Midwest Trust Co Top Holdings and 13F Report (2026)

About Midwest Trust Co

Investment Activity

Midwest Trust Co has $8.02 billion in total holdings as of March 31, 2026.
Midwest Trust Co owns shares of 593 different stocks, but just 100 companies or ETFs make up 80% of its holdings.
Approximately 3.84% of the portfolio was purchased this quarter.
About 2.14% of the portfolio was sold this quarter.
This quarter, Midwest Trust Co has purchased 588 new stocks and bought additional shares in 246 stocks.
Midwest Trust Co sold shares of 259 stocks and completely divested from 30 stocks this quarter.

Largest Holdings

Apple: $367,593,773
NVIDIA: $306,248,447
Vanguard Mid-Cap ETF: $295,134,599
Microsoft: $288,538,792
Alphabet: $204,807,296

Largest New Holdings this Quarter

61174X109 - Monster Beverage: $7,470,698 Holding
042068205 - ARM HOLDINGS PLC: $4,468,962 Holding
78464A375 - SPDR Portfolio Intermediate Term Corporate Bond ETF: $1,250,204 Holding
46641Q837 - JPMorgan Ultra-Short Income ETF: $963,210 Holding
192108504 - Coeur Mining: $652,595 Holding

Largest Purchases this Quarter

The PNC Financial Services Group: 122,399 shares (about $25.47M)
Aflac: 153,925 shares (about $16.89M)
Microsoft: 39,281 shares (about $14.54M)
Schwab Short-Term U.S. Treasury ETF: 523,622 shares (about $12.71M)
iShares Intermediate Government/Credit Bond ETF: 81,584 shares (about $8.70M)

Largest Sales this Quarter

Vanguard Real Estate ETF: 248,450 shares (about $22.04M)
Schwab Intermediate-Term U.S. Treasury ETF: 460,671 shares (about $11.48M)
Vanguard S&P 500 ETF: 15,500 shares (about $9.26M)
Vanguard High Dividend Yield ETF: 46,129 shares (about $6.83M)
Schwab US Dividend Equity ETF: 210,996 shares (about $6.47M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$367,593,773	$1,931,342 â–²	0.5%	1,448,417	4.6%	Computer and Technology
NVDA NVIDIA	$306,248,447	$5,699,740 â–¼	-1.8%	1,756,012	3.8%	Computer and Technology
VO Vanguard Mid-Cap ETF	$295,134,599	$6,287,519 â–²	2.2%	1,027,699	3.7%	ETF
MSFT Microsoft	$288,538,792	$14,540,656 â–²	5.3%	779,476	3.6%	Computer and Technology
GOOGL Alphabet	$204,807,296	$3,149,930 â–¼	-1.5%	712,225	2.6%	Computer and Technology
AMZN Amazon.com	$194,264,259	$2,736,251 â–¼	-1.4%	932,752	2.4%	Retail/Wholesale
AVGO Broadcom	$165,502,346	$1,608,213 â–²	1.0%	534,724	2.1%	Computer and Technology
GVI iShares Intermediate Government/Credit Bond ETF	$134,606,904	$8,703,381 â–²	6.9%	1,261,782	1.7%	ETF
JPM JPMorgan Chase & Co.	$131,883,971	$2,006,171 â–²	1.5%	448,341	1.6%	Finance
XOM ExxonMobil	$120,623,001	$4,480,890 â–²	3.9%	710,969	1.5%	Energy
CAT Caterpillar	$110,382,108	$4,642,530 â–¼	-4.0%	155,806	1.4%	Industrials
GOOG Alphabet	$110,311,766	$4,869,737 â–²	4.6%	384,549	1.4%	Computer and Technology
ABBV AbbVie	$105,543,547	$724,459 â–²	0.7%	485,280	1.3%	Medical
VEA Vanguard FTSE Developed Markets ETF	$104,396,977	$2,794,017 â–²	2.7%	1,629,166	1.3%	ETF
WALMART INC	$101,798,989	$3,355,187 â–¼	-3.2%	819,110	1.3%	COM
DFAS Dimensional U.S. Small Cap ETF	$97,917,914	$593,153 â–¼	-0.6%	1,376,605	1.2%	ETF
BRK.B Berkshire Hathaway	$93,650,535	$4,274,464 â–²	4.8%	195,431	1.2%	Finance
MRK Merck & Co., Inc.	$89,930,969	$2,327,972 â–¼	-2.5%	747,618	1.1%	Medical
RTX RTX	$88,487,749	$2,070,591 â–¼	-2.3%	458,723	1.1%	Aerospace
CSCO Cisco Systems	$82,341,456	$217,174 â–²	0.3%	1,061,238	1.0%	Computer and Technology
VOO Vanguard S&P 500 ETF	$81,643,288	$9,262,029 â–¼	-10.2%	136,630	1.0%	ETF
SPY SPDR S&P 500 ETF Trust	$81,581,251	$236,724 â–²	0.3%	125,444	1.0%	Finance
COST Costco Wholesale	$81,371,811	$5,181,458 â–²	6.8%	81,663	1.0%	Retail/Wholesale
META Meta Platforms	$79,768,112	$2,729,633 â–²	3.5%	139,423	1.0%	Computer and Technology
V Visa	$77,427,049	$5,607,769 â–²	7.8%	256,177	1.0%	Business Services
ETN Eaton	$74,497,296	$1,213,932 â–²	1.7%	208,285	0.9%	Industrials
MCD McDonald's	$70,726,337	$1,968,540 â–²	2.9%	227,570	0.9%	Retail/Wholesale
UNP Union Pacific	$69,686,287	$629,356 â–²	0.9%	287,224	0.9%	Transportation
TSLA Tesla	$69,635,838	$1,013,762 â–¼	-1.4%	187,319	0.9%	Auto/Tires/Trucks
PG Procter & Gamble	$69,373,376	$4,854,339 â–²	7.5%	480,292	0.9%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$67,706,753	$4,849,420 â–²	7.7%	747,893	0.8%	ETF
WMB Williams Companies	$67,059,419	$2,399,265 â–¼	-3.5%	921,399	0.8%	Energy
IVV iShares Core S&P 500 ETF	$66,141,432	$2,630,477 â–²	4.1%	101,256	0.8%	ETF
CB Chubb	$64,162,906	$12,711 â–¼	0.0%	196,861	0.8%	Finance
AVEM Avantis Emerging Markets Equity ETF	$61,852,160	$473,246 â–¼	-0.8%	767,587	0.8%	ETF
CVX Chevron	$61,587,923	$962,913 â–¼	-1.5%	297,670	0.8%	Energy
HD Home Depot	$60,869,872	$2,500,218 â–²	4.3%	185,077	0.8%	Retail/Wholesale
LLY Eli Lilly and Company	$59,912,898	$1,396,211 â–²	2.4%	65,139	0.7%	Medical
PEP PepsiCo	$59,453,864	$2,766,647 â–²	4.9%	382,857	0.7%	Consumer Staples
COP ConocoPhillips	$56,056,704	$2,394,084 â–²	4.5%	424,672	0.7%	Energy
AMP Ameriprise Financial	$55,388,683	$3,127,243 â–²	6.0%	124,637	0.7%	Finance
PNC The PNC Financial Services Group	$55,310,946	$25,470,008 â–²	85.4%	265,803	0.7%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$52,319,744	$938,627 â–²	1.8%	1,796,078	0.7%	ETF
NOC Northrop Grumman	$51,874,118	$654,268 â–²	1.3%	76,035	0.6%	Aerospace
IWF iShares Russell 1000 Growth ETF	$51,322,357	$1,859,530 â–²	3.8%	120,362	0.6%	ETF
HON Honeywell International	$48,326,796	$1,232,090 â–²	2.6%	213,807	0.6%	Multi-Sector Conglomerates
PM Philip Morris International	$45,665,751	$257,104 â–²	0.6%	276,193	0.6%	Consumer Staples
SCHO Schwab Short-Term U.S. Treasury ETF	$44,810,048	$12,708,308 â–²	39.6%	1,846,314	0.6%	ETF
TMO Thermo Fisher Scientific	$44,311,937	$41,780 â–²	0.1%	90,151	0.6%	Medical
JNJ Johnson & Johnson	$40,794,836	$4,403,098 â–¼	-9.7%	166,891	0.5%	Medical
MDY SPDR S&P MidCap 400 ETF Trust	$39,311,666	$786,986 â–¼	-2.0%	63,739	0.5%	ETF
BKNG Booking	$37,749,729	$1,296,779 â–²	3.6%	8,966	0.5%	Retail/Wholesale
NVS Novartis	$37,000,327	$1,147,611 â–¼	-3.0%	242,228	0.5%	Medical
CRM Salesforce	$35,798,639	$1,121,513 â–²	3.2%	191,775	0.4%	Computer and Technology
ENB Enbridge	$35,483,085	$669,658 â–¼	-1.9%	655,395	0.4%	Energy
SCHV Schwab U.S. Large-Cap Value ETF	$34,716,010	$1,263,798 â–²	3.8%	1,138,230	0.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$34,298,181	$621,884 â–²	1.8%	507,895	0.4%	ETF
ECL Ecolab	$33,712,449	$623,019 â–²	1.9%	126,729	0.4%	Basic Materials
AMAT Applied Materials	$33,612,577	$4,975,767 â–¼	-12.9%	98,343	0.4%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$33,568,839	$2,198,664 â–²	7.0%	157,106	0.4%	ETF
VNQ Vanguard Real Estate ETF	$33,328,498	$22,037,518 â–¼	-39.8%	375,744	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$33,214,743	$3,054,753 â–²	10.1%	103,534	0.4%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$32,747,224	$2,868,316 â–¼	-8.1%	424,297	0.4%	ETF
TE CONNECTIVITY PLC	$32,135,878	$634,378 â–²	2.0%	153,745	0.4%	COM
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$30,402,552	$399,468 â–¼	-1.3%	1,261,255	0.4%	ETF
VZ Verizon Communications	$29,407,260	$1,233,966 â–²	4.4%	585,802	0.4%	Computer and Technology
MS Morgan Stanley	$29,214,960	$2,432,345 â–²	9.1%	177,523	0.4%	Finance
QCOM Qualcomm	$29,204,342	$242,622 â–²	0.8%	226,777	0.4%	Computer and Technology
ETR Entergy	$29,061,914	$82,472 â–²	0.3%	258,650	0.4%	Utilities
BX Blackstone	$28,399,770	$6,689,543 â–²	30.8%	246,976	0.4%	Finance
DOW DOW	$28,026,327	$7,031,478 â–²	33.5%	672,901	0.3%	Basic Materials
AMGN Amgen	$27,766,595	$404,628 â–²	1.5%	78,916	0.3%	Medical
ASML ASML	$27,668,747	$3,633,603 â–¼	-11.6%	20,948	0.3%	Computer and Technology
LMT Lockheed Martin	$27,238,233	$2,745,158 â–¼	-9.2%	45,067	0.3%	Aerospace
EMR Emerson Electric	$27,170,404	$32,100 â–²	0.1%	207,376	0.3%	Industrials
JEPI JPMorgan Equity Premium Income ETF	$26,727,227	$2,169,030 â–²	8.8%	471,546	0.3%	ETF
HBAN Huntington Bancshares	$26,038,971	$2,189,059 â–²	9.2%	1,663,832	0.3%	Finance
NEE NextEra Energy	$25,630,518	$794,960 â–¼	-3.0%	275,953	0.3%	Utilities
TRV Travelers Companies	$25,097,606	$423,228 â–¼	-1.7%	86,045	0.3%	Finance
IJR iShares Core S&P Small-Cap ETF	$24,960,625	$315,624 â–¼	-1.2%	200,793	0.3%	ETF
KO CocaCola	$24,495,173	$857,920 â–²	3.6%	322,093	0.3%	Consumer Staples
SCHW Charles Schwab	$24,466,930	$191,343 â–¼	-0.8%	260,342	0.3%	Finance
DHR Danaher	$23,788,164	$656,016 â–²	2.8%	125,465	0.3%	Medical
DLR Digital Realty Trust	$23,687,749	$94,070 â–²	0.4%	131,445	0.3%	Finance
ETF SER SOLUTIONS	$22,795,664	$1,867,084 â–²	8.9%	817,506	0.3%	IETF
GLW Corning	$22,547,633	$4,330,644 â–¼	-16.1%	165,828	0.3%	Computer and Technology
NFLX Netflix	$22,329,876	$441,809 â–¼	-1.9%	232,240	0.3%	Consumer Discretionary
DE Deere & Company	$22,297,929	$160,542 â–¼	-0.7%	39,584	0.3%	Industrials
WM Waste Management	$22,277,221	$118,801 â–¼	-0.5%	96,946	0.3%	Business Services
CW Curtiss-Wright	$22,053,303	$538,766 â–¼	-2.4%	32,378	0.3%	Aerospace
SO Southern	$21,846,812	$61,966 â–²	0.3%	226,345	0.3%	Utilities
MDT Medtronic	$21,822,369	$1,851,104 â–²	9.3%	251,845	0.3%	Medical
EFA iShares MSCI EAFE ETF	$21,276,147	$45,457 â–²	0.2%	219,048	0.3%	Finance
ALL Allstate	$21,227,262	$1,411,778 â–²	7.1%	102,379	0.3%	Finance
USB U.S. Bancorp	$20,859,651	$557,651 â–²	2.7%	401,070	0.3%	Finance
AMT American Tower	$20,666,282	$2,314,815 â–²	12.6%	119,749	0.3%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$20,597,594	$1,230,878 â–²	6.4%	295,306	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$20,595,779	$63,393 â–¼	-0.3%	154,972	0.3%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$20,443,340	$550,532 â–²	2.8%	159,564	0.3%	ETF
CASY Casey's General Stores	$20,149,348	$470,198 â–¼	-2.3%	27,683	0.3%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Midwest Trust Co Top Holdings and 13F Report (2026)

About Midwest Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Midwest Trust Co Top Holdings and 13F Report (2026)

About Midwest Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMidwest Trust Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools