MidWestOne Financial Group Top Holdings and 13F Report (2025)

About MidWestOne Financial Group

MidWestOne 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 Activity

MidWestOne Financial Group has $704.13 million in total holdings as of March 31, 2025.
MidWestOne Financial Group owns shares of 280 different stocks, but just 91 companies or ETFs make up 80% of its holdings.
Approximately 6.48% of the portfolio was purchased this quarter.
About 6.45% of the portfolio was sold this quarter.
This quarter, MidWestOne Financial Group has purchased 282 new stocks and bought additional shares in 103 stocks.
MidWestOne Financial Group sold shares of 102 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

MidWestOne Financial Group: $120,210,293
Schwab U.S. Large-Cap Value ETF: $30,508,790
Apple: $29,615,704
Vanguard Russell 1000 Growth ETF: $24,503,519
Vanguard Long-Term Corporate Bond ETF: $22,609,718

Largest New Holdings this Quarter

902788108 - UMB Financial: $5,673,833 Holding
24703L202 - Dell Technologies: $1,703,320 Holding
46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF: $1,648,675 Holding
G0450A105 - Arch Capital Group: $1,592,933 Holding
27579R104 - East West Bancorp: $1,582,110 Holding

Largest Purchases this Quarter

UMB Financial: 56,121 shares (about $5.67M)
AES: 199,664 shares (about $2.48M)
Signet Jewelers: 39,353 shares (about $2.28M)
Surgery Partners: 84,569 shares (about $2.01M)
BUNGE GLOBAL SA: 22,637 shares (about $1.73M)

Largest Sales this Quarter

AT&T: 60,555 shares (about $1.71M)
Macy's: 121,745 shares (about $1.53M)
Procter & Gamble: 8,301 shares (about $1.41M)
McKesson: 2,092 shares (about $1.41M)
Viatris: 153,492 shares (about $1.34M)

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
MOFG MidWestOne Financial Group	$120,210,293	$989,122 ▼	-0.8%	4,059,787	17.1%	Finance
SCHV Schwab U.S. Large-Cap Value ETF	$30,508,790	$547,070 ▲	1.8%	1,147,810	4.3%	ETF
AAPL Apple	$29,615,704	$753,904 ▼	-2.5%	133,327	4.2%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$24,503,519	$436,391 ▲	1.8%	264,075	3.5%	ETF
VCLT Vanguard Long-Term Corporate Bond ETF	$22,609,718	$64,144 ▲	0.3%	297,849	3.2%	Manufacturing
SPLG SPDR Portfolio S&P 500 ETF	$20,266,048	$194,847 ▲	1.0%	308,182	2.9%	ETF
IEFA iShares Core MSCI EAFE ETF	$17,740,984	$150,997 ▼	-0.8%	234,514	2.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$13,042,701	$27,104 ▲	0.2%	131,851	1.9%	Finance
MSFT Microsoft	$11,479,427	$92,343 ▼	-0.8%	30,581	1.6%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$10,475,338	$39,944 ▲	0.4%	132,700	1.5%	ETF
JPM JPMorgan Chase & Co.	$7,417,136	$10,548 ▼	-0.1%	30,237	1.1%	Finance
ABBV AbbVie	$7,181,717	$464,506 ▼	-6.1%	34,277	1.0%	Medical
JEPI JPMorgan Equity Premium Income ETF	$6,361,968	$241,816 ▼	-3.7%	111,340	0.9%	ETF
BRK.B Berkshire Hathaway	$5,875,423	$241,259 ▲	4.3%	11,032	0.8%	Finance
MU Micron Technology	$5,741,170	$1,163,110 ▲	25.4%	66,074	0.8%	Computer and Technology
UMBF UMB Financial	$5,673,833	$5,673,833 ▲	New Holding	56,121	0.8%	Finance
ABT Abbott Laboratories	$5,326,428	$56,509 ▼	-1.0%	40,154	0.8%	Medical
LLY Eli Lilly and Company	$5,219,751	$22,300 ▼	-0.4%	6,320	0.7%	Medical
META Meta Platforms	$5,013,180	$292,757 ▼	-5.5%	8,699	0.7%	Computer and Technology
DE Deere & Company	$4,592,121	$15,958 ▲	0.3%	9,784	0.7%	Industrials
VGLT Vanguard Long-Term Treasury ETF	$4,558,506	$20,970 ▲	0.5%	79,127	0.6%	ETF
XOM Exxon Mobil	$4,494,959	$73,142 ▼	-1.6%	37,795	0.6%	Energy
SPY SPDR S&P 500 ETF Trust	$4,374,429		0.0%	7,820	0.6%	Finance
T AT&T	$4,287,050	$1,712,495 ▼	-28.5%	151,593	0.6%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$4,110,845	$218,730 ▲	5.6%	52,135	0.6%	ETF
PG Procter & Gamble	$3,992,429	$1,414,656 ▼	-26.2%	23,427	0.6%	Consumer Staples
CVX Chevron	$3,932,988	$25,763 ▲	0.7%	23,510	0.6%	Energy
GOOG Alphabet	$3,927,309	$71,553 ▲	1.9%	25,138	0.6%	Computer and Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$3,914,342	$572 ▲	0.0%	47,876	0.6%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$3,868,060	$945,929 ▲	32.4%	35,588	0.5%	Finance
MCK McKesson	$3,867,000	$1,407,895 ▼	-26.7%	5,746	0.5%	Medical
AMZN Amazon.com	$3,861,897	$91,515 ▼	-2.3%	20,298	0.5%	Retail/Wholesale
JNJ Johnson & Johnson	$3,857,604	$51,908 ▲	1.4%	23,261	0.5%	Medical
UAL United Airlines	$3,836,418	$471,059 ▲	14.0%	55,560	0.5%	Transportation
SIG Signet Jewelers	$3,699,874	$2,284,835 ▲	161.5%	63,725	0.5%	Retail/Wholesale
URI United Rentals	$3,690,010	$42,616 ▼	-1.1%	5,888	0.5%	Construction
DIVB iShares Core Dividend ETF	$3,652,392	$373,410 ▲	11.4%	75,276	0.5%	ETF
IVV iShares Core S&P 500 ETF	$3,647,855		0.0%	6,492	0.5%	ETF
AON AON	$3,632,916		0.0%	9,103	0.5%	Finance
LDOS Leidos	$3,624,623	$947,279 ▲	35.4%	26,861	0.5%	Aerospace
AVGO Broadcom	$3,571,449	$932,920 ▼	-20.7%	21,331	0.5%	Computer and Technology
ORCL Oracle	$3,528,245	$37,607 ▲	1.1%	25,237	0.5%	Computer and Technology
FNDF Schwab Fundamental International Equity ETF	$3,423,578	$271,050 ▲	8.6%	94,731	0.5%	ETF
MLN VanEck Long Muni ETF	$3,208,577	$7,599 ▼	-0.2%	184,507	0.5%	ETF
V Visa	$3,162,901	$7,360 ▲	0.2%	9,025	0.4%	Business Services
MUB iShares National Muni Bond ETF	$3,139,687	$5,905 ▼	-0.2%	29,777	0.4%	ETF
STZ Constellation Brands	$3,120,207	$632,593 ▲	25.4%	17,002	0.4%	Consumer Staples
AES AES	$3,115,172	$2,479,827 ▲	390.3%	250,819	0.4%	Utilities
LNT Alliant Energy	$3,088,092	$45,753 ▼	-1.5%	47,989	0.4%	Utilities
HD Home Depot	$3,052,862	$3,664 ▲	0.1%	8,331	0.4%	Retail/Wholesale
BUNGE GLOBAL SA	$3,019,966	$1,729,920 ▲	134.1%	39,518	0.4%	COM SHS
VO Vanguard Mid-Cap ETF	$3,001,544		0.0%	11,606	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$2,985,620	$263,266 ▼	-8.1%	55,320	0.4%	ETF
SMB VanEck Short Muni ETF	$2,926,470	$6,546 ▼	-0.2%	170,789	0.4%	ETF
CSCO Cisco Systems	$2,901,111	$21,537 ▲	0.7%	47,012	0.4%	Computer and Technology
GOOGL Alphabet	$2,865,324	$200,723 ▼	-6.5%	18,529	0.4%	Computer and Technology
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$2,862,747	$852,215 ▼	-22.9%	70,217	0.4%	ETF
PFF iShares Preferred and Income Securities ETF	$2,803,652	$853,372 ▼	-23.3%	91,235	0.4%	ETF
GGG Graco	$2,755,830	$3,758 ▼	-0.1%	33,000	0.4%	Industrials
GPN Global Payments	$2,710,328	$111,139 ▲	4.3%	27,679	0.4%	Business Services
SGRY Surgery Partners	$2,673,134	$2,008,514 ▲	302.2%	112,553	0.4%	Medical
CAT Caterpillar	$2,634,113	$22,426 ▲	0.9%	7,987	0.4%	Industrials
JAZZ Jazz Pharmaceuticals	$2,547,186	$475,495 ▼	-15.7%	20,517	0.4%	Medical
WMT Walmart	$2,543,364	$24,757 ▲	1.0%	28,971	0.4%	Retail/Wholesale
GM General Motors	$2,517,657	$418,050 ▲	19.9%	53,533	0.4%	Auto/Tires/Trucks
IBM International Business Machines	$2,427,419	$6,962 ▼	-0.3%	9,762	0.3%	Computer and Technology
ALL Allstate	$2,383,790	$20,084 ▲	0.8%	11,513	0.3%	Finance
VZ Verizon Communications	$2,362,576	$461,130 ▼	-16.3%	52,085	0.3%	Computer and Technology
TMO Thermo Fisher Scientific	$2,311,352	$4,478 ▼	-0.2%	4,645	0.3%	Medical
IUSG iShares Core S&P U.S. Growth ETF	$2,298,496	$334,983 ▼	-12.7%	18,087	0.3%	Manufacturing
MET MetLife	$2,286,017	$751,675 ▼	-24.7%	28,472	0.3%	Finance
VOO Vanguard S&P 500 ETF	$2,273,538	$390,058 ▼	-14.6%	4,424	0.3%	ETF
UNH UnitedHealth Group	$2,132,710	$253,956 ▲	13.5%	4,073	0.3%	Medical
BCS Barclays	$2,126,746	$699,203 ▼	-24.7%	138,460	0.3%	Finance
PEAK Healthpeak Properties	$2,104,680	$440,675 ▲	26.5%	104,089	0.3%	Finance
J P MORGAN EXCHANGE TRADED F	$2,046,668	$56,420 ▼	-2.7%	39,359	0.3%	JPMORGAM LTD DUR
PM Philip Morris International	$2,040,474		0.0%	12,855	0.3%	Consumer Staples
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$1,997,238	$9,421 ▲	0.5%	22,047	0.3%	ETF
COP ConocoPhillips	$1,978,367	$652,804 ▲	49.2%	18,838	0.3%	Energy
DAL Delta Air Lines	$1,971,374	$371,995 ▼	-15.9%	45,215	0.3%	Transportation
NRG NRG Energy	$1,946,811	$18,901 ▲	1.0%	20,394	0.3%	Utilities
VALE Vale	$1,931,469	$1,115,105 ▲	136.6%	193,534	0.3%	Basic Materials
COST Costco Wholesale	$1,856,566	$25,536 ▲	1.4%	1,963	0.3%	Retail/Wholesale
MBB iShares MBS ETF	$1,837,338	$27,196 ▼	-1.5%	19,592	0.3%	ETF
SCHF Schwab International Equity ETF	$1,779,804	$145,937 ▼	-7.6%	89,980	0.3%	ETF
INTC Intel	$1,770,562	$28,933 ▼	-1.6%	77,964	0.3%	Computer and Technology
THC Tenet Healthcare	$1,749,980	$159,921 ▲	10.1%	13,011	0.2%	Medical
VOT Vanguard Mid-Cap Growth ETF	$1,724,223	$17,614 ▲	1.0%	7,048	0.2%	ETF
VB Vanguard Small-Cap ETF	$1,720,337		0.0%	7,758	0.2%	ETF
BA Boeing	$1,718,973	$20,295 ▲	1.2%	10,079	0.2%	Aerospace
VOE Vanguard Mid-Cap Value ETF	$1,711,677	$30,182 ▲	1.8%	10,662	0.2%	ETF
C Citigroup	$1,711,569	$1,061,585 ▲	163.3%	24,110	0.2%	Finance
DELL Dell Technologies	$1,703,320	$1,703,320 ▲	New Holding	18,687	0.2%	Computer and Technology
SMMD iShares Russell 2500 ETF	$1,702,714	$180,365 ▲	11.8%	27,226	0.2%	ETF
PEP PepsiCo	$1,689,674	$40,184 ▲	2.4%	11,269	0.2%	Consumer Staples
QQQ Invesco QQQ	$1,688,112	$46,892 ▼	-2.7%	3,600	0.2%	Finance
BMY Bristol-Myers Squibb	$1,685,764	$35,374 ▲	2.1%	27,640	0.2%	Medical
CRM Salesforce	$1,661,685	$176,016 ▼	-9.6%	6,193	0.2%	Computer and Technology
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,648,675	$1,648,675 ▲	New Holding	31,840	0.2%	ETF
WAL Western Alliance Bancorporation	$1,620,806	$426,407 ▼	-20.8%	21,096	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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MidWestOne Financial Group Top Holdings and 13F Report (2025)

About MidWestOne Financial Group

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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MidWestOne Financial Group Top Holdings and 13F Report (2025)

About MidWestOne Financial Group

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 ofMidWestOne Financial Group

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