Midwest Trust Co
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Midwest Trust Co reported 588 stock positions worth $7.2 billion. Its top holding was Microsoft (MSFT) at 5.1% of the portfolio, followed by Apple (AAPL, 4.1%) and Nvidia (NVDA, 4.0%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0002077080
- Portfolio Value
- $7.2B (Q2 2025)
- SEC Filing
- 0002077080-25-000004 ↗ filed Aug 7, 2025
Holdings Value
Holdings 588 stocks · $7.2B
| MSFT Microsoft Corp. | 5.05% | 733,310 | $364.8M | — |
| AAPL Apple Inc. | 4.10% | 1,442,483 | $296.0M | — |
| NVDA Nvidia Corp. | 3.98% | 1,817,112 | $287.1M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.67% | 947,793 | $265.2M | — |
| AMZN Amazon.com Inc. | 2.77% | 910,879 | $199.8M | — |
| AVGO Broadcom Inc. | 2.02% | 529,840 | $146.1M | — |
| GOOGL Alphabet Inc. Class A | 1.93% | 791,411 | $139.5M | — |
| JPM JPMorgan Chase & Co. | 1.79% | 445,383 | $129.1M | — |
| DFAS Dimensional US Small Cap ETF | 1.65% | 1,873,337 | $119.4M | — |
| GVI iShares Intermediate Governm | 1.49% | 1,007,399 | $107.6M | — |
| META Meta Platforms Inc. Class A | 1.35% | 131,690 | $97.2M | — |
| ABBV Abbvie Inc. | 1.23% | 479,725 | $89.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.22% | 181,511 | $88.2M | — |
| WMT Walmart Inc. | 1.16% | 853,702 | $83.5M | — |
| VEA Vanguard Ftse Developed ETF | 1.15% | 1,454,549 | $82.9M | — |
| V Visa Inc. Class A | 1.15% | 233,416 | $82.9M | — |
| CSCO Cisco Systems Inc. | 1.06% | 1,104,310 | $76.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 122,946 | $76.0M | — |
| COST Costco Wholesale Corp. | 1.03% | 75,473 | $74.7M | — |
| ETN Eaton Corp. PLC | 1.00% | 202,503 | $72.3M | — |
| RTX RTX Corp. | 0.96% | 473,384 | $69.1M | — |
| XOM Exxon Mobil Corp. | 0.95% | 638,707 | $68.9M | — |
| GOOG Alphabet Inc. Class C | 0.95% | 387,851 | $68.8M | — |
| CAT Caterpillar Inc. | 0.93% | 172,129 | $66.8M | — |
| PG The Procter & Gamble Co. | 0.88% | 398,370 | $63.5M | — |
| UNP Union Pacific Corp. | 0.87% | 273,277 | $62.9M | — |
| MCD McDonald's Corp. | 0.87% | 213,961 | $62.5M | — |
| TSLA Tesla Inc. | 0.85% | 193,991 | $61.6M | — |
| VOO Vanguard S&P 500 ETF | 0.85% | 107,480 | $61.1M | — |
| WMB Williams Cos Inc. | 0.84% | 965,534 | $60.6M | — |
| MRK Merck & Co. Inc. | 0.80% | 734,214 | $58.1M | — |
| AMP Ameriprise Financial Inc. | 0.80% | 108,519 | $57.9M | — |
| CB Chubb Ltd. | 0.79% | 197,043 | $57.1M | — |
| IVV iShares Core S&P 500 ETF | 0.76% | 88,940 | $55.2M | — |
| HD Home Depot Inc. | 0.75% | 148,351 | $54.4M | — |
| VNQ Vanguard Real Estate ETF | 0.74% | 596,696 | $53.1M | — |
| PM Philip Morris International | 0.73% | 291,288 | $53.1M | — |
| IEFA iShares Core MSCI Eafe ETF | 0.72% | 622,596 | $52.0M | — |
| BKNG Booking Holdings Inc. | 0.69% | 8,621 | $49.9M | — |
| CRM Salesforce Inc. | 0.69% | 182,838 | $49.9M | — |
| PEP Pepsico Inc. | 0.69% | 375,929 | $49.6M | — |
| AVEM Avantis Emerging Markets Eq | 0.66% | 695,622 | $47.7M | — |
| IWF iShares Russell 1000 Growth | 0.66% | 112,027 | $47.6M | — |
| SCHG Schwab US Large-Cap Growth | 0.63% | 1,547,812 | $45.2M | — |
| HON Honeywell International Inc. | 0.60% | 186,862 | $43.5M | — |
| CVX Chevron Corp. | 0.56% | 284,008 | $40.7M | — |
| LLY Eli Lilly & Co. | 0.53% | 49,237 | $38.4M | — |
| COP Conocophillips | 0.51% | 411,784 | $37.0M | — |
| NOC Northrop Grumman Corp. | 0.51% | 73,605 | $36.8M | — |
| MDY State Street SPDR S&P Midcap | 0.50% | 64,215 | $36.4M | — |
| QCOM Qualcomm Inc. | 0.50% | 227,556 | $36.2M | — |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 85,705 | $34.7M | — |
| PYPL PayPal Holdings Inc. | 0.47% | 452,072 | $33.6M | — |
| ECL Ecolab Inc. | 0.45% | 121,622 | $32.8M | — |
| IJH iShares Core S&P Midcap ETF | 0.45% | 523,597 | $32.5M | — |
| NVS Novartis AG-Sponsored ADR | 0.45% | 266,893 | $32.3M | — |
| NFLX Netflix Inc. | 0.43% | 23,456 | $31.4M | — |
| ENB Enbridge Inc. | 0.43% | 678,167 | $30.7M | — |
| SCHO Schwab Short-Term US Treas | 0.41% | 1,202,205 | $29.3M | — |
| EMR Emerson Electric Co. | 0.40% | 215,375 | $28.7M | — |
| TEL Te Connectivity PLC | 0.39% | 168,218 | $28.4M | — |
| JNJ Johnson & Johnson | 0.39% | 184,657 | $28.2M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 90,914 | $27.6M | — |
| BX Blackstone Inc. | 0.36% | 176,230 | $26.4M | — |
| BIV Vanguard Intermediate-Term B | 0.36% | 339,264 | $26.2M | — |
| SCHV Schwab US Large-Cap Value | 0.36% | 945,455 | $26.2M | — |
| PNC PNC Financial Services Group | 0.36% | 140,306 | $26.2M | — |
| IWD iShares Russell 1000 Value E | 0.35% | 130,861 | $25.4M | — |
| IJR iShares Core S&P Small-Cap E | 0.35% | 231,622 | $25.3M | — |
| VZ Verizon Communications Inc. | 0.35% | 576,882 | $25.0M | — |
| AMT American Tower Corp. | 0.34% | 112,508 | $24.9M | — |
| SCHW Schwab (charles) Corp. | 0.34% | 271,837 | $24.8M | — |
| ADBE Adobe Inc. | 0.34% | 62,896 | $24.3M | — |
| TRV The Travelers Cos Inc. | 0.33% | 90,115 | $24.1M | — |
| DHR Danaher Corp. | 0.32% | 118,725 | $23.5M | — |
| CW Curtiss-Wright Corp. | 0.32% | 47,708 | $23.3M | — |
| NOW ServiceNow Inc. | 0.32% | 22,640 | $23.3M | — |
| JEPI JPMorgan Equity Premium Inco | 0.32% | 404,894 | $23.0M | — |
| HBAN Huntington Bancshares Inc. | 0.31% | 1,340,737 | $22.5M | — |
| DOW Dow Inc. | 0.31% | 848,541 | $22.5M | — |
| SCHR Schwab Intermediate-Term US | 0.31% | 883,221 | $22.1M | — |
| AMGN Amgen Inc. | 0.31% | 79,089 | $22.1M | — |
| LMT Lockheed Martin Corp. | 0.30% | 47,538 | $22.0M | — |
| ETR Entergy Corp. | 0.30% | 263,784 | $21.9M | — |
| DLR Digital Realty Trust Inc. | 0.30% | 125,730 | $21.9M | — |
| KO The Coca-Cola Co. | 0.30% | 302,814 | $21.4M | — |
| DE Deere & Co. | 0.29% | 41,881 | $21.3M | — |
| WM Waste Management Inc. | 0.29% | 91,534 | $20.9M | — |
| UNH Unitedhealth Group Inc. | 0.29% | 67,126 | $20.9M | — |
| AMAT Applied Materials Inc. | 0.29% | 114,352 | $20.9M | — |
| SO The Southern Co. | 0.29% | 225,772 | $20.7M | — |
| XLK SS Technology Select Sector | 0.28% | 80,701 | $20.4M | — |
| MDT Medtronic PLC | 0.28% | 229,384 | $20.0M | — |
| MS Morgan Stanley | 0.27% | 137,482 | $19.4M | — |
| KKR KKR & Co. Inc. | 0.26% | 143,767 | $19.1M | — |
| ASML ASML Holding NV-NY Reg SHS | 0.26% | 23,826 | $19.1M | — |
| EFA iShares MSCI Eafe ETF | 0.26% | 212,897 | $19.0M | — |
| ALL Allstate Corp. | 0.26% | 92,436 | $18.6M | — |
| ZTS Zoetis Inc. | 0.26% | 119,015 | $18.6M | — |
| USB US Bancorp | 0.26% | 407,569 | $18.4M | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.