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 | 18.69% | 1.55M | $52.6M | +0.69%(+10.70K) | $30.88(+15.87%) | 2026-06-30 | |
| SCHV | Schwab U.S. Large Cap Value ETF | 12.62% | 1.02M | $35.5M | +1.81%(+18.16K) | $30.10(+16.29%) | 2026-06-30 | |
| BIV | Vanguard Intermediate Term Bond ETF | 11.83% | 433.8K | $33.3M | +0.02%(+69) | $77.53(-2.57%) | 2026-06-30 | |
| GVI | iShares Intermediate Govt Credit Bond ETF | 10.63% | 281.9K | $29.9M | +0.17%(+474) | $107.01(-1.62%) | 2026-06-30 | |
| VO | Vanguard Mid Cap ETF | 7.39% | 258.1K | $20.8M | +0.58%(+1.48K) | $72.19(+15.00%) | 2026-06-30 | |
| SPSB | State Street SPDR Portfolio Short Term Corporate Bond ETF | 3.61% | 338.7K | $10.2M | +0.35%(+1.19K) | $30.13(-0.76%) | 2026-06-30 | |
| NVDA | NVIDIA Corp | 2.51% | 35.3K | $7.1M | +3.36%(+1.15K) | $180.52(+22.12%) | 2026-06-30 | |
| AAPL | Apple Inc | 2.42% | 23.5K | $6.8M | -0.29%(-69) | $262.82(+16.68%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Class A | 1.63% | 12.8K | $4.6M | -4.44%(-596) | $300.28(+17.05%) | 2026-06-30 | |
| CAT | Caterpillar Inc | 1.25% | 3.3K | $3.5M | +42.33%(+982) | $707.73(+20.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.31% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.26% |
Southern Michigan Bank & Trust reports $281.30M in US-listed equity holdings across 422 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (18.7%), SCHV (12.6%) and BIV (11.8%). The top 20 holdings account for 79.91% of reported assets. Its disclosed equity book has returned +9.31% cumulatively over 1 quarter. 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 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