§ 13F · FUND PROFILE
MidWestOne Financial Group, Inc..
AUM · $823M (13F)Positions · 380Turnover · n/a · Q4Filed · Feb 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MOFG | MIDWESTONE FINL GROUP INC NE | 4.05M | $156M | 17.3% | ±0% |
| 2 | SCHV | SCHWAB STRATEGIC TR | 1.18M | $35M | 3.9% | +3% |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | 264K | $32M | 3.6% | +1% |
| 4 | SPYM | SPDR SERIES TRUST | 306K | $25M | 2.7% | +2% |
| 5 | MUB | ISHARES TR | 224K | $24M | 2.7% | +394% |
| 6 | IEFA | ISHARES TR | 266K | $24M | 2.6% | +3% |
| 7 | AAPL | APPLE INC | 84K | $23M | 2.5% | −2% |
| 8 | SCHB | SCHWAB STRATEGIC TR | 721K | $19M | 2.1% | +19% |
| 9 | SPAB | SPDR SERIES TRUST | 631K | $16M | 1.8% | +29% |
| 10 | VCLT | VANGUARD SCOTTSDALE FDS | 208K | $16M | 1.8% | −16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIDWESTONE SIGNAL
AC read
MidWestOne Financial Group, Inc. is a Other fund managing $823 million in assets. The fund runs a broad portfolio of 380 positions.
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