Midwest Trust Co

Name: Midwest Trust Co 13F holdings, Q4 2025
Creator: Midwest Trust Co
Published: 2026-02-04

Q2 2026Q1 2026Q3 2025Q2 2025

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Midwest Trust Co reported 588 stock positions worth $8.0 billion. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Microsoft (MSFT, 4.5%) and Nvidia (NVDA, 4.2%). Compared with Q3 2025, it opened 21 new positions, sold out of 16, added to 263 and reduced 254. The biggest buy was Eli Lilly (LLY, shares +27%) and the biggest sale Nvidia (NVDA, shares −0%).

Most Recent 13F: Q2 2026
Location: Overland Park, KS
CIK: 0002077080
Portfolio Value: $8.0B (Q4 2025)
SEC Filing: 0002077080-26-000002 ↗ filed Feb 4, 2026

Holdings Value

Holdings 588 stocks · $8.0B


AAPL Apple Inc.	4.89%	1,440,807	$391.7M	Reduce -0.1%
MSFT Microsoft Corp.	4.47%	740,195	$358.0M	Add +1.1%
NVDA Nvidia Corp.	4.16%	1,788,694	$333.6M	Reduce -0.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd	3.64%	1,005,805	$291.9M	Add +4.6%
GOOGL Alphabet Inc. Class A	2.82%	723,179	$226.4M	Reduce -1.8%
AMZN Amazon.com Inc.	2.72%	945,890	$218.3M	Add +3.6%
AVGO Broadcom Inc.	2.29%	529,528	$183.3M	Reduce -0.5%
JPM JPMorgan Chase & Co.	1.78%	441,521	$142.3M	Add +0.1%
GVI iShares Intermediate Governm	1.58%	1,180,198	$126.7M	Add +12.6%
GOOG Alphabet Inc. Class C	1.44%	367,573	$115.3M	Add +2.7%
ABBV Abbvie Inc.	1.37%	481,949	$110.1M	Add +0.4%
VEA Vanguard Ftse Developed ETF	1.24%	1,585,564	$99.1M	Add +7.1%
DFAS Dimensional US Small Cap ETF	1.20%	1,384,944	$96.5M	Add +6.3%
VOO Vanguard S&P 500 ETF	1.19%	152,130	$95.4M	Add +36.8%
WMT Walmart Inc.	1.18%	846,107	$94.3M	Reduce -0.0%
BRK.B Berkshire Hathaway Inc. Class B	1.17%	186,511	$93.7M	Reduce -0.1%
CAT Caterpillar Inc.	1.16%	162,359	$93.0M	Reduce -4.3%
META Meta Platforms Inc. Class A	1.11%	134,652	$88.9M	Add +3.0%
RTX RTX Corp.	1.07%	469,457	$86.1M	Reduce -0.5%
TSLA Tesla Inc.	1.07%	190,046	$85.5M	Reduce -0.7%
SPY SS SPDR S&P 500 ETF Trust-US	1.06%	125,080	$85.3M	Add +0.4%
V Visa Inc. Class A	1.04%	237,623	$83.3M	Add +1.6%
XOM Exxon Mobil Corp.	1.03%	684,558	$82.4M	Add +2.5%
CSCO Cisco Systems Inc.	1.02%	1,058,439	$81.5M	Reduce -2.7%
MRK Merck & Co. Inc.	1.01%	766,971	$80.7M	Add +1.0%
LLY Eli Lilly & Co.	0.85%	63,621	$68.4M	Add +26.8%
MCD McDonald's Corp.	0.84%	221,236	$67.6M	Add +3.4%
IVV iShares Core S&P 500 ETF	0.83%	97,229	$66.6M	Add +7.2%
COST Costco Wholesale Corp.	0.82%	76,463	$65.9M	Add +1.7%
UNP Union Pacific Corp.	0.82%	284,630	$65.8M	Add +1.3%
ETN Eaton Corp. PLC	0.81%	204,891	$65.3M	Add +1.1%
PG The Procter & Gamble Co.	0.80%	446,684	$64.0M	Add +10.3%
IEFA iShares Core MSCI Eafe ETF	0.78%	694,326	$62.1M	Add +10.7%
CB Chubb Ltd.	0.77%	196,900	$61.5M	Add +0.9%
HD Home Depot Inc.	0.76%	177,475	$61.1M	Add +3.4%
AVEM Avantis Emerging Markets Eq	0.74%	773,460	$59.6M	Add +3.2%
AMP Ameriprise Financial Inc.	0.72%	117,600	$57.7M	Add +5.9%
SCHG Schwab US Large-Cap Growth	0.72%	1,763,856	$57.5M	Add +12.3%
WMB Williams Cos Inc.	0.72%	954,365	$57.4M	Reduce -0.2%
VNQ Vanguard Real Estate ETF	0.69%	624,194	$55.2M	Add +2.0%
IWF iShares Russell 1000 Growth	0.69%	116,001	$54.9M	Add +3.1%
PEP Pepsico Inc.	0.65%	365,041	$52.4M	Reduce -3.2%
TMO Thermo Fisher Scientific Inc.	0.65%	90,066	$52.2M	Add +1.0%
CRM Salesforce Inc.	0.61%	185,767	$49.2M	Reduce -0.7%
BKNG Booking Holdings Inc.	0.58%	8,658	$46.4M	Add +1.1%
CVX Chevron Corp.	0.57%	302,324	$46.1M	Reduce -2.7%
PM Philip Morris International	0.55%	274,638	$44.1M	Add +0.3%
NOC Northrop Grumman Corp.	0.53%	75,076	$42.8M	Add +1.7%
HON Honeywell International Inc.	0.51%	208,356	$40.6M	Add +7.4%
MDY State Street SPDR S&P Midcap	0.49%	65,015	$39.2M	Reduce -1.8%
QCOM Qualcomm Inc.	0.48%	224,893	$38.5M	Reduce -1.2%
JNJ Johnson & Johnson	0.48%	184,904	$38.3M	Add +0.2%
COP Conocophillips	0.47%	406,535	$38.1M	Reduce -2.0%
BIV Vanguard Intermediate-Term B	0.45%	461,461	$35.9M	Add +36.6%
NVS Novartis AG-Sponsored ADR	0.43%	249,741	$34.4M	Reduce -1.0%
TEL Te Connectivity PLC	0.43%	150,710	$34.3M	Reduce -0.6%
IJH iShares Core S&P Midcap ETF	0.41%	498,686	$32.9M	Add +2.0%
ECL Ecolab Inc.	0.41%	124,387	$32.7M	Add +1.7%
SCHV Schwab US Large-Cap Value	0.41%	1,096,794	$32.5M	Add +18.9%
SCHO Schwab Short-Term US Treas	0.40%	1,322,692	$32.2M	Add +9.2%
ENB Enbridge Inc.	0.40%	667,764	$31.9M	Reduce -0.3%
VTI VG Morningstar TS MKT ETF-US	0.39%	94,012	$31.5M	Add +2.4%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E	0.39%	1,277,827	$31.1M	Add +96.5%
IWD iShares Russell 1000 Value E	0.39%	146,816	$30.9M	Add +8.2%
PNC PNC Financial Services Group	0.37%	143,404	$29.9M	Add +1.4%
BX Blackstone Inc.	0.36%	188,801	$29.1M	Add +4.9%
AMAT Applied Materials Inc.	0.36%	112,901	$29.0M	Reduce -2.6%
MS Morgan Stanley	0.36%	162,743	$28.9M	Add +0.0%
DHR Danaher Corp.	0.35%	122,005	$27.9M	Add +1.1%
EMR Emerson Electric Co.	0.34%	207,131	$27.5M	Reduce -1.2%
HBAN Huntington Bancshares Inc.	0.33%	1,523,956	$26.4M	Add +0.9%
SCHW Schwab (charles) Corp.	0.33%	262,378	$26.2M	Reduce -1.1%
PYPL PayPal Holdings Inc.	0.32%	439,788	$25.7M	Reduce -3.9%
AMGN Amgen Inc.	0.32%	77,766	$25.5M	Reduce -1.5%
TRV The Travelers Cos Inc.	0.32%	87,496	$25.4M	Reduce -1.3%
ASML ASML Holding NV-NY Reg SHS	0.32%	23,699	$25.4M	Reduce -0.7%
JEPI JPMorgan Equity Premium Inco	0.31%	433,278	$24.8M	Add +4.7%
IJR iShares Core S&P Small-Cap E	0.30%	203,332	$24.4M	Reduce -5.1%
SCHR Schwab Intermediate-Term US	0.30%	960,038	$24.1M	Add +7.3%
LMT Lockheed Martin Corp.	0.30%	49,609	$24.0M	Add +3.4%
ETR Entergy Corp.	0.30%	257,916	$23.8M	Reduce -1.5%
VZ Verizon Communications Inc.	0.29%	561,221	$22.9M	Reduce -2.5%
NEE Nextera Energy Inc.	0.28%	284,512	$22.8M	Add +3.3%
XLK SS Technology Select Sector	0.28%	155,449	$22.4M	Add +0.9%
NFLX Netflix Inc.	0.28%	236,835	$22.2M	Add +1.4%
MDT Medtronic PLC	0.28%	230,482	$22.1M	Add +0.7%
KO The Coca-Cola Co.	0.27%	310,812	$21.7M	Reduce -0.3%
WM Waste Management Inc.	0.27%	97,463	$21.4M	Add +7.3%
IWP iShares Russell Mid-Cap Grow	0.27%	155,267	$21.3M	Add +1.1%
EFA iShares MSCI Eafe ETF	0.26%	218,580	$21.0M	Add +0.2%
USB US Bancorp	0.26%	390,348	$20.8M	Reduce -2.1%
DLR Digital Realty Trust Inc.	0.25%	130,923	$20.3M	Add +5.1%
TIIV Aam Todd Itnl IV ETF	0.25%	750,548	$20.2M	Add +0.3%
ALL Allstate Corp.	0.25%	95,570	$19.9M	Add +1.5%
SO The Southern Co.	0.25%	225,703	$19.7M	Add +1.1%
ADBE Adobe Inc.	0.24%	55,877	$19.6M	Reduce -12.6%
ISRG Intuitive Surgical Inc.	0.24%	33,559	$19.0M	Add +2.6%
VWO Vanguard Ftse Emerging Marke	0.24%	352,734	$19.0M	Add +1.3%
SCHD Schwab US DVD Equity ETF	0.23%	684,271	$18.8M	Add +30.9%
AMT American Tower Corp.	0.23%	106,336	$18.7M	Reduce -6.0%

Show all 588 holdings

Portfolio Sells Q3 2025 → Q4 2025


NVDA Nvidia Corp.	Reduce -0.1%	4.16%	−0.19
HI Hillenbrand Inc.	Sold out	0.00%	−0.12
PYPL PayPal Holdings Inc.	Reduce -3.9%	0.32%	−0.08
SNPS Synopsys Inc.	Reduce -32.1%	0.13%	−0.08
WMB Williams Cos Inc.	Reduce -0.2%	0.72%	−0.07
ZTS Zoetis Inc.	Reduce -16.2%	0.15%	−0.07
BRK.A Berkshire Hathaway Inc. Class A	Reduce -46.1%	0.07%	−0.06
CVX Chevron Corp.	Reduce -2.7%	0.57%	−0.05
BRK.B Berkshire Hathaway Inc. Class B	Reduce -0.1%	1.17%	−0.05
GLW Corning Inc.	Reduce -21.1%	0.22%	−0.05
HRL Hormel Foods Corp.	Reduce -48.6%	0.05%	−0.05
AMT American Tower Corp.	Reduce -6.0%	0.23%	−0.05
ADBE Adobe Inc.	Reduce -12.6%	0.24%	−0.05
VZ Verizon Communications Inc.	Reduce -2.5%	0.29%	−0.04
ENB Enbridge Inc.	Reduce -0.3%	0.40%	−0.04
TSLA Tesla Inc.	Reduce -0.7%	1.07%	−0.04
POOL Pool Corp.	Sold out	0.00%	−0.04
DOW Dow Inc.	Reduce -19.1%	0.15%	−0.04
TGT Target Corp.	Reduce -25.5%	0.13%	−0.04
PEP Pepsico Inc.	Reduce -3.2%	0.65%	−0.04
COP Conocophillips	Reduce -2.0%	0.47%	−0.04
APD Air Products & Chemicals Inc.	Reduce -7.3%	0.14%	−0.03
EEM iShares MSCI Emerging Market	Reduce -49.3%	0.03%	−0.03
LH Labcorp Holdings Inc.	Reduce -0.8%	0.16%	−0.03
PGR Progressive Corp.	Reduce -15.5%	0.09%	−0.03
VKTX Viking Therapeutics Inc.	Sold out	0.00%	−0.03
SOLS Solstice Adv Materials Inc.	Reduce -88.9%	0.00%	−0.03
IJR iShares Core S&P Small-Cap E	Reduce -5.1%	0.30%	−0.03
CPRT Copart Inc.	Reduce -14.0%	0.07%	−0.03
CAVA Cava Group Inc.	Sold out	0.00%	−0.03
MDY State Street SPDR S&P Midcap	Reduce -1.8%	0.49%	−0.02
APH Amphenol Corp. Class A	Reduce -17.4%	0.15%	−0.02
UNH Unitedhealth Group Inc.	Reduce -2.8%	0.18%	−0.02
KKR KKR & Co. Inc.	Reduce -4.1%	0.20%	−0.02
IEMG iShares Core MSCI Emerging	Reduce -6.5%	0.23%	−0.02
HRB H&R Block Inc.	Reduce -2.0%	0.09%	−0.02
CBSH Commerce Bancshares Inc.	Reduce -2.4%	0.10%	−0.02
CW Curtiss-Wright Corp.	Reduce -5.8%	0.23%	−0.02
ETR Entergy Corp.	Reduce -1.5%	0.30%	−0.02
PNW Pinnacle West Capital	Reduce -1.9%	0.22%	−0.02
DE Deere & Co.	Reduce -3.8%	0.23%	−0.01
EMR Emerson Electric Co.	Reduce -1.2%	0.34%	−0.01
CASY Casey's General Stores Inc.	Reduce -0.8%	0.20%	−0.01
PSK SS SPDR Ice Pref Sec ETF	Reduce -12.8%	0.05%	−0.01
QCOM Qualcomm Inc.	Reduce -1.2%	0.48%	−0.01
DIS The Walt Disney Co.	Reduce -1.6%	0.19%	−0.01
KMB Kimberly-Clark Corp.	Reduce -1.4%	0.04%	−0.01
CMG Chipotle Mexican Grill Inc.	Reduce -3.9%	0.08%	−0.01
LKQ LKQ Corp.	Reduce -2.7%	0.13%	−0.01
ABT Abbott Laboratories	Reduce -1.3%	0.08%	−0.01

Portfolio Buys Q3 2025 → Q4 2025


LLY Eli Lilly & Co.	Add +26.8%	0.85%	+0.36
GOOG Alphabet Inc. Class C	Add +2.7%	1.44%	+0.31
VOO Vanguard S&P 500 ETF	Add +36.8%	1.19%	+0.30
MMIT Nylim Mackay Muni Intermedia	Add +96.5%	0.39%	+0.18
MRK Merck & Co. Inc.	Add +1.0%	1.01%	+0.18
GVI iShares Intermediate Governm	Add +12.6%	1.58%	+0.12
AMZN Amazon.com Inc.	Add +3.6%	2.72%	+0.11
BIV Vanguard Intermediate-Term B	Add +36.6%	0.45%	+0.10
VYM Vanguard High DVD Yield ETF	Add +126.9%	0.17%	+0.10
TMO Thermo Fisher Scientific Inc.	Add +1.0%	0.65%	+0.09
VEA Vanguard Ftse Developed ETF	Add +7.1%	1.24%	+0.08
SCHG Schwab US Large-Cap Growth	Add +12.3%	0.72%	+0.07
IEFA iShares Core MSCI Eafe ETF	Add +10.7%	0.78%	+0.06
SCHV Schwab US Large-Cap Value	Add +18.9%	0.41%	+0.06
CB Chubb Ltd.	Add +0.9%	0.77%	+0.05
SCHD Schwab US DVD Equity ETF	Add +30.9%	0.23%	+0.05
CRCL Circle Internet Group Inc.	New	0.05%	+0.05
XOM Exxon Mobil Corp.	Add +2.5%	1.03%	+0.05
ISRG Intuitive Surgical Inc.	Add +2.6%	0.24%	+0.05
DFAS Dimensional US Small Cap ETF	Add +6.3%	1.20%	+0.04
IVV iShares Core S&P 500 ETF	Add +7.2%	0.83%	+0.04
DHR Danaher Corp.	Add +1.1%	0.35%	+0.04
IDXX Idexx Laboratories Inc.	Add +28.8%	0.15%	+0.04
VTV Vanguard Mrngstr Val ETF-Aui	Add +34.5%	0.14%	+0.04
JNJ Johnson & Johnson	Add +0.2%	0.48%	+0.03
IWD iShares Russell 1000 Value E	Add +8.2%	0.39%	+0.03
DFEM Dimensional Emrg MRKT Core	Add +28.5%	0.12%	+0.03
MS Morgan Stanley	Add +0.0%	0.36%	+0.02
SLV iShares Silver Trust	Add +8.9%	0.06%	+0.02
SCHO Schwab Short-Term US Treas	Add +9.2%	0.40%	+0.02
PLD Prologis Inc.	Add +1.0%	0.22%	+0.02
VOT Vngrd Mrngstr MC GRW ETF-Usd	Add +22.6%	0.15%	+0.02
NEE Nextera Energy Inc.	Add +3.3%	0.28%	+0.01
MKC McCormick & Co.-Non VTG SHRS	Add +16.1%	0.12%	+0.01
FTV Fortive Corp.	Add +2.4%	0.13%	+0.01
AVY Avery Dennison Corp.	Add +1.8%	0.13%	+0.01
QQQ Invesco QQQ Trust Series 1	Add +12.9%	0.11%	+0.01
VUG Vanguard Mrngstar GR ETF-Sui	Add +8.7%	0.19%	+0.01
AVEM Avantis Emerging Markets Eq	Add +3.2%	0.74%	+0.01
SPSB SS SPDR P St C Corp. ETF	Add +19.4%	0.08%	+0.01
RKT Rocket Cos Inc. Class A	New	0.01%	+0.01
IAU iShares Gold Trust	Add +0.2%	0.15%	+0.01
AMP Ameriprise Financial Inc.	Add +5.9%	0.72%	+0.01
SUB iShares Short-Term National	Add +228.1%	0.01%	+0.01
SPYG SS SPDR P S&P 500 Growth ETF	New	0.01%	+0.01
GLD SPDR Gold Shares	Add +2.5%	0.10%	+0.01
ITOT iShares Core S&P Total U.S.	Add +47.6%	0.03%	+0.01
INTC Intel Corp.	Add +5.5%	0.08%	+0.01
VTEB Vanguard Tax-Exempt Bond ETF	Add +49.1%	0.03%	+0.01
SCHR Schwab Intermediate-Term US	Add +7.3%	0.30%	+0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	606	$8.8B	AAPL, NVDA, MSFT, VO, GOOGL
Q1 2026	592	$8.0B	AAPL, NVDA, VO, MSFT, GOOGL
Q4 2025	588	$8.0B	AAPL, MSFT, NVDA, VO, GOOGL
Q3 2025	581	$7.7B	MSFT, AAPL, NVDA, VO, AMZN
Q2 2025	588	$7.2B	MSFT, AAPL, NVDA, VO, AMZN