Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Midwest Trust Co (CIK 2077080) reported $8.02B across 592 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($367.6M, 4.58%), NVDA ($306.2M, 3.82%), VO ($295.1M, 3.68%), MSFT ($288.5M, 3.60%), GOOGL ($204.8M, 2.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $367.6M | 4.58% | 1.4M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $306.2M | 3.82% | 1.8M | Trimmed |
| 3 | VO | VANGUARD INDEX FDS | $295.1M | 3.68% | 1.0M | Added |
| 4 | MSFT | MICROSOFT CORP | $288.5M | 3.60% | 779,476 | Added |
| 5 | GOOGL | ALPHABET INC | $204.8M | 2.55% | 712,225 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $194.3M | 2.42% | 932,752 | Trimmed |
| 7 | AVGO | BROADCOM INC | $165.5M | 2.06% | 534,724 | Added |
| 8 | GVI | ISHARES TR | $134.6M | 1.68% | 1.3M | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $131.9M | 1.64% | 448,341 | Added |
| 10 | XOM | EXXON MOBIL CORP | $120.6M | 1.50% | 710,969 | Added |
| 11 | CAT | CATERPILLAR INC | $110.4M | 1.38% | 155,806 | Trimmed |
| 12 | GOOG | ALPHABET INC | $110.3M | 1.38% | 384,549 | Added |
| 13 | ABBV | ABBVIE INC | $105.5M | 1.32% | 485,280 | Added |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $104.4M | 1.30% | 1.6M | Added |
| 15 | WMT | WALMART INC | $101.8M | 1.27% | 819,110 | Trimmed |
| 16 | DFAS | DIMENSIONAL ETF TRUST | $97.9M | 1.22% | 1.4M | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $93.7M | 1.17% | 195,431 | Added |
| 18 | MRK | MERCK & CO INC | $89.9M | 1.12% | 747,618 | Trimmed |
| 19 | RTX | RTX CORPORATION | $88.5M | 1.10% | 458,723 | Trimmed |
| 20 | CSCO | CISCO SYS INC | $82.3M | 1.03% | 1.1M | Added |
| 21 | VOO | VANGUARD INDEX FDS | $81.6M | 1.02% | 136,630 | Trimmed |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $81.6M | 1.02% | 125,444 | Added |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $81.4M | 1.01% | 81,663 | Added |
| 24 | META | META PLATFORMS INC | $79.8M | 0.99% | 139,423 | Added |
| 25 | V | VISA INC | $77.4M | 0.97% | 256,177 | Added |
Source: SEC Form 13F filings · as of 2026-03-31