Top 50 Midwest Trust CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.39% | 1.45M | $484.5M | +1.55%(+22.26K) | $215.84(+61.33%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.6% | 807.0K | $413.9M | -0.18%(-1.42K) | $435.62(+19.62%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.38% | 1.72M | $393.7M | -0.18%(-3.16K) | $133.83(+58.57%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 3.07% | 3.51M | $275.6M | -2.91%(-105.23K) | $67.54(+20.30%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.51% | 655.2K | $225.4M | -0.96%(-6.33K) | $165.28(+96.16%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.5% | 901.3K | $224.6M | -2.31%(-21.29K) | $206.75(+21.10%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 1.94% | 497.2K | $174.6M | -6.93%(-37.04K) | $223.77(+44.45%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 1.88% | 509.8K | $168.6M | -0.48%(-2.45K) | $271.87(+23.79%) | 2026-09-30 | |
| META | META PLATFORMS INC | 1.67% | 206.8K | $150.0M | +21.18%(+36.15K) | $638.67(+1.59%) | 2026-09-30 | |
| GVI | ISHARES TR | 1.61% | 1.40M | $144.5M | +3.81%(+51.46K) | $106.45(-2.26%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +26.65% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +27.69% |
Midwest Trust CO reports $8.99B in US-listed equity holdings across 633 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.4%), MSFT (4.6%) and NVDA (4.4%). The top 20 holdings account for 42.08% of reported assets. Its disclosed equity book has returned +26.65% cumulatively over 5 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Midwest Trust COโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2077080). View Midwest Trust COโs 13F filings on SEC