MidWestOne Financial Group Top Holdings and 13F Report (2025) About MidWestOne Financial GroupMidWestOne Financial Group NASDAQ: MOFG has filed 13-F forms with the SEC as an investor. MidWestOne Financial Group is itself a publicly traded company. For more information on MidWestOne Financial Group stock, visit the MidWestOne Financial Group stock profile here.Investment ActivityMidWestOne Financial Group has $770.16 million in total holdings as of June 30, 2025.MidWestOne Financial Group owns shares of 296 different stocks, but just 92 companies or ETFs make up 80% of its holdings.Approximately 10.48% of the portfolio was purchased this quarter.About 5.96% of the portfolio was sold this quarter.This quarter, MidWestOne Financial Group has purchased 280 new stocks and bought additional shares in 74 stocks.MidWestOne Financial Group sold shares of 106 stocks and completely divested from 16 stocks this quarter.Largest Holdings MidWestOne Financial Group $116,725,644Schwab U.S. Large-Cap Value ETF $31,214,749Vanguard Russell 1000 Growth ETF $30,259,538Apple $27,220,519SPDR Portfolio S&P 500 ETF $22,512,311 Largest New Holdings this Quarter 808524102 - Schwab US Broad Market ETF $13,827,048 Holding78464A649 - SPDR Portfolio Aggregate Bond ETF $11,174,221 Holding74933W536 - US Treasury 10 Year Note ETF $6,596,985 Holding78463X889 - SPDR Portfolio Developed World ex-US ETF $3,457,239 Holding92537N108 - Vertiv $2,029,648 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 580,237 shares (about $13.83M)SPDR Portfolio Aggregate Bond ETF 436,493 shares (about $11.17M)US Treasury 10 Year Note ETF 150,273 shares (about $6.60M)SPDR Portfolio Developed World ex-US ETF 85,385 shares (about $3.46M)VanEck Long Muni ETF 138,228 shares (about $2.33M) Largest Sales this Quarter Vanguard Long-Term Corporate Bond ETF 78,259 shares (about $5.94M)AES 238,255 shares (about $2.51M)Constellation Brands 15,309 shares (about $2.49M)JPMorgan Equity Premium Income ETF 33,133 shares (about $1.88M)Signet Jewelers 17,005 shares (about $1.35M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMidWestOne Financial Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMOFGMidWestOne Financial Group$116,725,644$74,428 ▼-0.1%4,057,20015.2%FinanceSCHVSchwab U.S. Large-Cap Value ETF$31,214,749$545,154 ▼-1.7%1,128,1084.1%ETFVONGVanguard Russell 1000 Growth ETF$30,259,538$1,422,548 ▲4.9%277,1023.9%ETFAAPLApple$27,220,519$133,975 ▼-0.5%132,6743.5%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$22,512,311$110,561 ▲0.5%309,7032.9%ETFIEFAiShares Core MSCI EAFE ETF$21,721,329$2,144,100 ▲11.0%260,1982.8%ETFVCLTVanguard Long-Term Corporate Bond ETF$16,666,881$5,939,858 ▼-26.3%219,5902.2%ManufacturingMSFTMicrosoft$15,016,808$193,983 ▼-1.3%30,1911.9%Computer and TechnologySCHBSchwab US Broad Market ETF$13,827,048$13,827,048 ▲New Holding580,2371.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$13,110,272$30,653 ▲0.2%132,1601.7%FinanceSPABSPDR Portfolio Aggregate Bond ETF$11,174,221$11,174,221 ▲New Holding436,4931.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$9,389,825$1,159,826 ▼-11.0%118,1111.2%ETFJPMJPMorgan Chase & Co.$8,766,879$870 ▲0.0%30,2401.1%FinanceMUMicron Technology$8,210,053$66,432 ▲0.8%66,6131.1%Computer and TechnologyMETAMeta Platforms$6,628,048$208,118 ▲3.2%8,9810.9%Computer and TechnologyUTENUS Treasury 10 Year Note ETF$6,596,985$6,596,985 ▲New Holding150,2730.9%ETFABBVAbbVie$6,184,116$178,381 ▼-2.8%33,3160.8%MedicalBRK.BBerkshire Hathaway$5,924,936$565,922 ▲10.6%12,1970.8%FinanceUMBFUMB Financial$5,901,6850.0%56,1210.8%FinanceAVGOBroadcom$5,882,647$2,757 ▲0.0%21,3410.8%Computer and TechnologyORCLOracle$5,509,476$7,870 ▼-0.1%25,2010.7%Computer and TechnologyMLNVanEck Long Muni ETF$5,450,994$2,334,671 ▲74.9%322,7350.7%ETFABTAbbott Laboratories$5,367,770$93,575 ▼-1.7%39,4660.7%MedicalLLYEli Lilly and Company$4,992,890$66,260 ▲1.3%6,4050.6%MedicalDEDeere & Company$4,965,914$9,153 ▼-0.2%9,7660.6%IndustrialsSPYSPDR S&P 500 ETF Trust$4,831,5870.0%7,8200.6%FinanceAMZNAmazon.com$4,587,664$134,486 ▲3.0%20,9110.6%Retail/WholesaleMUBiShares National Muni Bond ETF$4,587,612$1,476,511 ▲47.5%43,9090.6%ETFSGRYSurgery Partners$4,529,585$2,027,532 ▲81.0%203,7600.6%MedicalJEPIJPMorgan Equity Premium Income ETF$4,446,068$1,883,611 ▼-29.8%78,2070.6%ETFUALUnited Airlines$4,434,356$10,113 ▲0.2%55,6870.6%TransportationURIUnited Rentals$4,428,485$7,534 ▼-0.2%5,8780.6%ConstructionXLUUtilities Select Sector SPDR Fund$4,404,088$146,743 ▲3.4%53,9320.6%ETFGOOGAlphabet$4,396,611$62,619 ▼-1.4%24,7850.6%Computer and TechnologyTAT&T$4,382,471$4,630 ▼-0.1%151,4330.6%Computer and TechnologyJNJJohnson & Johnson$4,190,543$637,426 ▲17.9%27,4340.5%MedicalXOMExxon Mobil$4,049,722$24,578 ▼-0.6%37,5670.5%EnergyVCITVanguard Intermediate-Term Corporate Bond ETF$4,047,657$77,779 ▲2.0%48,8140.5%ETFIVViShares Core S&P 500 ETF$4,006,047$24,836 ▼-0.6%6,4520.5%ETFPEAKHealthpeak Properties$3,886,432$2,063,834 ▲113.2%221,9550.5%FinanceBUNGE GLOBAL SA$3,854,403$681,898 ▲21.5%48,0120.5%COM SHSDIVBiShares Core Dividend ETF$3,796,644$8,756 ▲0.2%75,4500.5%ETFFNDFSchwab Fundamental International Equity ETF$3,791,1350.0%94,7310.5%ETFLDOSLeidos$3,756,266$481,326 ▼-11.4%23,8100.5%Computer and TechnologySIGSignet Jewelers$3,716,576$1,352,748 ▼-26.7%46,7200.5%Retail/WholesalePGProcter & Gamble$3,697,658$34,732 ▼-0.9%23,2090.5%Consumer StaplesJAZZJazz Pharmaceuticals$3,683,637$1,506,373 ▲69.2%34,7120.5%MedicalMCKMcKesson$3,533,465$677,089 ▼-16.1%4,8220.5%MedicalGPNGlobal Payments$3,520,079$1,304,652 ▲58.9%43,9790.5%Business ServicesSMBVanEck Short Muni ETF$3,519,383$571,565 ▲19.4%203,9040.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,457,239$3,457,239 ▲New Holding85,3850.4%ETFCVXChevron$3,345,205$21,192 ▼-0.6%23,3620.4%EnergyVVisa$3,332,854$128,528 ▲4.0%9,3870.4%Business ServicesCSCOCisco Systems$3,260,930$763 ▼0.0%47,0010.4%Computer and TechnologyVOVanguard Mid-Cap ETF$3,247,7070.0%11,6060.4%ETFAONAON$3,247,5860.0%9,1030.4%FinanceDIVOAmplify CWP Enhanced Dividend Income ETF$3,202,398$214,665 ▲7.2%75,2620.4%ETFCATCaterpillar$3,100,6340.0%7,9870.4%IndustrialsIEMGiShares Core MSCI Emerging Markets ETF$3,023,171$297,689 ▼-9.0%50,3610.4%ETFHDHome Depot$2,964,651$89,449 ▼-2.9%8,0870.4%Retail/WholesaleGOOGLAlphabet$2,934,230$331,136 ▼-10.1%16,6500.4%Computer and TechnologyWMTWalmart$2,930,956$98,171 ▲3.5%29,9750.4%Retail/WholesaleIBMInternational Business Machines$2,880,295$2,653 ▲0.1%9,7710.4%Computer and TechnologyGGGGraco$2,837,0100.0%33,0000.4%IndustrialsTMOThermo Fisher Scientific$2,755,506$872,144 ▲46.3%6,7960.4%MedicalPFFiShares Preferred and Income Securities ETF$2,736,196$62,894 ▼-2.2%89,1850.4%ETFMETMetLife$2,707,179$417,460 ▲18.2%33,6630.4%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,612,445$1,288,356 ▼-33.0%23,8340.3%FinanceLNTAlliant Energy$2,606,801$295,094 ▼-10.2%43,1090.3%UtilitiesDELLDell Technologies$2,484,612$193,585 ▲8.4%20,2660.3%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$2,408,957$311,328 ▼-11.4%16,0170.3%ManufacturingVOOVanguard S&P 500 ETF$2,349,940$163,025 ▼-6.5%4,1370.3%ETFPMPhilip Morris International$2,341,2810.0%12,8550.3%Consumer StaplesETEnergy Transfer$2,321,329$921,367 ▲65.8%128,0380.3%EnergyALLAllstate$2,308,019$9,461 ▼-0.4%11,4660.3%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,294,383$252,390 ▲12.4%24,7720.3%ETFVZVerizon Communications$2,239,309$14,409 ▼-0.6%51,7520.3%Computer and TechnologyACGLArch Capital Group$2,230,088$722,118 ▲47.9%24,4930.3%FinanceDALDelta Air Lines$2,224,805$1,131 ▲0.1%45,2380.3%TransportationQQQInvesco QQQ$2,087,406$101,502 ▲5.1%3,7840.3%FinanceCCitigroup$2,052,839$596 ▲0.0%24,1170.3%Financial ServicesGMGeneral Motors$2,047,579$586,780 ▼-22.3%41,6090.3%Auto/Tires/TrucksNRGNRG Energy$2,031,016$1,243,853 ▼-38.0%12,6480.3%UtilitiesVRTVertiv$2,029,648$2,029,648 ▲New Holding15,8060.3%Computer and TechnologyBABoeing$2,015,678$96,174 ▼-4.6%9,6200.3%AerospaceWALWestern Alliance Bancorporation$2,001,903$356,837 ▲21.7%25,6720.3%FinanceCOSTCostco Wholesale$1,969,980$26,728 ▲1.4%1,9900.3%Retail/WholesaleSYFSynchrony Financial$1,912,835$3,671 ▲0.2%28,6610.2%FinanceFEZSPDR EURO STOXX 50 ETF$1,910,584$1,910,584 ▲New Holding31,9870.2%ETFJ P MORGAN EXCHANGE TRADED F$1,907,126$148,594 ▼-7.2%36,5140.2%JPMORGAM LTD DURJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,892,304$160,208 ▲9.2%34,7850.2%ETFVALEVale$1,882,837$3,622 ▲0.2%193,9070.2%Basic MaterialsDARDarling Ingredients$1,877,954$1,877,954 ▲New Holding49,4980.2%Consumer StaplesVBVanguard Small-Cap ETF$1,817,874$20,617 ▼-1.1%7,6710.2%ETFGEGE Aerospace$1,808,422$143,881 ▼-7.4%7,0260.2%AerospaceSCHFSchwab International Equity ETF$1,802,432$186,126 ▼-9.4%81,5580.2%ETFVOTVanguard Mid-Cap Growth ETF$1,801,611$202,770 ▼-10.1%6,3350.2%ETFNVDANVIDIA$1,771,700$239,987 ▲15.7%11,2140.2%Computer and TechnologyBCSBarclays$1,757,815$816,157 ▼-31.7%94,5570.2%FinanceSCHPSchwab U.S. TIPS ETF$1,741,750$545,126 ▲45.6%65,2830.2%ETFShowing largest 100 holdings. 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