Midwest Trust Co Top Holdings and 13F Report (2026) About Midwest Trust CoInvestment ActivityMidwest Trust Co has $8.99 billion in total holdings as of September 30, 2026.Midwest Trust Co owns shares of 633 different stocks, but just 95 companies or ETFs make up 80% of its holdings.Approximately 4.73% of the portfolio was purchased this quarter.About 3.51% of the portfolio was sold this quarter.This quarter, Midwest Trust Co has purchased 606 new stocks and bought additional shares in 288 stocks.Midwest Trust Co sold shares of 239 stocks and completely divested from 28 stocks this quarter.Largest Holdings Apple $484,476,702Microsoft $413,891,569NVIDIA $393,691,197Vanguard Mid-Cap ETF $275,645,986Alphabet $225,432,496 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $114,316,902 Holding25809K105 - DOORDASH INC $6,425,168 Holding46434V738 - iShares Core MSCI Europe ETF $3,711,974 Holding773121108 - ROCKET LAB CORP $2,671,462 Holding464286509 - iShares MSCI Canada ETF $1,974,995 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 702,408 shares (about $114.32M)Meta Platforms 36,154 shares (about $26.22M)Berkshire Hathaway 29,126 shares (about $14.50M)GE VERNOVA INC 14,760 shares (about $14.03M)Marvell Technology 52,770 shares (about $13.94M) Largest Sales this Quarter Cisco Systems 121,532 shares (about $13.08M)Broadcom 37,041 shares (about $13.01M)Adobe 52,600 shares (about $12.62M)Prudential Financial 110,361 shares (about $12.53M)HONEYWELL INTL INC 56,311 shares (about $11.88M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMidwest Trust Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$484,476,702$7,413,689 ▲1.6%1,454,7985.4%TechnologyMSFTMicrosoft$413,891,569$730,370 ▼-0.2%806,9634.6%TechnologyNVDANVIDIA$393,691,197$720,996 ▼-0.2%1,723,8434.4%TechnologyVOVanguard Mid-Cap ETF$275,645,986$8,252,529 ▼-2.9%3,514,9963.1%ETFGOOGLAlphabet$225,432,496$2,179,057 ▼-1.0%655,1752.5%Communication ServicesAMZNAmazon.com$224,553,663$5,304,154 ▼-2.3%901,2792.5%Consumer DiscretionaryAVGOBroadcom$174,594,670$13,008,418 ▼-6.9%497,1521.9%TechnologyJPMJPMorgan Chase & Co.$168,641,024$811,857 ▼-0.5%509,7511.9%FinanceMETAMeta Platforms$149,989,045$26,218,169 ▲21.2%206,8301.7%Communication ServicesGVIiShares Intermediate Government/Credit Bond ETF$144,476,930$5,303,879 ▲3.8%1,401,7361.6%ETFGOOGAlphabet$141,458,267$10,693,788 ▲8.2%415,1501.6%Communication ServicesVEAVanguard FTSE Developed Markets ETF$129,953,301$4,591,061 ▲3.7%1,840,4381.4%ETFABBVAbbVie$127,574,042$472,955 ▼-0.4%487,6871.4%HealthcareBRK.BBerkshire Hathaway$126,274,643$14,503,292 ▲13.0%253,5891.4%FinanceEXXONMOBIL HOLDINGS CORP$114,316,902$114,316,902 ▲New Holding702,4081.3%COMCATCaterpillar$110,872,987$4,456,097 ▼-3.9%136,7471.2%IndustrialsDFASDimensional U.S. Small Cap ETF$102,381,989$493,243 ▼-0.5%1,322,4231.1%ETFMRKMerck & Co., Inc.$101,369,564$5,937,948 ▼-5.5%697,6091.1%HealthcareCSCOCisco Systems$97,840,298$13,080,489 ▼-11.8%909,0431.1%TechnologyVOOVanguard S&P 500 ETF$95,696,724$955,271 ▲1.0%136,5421.1%ETFVVisa$93,886,803$363,642 ▲0.4%261,2831.0%FinanceSPYSPDR S&P 500 ETF Trust$93,477,084$819,065 ▼-0.9%122,5721.0%ETFETNEaton$89,050,952$235,911 ▼-0.3%207,2351.0%IndustrialsWALMART INC$87,141,364$3,322,218 ▲4.0%838,5431.0%COMLLYEli Lilly and Company$84,827,891$5,865,241 ▲7.4%73,3120.9%HealthcareAVEMAvantis Emerging Markets Equity ETF$84,520,501$2,721,785 ▲3.3%898,9630.9%ETFRTXRTX$84,286,581$74,074 ▲0.1%454,0080.9%IndustrialsIEFAiShares Core MSCI EAFE ETF$80,096,315$2,396,811 ▲3.1%826,7580.9%ETFIVViShares Core S&P 500 ETF$77,861,672$1,019,346 ▲1.3%101,6670.9%ETFCOSTCostco Wholesale$77,272,822$1,470,207 ▲1.9%84,8830.9%Consumer StaplesPGProcter & Gamble$76,979,514$7,428,312 ▲10.7%529,8700.9%Consumer StaplesTSLATesla$76,012,366$10,280,975 ▲15.6%214,2340.8%Consumer DiscretionaryUNPUnion Pacific$74,379,388$3,235,898 ▼-4.2%273,3230.8%IndustrialsSCHGSchwab U.S. Large-Cap Growth ETF$67,192,752$3,910,980 ▲6.2%1,870,1020.7%ETFIWFiShares Russell 1000 Growth ETF$63,760,346$2,094,848 ▲3.4%509,0240.7%ETFCBChubb$63,252,343$372,736 ▼-0.6%194,4730.7%FinanceWMBWilliams Companies$62,585,281$657,202 ▲1.1%920,7780.7%EnergyTMOThermo Fisher Scientific$61,772,505$113,408 ▲0.2%91,5080.7%HealthcareAMPAmeriprise Financial$61,633,850$840,934 ▼-1.3%125,1830.7%FinanceMCDMcDonald's$61,623,274$6,771,616 ▲12.3%266,8370.7%Consumer DiscretionaryCVXChevron$61,181,929$1,998,603 ▲3.4%299,6030.7%EnergySCHOSchwab Short-Term U.S. Treasury ETF$61,093,643$640,975 ▲1.1%2,560,5050.7%ETFPNCThe PNC Financial Services Group$59,919,296$402,068 ▲0.7%269,5910.7%FinanceHDHome Depot$56,963,517$3,558,975 ▲6.7%200,2300.6%Consumer DiscretionaryCOPConocoPhillips$52,907,288$210,627 ▲0.4%422,7510.6%EnergyPMPhilip Morris International$52,818,594$390,227 ▲0.7%276,7980.6%Consumer StaplesPEPPepsiCo$50,732,732$1,996,093 ▲4.1%400,3530.6%Consumer StaplesCRMSalesforce$46,792,335$1,957,773 ▲4.4%203,8260.5%TechnologyAMATApplied Materials$45,501,579$3,469,203 ▼-7.1%88,9780.5%TechnologyJNJJohnson & Johnson$43,682,365$1,206,420 ▲2.8%165,0010.5%HealthcareQCOMQualcomm$41,227,353$1,068,904 ▲2.7%224,0130.5%TechnologyVTIVanguard Total Stock Market ETF$40,714,692$1,538,875 ▲3.9%108,7930.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$40,667,423$317,191 ▼-0.8%61,9260.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$39,685,450$2,290,430 ▲6.1%1,191,3970.4%ETFIWDiShares Russell 1000 Value ETF$38,961,208$356,027 ▲0.9%157,1460.4%ETFBIVVanguard Intermediate-Term Bond ETF$38,934,636$801,314 ▲2.1%534,3760.4%ETFLAM RESEARCH CORP$37,718,861$2,179,992 ▲6.1%114,8180.4%COMBKNGBooking$36,929,742$115,829 ▼-0.3%226,6880.4%Consumer DiscretionaryASMLASML$36,595,734$79,713 ▼-0.2%20,2000.4%TechnologyIJHiShares Core S&P Mid-Cap ETF$35,491,182$256,645 ▲0.7%493,2760.4%ETFECLEcolab$35,186,329$280,346 ▼-0.8%128,1460.4%MaterialsMSMorgan Stanley$34,246,359$778,651 ▲2.3%182,0840.4%FinanceNVSNovartis$33,995,959$104,076 ▼-0.3%238,4510.4%HealthcareNOCNorthrop Grumman$32,839,412$4,126,985 ▼-11.2%67,9230.4%IndustrialsMMITNYLIM MacKay Shields Municipal Intermediate ETF$32,780,153$896,644 ▲2.8%1,432,6990.4%ETFTE CONNECTIVITY PLC$32,705,890$122,638 ▼-0.4%154,9450.4%COMAMGNAmgen$32,523,712$111,279 ▼-0.3%77,1600.4%HealthcareEMREmerson Electric$30,660,523$1,172,558 ▼-3.7%197,6820.3%IndustrialsBXBlackstone$30,593,284$4,708 ▼0.0%272,9350.3%FinanceENBEnbridge$29,518,035$215,993 ▼-0.7%634,9330.3%EnergyTRVTravelers Companies$29,328,652$1,103,398 ▼-3.6%82,2660.3%FinancePALANTIR TECHNOLOGIES INC$29,265,843$3,750,727 ▲14.7%156,4600.3%COMXLKTechnology Select Sector SPDR Fund$29,183,585$924,136 ▼-3.1%149,0860.3%ETFPANWPalo Alto Networks$28,977,010$6,075,267 ▼-17.3%72,9330.3%TechnologyDHRDanaher$28,747,220$573,371 ▲2.0%129,7550.3%HealthcareKOCoca-Cola$27,534,065$438,836 ▲1.6%319,8660.3%Consumer StaplesDEDeere & Company$26,976,528$368,677 ▼-1.3%40,1710.3%IndustrialsIJRiShares Core S&P Small-Cap ETF$26,886,367$405,943 ▲1.5%197,6360.3%ETFINTCIntel$26,861,666$2,620,894 ▲10.8%223,4190.3%TechnologyVZVerizon Communications$26,779,411$114,446 ▼-0.4%583,8110.3%Communication ServicesSCHWCharles Schwab$25,644,570$262,530 ▲1.0%262,3750.3%FinanceHBANHuntington Bancshares$25,459,921$98,168 ▼-0.4%1,668,4090.3%FinanceETREntergy$24,793,957$121,991 ▼-0.5%249,7880.3%UtilitiesJEPIJPMorgan Equity Premium Income ETF$24,527,774$463,365 ▼-1.9%436,2820.3%ETFVUGVanguard Growth ETF$24,252,836$1,950,521 ▲8.7%269,1470.3%ETFETF SER SOLUTIONS$24,212,257$25,691 ▼-0.1%807,6810.3%IETFUNHUnitedHealth Group$23,770,416$2,898,115 ▲13.9%64,7550.3%HealthcareGLWCorning$23,510,673$184,820 ▲0.8%152,9050.3%TechnologyEFAiShares MSCI EAFE ETF$23,167,797$445,585 ▼-1.9%223,0030.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$22,847,514$588,004 ▼-2.5%281,5120.3%ETFDLRDigital Realty Trust$22,744,537$87,063 ▼-0.4%129,5760.3%Real EstateUSBU.S. Bancorp$22,605,242$76,879 ▼-0.3%391,3650.3%FinanceLMTLockheed Martin$22,587,544$729,238 ▲3.3%44,3550.3%IndustrialsALLAllstate$22,521,452$352,757 ▼-1.5%101,5120.3%FinanceMDTMedtronic$22,216,223$39,348 ▼-0.2%257,4600.2%HealthcareIWPiShares Russell Mid-Cap Growth ETF$22,212,465$55,347 ▲0.2%161,3340.2%ETFPLDPrologis$21,895,179$4,006,733 ▲22.4%168,6320.2%Real EstateDGXQuest Diagnostics$21,686,930$430,480 ▼-1.9%93,0490.2%HealthcareGE VERNOVA INC$21,631,297$14,029,262 ▲184.5%22,7580.2%COMVWOVanguard FTSE Emerging Markets ETF$21,167,542$245,128 ▲1.2%356,8970.2%ETFShowing largest 100 holdings. 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