Midwest Trust Co 13F Portfolio

CIK 2077080 Filing since Q2 2025 Q3 2026 filed Oct 22, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 22, 2026.

Portfolio Snapshot

379 positions · Q3 2026

Midwest Trust Co reported 379 positions worth $6.73B for the quarter ended Sep 30, 2026. Its largest holding is Apple Inc. at 7.2% of the portfolio.

Portfolio Value
$6.73B
— QoQ · — YoY
Positions
379
first quarter on file
Top 10 Concentration
37.2%
of portfolio value
Largest Position
AAPL 7.2%
Apple Inc.
Net Buying
–
no prior quarter to compare
Turnover
–
of the portfolio traded
Top Sector
Technology
38.1% of value
Track Record
2
quarters on file since Q2 2025

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
38.14%
Technology

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

Holdings · Q3 2026

379 Positions

As ofSep 30, 2026
Value$6.73B
Top 1037.2%
Avg position$17.77M
# Activity
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Showing 1–15 of 379 positions 13F filings on SEC EDGAR

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About Midwest Trust Co’s 13F Portfolio

What are Midwest Trust Co’s largest holdings?

As of its Q3 2026 13F filing, Midwest Trust Co’s five largest positions were Apple Inc. (AAPL) at 7.2%, Microsoft Corp (MSFT) at 6.1%, Nvidia Corp (NVDA) at 5.8%, Alphabet Inc. (GOOGL) at 3.3%, Amazon Com Inc (AMZN) at 3.3% of the reported portfolio.

How much is Midwest Trust Co’s portfolio worth?

Midwest Trust Co reported a 13F portfolio worth $6.73B across 379 positions for Q3 2026.

Where does this data come from?

From the Form 13F-HR reports Midwest Trust Co files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.