Midwest Trust Co
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Midwest Trust Co reported 592 stock positions worth $8.0 billion. Its top holding was Apple (AAPL) at 4.6% of the portfolio, followed by Nvidia (NVDA, 3.8%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 3.7%). Compared with Q4 2025, it opened 34 new positions, sold out of 30, added to 245 and reduced 259. The biggest buy was Exxon Mobil (XOM, shares +4%) and the biggest sale Nvidia (NVDA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0002077080
- Portfolio Value
- $8.0B (Q1 2026)
- SEC Filing
- 0002077080-26-000009 ↗ filed May 1, 2026
Holdings Value
Holdings 592 stocks · $8.0B
| AAPL Apple Inc. | 4.58% | 1,448,417 | $367.6M | Add +0.5% |
| NVDA Nvidia Corp. | 3.82% | 1,756,012 | $306.2M | Reduce -1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.68% | 1,027,699 | $295.1M | Add +2.2% |
| MSFT Microsoft Corp. | 3.60% | 779,476 | $288.5M | Add +5.3% |
| GOOGL Alphabet Inc. Class A | 2.55% | 712,225 | $204.8M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 2.42% | 932,752 | $194.3M | Reduce -1.4% |
| AVGO Broadcom Inc. | 2.06% | 534,724 | $165.5M | Add +1.0% |
| GVI iShares Intermediate Governm | 1.68% | 1,261,782 | $134.6M | Add +6.9% |
| JPM JPMorgan Chase & Co. | 1.64% | 448,341 | $131.9M | Add +1.5% |
| XOM Exxon Mobil Corp. | 1.50% | 710,969 | $120.6M | Add +3.9% |
| CAT Caterpillar Inc. | 1.38% | 155,806 | $110.4M | Reduce -4.0% |
| GOOG Alphabet Inc. Class C | 1.38% | 384,549 | $110.3M | Add +4.6% |
| ABBV Abbvie Inc. | 1.32% | 485,280 | $105.5M | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 1.30% | 1,629,166 | $104.4M | Add +2.8% |
| WMT Walmart Inc. | 1.27% | 819,110 | $101.8M | Reduce -3.2% |
| DFAS Dimensional US Small Cap ETF | 1.22% | 1,376,605 | $97.9M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.17% | 195,431 | $93.7M | Add +4.8% |
| MRK Merck & Co. Inc. | 1.12% | 747,618 | $89.9M | Reduce -2.5% |
| RTX RTX Corp. | 1.10% | 458,723 | $88.5M | Reduce -2.3% |
| CSCO Cisco Systems Inc. | 1.03% | 1,061,238 | $82.3M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 1.02% | 136,630 | $81.6M | Reduce -10.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.02% | 125,444 | $81.6M | Add +0.3% |
| COST Costco Wholesale Corp. | 1.01% | 81,663 | $81.4M | Add +6.8% |
| META Meta Platforms Inc. Class A | 0.99% | 139,423 | $79.8M | Add +3.5% |
| V Visa Inc. Class A | 0.97% | 256,177 | $77.4M | Add +7.8% |
| ETN Eaton Corp. PLC | 0.93% | 208,285 | $74.5M | Add +1.7% |
| MCD McDonald's Corp. | 0.88% | 227,570 | $70.7M | Add +2.9% |
| UNP Union Pacific Corp. | 0.87% | 287,224 | $69.7M | Add +0.9% |
| TSLA Tesla Inc. | 0.87% | 187,319 | $69.6M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.87% | 480,292 | $69.4M | Add +7.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.84% | 747,893 | $67.7M | Add +7.7% |
| WMB Williams Cos Inc. | 0.84% | 921,399 | $67.1M | Reduce -3.5% |
| IVV iShares Core S&P 500 ETF | 0.82% | 101,256 | $66.1M | Add +4.1% |
| CB Chubb Ltd. | 0.80% | 196,861 | $64.2M | Reduce -0.0% |
| AVEM Avantis Emerging Markets Eq | 0.77% | 767,587 | $61.9M | Reduce -0.8% |
| CVX Chevron Corp. | 0.77% | 297,670 | $61.6M | Reduce -1.5% |
| HD Home Depot Inc. | 0.76% | 185,077 | $60.9M | Add +4.3% |
| LLY Eli Lilly & Co. | 0.75% | 65,139 | $59.9M | Add +2.4% |
| PEP Pepsico Inc. | 0.74% | 382,857 | $59.5M | Add +4.9% |
| COP Conocophillips | 0.70% | 424,672 | $56.1M | Add +4.5% |
| AMP Ameriprise Financial Inc. | 0.69% | 124,637 | $55.4M | Add +6.0% |
| PNC PNC Financial Services Group | 0.69% | 265,803 | $55.3M | Add +85.3% |
| SCHG Schwab US Large-Cap Growth | 0.65% | 1,796,078 | $52.3M | Add +1.8% |
| NOC Northrop Grumman Corp. | 0.65% | 76,035 | $51.9M | Add +1.3% |
| IWF iShares Russell 1000 Growth | 0.64% | 120,362 | $51.3M | Add +3.8% |
| HON Honeywell International Inc. | 0.60% | 213,807 | $48.3M | Add +2.6% |
| PM Philip Morris International | 0.57% | 276,193 | $45.7M | Add +0.6% |
| SCHO Schwab Short-Term US Treas | 0.56% | 1,846,314 | $44.8M | Add +39.6% |
| TMO Thermo Fisher Scientific Inc. | 0.55% | 90,151 | $44.3M | Add +0.1% |
| JNJ Johnson & Johnson | 0.51% | 166,891 | $40.8M | Reduce -9.7% |
| MDY State Street SPDR S&P Midcap | 0.49% | 63,739 | $39.3M | Reduce -2.0% |
| BKNG Booking Holdings Inc. | 0.47% | 8,966 | $37.7M | Add +3.6% |
| NVS Novartis AG-Sponsored ADR | 0.46% | 242,228 | $37.0M | Reduce -3.0% |
| CRM Salesforce Inc. | 0.45% | 191,775 | $35.8M | Add +3.2% |
| ENB Enbridge Inc. | 0.44% | 655,395 | $35.5M | Reduce -1.9% |
| SCHV Schwab US Large-Cap Value | 0.43% | 1,138,230 | $34.7M | Add +3.8% |
| IJH iShares Core S&P Midcap ETF | 0.43% | 507,895 | $34.3M | Add +1.9% |
| ECL Ecolab Inc. | 0.42% | 126,729 | $33.7M | Add +1.9% |
| AMAT Applied Materials Inc. | 0.42% | 98,343 | $33.6M | Reduce -12.9% |
| IWD iShares Russell 1000 Value E | 0.42% | 157,106 | $33.6M | Add +7.0% |
| VNQ Vanguard Real Estate ETF | 0.42% | 375,744 | $33.3M | Reduce -39.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 103,534 | $33.2M | Add +10.1% |
| BIV Vanguard Intermediate-Term B | 0.41% | 424,297 | $32.7M | Reduce -8.1% |
| TEL Te Connectivity PLC | 0.40% | 153,745 | $32.1M | Add +2.0% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.38% | 1,261,255 | $30.4M | Reduce -1.3% |
| VZ Verizon Communications Inc. | 0.37% | 585,802 | $29.4M | Add +4.4% |
| MS Morgan Stanley | 0.36% | 177,523 | $29.2M | Add +9.1% |
| QCOM Qualcomm Inc. | 0.36% | 226,777 | $29.2M | Add +0.8% |
| ETR Entergy Corp. | 0.36% | 258,650 | $29.1M | Add +0.3% |
| BX Blackstone Inc. | 0.35% | 246,976 | $28.4M | Add +30.8% |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.35% | 672,901 | $28.0M | Add +33.5% |
| AMGN Amgen Inc. | 0.35% | 78,916 | $27.8M | Add +1.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.35% | 20,948 | $27.7M | Reduce -11.6% |
| LMT Lockheed Martin Corp. | 0.34% | 45,067 | $27.2M | Reduce -9.2% |
| EMR Emerson Electric Co. | 0.34% | 207,376 | $27.2M | Add +0.1% |
| JEPI JPMorgan Equity Premium Inco | 0.33% | 471,546 | $26.7M | Add +8.8% |
| HBAN Huntington Bancshares Inc. | 0.32% | 1,663,832 | $26.0M | Add +9.2% |
| NEE Nextera Energy Inc. | 0.32% | 275,953 | $25.6M | Reduce -3.0% |
| TRV The Travelers Cos Inc. | 0.31% | 86,045 | $25.1M | Reduce -1.7% |
| IJR iShares Core S&P Small-Cap E | 0.31% | 200,793 | $25.0M | Reduce -1.3% |
| KO The Coca-Cola Co. | 0.31% | 322,093 | $24.5M | Add +3.6% |
| SCHW Schwab (charles) Corp. | 0.31% | 260,342 | $24.5M | Reduce -0.8% |
| DHR Danaher Corp. | 0.30% | 125,465 | $23.8M | Add +2.8% |
| DLR Digital Realty Trust Inc. | 0.30% | 131,445 | $23.7M | Add +0.4% |
| TIIV Aam Todd Itnl IV ETF | 0.28% | 817,506 | $22.8M | Add +8.9% |
| GLW Corning Inc. | 0.28% | 165,828 | $22.5M | Reduce -16.1% |
| NFLX Netflix Inc. | 0.28% | 232,240 | $22.3M | Reduce -1.9% |
| DE Deere & Co. | 0.28% | 39,584 | $22.3M | Reduce -0.7% |
| WM Waste Management Inc. | 0.28% | 96,946 | $22.3M | Reduce -0.5% |
| CW Curtiss-Wright Corp. | 0.28% | 32,378 | $22.1M | Reduce -2.4% |
| SO The Southern Co. | 0.27% | 226,345 | $21.8M | Add +0.3% |
| MDT Medtronic PLC | 0.27% | 251,845 | $21.8M | Add +9.3% |
| EFA iShares MSCI Eafe ETF | 0.27% | 219,048 | $21.3M | Add +0.2% |
| ALL Allstate Corp. | 0.26% | 102,379 | $21.2M | Add +7.1% |
| USB US Bancorp | 0.26% | 401,070 | $20.9M | Add +2.8% |
| AMT American Tower Corp. | 0.26% | 119,749 | $20.7M | Add +12.6% |
| IEMG iShares Core MSCI Emerging | 0.26% | 295,306 | $20.6M | Add +6.4% |
| XLK SS Technology Select Sector | 0.26% | 154,972 | $20.6M | Reduce -0.3% |
| IWP iShares Russell Mid-Cap Grow | 0.26% | 159,564 | $20.4M | Add +2.8% |
| CASY Casey's General Stores Inc. | 0.25% | 27,683 | $20.1M | Reduce -2.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $80 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | 11,470 | $80 | Reduce -78.3% |
Total filed on the 13F, all lines: $8.0B.
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -1.8% | 3.82% | −0.34 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 2.42% | −0.30 |
| VNQ Vanguard Real Estate ETF | Reduce -39.8% | 0.42% | −0.27 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 2.55% | −0.27 |
| TSLA Tesla Inc. | Reduce -1.4% | 0.87% | −0.20 |
| VOO Vanguard S&P 500 ETF | Reduce -10.2% | 1.02% | −0.17 |
| SCHR Schwab Intermediate-Term US | Reduce -48.0% | 0.16% | −0.15 |
| NOW ServiceNow Inc. | Reduce -14.6% | 0.13% | −0.09 |
| INTU Intuit Inc. | Reduce -28.9% | 0.07% | −0.09 |
| VYM Vanguard High DVD Yield ETF | Reduce -47.6% | 0.09% | −0.08 |
| PYPL PayPal Holdings Inc. | Reduce -2.9% | 0.24% | −0.08 |
| SPGI S&P Global Inc. | Reduce -54.6% | 0.04% | −0.07 |
| CPRT Copart Inc. | Reduce -94.0% | 0.00% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -75.9% | 0.02% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -30.8% | 0.18% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -8.3% | 0.14% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -2.3% | 0.18% | −0.05 |
| BIV Vanguard Intermediate-Term B | Reduce -8.1% | 0.41% | −0.04 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.04 |
| PGR Progressive Corp. | Reduce -25.6% | 0.06% | −0.03 |
| SPOT Spotify Technology SA | Reduce -21.3% | 0.06% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.9% | 0.16% | −0.03 |
| HRB H&R Block Inc. | Reduce -1.9% | 0.07% | −0.03 |
| PRU Prudential Financial Inc. | Reduce -0.8% | 0.15% | −0.03 |
| SNPS Synopsys Inc. | Reduce -2.8% | 0.10% | −0.02 |
| XLK SS Technology Select Sector | Reduce -0.3% | 0.26% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -0.8% | 0.31% | −0.02 |
| ORCL Oracle Corp. | Reduce -5.1% | 0.05% | −0.02 |
| FOXA Fox Corp. Class A | Reduce -3.4% | 0.06% | −0.02 |
| URI United Rentals Inc. | Reduce -4.2% | 0.11% | −0.02 |
| ABT Abbott Laboratories | Reduce -1.9% | 0.06% | −0.02 |
| GE General Electric | Reduce -2.8% | 0.12% | −0.01 |
| CEG Constellation Energy | Reduce -2.3% | 0.04% | −0.01 |
| PAYX Paychex Inc. | Reduce -5.9% | 0.04% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -2.6% | 0.07% | −0.01 |
| PSK SS SPDR Ice Pref Sec ETF | Reduce -18.5% | 0.04% | −0.01 |
| ADP Automatic Data Processing | Reduce -3.4% | 0.03% | −0.01 |
| NGD New Gold Inc. | Sold out | 0.00% | −0.01 |
| CVS CVS Health Corp. | Reduce -2.4% | 0.07% | −0.01 |
| BLK BlackRock Inc. | Reduce -9.2% | 0.04% | −0.01 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -1.3% | 0.38% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.9% | 0.07% | −0.01 |
| BAC Bank of America Corp. | Reduce -10.2% | 0.03% | −0.01 |
| Q Qnity Electronics Inc. | Sold out | 0.00% | −0.01 |
| GIS General Mills Inc. | Reduce -4.3% | 0.02% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -28.2% | 0.02% | −0.01 |
| XLF SS Financial Select Sector | Reduce -0.6% | 0.06% | −0.01 |
| AXP American Express Co. | Reduce -4.2% | 0.02% | −0.01 |
| CBSH Commerce Bancshares Inc. | Reduce -1.1% | 0.09% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -0.4% | 0.06% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Add +3.9% | 1.50% | +0.48 |
| PNC PNC Financial Services Group | Add +85.3% | 0.69% | +0.32 |
| COP Conocophillips | Add +4.5% | 0.70% | +0.22 |
| AFL Aflac Inc. | Add +1700.8% | 0.22% | +0.21 |
| DOW Dow Inc. | Add +33.5% | 0.35% | +0.20 |
| COST Costco Wholesale Corp. | Add +6.8% | 1.01% | +0.19 |
| SCHO Schwab Short-Term US Treas | Add +39.6% | 0.56% | +0.16 |
| ETN Eaton Corp. PLC | Add +1.7% | 0.93% | +0.11 |
| NOC Northrop Grumman Corp. | Add +1.3% | 0.65% | +0.11 |
| GVI iShares Intermediate Governm | Add +6.9% | 1.68% | +0.10 |
| HON Honeywell International Inc. | Add +2.6% | 0.60% | +0.10 |
| MNST Monster Beverage Corp. | New | 0.09% | +0.09 |
| PEP Pepsico Inc. | Add +4.9% | 0.74% | +0.09 |
| PWR Quanta Services Inc. | Add +889.8% | 0.09% | +0.09 |
| VZ Verizon Communications Inc. | Add +4.4% | 0.37% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +7.7% | 0.84% | +0.07 |
| TGT Target Corp. | Add +24.8% | 0.20% | +0.07 |
| PG The Procter & Gamble Co. | Add +7.5% | 0.87% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +2.8% | 1.30% | +0.07 |
| ETR Entergy Corp. | Add +0.3% | 0.36% | +0.07 |
| CMI Cummins Inc. | Add +705.6% | 0.07% | +0.06 |
| ACN Accenture PLC Class A | Add +104.6% | 0.17% | +0.06 |
| ARM Arm Holdings PLC-ADR | New | 0.06% | +0.06 |
| UNP Union Pacific Corp. | Add +0.9% | 0.87% | +0.05 |
| ODFL Old Dominion Freight Line | Add +26.0% | 0.12% | +0.04 |
| APD Air Products & Chemicals Inc. | Add +12.0% | 0.19% | +0.04 |
| DLR Digital Realty Trust Inc. | Add +0.4% | 0.30% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +46.6% | 0.15% | +0.04 |
| COF Capital One Financial Corp. | Add +570.5% | 0.05% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.2% | 3.68% | +0.04 |
| MCD McDonald's Corp. | Add +2.9% | 0.88% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +21.8% | 0.18% | +0.04 |
| KO The Coca-Cola Co. | Add +3.6% | 0.31% | +0.03 |
| IWD iShares Russell 1000 Value E | Add +7.0% | 0.42% | +0.03 |
| TIIV Aam Todd Itnl IV ETF | Add +8.9% | 0.28% | +0.03 |
| SON Sonoco Products Co. | Add +0.2% | 0.15% | +0.03 |
| AMGN Amgen Inc. | Add +1.5% | 0.35% | +0.03 |
| SBUX Starbucks Corp. | Add +6.7% | 0.24% | +0.03 |
| SCHV Schwab US Large-Cap Value | Add +3.8% | 0.43% | +0.03 |
| ZTS Zoetis Inc. | Add +26.0% | 0.17% | +0.03 |
| SO The Southern Co. | Add +0.3% | 0.27% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +26.4% | 0.12% | +0.03 |
| RBLX Roblox Corp. Class A | Add +1038.0% | 0.03% | +0.03 |
| ELS Equity Lifestyle Properties | Add +50.5% | 0.07% | +0.03 |
| AMT American Tower Corp. | Add +12.6% | 0.26% | +0.02 |
| MBB iShares MBS ETF | Add +547.9% | 0.03% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +6.4% | 0.26% | +0.02 |
| CTAS Cintas Corp. | Add +28.0% | 0.18% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +8.8% | 0.33% | +0.02 |
| IAU iShares Gold Trust | Add +6.3% | 0.17% | +0.02 |
Notes & Other Activity Q4 2025 → Q1 2026
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | Reduce -78.3% | 11,470 | $80 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.