Midwest Trust Co portfolio
Managed by . 593 reported positions worth $8.0B as of 2026-03-31, filed with the SEC on 2026-05-01. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 31 days old on 2026-05-01, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| MNST | MONSTER BEVERAGE CORP NEW | $7.5M | 103,101 | 0.09% |
| ARM | ARM HOLDINGS PLC | $4.5M | 29,541 | 0.06% |
| SPIB | SPDR SERIES TRUST | $1.3M | 37,275 | 0.02% |
| JPST | J P MORGAN EXCHANGE TRADED F | $963,210 | 19,032 | 0.01% |
| CDE | COEUR MNG INC | $652,595 | 34,768 | 0.01% |
| AZN | ASTRAZENECA PLC | $503,108 | 2,551 | 0.01% |
| NVT | NVENT ELEC PLC | $452,421 | 3,825 | 0.01% |
| VOOG | VANGUARD ADMIRAL FDS INC | $436,228 | 1,070 | 0.01% |
| JMOM | J P MORGAN EXCHANGE TRADED F | $426,945 | 6,286 | 0.01% |
| IGV | ISHARES TR | $376,795 | 4,707 | 0.00% |
| IGIB | ISHARES TR | $371,742 | 6,985 | 0.00% |
| JQUA | J P MORGAN EXCHANGE TRADED F | $344,986 | 5,626 | 0.00% |
| GWW | WW GRAINGER INC | $343,605 | 315 | 0.00% |
| DBEF | DBX ETF TR | $288,941 | 5,849 | 0.00% |
| NTRS | NORTHERN TR CORP | $285,142 | 2,043 | 0.00% |
| WAT | WATERS CORP | $274,274 | 921 | 0.00% |
| JPUS | J P MORGAN EXCHANGE TRADED F | $266,540 | 2,047 | 0.00% |
| BNDX | VANGUARD CHARLOTTE FDS | $261,632 | 5,445 | 0.00% |
| SAMT | ADVISORS INNER CIRCLE FD III | $255,255 | 6,500 | 0.00% |
| NUE | NUCOR CORP | $229,976 | 1,360 | 0.00% |
| P | EVERPURE INC | $221,931 | 3,759 | 0.00% |
| CMS | CMS ENERGY CORP | $219,241 | 2,826 | 0.00% |
| BNO | UNITED STS BRENT OIL FD LP | $215,633 | 4,146 | 0.00% |
| COKE | COCA COLA CONS INC | $215,132 | 1,122 | 0.00% |
| AKRE | PROFESIONALLY MANAGED PORTFO | $213,673 | 4,043 | 0.00% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| DKNG | DRAFTKINGS INC NEW | $3.2M | 91,891 | 0.00% |
| NGDN | NEW GOLD INC CDA | $817,869 | 93,900 | 0.00% |
| Q | QNITY ELECTRONICS INC | $601,924 | 7,372 | 0.00% |
| DELL | DELL TECHNOLOGIES INC | $458,329 | 3,641 | 0.00% |
| VTRS | VIATRIS INC | $378,430 | 30,396 | 0.00% |
| SLVM | SYLVAMO CORP | $319,572 | 6,637 | 0.00% |
| GM | GENERAL MTRS CO | $292,345 | 3,595 | 0.00% |
| FNDA | SCHWAB STRATEGIC TR | $276,595 | 8,778 | 0.00% |
| BABA | ALIBABA GROUP HLDG LTD | $262,965 | 1,794 | 0.00% |
| LULU | LULULEMON ATHLETICA INC | $253,113 | 1,218 | 0.00% |
| GSLC | GOLDMAN SACHS ETF TR | $246,076 | 1,859 | 0.00% |
| TRI4EUR | THOMSON REUTERS CORP | $245,184 | 1,859 | 0.00% |
| EL | LAUDER ESTEE COS INC | $245,150 | 2,341 | 0.00% |
| AVUV | AMERICAN CENTY ETF TR | $241,591 | 2,369 | 0.00% |
| OBDC | BLUE OWL CAPITAL CORPORATION | $239,315 | 19,253 | 0.00% |
| FTRE | FORTREA HLDGS INC | $236,360 | 13,702 | 0.00% |
| ROP | ROPER TECHNOLOGIES INC | $232,803 | 523 | 0.00% |
| SNY | SANOFI SA | $228,925 | 4,724 | 0.00% |
| HOOD | ROBINHOOD MKTS INC | $226,879 | 2,006 | 0.00% |
| KD | KYNDRYL HLDGS INC | $225,441 | 8,488 | 0.00% |
| STPZ | PIMCO ETF TR | $220,006 | 4,100 | 0.00% |
| OMC | OMNICOM GROUP INC | $219,882 | 2,723 | 0.00% |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $214,435 | 2,813 | 0.00% |
| TQQQ | PROSHARES TR | $214,043 | 4,060 | 0.00% |
| VGSH | VANGUARD SCOTTSDALE FDS | $210,136 | 3,578 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $295.1M | 1,027,699 | 3.68% | +2% |
| MSFT | MICROSOFT CORP | $288.5M | 779,476 | 3.60% | +5% |
| GVI | ISHARES TR | $134.6M | 1,261,782 | 1.68% | +7% |
| JPM | JPMORGAN CHASE & CO | $131.9M | 448,341 | 1.64% | +2% |
| EXMOC | EXXON MOBIL CORP | $120.6M | 710,969 | 1.50% | +4% |
| GOOG | ALPHABET INC | $110.3M | 384,549 | 1.38% | +5% |
| VEA | VANGUARD TAX-MANAGED FDS | $104.4M | 1,629,166 | 1.30% | +3% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $93.7M | 195,431 | 1.17% | +5% |
| COST | COSTCO WHOLESALE CORPORATION | $81.4M | 81,663 | 1.01% | +7% |
| META | META PLATFORMS INC | $79.8M | 139,423 | 0.99% | +4% |
| V | VISA INC | $77.4M | 256,177 | 0.97% | +8% |
| ETN | EATON CORP PLC | $74.5M | 208,285 | 0.93% | +2% |
| MCD | MCDONALDS CORP | $70.7M | 227,570 | 0.88% | +3% |
| PG | PROCTER & GAMBLE CO | $69.4M | 480,292 | 0.87% | +8% |
| IEFA | ISHARES TR | $67.7M | 747,893 | 0.84% | +8% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| CPRT | COPART INC | $268,256 | 8,080 | 0.00% | -94% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.3M | 40,654 | 0.02% | -76% |
| NIM | NUVEEN SELECT MAT MUN FD | $109,573 | 11,595 | 0.00% | -70% |
| SPGI | S&P GLOBAL INC | $3.1M | 7,305 | 0.04% | -55% |
| SOLS | SOLSTICE ADVANCED MATLS INC | $201,596 | 2,647 | 0.00% | -51% |
| RWR | SPDR SERIES TRUST | $345,115 | 3,418 | 0.00% | -50% |
| SCHR | SCHWAB STRATEGIC TR | $12.4M | 499,367 | 0.16% | -48% |
| VYM | VANGUARD WHITEHALL FDS | $7.5M | 50,745 | 0.09% | -48% |
| VNQ | VANGUARD INDEX FDS | $33.3M | 375,744 | 0.42% | -40% |
| WEC | WEC ENERGY GROUP INC | $567,273 | 4,900 | 0.01% | -37% |
| LIN | LINDE PLC | $1.0M | 2,098 | 0.01% | -33% |
| BTI | BRITISH AMERN TOB PLC | $383,212 | 6,554 | 0.00% | -31% |
| SCHD | SCHWAB STRATEGIC TR | $14.5M | 473,275 | 0.18% | -31% |
| INTU | INTUIT | $5.9M | 13,628 | 0.07% | -29% |
| BND | VANGUARD BD INDEX FDS | $1.5M | 19,930 | 0.02% | -28% |
Largest 150 of 593 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $367.6M | 1,448,417 | 4.58% | — |
| NVDA | NVIDIA CORPORATION | $306.2M | 1,756,012 | 3.82% | — |
| VO | VANGUARD INDEX FDS | $295.1M | 1,027,699 | 3.68% | — |
| MSFT | MICROSOFT CORP | $288.5M | 779,476 | 3.60% | — |
| GOOGL | ALPHABET INC | $204.8M | 712,225 | 2.55% | — |
| AMZN | AMAZON COM INC | $194.3M | 932,752 | 2.42% | — |
| AVGO | BROADCOM INC | $165.5M | 534,724 | 2.06% | — |
| GVI | ISHARES TR | $134.6M | 1,261,782 | 1.68% | — |
| JPM | JPMORGAN CHASE & CO | $131.9M | 448,341 | 1.64% | — |
| EXMOC | EXXON MOBIL CORP | $120.6M | 710,969 | 1.50% | — |
| CAT | CATERPILLAR INC | $110.4M | 155,806 | 1.38% | — |
| GOOG | ALPHABET INC | $110.3M | 384,549 | 1.38% | — |
| ABBV | ABBVIE INC | $105.5M | 485,280 | 1.32% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $104.4M | 1,629,166 | 1.30% | — |
| WMT | WALMART INC | $101.8M | 819,110 | 1.27% | — |
| DFAS | DIMENSIONAL ETF TRUST | $97.9M | 1,376,605 | 1.22% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $93.7M | 195,431 | 1.17% | — |
| MRK | MERCK & CO INC | $89.9M | 747,618 | 1.12% | — |
| RTX | RTX CORPORATION | $88.5M | 458,723 | 1.10% | — |
| CSCO | CISCO SYS INC | $82.3M | 1,061,238 | 1.03% | — |
| VOO | VANGUARD INDEX FDS | $81.6M | 136,630 | 1.02% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $81.6M | 125,444 | 1.02% | — |
| COST | COSTCO WHOLESALE CORPORATION | $81.4M | 81,663 | 1.01% | — |
| META | META PLATFORMS INC | $79.8M | 139,423 | 0.99% | — |
| V | VISA INC | $77.4M | 256,177 | 0.97% | — |
| ETN | EATON CORP PLC | $74.5M | 208,285 | 0.93% | — |
| MCD | MCDONALDS CORP | $70.7M | 227,570 | 0.88% | — |
| UNP | UNION PAC CORP | $69.7M | 287,224 | 0.87% | — |
| TSLA | TESLA INC | $69.6M | 187,319 | 0.87% | — |
| PG | PROCTER & GAMBLE CO | $69.4M | 480,292 | 0.87% | — |
| IEFA | ISHARES TR | $67.7M | 747,893 | 0.84% | — |
| WMB | WILLIAMS COS INC | $67.1M | 921,399 | 0.84% | — |
| IVV | ISHARES TR | $66.1M | 101,256 | 0.82% | — |
| CB | CHUBB LTD SWITZ | $64.2M | 196,861 | 0.80% | — |
| AVEM | AMERICAN CENTY ETF TR | $61.9M | 767,587 | 0.77% | — |
| CVX | CHEVRON CORPORATION | $61.6M | 297,670 | 0.77% | — |
| HD | HOME DEPOT INC | $60.9M | 185,077 | 0.76% | — |
| LLY | ELI LILLY & CO | $59.9M | 65,139 | 0.75% | — |
| PEP | PEPSICO INC | $59.5M | 382,857 | 0.74% | — |
| COP | CONOCOPHILLIPS | $56.1M | 424,672 | 0.70% | — |
| AMP | AMERIPRISE FINL INC | $55.4M | 124,637 | 0.69% | — |
| PNC | PNC FINL SVCS GROUP INC | $55.3M | 265,803 | 0.69% | — |
| SCHG | SCHWAB STRATEGIC TR | $52.3M | 1,796,078 | 0.65% | — |
| NOC | NORTHROP GRUMMAN CORP | $51.9M | 76,035 | 0.65% | — |
| IWF | ISHARES TR | $51.3M | 120,362 | 0.64% | — |
| HONGBP | HONEYWELL INTL INC | $48.3M | 213,807 | 0.60% | — |
| PM | PHILIP MORRIS INTL INC | $45.7M | 276,193 | 0.57% | — |
| SCHO | SCHWAB STRATEGIC TR | $44.8M | 1,846,314 | 0.56% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $44.3M | 90,151 | 0.55% | — |
| JNJ | JOHNSON & JOHNSON | $40.8M | 166,891 | 0.51% | — |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $39.3M | 63,739 | 0.49% | — |
| BKNG | BOOKING HOLDINGS INC | $37.7M | 8,966 | 0.47% | — |
| NVS | NOVARTIS AG | $37.0M | 242,228 | 0.46% | — |
| CRM | SALESFORCE INC | $35.8M | 191,775 | 0.45% | — |
| ENB | ENBRIDGE INC | $35.5M | 655,395 | 0.44% | — |
| SCHV | SCHWAB STRATEGIC TR | $34.7M | 1,138,230 | 0.43% | — |
| IJH | ISHARES TR | $34.3M | 507,895 | 0.43% | — |
| ECL | ECOLAB INC | $33.7M | 126,729 | 0.42% | — |
| AMAT | APPLIED MATLS INC | $33.6M | 98,343 | 0.42% | — |
| IWD | ISHARES TR | $33.6M | 157,106 | 0.42% | — |
| VNQ | VANGUARD INDEX FDS | $33.3M | 375,744 | 0.42% | — |
| VTI | VANGUARD INDEX FDS | $33.2M | 103,534 | 0.41% | — |
| BIV | VANGUARD BD INDEX FDS | $32.7M | 424,297 | 0.41% | — |
| TEL | TE CONNECTIVITY PLC | $32.1M | 153,745 | 0.40% | — |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $30.4M | 1,261,255 | 0.38% | — |
| VZ | VERIZON COMMUNICATIONS INC | $29.4M | 585,802 | 0.37% | — |
| MS | MORGAN STANLEY | $29.2M | 177,523 | 0.36% | — |
| QCOM | QUALCOMM INC | $29.2M | 226,777 | 0.36% | — |
| ETR | ENTERGY CORP NEW | $29.1M | 258,650 | 0.36% | — |
| BX | BLACKSTONE INC | $28.4M | 246,976 | 0.35% | — |
| DOW | DOW HLDGS INC | $28.0M | 672,901 | 0.35% | — |
| AMGN | AMGEN INC | $27.8M | 78,916 | 0.35% | — |
| ASML | ASML HLDG NV | $27.7M | 20,948 | 0.35% | — |
| LMT | LOCKHEED MARTIN CORP | $27.2M | 45,067 | 0.34% | — |
| EMR | EMERSON ELEC CO | $27.2M | 207,376 | 0.34% | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $26.7M | 471,546 | 0.33% | — |
| HBAN | HUNTINGTON BANCSHARES INC | $26.0M | 1,663,832 | 0.32% | — |
| NEE | NEXTERA ENERGY INC | $25.6M | 275,953 | 0.32% | — |
| TRV | TRAVELERS COMPANIES INC | $25.1M | 86,045 | 0.31% | — |
| IJR | ISHARES TR | $25.0M | 200,793 | 0.31% | — |
| KO | COCA COLA CO | $24.5M | 322,093 | 0.31% | — |
| SCHW | SCHWAB CHARLES CORP | $24.5M | 260,342 | 0.31% | — |
| DHR | DANAHER CORP DEL | $23.8M | 125,465 | 0.30% | — |
| DLR | DIGITAL RLTY TR INC | $23.7M | 131,445 | 0.30% | — |
| TIIV | ETF SER SOLUTIONS | $22.8M | 817,506 | 0.28% | — |
| GLW | CORNING INC | $22.5M | 165,828 | 0.28% | — |
| NFLX | NETFLIX INC. | $22.3M | 232,240 | 0.28% | — |
| DE | DEERE & CO | $22.3M | 39,584 | 0.28% | — |
| WM | WASTE MGMT INC DEL | $22.3M | 96,946 | 0.28% | — |
| CW | CURTISS WRIGHT CORP | $22.1M | 32,378 | 0.28% | — |
| SO | SOUTHERN CO | $21.8M | 226,345 | 0.27% | — |
| MDT | MEDTRONIC PLC | $21.8M | 251,845 | 0.27% | — |
| EFA | ISHARES TR | $21.3M | 219,048 | 0.27% | — |
| ALL | ALLSTATE CORP | $21.2M | 102,379 | 0.26% | — |
| USB | US BANCORP | $20.9M | 401,070 | 0.26% | — |
| AMT | AMERICAN TOWER CORP | $20.7M | 119,749 | 0.26% | — |
| IEMG | ISHARES INC | $20.6M | 295,306 | 0.26% | — |
| XLK | SELECT SECTOR SPDR TR | $20.6M | 154,972 | 0.26% | — |
| IWP | ISHARES TR | $20.4M | 159,564 | 0.25% | — |
| CASY | CASEYS GEN STORES INC | $20.1M | 27,683 | 0.25% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.1M | 371,857 | 0.25% | — |
| LRCX | LAM RESEARCH CORP | $19.9M | 93,222 | 0.25% | — |
| PNW | PINNACLE WEST CAP CORP | $19.8M | 196,849 | 0.25% | — |
| PYPL | PAYPAL HLDGS INC | $19.3M | 427,025 | 0.24% | — |
| SBUX | STARBUCKS CORP | $19.2M | 214,398 | 0.24% | — |
| DGX | QUEST DIAGNOSTICS INC | $18.7M | 95,200 | 0.23% | — |
| PLD | PROLOGIS INC. | $18.4M | 139,250 | 0.23% | — |
| AFL | AFLAC INC | $17.9M | 162,975 | 0.22% | — |
| SLB | SLB LIMITED | $17.4M | 339,511 | 0.22% | — |
| DUK | DUKE ENERGY CORP NEW | $17.4M | 132,749 | 0.22% | — |
| ISRG | INTUITIVE SURGICAL INC | $16.6M | 35,929 | 0.21% | — |
| SDY | SPDR SERIES TRUST | $16.2M | 111,237 | 0.20% | — |
| VUG | VANGUARD INDEX FDS | $16.0M | 36,628 | 0.20% | — |
| RF | REGIONS FINANCIAL CORP NEW | $16.0M | 610,658 | 0.20% | — |
| TGT | TARGET CORP | $15.6M | 129,036 | 0.20% | — |
| TRP | TC ENERGY CORP | $15.4M | 245,413 | 0.19% | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $14.9M | 51,151 | 0.19% | — |
| ADBE | ADOBE INC | $14.8M | 61,071 | 0.19% | — |
| CTAS | CINTAS CORP | $14.6M | 86,332 | 0.18% | — |
| SCHD | SCHWAB STRATEGIC TR | $14.5M | 473,275 | 0.18% | — |
| VTV | VANGUARD INDEX FDS | $14.5M | 73,995 | 0.18% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $14.5M | 184,391 | 0.18% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $14.5M | 59,618 | 0.18% | — |
| PANW | PALO ALTO NETWORKS INC | $14.4M | 89,601 | 0.18% | — |
| CSX | CSX CORP | $14.2M | 346,231 | 0.18% | — |
| ZTS | ZOETIS INC | $14.0M | 118,072 | 0.17% | — |
| LH | LABCORP HOLDINGS INC | $13.9M | 52,178 | 0.17% | — |
| IAU | ISHARES GOLD TR | $13.7M | 155,781 | 0.17% | — |
| FITB | FIFTH THIRD BANCORP | $13.5M | 290,369 | 0.17% | — |
| ACN | ACCENTURE PLC IRELAND | $13.4M | 67,548 | 0.17% | — |
| TFC | TRUIST FINL CORP | $13.3M | 289,829 | 0.17% | — |
| CHD | CHURCH & DWIGHT CO INC | $13.2M | 141,281 | 0.16% | — |
| KKR | KKR & CO INC | $13.1M | 141,805 | 0.16% | — |
| SYK | STRYKER CORPORATION | $12.8M | 39,027 | 0.16% | — |
| DIS | DISNEY WALT CO | $12.7M | 131,970 | 0.16% | — |
| AEP | AMERICAN ELEC PWR CO INC | $12.6M | 96,251 | 0.16% | — |
| SCHR | SCHWAB STRATEGIC TR | $12.4M | 499,367 | 0.16% | — |
| QQQ | INVESCO QQQ TR | $12.3M | 21,339 | 0.15% | — |
| PRU | PRUDENTIAL FINL INC | $12.2M | 124,442 | 0.15% | — |
| VOT | VANGUARD INDEX FDS | $12.0M | 46,473 | 0.15% | — |
| SON | SONOCO PRODS CO | $11.9M | 219,379 | 0.15% | — |
| APH | AMPHENOL CORP | $11.4M | 90,388 | 0.14% | — |
| FTV | FORTIVE CORP | $11.2M | 202,294 | 0.14% | — |
| UNH | UNITEDHEALTH GROUP INC | $11.1M | 41,014 | 0.14% | — |
| DFEM | DIMENSIONAL ETF TRUST | $10.7M | 311,106 | 0.13% | — |
| MGA | MAGNA INTL INC | $10.7M | 192,226 | 0.13% | — |
| VOE | VANGUARD INDEX FDS | $10.6M | 57,682 | 0.13% | — |
| AVY | AVERY DENNISON CORP | $10.6M | 61,280 | 0.13% | — |
| UPS | UNITED PARCEL SVCS INC | $10.6M | 107,496 | 0.13% | — |
| LKQ | LKQ CORP | $10.4M | 354,082 | 0.13% | — |
This table is the 150 largest positions by value, out of 593 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by Midwest Trust Co (CIK 2077080, accession 0002077080-26-000009). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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