holdings by market value included SCHG (18.7%)、SCHV (12.6%)、BIV (11.8%). The largest single position, SCHG, represented 18.7% of total portfolio value.
In Q2 2026, Southern Michigan Bank & Trust made 132 total portfolio adjustments, initiating 16 new buys, adding to 46 positions, trimming 55 holdings, and fully liquidating 15 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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