Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Midwest Trust Co 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Midwest Trust Co (CIK 2077080) reported $8.83B across 606 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($414.5M, 4.70%), NVDA ($345.6M, 3.91%), MSFT ($301.5M, 3.42%), VO ($291.7M, 3.30%), GOOGL ($236.4M, 2.68%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$414.5M4.70%1.4MTrimmed
2NVDANVIDIA CORPORATION$345.6M3.91%1.7MTrimmed
3MSFTMICROSOFT CORP$301.5M3.42%808,387Added
4VOVANGUARD INDEX FDS$291.7M3.30%3.6MAdded
5GOOGLALPHABET INC$236.4M2.68%661,508Trimmed
6AMZNAMAZON COM INC$219.9M2.49%922,568Trimmed
7AVGOBROADCOM INC$201.8M2.29%534,193Trimmed
8JPMJPMORGAN CHASE & CO$167.7M1.90%512,205Added
9CATCATERPILLAR INC$151.5M1.72%142,243Trimmed
10GVIISHARES TR$143.3M1.62%1.4MAdded
11GOOGALPHABET INC$135.6M1.54%383,766Trimmed
12VEAVANGUARD TAX-MANAGED FDS$126.5M1.43%1.8MAdded
13ABBVABBVIE INC$123.2M1.40%489,495Added
14CSCOCISCO SYS INC$121.1M1.37%1.0MTrimmed
15BRKBBERKSHIRE HATHAWAY INC DEL$112.3M1.27%224,463Added
16DFASDIMENSIONAL ETF TRUST$109.4M1.24%1.3MTrimmed
17METAMETA PLATFORMS INC$96.1M1.09%170,676Added
18XOMEXXON MOBIL CORP$96.6M1.09%706,838Trimmed
19MRKMERCK & CO INC$94.9M1.08%738,473Trimmed
20VOOVANGUARD INDEX FDS$92.8M1.05%135,179Trimmed
21SPYSTATE STR SPDR S&P 500 ETF T$92.3M1.05%123,646Trimmed
22WMTWALMART INC$91.4M1.03%806,574Trimmed
23VVISA INC$89.3M1.01%260,271Added
24ETNEATON CORP PLC$88.5M1.00%207,784Trimmed
25RTXRTX CORPORATION$86.1M0.97%453,609Trimmed

Source: SEC Form 13F filings · as of 2026-06-30