Midwest Trust Co

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Midwest Trust Co reported 606 stock positions worth $8.8 billion. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by Nvidia (NVDA, 3.9%) and Microsoft (MSFT, 3.4%). Compared with Q1 2026, it opened 37 new positions, sold out of 24, added to 176 and reduced 333. The biggest buy was Lam Research (LRCX, shares +16%) and the biggest sale Exxon Mobil (XOM, shares −1%).

Most Recent 13F
Q2 2026
Location
Overland Park, KS
CIK
0002077080
Portfolio Value
$8.8B (Q2 2026)
SEC Filing
0002077080-26-000012 ↗ filed Aug 5, 2026

Holdings Value

0$2.0B$4.0B$6.0B$8.0B$10.0B Q2 2025: $7.2B Q2 2025 Q3 2025: $7.7B Q3 2025 Q4 2025: $8.0B Q4 2025 Q1 2026: $8.0B Q1 2026 Q2 2026: $8.8B $8.8B Q2 2026

Holdings 606 stocks · $8.8B
AAPL Apple Inc. 4.70% 1,432,536 $414.5M Reduce -1.1%
NVDA Nvidia Corp. 3.91% 1,727,000 $345.6M Reduce -1.6%
MSFT Microsoft Corp. 3.42% 808,387 $301.5M Add +3.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.30% 3,620,231 $291.7M Reduce -11.9%
GOOGL Alphabet Inc. Class A 2.68% 661,508 $236.4M Reduce -7.1%
AMZN Amazon.com Inc. 2.49% 922,568 $219.9M Reduce -1.1%
AVGO Broadcom Inc. 2.29% 534,193 $201.8M Reduce -0.1%
JPM JPMorgan Chase & Co. 1.90% 512,205 $167.7M Add +14.2%
CAT Caterpillar Inc. 1.72% 142,243 $151.5M Reduce -8.7%
GVI iShares Intermediate Governm 1.62% 1,350,277 $143.3M Add +7.0%
GOOG Alphabet Inc. Class C 1.54% 383,766 $135.6M Reduce -0.2%
VEA Vanguard Ftse Developed ETF 1.43% 1,775,418 $126.5M Add +9.0%
ABBV Abbvie Inc. 1.40% 489,495 $123.2M Add +0.9%
CSCO Cisco Systems Inc. 1.37% 1,030,575 $121.1M Reduce -2.9%
BRK.B Berkshire Hathaway Inc. Class B 1.27% 224,463 $112.3M Add +14.9%
DFAS Dimensional US Small Cap ETF 1.24% 1,328,794 $109.4M Reduce -3.5%
XOM Exxon Mobil Corp. 1.09% 706,838 $96.6M Reduce -0.6%
META Meta Platforms Inc. Class A 1.09% 170,676 $96.1M Add +22.4%
MRK Merck & Co. Inc. 1.07% 738,473 $94.9M Reduce -1.2%
VOO Vanguard S&P 500 ETF 1.05% 135,179 $92.8M Reduce -1.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.05% 123,646 $92.3M Reduce -1.4%
WMT Walmart Inc. 1.03% 806,574 $91.4M Reduce -1.5%
V Visa Inc. Class A 1.01% 260,271 $89.3M Add +1.6%
ETN Eaton Corp. PLC 1.00% 207,784 $88.5M Reduce -0.2%
RTX RTX Corp. 0.97% 453,609 $86.1M Reduce -1.1%
AVEM Avantis Emerging Markets Eq 0.95% 870,014 $83.9M Add +13.3%
LLY Eli Lilly & Co. 0.93% 68,243 $81.9M Add +4.8%
TSLA Tesla Inc. 0.88% 185,258 $77.9M Reduce -1.1%
COST Costco Wholesale Corp. 0.88% 83,268 $77.9M Add +2.0%
UNP Union Pacific Corp. 0.88% 285,214 $77.6M Reduce -0.7%
IEFA iShares Core MSCI Eafe ETF 0.88% 802,018 $77.5M Add +7.2%
IVV iShares Core S&P 500 ETF 0.85% 100,336 $75.1M Reduce -0.9%
PG The Procter & Gamble Co. 0.80% 478,739 $70.2M Reduce -0.3%
AMAT Applied Materials Inc. 0.78% 95,762 $69.2M Reduce -2.6%
WMB Williams Cos Inc. 0.77% 911,109 $67.7M Reduce -1.1%
CB Chubb Ltd. 0.76% 195,619 $66.7M Reduce -0.6%
HD Home Depot Inc. 0.75% 187,720 $66.2M Add +1.4%
PNC PNC Financial Services Group 0.75% 267,782 $65.9M Add +0.7%
MCD McDonald's Corp. 0.73% 237,515 $64.2M Add +4.4%
SCHO Schwab Short-Term US Treas 0.69% 2,533,641 $61.2M Add +37.2%
IWF iShares Russell 1000 Growth 0.69% 492,300 $61.1M Add +2.3%
SCHG Schwab US Large-Cap Growth 0.68% 1,761,252 $59.6M Reduce -1.9%
AMP Ameriprise Financial Inc. 0.66% 126,891 $58.2M Add +1.8%
PEP Pepsico Inc. 0.59% 384,601 $52.1M Add +0.5%
PM Philip Morris International 0.56% 274,753 $49.7M Reduce -0.5%
CVX Chevron Corp. 0.54% 289,816 $48.0M Reduce -2.6%
LRCX Lam Research Corp. 0.53% 108,182 $46.9M Add +16.1%
TMO Thermo Fisher Scientific Inc. 0.52% 91,340 $45.8M Add +1.3%
MDY State Street SPDR S&P Midcap 0.50% 62,409 $43.9M Reduce -2.1%
COP Conocophillips 0.50% 421,068 $43.8M Reduce -0.8%
JNJ Johnson & Johnson 0.46% 160,444 $40.7M Reduce -3.9%
BKNG Booking Holdings Inc. 0.46% 227,399 $40.5M Add +1.4%
QCOM Qualcomm Inc. 0.46% 218,205 $40.3M Reduce -3.8%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.46% 20,244 $40.3M Reduce -3.4%
BIV Vanguard Intermediate-Term B 0.45% 523,378 $40.1M Add +23.4%
SCHV Schwab US Large-Cap Value 0.44% 1,122,636 $39.1M Reduce -1.4%
NOC Northrop Grumman Corp. 0.44% 76,459 $38.9M Add +0.6%
GLW Corning Inc. 0.44% 151,703 $38.7M Reduce -8.5%
VTI VG Morningstar TS MKT ETF-US 0.44% 104,681 $38.7M Add +1.1%
IJH iShares Core S&P Midcap ETF 0.43% 489,709 $37.8M Reduce -3.6%
IWD iShares Russell 1000 Value E 0.43% 155,710 $37.7M Reduce -0.9%
NVS Novartis AG-Sponsored ADR 0.42% 239,181 $37.5M Reduce -1.3%
MS Morgan Stanley 0.42% 177,944 $37.2M Add +0.2%
ECL Ecolab Inc. 0.41% 129,167 $36.0M Add +1.9%
ENB Enbridge Inc. 0.39% 639,579 $34.7M Reduce -2.4%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.38% 1,393,510 $33.9M Add +10.5%
BX Blackstone Inc. 0.36% 272,977 $32.1M Add +10.5%
TEL Te Connectivity PLC 0.36% 155,526 $31.4M Add +1.2%
CRM Salesforce Inc. 0.35% 195,298 $30.6M Add +1.8%
PANW Palo Alto Networks Inc. 0.34% 88,224 $30.1M Reduce -1.5%
HBAN Huntington Bancshares Inc. 0.34% 1,674,842 $29.7M Add +0.7%
EMR Emerson Electric Co. 0.33% 205,242 $29.4M Reduce -1.0%
XLK SS Technology Select Sector 0.33% 153,807 $29.3M Reduce -0.8%
IJR iShares Core S&P Small-Cap E 0.33% 194,652 $28.9M Reduce -3.1%
ETR Entergy Corp. 0.33% 251,017 $28.8M Reduce -3.0%
TRV The Travelers Cos Inc. 0.32% 85,361 $28.2M Reduce -0.8%
INTC Intel Corp. 0.32% 201,620 $28.2M Add +18.2%
AMGN Amgen Inc. 0.32% 77,424 $28.0M Reduce -1.9%
DE Deere & Co. 0.29% 40,720 $25.8M Add +2.9%
KO The Coca-Cola Co. 0.29% 314,768 $25.6M Reduce -2.3%
JEPI JPMorgan Equity Premium Inco 0.28% 444,524 $25.1M Reduce -5.7%
VZ Verizon Communications Inc. 0.28% 586,306 $24.8M Add +0.1%
ALL Allstate Corp. 0.28% 103,102 $24.5M Add +0.7%
DHR Danaher Corp. 0.27% 127,167 $24.2M Add +1.4%
HON Honeywell International Inc. 0.27% 107,150 $24.0M Add +0.2%
SCHW Schwab (charles) Corp. 0.27% 259,689 $24.0M Reduce -0.3%
IEMG iShares Core MSCI Emerging 0.27% 288,757 $23.9M Reduce -2.2%
NEE Nextera Energy Inc. 0.27% 271,157 $23.8M Reduce -1.7%
USB US Bancorp 0.27% 392,696 $23.7M Reduce -2.1%
UNH Unitedhealth Group Inc. 0.27% 56,860 $23.6M Add +38.6%
CW Curtiss-Wright Corp. 0.27% 31,175 $23.6M Reduce -3.7%
EFA iShares MSCI Eafe ETF 0.27% 227,292 $23.6M Add +3.8%
HONA Honeywell Aerospace Inc. 0.27% 106,772 $23.6M Reduce -0.1%
TIIV Aam Todd Itnl IV ETF 0.27% 808,538 $23.6M Reduce -1.1%
IWP iShares Russell Mid-Cap Grow 0.27% 160,932 $23.6M Add +0.9%
DLR Digital Realty Trust Inc. 0.26% 130,072 $23.4M Reduce -1.0%
LMT Lockheed Martin Corp. 0.25% 42,923 $21.9M Reduce -4.8%
WM Waste Management Inc. 0.25% 98,061 $21.9M Add +1.1%
SBUX Starbucks Corp. 0.24% 209,767 $21.4M Reduce -2.2%
CASY Casey's General Stores Inc. 0.24% 26,945 $21.4M Reduce -2.7%

Show all 606 holdings

Portfolio Sells Q1 2026 → Q2 2026
XOM Exxon Mobil Corp. Reduce -0.6% 1.09% −0.41
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -11.9% 3.30% −0.38
DOW Dow Inc. Reduce -92.0% 0.02% −0.33
VNQ Vanguard Real Estate ETF Reduce -76.3% 0.10% −0.32
WMT Walmart Inc. Reduce -1.5% 1.03% −0.23
CVX Chevron Corp. Reduce -2.6% 0.54% −0.22
PYPL PayPal Holdings Inc. Reduce -84.8% 0.03% −0.21
COP Conocophillips Reduce -0.8% 0.50% −0.20
SCHR Schwab Intermediate-Term US Reduce -95.3% 0.01% −0.15
RTX RTX Corp. Reduce -1.1% 0.97% −0.13
LMT Lockheed Martin Corp. Reduce -4.8% 0.25% −0.09
MKC McCormick & Co.-Non VTG SHRS Reduce -76.3% 0.02% −0.07
PG The Procter & Gamble Co. Reduce -0.3% 0.80% −0.07
WMB Williams Cos Inc. Reduce -1.1% 0.77% −0.07
INTU Intuit Inc. Reduce -73.9% 0.01% −0.06
SPOT Spotify Technology SA Reduce -87.7% 0.01% −0.05
NEE Nextera Energy Inc. Reduce -1.7% 0.27% −0.05
ENB Enbridge Inc. Reduce -2.4% 0.39% −0.05
JEPI JPMorgan Equity Premium Inco Reduce -5.7% 0.28% −0.05
JNJ Johnson & Johnson Reduce -3.9% 0.46% −0.05
MRK Merck & Co. Inc. Reduce -1.2% 1.07% −0.05
ADBE Adobe Inc. Reduce -1.7% 0.14% −0.05
CB Chubb Ltd. Reduce -0.6% 0.76% −0.05
SLB SLB Ltd. Reduce -1.7% 0.18% −0.04
IAU iShares Gold Trust Reduce -1.9% 0.13% −0.04
NVS Novartis AG-Sponsored ADR Reduce -1.3% 0.42% −0.04
BAH Booz Allen Hamilton Holdings Reduce -0.0% 0.09% −0.04
ETR Entergy Corp. Reduce -3.0% 0.33% −0.04
SCHW Schwab (charles) Corp. Reduce -0.3% 0.27% −0.03
DLR Digital Realty Trust Inc. Reduce -1.0% 0.26% −0.03
SO The Southern Co. Reduce -1.4% 0.24% −0.03
RBLX Roblox Corp. Class A Sold out 0.00% −0.03
AMGN Amgen Inc. Reduce -1.9% 0.32% −0.03
HONA Honeywell Aerospace Inc. Reduce -0.1% 0.27% −0.03
AFL Aflac Inc. Reduce -9.4% 0.20% −0.03
MPWR Monolithic Power Systems Inc. Reduce -35.9% 0.07% −0.03
SYK Stryker Corp. Reduce -2.6% 0.14% −0.02
NEM Newmont Corp. Reduce -2.5% 0.07% −0.02
SPGI S&P Global Inc. Reduce -49.6% 0.02% −0.02
AVY Avery Dennison Corp. Reduce -0.8% 0.11% −0.02
HAS Hasbro Inc. Reduce -0.6% 0.08% −0.02
ACLC American Century Large Cap E Reduce -80.7% 0.00% −0.02
IDXX Idexx Laboratories Inc. Reduce -0.6% 0.11% −0.02
NOW ServiceNow Inc. Reduce -1.6% 0.11% −0.02
KKR KKR & Co. Inc. Reduce -1.9% 0.14% −0.02
PFE Pfizer Inc. Reduce -1.4% 0.06% −0.02
T AT&T Inc. Reduce -21.0% 0.02% −0.02
PLD Prologis Inc. Reduce -1.1% 0.21% −0.02
DIS The Walt Disney Co. Reduce -2.2% 0.14% −0.02
TIIV Aam Todd Itnl IV ETF Reduce -1.1% 0.27% −0.02

Portfolio Buys Q1 2026 → Q2 2026
LRCX Lam Research Corp. Add +16.1% 0.53% +0.28
JPM JPMorgan Chase & Co. Add +14.2% 1.90% +0.25
INTC Intel Corp. Add +18.2% 0.32% +0.23
LLY Eli Lilly & Co. Add +4.8% 0.93% +0.18
AVEM Avantis Emerging Markets Eq Add +13.3% 0.95% +0.18
SCHO Schwab Short-Term US Treas Add +37.2% 0.69% +0.13
VEA Vanguard Ftse Developed ETF Add +9.0% 1.43% +0.13
UNH Unitedhealth Group Inc. Add +38.6% 0.27% +0.13
ARM Arm Holdings PLC-ADR Add +47.8% 0.18% +0.12
BRK.B Berkshire Hathaway Inc. Class B Add +14.9% 1.27% +0.10
META Meta Platforms Inc. Class A Add +22.4% 1.09% +0.09
AMD Advanced Micro Devices Add +130.4% 0.10% +0.08
ABBV Abbvie Inc. Add +0.9% 1.40% +0.08
HOOD Robinhood Markets Inc. Class A New 0.07% +0.07
PLTR Palantir Technologies Inc. Class A Add +116.5% 0.18% +0.07
QQQ Invesco QQQ Trust Series 1 Add +20.6% 0.21% +0.06
PNC PNC Financial Services Group Add +0.7% 0.75% +0.06
MS Morgan Stanley Add +0.2% 0.42% +0.06
IWF iShares Russell 1000 Growth Add +2.3% 0.69% +0.05
FTI Technipfmc PLC New 0.05% +0.05
BIV Vanguard Intermediate-Term B Add +23.4% 0.45% +0.05
V Visa Inc. Class A Add +1.6% 1.01% +0.05
COF Capital One Financial Corp. Add +87.6% 0.09% +0.04
CMI Cummins Inc. Add +33.6% 0.11% +0.04
VUG Vanguard Mrngstar GR ETF-Sui Add +12.6% 0.24% +0.04
TDS Telephone and Data Systems New 0.04% +0.04
NUE Nucor Corp. Add +1162.8% 0.04% +0.04
PGR Progressive Corp. Add +65.6% 0.10% +0.04
IEFA iShares Core MSCI Eafe ETF Add +7.2% 0.88% +0.03
USMV iShares MSCI USA Min Vol Fac Add +386.6% 0.04% +0.03
VBIL Vanguard 0-3M T-Bill ETF New 0.03% +0.03
PWR Quanta Services Inc. Add +7.9% 0.12% +0.03
DFEM Dimensional Emrg MRKT Core Add +11.1% 0.16% +0.03
VTI VG Morningstar TS MKT ETF-US Add +1.1% 0.44% +0.02
MNST Monster Beverage Corp. Add +3.0% 0.12% +0.02
ESGU iShares ESG Aware MSCI USA Add +292.6% 0.03% +0.02
KLAC KLA Corp. Add +0.2% 0.04% +0.02
TSM Taiwan Semiconductor-SP ADR Add +3.6% 0.08% +0.02
CHD Church & Dwight Co. Inc. Add +17.3% 0.18% +0.02
MU Micron Technology Inc. Add +44.8% 0.02% +0.02
DE Deere & Co. Add +2.9% 0.29% +0.01
ALL Allstate Corp. Add +0.7% 0.28% +0.01
VMI Valmont Industries Add +0.4% 0.05% +0.01
IWP iShares Russell Mid-Cap Grow Add +0.9% 0.27% +0.01
SPSB SS SPDR P St C Corp. ETF Add +24.3% 0.10% +0.01
HBAN Huntington Bancshares Inc. Add +0.7% 0.34% +0.01
GS Goldman Sachs Group Inc. Add +28.0% 0.04% +0.01
RF Regions Financial Corp. Add +0.2% 0.21% +0.01
UTL Unitil Corp. Add +276.9% 0.01% +0.01
BX Blackstone Inc. Add +10.5% 0.36% +0.01

Notes & Other Activity Q1 2026 → Q2 2026
GABELLI EQUITY TRUST-RT RIGHT 04/14/2026 Sold out 11,470 $80before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 606$8.8BAAPL, NVDA, MSFT, VO, GOOGL
Q1 2026 592$8.0BAAPL, NVDA, VO, MSFT, GOOGL
Q4 2025 588$8.0BAAPL, MSFT, NVDA, VO, GOOGL
Q3 2025 581$7.7BMSFT, AAPL, NVDA, VO, AMZN
Q2 2025 588$7.2BMSFT, AAPL, NVDA, VO, AMZN