EdgeMarket › What Midwestone Financial Group, Inc. reported owning
What Midwestone Financial Group, Inc. reported owning
As filed on Form 13F for the quarter ending 2025-12-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
900.5MPositions
305Quarter
2025-12-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 598511103 | 156.1M | 17.3% | 4.1M | — | — |
| SCHV Schwab U.S. Large-Cap Value ETF | 35.2M | 3.9% | 1.2M | 34.94 | +22.7% |
| AAPL Apple Inc. | 35.1M | 3.9% | 129.0K | 309.35 | +36.9% |
| VONG Vanguard Russell 1000 Growth ETF | 32.1M | 3.6% | 264.1K | 125.99 | +11.3% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 24.8M | 2.8% | 309.1K | 90.13 | +20.1% |
| MUB iShares National Muni Bond ETF | 24.3M | 2.7% | 227.1K | 105.34 | +1.2% |
| IEFA iShares Core MSCI EAFE ETF | 24.0M | 2.7% | 268.3K | 100.85 | +16.8% |
| SCHB Schwab U.S. Broad Market ETF | 18.9M | 2.1% | 720.6K | 29.61 | +20.4% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 16.3M | 1.8% | 631.3K | 25.09 | -1.8% |
| VCLT Vanguard Long-Term Corporate Bond ETF | 15.8M | 1.8% | 208.2K | 71.72 | -5.4% |
| AGG iShares Core U.S. Aggregate Bond ETF | 14.6M | 1.6% | 145.8K | 97.35 | -1.7% |
| MSFT MICROSOFT CORP | 14.3M | 1.6% | 29.5K | 483.24 | -4.4% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 14.2M | 1.6% | 178.4K | 78.59 | -1.3% |
| MU MICRON TECHNOLOGY INC | 10.5M | 1.2% | 36.9K | 966.78 | +724.8% |
| JPM JPMORGAN CHASE & CO | 9.6M | 1.1% | 29.9K | 351.58 | +20.3% |
| GOOG Alphabet Inc. | 7.6M | 0.8% | 24.1K | 341.75 | +70.7% |
| ABBV AbbVie Inc. | 7.2M | 0.8% | 31.4K | 264.96 | +26.7% |
| LLY ELI LILLY & Co | 6.9M | 0.8% | 6.4K | 1,255.40 | +78.0% |
| META Meta Platforms, Inc. | 6.6M | 0.7% | 10.0K | 549.90 | -26.5% |
| AVGO Broadcom Inc. | 6.6M | 0.7% | 19.0K | 368.45 | +26.5% |
| MLN VanEck Long Muni ETF | 6.5M | 0.7% | 369.2K | 17.32 | +3.3% |
| UMBF UMB FINANCIAL CORP | 6.4M | 0.7% | 56.0K | 145.14 | +25.4% |
| UAL United Airlines Holdings, Inc. | 5.7M | 0.6% | 51.3K | 113.17 | +13.4% |
| AMZN AMAZON COM INC | 5.7M | 0.6% | 24.5K | 258.63 | +15.6% |
| unmapped CUSIP 084670702 | 5.6M | 0.6% | 11.1K | — | — |
| JAZZ Jazz Pharmaceuticals plc | 5.6M | 0.6% | 32.9K | 254.28 | +113.6% |
| VUSB Vanguard Ultra-Short Bond ETF | 5.4M | 0.6% | 107.4K | 49.75 | -0.2% |
| JNJ JOHNSON & JOHNSON | 5.3M | 0.6% | 25.8K | 270.24 | +51.1% |
| SPY SPDR S&P 500 ETF TRUST | 5.3M | 0.6% | 7.8K | 765.72 | +20.0% |
| UTHR UNITED THERAPEUTICS Corp | 5.2M | 0.6% | 10.7K | 513.12 | +67.4% |
| ABT ABBOTT LABORATORIES | 4.8M | 0.5% | 38.6K | 116.64 | -11.9% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.7M | 0.5% | 56.7K | 81.05 | -2.5% |
| XLU State Street Utilities Select Sector SPDR ETF | 4.7M | 0.5% | 110.5K | 42.77 | -0.7% |
| SPDW State Street SPDR Portfolio Developed World ex | 4.7M | 0.5% | 105.6K | 52.02 | +24.4% |
| URI UNITED RENTALS, INC. | 4.6M | 0.5% | 5.6K | 1,098.51 | +21.8% |
| CAT CATERPILLAR INC | 4.5M | 0.5% | 7.9K | 827.90 | +96.8% |
| ORCL ORACLE CORP | 4.5M | 0.5% | 23.1K | 146.47 | -37.7% |
| GOOGL Alphabet Inc. | 4.5M | 0.5% | 14.3K | 344.82 | +73.0% |
| IVV iShares Core S&P 500 ETF | 4.4M | 0.5% | 6.5K | 769.31 | +20.0% |
| FRMI Fermi Inc. | 4.4M | 0.5% | 545.5K | 5.92 | — |
| FNDF Schwab Fundamental International Equity ETF | 4.3M | 0.5% | 94.7K | 55.84 | +32.1% |
| VO Vanguard Morningstar Mid-Cap ETF | 4.3M | 0.5% | 14.7K | 82.97 | +15.9% |
| DIVB iShares Core Dividend ETF | 4.1M | 0.5% | 76.3K | 68.94 | +34.2% |
| BG Bunge Global SA | 4.0M | 0.4% | 45.1K | 113.11 | +37.3% |
| XOM ExxonMobil Holdings Corp | 4.0M | 0.4% | 33.2K | 165.11 | +52.1% |
| LDOS Leidos Holdings, Inc. | 4.0M | 0.4% | 21.9K | 141.39 | -21.5% |
| WAL WESTERN ALLIANCE BANCORPORATION | 3.9M | 0.4% | 46.8K | 79.67 | -3.4% |
| MCK MCKESSON CORP | 3.9M | 0.4% | 4.7K | 858.90 | +22.2% |
| T AT&T INC. | 3.9M | 0.4% | 155.5K | 25.29 | -13.6% |
| JEPI JPMorgan Equity Premium Income ETF | 3.8M | 0.4% | 66.7K | 57.92 | +1.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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