StockDriftsStockDriftsTop 50 Midwest Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.7% | 1.43M | $414.5M | -1.10%(-15.88K) | $214.36(+43.07%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.91% | 1.73M | $345.6M | -1.65%(-29.01K) | $133.83(+64.73%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.42% | 808.4K | $301.5M | +3.71%(+28.91K) | $435.62(+15.41%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.3% | 3.62M | $291.7M | -11.93%(-490.56K) | $67.54(+22.93%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.68% | 661.5K | $236.4M | -7.12%(-50.72K) | $165.28(+112.65%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.49% | 922.6K | $219.9M | -1.09%(-10.18K) | $206.75(+32.99%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.29% | 534.2K | $201.8M | -0.10%(-531) | $223.77(+87.85%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.9% | 512.2K | $167.7M | +14.24%(+63.86K) | $271.87(+32.96%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 1.72% | 142.2K | $151.5M | -8.71%(-13.56K) | $358.95(+138.41%) | 2026-06-30 | |
| GVI | ISHARES TR | 1.62% | 1.35M | $143.3M | +7.01%(+88.50K) | $106.52(-1.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.73% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.79% |
Midwest Trust Co reports $8.83B in US-listed equity holdings across 606 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.7%), NVDA (3.9%) and MSFT (3.4%). The top 20 holdings account for 40.59% of reported assets. Its disclosed equity book has returned +19.73% cumulatively over 4 quarters. Figures reflect the Q2 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 Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2077080). View Midwest Trust Co’s 13F filings on SEC