§ 13F · FUND PROFILE
Midwest Trust Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $7.7B (13F)Positions · 581Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 1.45M | $368M | 4.6% | +1% |
| 2 | NVDA | NVIDIA CORPORATION | 1.76M | $306M | 3.8% | −2% |
| 3 | VO | VANGUARD INDEX FDS | 1.03M | $295M | 3.7% | +2% |
| 4 | MSFT | MICROSOFT CORP | 779K | $289M | 3.6% | +5% |
| 5 | GOOGL | ALPHABET INC | 712K | $205M | 2.6% | −2% |
| 6 | AMZN | AMAZON COM INC | 933K | $194M | 2.4% | −1% |
| 7 | AVGO | BROADCOM INC | 535K | $166M | 2.1% | +1% |
| 8 | GVI | ISHARES TR | 1.26M | $135M | 1.7% | +7% |
| 9 | JPM | JPMORGAN CHASE & CO | 448K | $132M | 1.6% | +2% |
| 10 | XOM | EXXON MOBIL CORP | 711K | $121M | 1.5% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIDWEST SIGNAL
AC read
Midwest Trust Co is a Other fund managing $7.7 billion in assets. The fund runs a broad portfolio of 581 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed