EdgeMarket › What Midwest Trust Co reported owning
What Midwest Trust Co reported owning
As filed on Form 13F for the quarter ending 2026-03-31, 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
8.0BPositions
593Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 367.6M | 4.6% | 1.4M | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 306.2M | 3.8% | 1.8M | 214.72 | +22.4% |
| VO Vanguard Morningstar Mid-Cap ETF | 295.1M | 3.7% | 1.0M | 82.97 | +15.9% |
| MSFT MICROSOFT CORP | 288.5M | 3.6% | 779.5K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 204.8M | 2.6% | 712.2K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 194.3M | 2.4% | 932.8K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 165.5M | 2.1% | 534.7K | 368.45 | +26.5% |
| GVI iShares Intermediate Government/Credit Bond ET | 134.6M | 1.7% | 1.3M | 105.29 | -1.4% |
| JPM JPMORGAN CHASE & CO | 131.9M | 1.6% | 448.3K | 351.58 | +20.3% |
| XOM ExxonMobil Holdings Corp | 120.6M | 1.5% | 711.0K | 165.11 | +52.1% |
| CAT CATERPILLAR INC | 110.4M | 1.4% | 155.8K | 827.90 | +96.8% |
| GOOG Alphabet Inc. | 110.3M | 1.4% | 384.5K | 341.75 | +70.7% |
| ABBV AbbVie Inc. | 105.5M | 1.3% | 485.3K | 264.96 | +26.7% |
| VEA Vanguard FTSE Developed Markets ETF | 104.4M | 1.3% | 1.6M | 73.42 | +24.7% |
| WMT Walmart Inc. | 101.8M | 1.3% | 819.1K | 103.70 | +1.1% |
| DFAS Dimensional U.S. Small Cap ETF | 97.9M | 1.2% | 1.4M | 83.02 | +25.5% |
| unmapped CUSIP 084670702 | 93.7M | 1.2% | 195.4K | — | — |
| MRK Merck & Co., Inc. | 89.9M | 1.1% | 747.6K | 152.55 | +80.2% |
| RTX RTX Corp | 88.5M | 1.1% | 458.7K | 209.91 | +34.1% |
| CSCO CISCO SYSTEMS, INC. | 82.3M | 1.0% | 1.1M | 111.04 | +65.5% |
| VOO Vanguard S&P 500 ETF | 81.6M | 1.0% | 136.6K | 703.71 | +20.0% |
| SPY SPDR S&P 500 ETF TRUST | 81.6M | 1.0% | 125.4K | 765.72 | +20.0% |
| COST COSTCO WHOLESALE CORP /NEW | 81.4M | 1.0% | 81.7K | 947.74 | -4.7% |
| META Meta Platforms, Inc. | 79.8M | 1.0% | 139.4K | 549.90 | -26.5% |
| V VISA INC. | 77.4M | 1.0% | 256.2K | 371.04 | +7.9% |
| ETN Eaton Corp plc | 74.5M | 0.9% | 208.3K | 419.20 | +21.1% |
| MCD MCDONALDS CORP | 70.7M | 0.9% | 227.6K | 270.95 | -13.5% |
| UNP UNION PACIFIC CORP | 69.7M | 0.9% | 287.2K | 308.05 | +36.5% |
| TSLA Tesla, Inc. | 69.6M | 0.9% | 187.3K | 362.86 | +12.0% |
| PG PROCTER & GAMBLE Co | 69.4M | 0.9% | 480.3K | 144.68 | -9.3% |
| IEFA iShares Core MSCI EAFE ETF | 67.7M | 0.8% | 747.9K | 100.85 | +16.8% |
| WMB WILLIAMS COMPANIES, INC. | 67.1M | 0.8% | 921.4K | 70.49 | +23.2% |
| IVV iShares Core S&P 500 ETF | 66.1M | 0.8% | 101.3K | 769.31 | +20.0% |
| CB Chubb Ltd | 64.2M | 0.8% | 196.9K | 340.99 | +21.9% |
| AVEM Avantis Emerging Markets Equity ETF | 61.9M | 0.8% | 767.6K | 94.24 | +33.1% |
| CVX CHEVRON CORP | 61.6M | 0.8% | 297.7K | 205.27 | +34.0% |
| HD HOME DEPOT, INC. | 60.9M | 0.8% | 185.1K | 335.61 | -16.5% |
| LLY ELI LILLY & Co | 59.9M | 0.7% | 65.1K | 1,255.40 | +78.0% |
| PEP PEPSICO INC | 59.5M | 0.7% | 382.9K | 143.48 | -4.8% |
| COP CONOCOPHILLIPS | 56.1M | 0.7% | 424.7K | 134.87 | +42.1% |
| AMP AMERIPRISE FINANCIAL INC | 55.4M | 0.7% | 124.6K | 555.59 | +9.9% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 55.3M | 0.7% | 265.8K | 243.13 | +24.7% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 52.3M | 0.7% | 1.8M | 35.32 | +17.3% |
| NOC NORTHROP GRUMMAN CORP /DE/ | 51.9M | 0.6% | 76.0K | 551.03 | -7.0% |
| IWF iShares Russell 1000 Growth Fund | 51.3M | 0.6% | 120.4K | 122.39 | +11.2% |
| HON HONEYWELL INTERNATIONAL INC | 48.3M | 0.6% | 213.8K | 215.90 | -50.3% |
| PM Philip Morris International Inc. | 45.7M | 0.6% | 276.2K | 188.23 | +8.9% |
| SCHO Schwab Short-Term U.S. Treasury ETF | 44.8M | 0.6% | 1.8M | 24.10 | -1.0% |
| TMO THERMO FISHER SCIENTIFIC INC. | 44.3M | 0.6% | 90.2K | 629.27 | +27.2% |
| JNJ JOHNSON & JOHNSON | 40.8M | 0.5% | 166.9K | 270.24 | +51.1% |
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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