StockDriftsStockDriftsTop 50 Southern Michigan Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | Schwab U.S. Large Cap Growth ETF | 20.41% | 1.59M | $57.1M | +2.29%(+35.58K) | $30.97(+14.90%) | 2026-09-30 | |
| SCHV | Schwab U.S. Large Cap Value ETF | 12.54% | 1.05M | $35.1M | +3.25%(+33.16K) | $30.22(+12.51%) | 2026-09-30 | |
| BIV | Vanguard Intermediate Term Bond ETF | 11.39% | 437.4K | $31.9M | +0.82%(+3.55K) | $77.51(-5.43%) | 2026-09-30 | |
| GVI | iShares Intermediate Govt Credit Bond ETF | 10.48% | 284.4K | $29.3M | +0.87%(+2.44K) | $106.99(-3.30%) | 2026-09-30 | |
| VO | Vanguard Morningstar Mid Cap ETF | 7.3% | 260.3K | $20.4M | +0.87%(+2.23K) | $72.26(+10.84%) | 2026-09-30 | |
| SPSB | State Street SPDR Portfolio Short Term Corporate Bond ETF | 3.62% | 342.4K | $10.1M | +1.10%(+3.72K) | $30.13(-1.70%) | 2026-09-30 | |
| NVDA | NVIDIA Corp | 2.86% | 35.0K | $8.0M | -0.61%(-216) | $180.52(+20.26%) | 2026-09-30 | |
| AAPL | Apple Inc | 2.74% | 23.0K | $7.7M | -1.97%(-463) | $262.82(+30.48%) | 2026-09-30 | |
| GOOGL | Alphabet Inc Class A | 1.54% | 12.6K | $4.3M | -2.12%(-272) | $300.28(+14.62%) | 2026-09-30 | |
| AMZN | Amazon.com Inc | 1.12% | 12.6K | $3.1M | -2.24%(-288) | $219.55(+19.54%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.51% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.25% |
Southern Michigan Bank & Trust reports $279.73M in US-listed equity holdings across 422 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (20.4%), SCHV (12.5%) and BIV (11.4%). The top 20 holdings account for 81.27% of reported assets. Its disclosed equity book has returned +9.51% cumulatively over 2 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 Southern Michigan Bank & Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1173227). View Southern Michigan Bank & Trust’s 13F filings on SEC