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Midwest Trust Co

Portfolio Manager
Midwest Trust Co
Performance
-6.48% (2026 Q1)
AUM (13F)
$8.02B
# of Holdings
593
Performance Rank
Allocation (Top 20)
39.82%

Midwest Trust Co Holdings Map

Top 50 Midwest Trust Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4.58%1.45M$367.6M
+0.53%(+7.61K)
2025-Q1: 0 shares2025-Q2: 1.44M shares2025-Q3: 1.44M shares2025-Q4: 1.44M shares2026-Q1: 1.45M shares
$214.36(+39.43%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.82%1.76M$306.2M
-1.83%(-32.68K)
2025-Q1: 0 shares2025-Q2: 1.82M shares2025-Q3: 1.79M shares2025-Q4: 1.79M shares2026-Q1: 1.76M shares
$133.83(+68.74%)
2026-03-31
VO
VANGUARD INDEX FDS
3.68%1.03M$295.1M
+2.18%(+21.89K)
2025-Q1: 0 shares2025-Q2: 947.8K shares2025-Q3: 961.9K shares2025-Q4: 1.01M shares2026-Q1: 1.03M shares
$67.54(+14.07%)
2026-03-31
MSFT
MICROSOFT CORP
3.6%779.5K$288.5M
+5.31%(+39.28K)
2025-Q1: 0 shares2025-Q2: 733.3K shares2025-Q3: 732.0K shares2025-Q4: 740.2K shares2026-Q1: 779.5K shares
$438.20(-7.53%)
2026-03-31
GOOGL
ALPHABET INC
2.55%712.2K$204.8M
-1.51%(-10.95K)
2025-Q1: 0 shares2025-Q2: 791.4K shares2025-Q3: 736.8K shares2025-Q4: 723.2K shares2026-Q1: 712.2K shares
$165.28(+143.60%)
2026-03-31
AMZN
AMAZON COM INC
2.42%932.8K$194.3M
-1.39%(-13.14K)
2025-Q1: 0 shares2025-Q2: 910.9K shares2025-Q3: 913.2K shares2025-Q4: 945.9K shares2026-Q1: 932.8K shares
$206.75(+30.66%)
2026-03-31
AVGO
BROADCOM INC
2.06%534.7K$165.5M
+0.98%(+5.20K)
2025-Q1: 0 shares2025-Q2: 529.8K shares2025-Q3: 532.1K shares2025-Q4: 529.5K shares2026-Q1: 534.7K shares
$223.77(+86.26%)
2026-03-31
GVI
ISHARES TR
1.68%1.26M$134.6M
+6.91%(+81.58K)
2025-Q1: 0 shares2025-Q2: 1.01M shares2025-Q3: 1.05M shares2025-Q4: 1.18M shares2026-Q1: 1.26M shares
$106.53(-0.37%)
2026-03-31
JPM
JPMORGAN CHASE & CO
1.64%448.3K$131.9M
+1.54%(+6.82K)
2025-Q1: 0 shares2025-Q2: 445.4K shares2025-Q3: 441.0K shares2025-Q4: 441.5K shares2026-Q1: 448.3K shares
$267.08(+12.42%)
2026-03-31
XOM
EXXON MOBIL CORP
1.5%711.0K$120.6M
+3.86%(+26.41K)
2025-Q1: 0 shares2025-Q2: 638.7K shares2025-Q3: 667.9K shares2025-Q4: 684.6K shares2026-Q1: 711.0K shares
$113.95(+33.02%)
2026-03-31

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