SOUTHERN MICHIGAN BANK & TRUST
BankFiling Date
Mar 31, 2026
Global Rank
#6,364
/ 8,607
· as of Mar 2026
Top Industry
Semiconductors
11.6%
Period ended 3 months ago
Filed Apr 28, 2026 · 2mo
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.0%
SPY
+2.0%
Annualised alpha
—
Max drawdown
−3.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
354 positions · as of Mar 31, 2026Top Position
8.6%
of portfolio value
Top 5
29.6%
of portfolio value
Top 10
41.0%
of portfolio value
HHI
270
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.0% | $19,485,143 |
| Industrials | 13.7% | $9,566,166 |
| Healthcare | 13.4% | $9,314,390 |
| Financial Services | 8.9% | $6,224,681 |
| Consumer Cyclical | 8.8% | $6,127,487 |
| Consumer Defensive | 8.8% | $6,122,645 |
| Communication Services | 8.1% | $5,664,418 |
| Energy | 3.8% | $2,614,715 |
| Utilities | 3.2% | $2,231,572 |
| Basic Materials | 1.6% | $1,146,566 |
| Real Estate | 0.9% | $622,493 |
| Unclassified | 0.7% | $482,007 |
354 positions ·
$69,602,283 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 354 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 23,565 | $5,980,561 | 8.59% | |
| NVDA |
Nvidia Corp
Technology
|
First | 34,117 | $5,950,004 | 8.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 13,428 | $3,861,355 | 5.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 12,979 | $2,703,136 | 3.88% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 9,537 | $2,074,202 | 2.98% | |
| MSFT |
Microsoft Corp
Technology
|
First | 5,239 | $1,939,320 | 2.79% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 2,320 | $1,643,627 | 2.36% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 1,599 | $1,593,291 | 2.29% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 5,821 | $1,422,885 | 2.04% | |
| V |
Visa Inc.
Financial Services
|
First | 4,540 | $1,372,169 | 1.97% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 2,129 | $1,218,064 | 1.75% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 3,863 | $1,195,637 | 1.72% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 3,691 | $1,147,125 | 1.65% | |
| SYK |
Stryker Corp
Healthcare
|
First | 3,321 | $1,091,247 | 1.57% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 7,168 | $1,035,345 | 1.49% | |
| NSC |
Norfolk Southern Corp
Industrials
|
First | 3,254 | $933,898 | 1.34% | |
| MA |
Mastercard Inc
Financial Services
|
First | 1,860 | $929,367 | 1.34% | |
| SO |
Southern Co
Utilities
|
First | 9,613 | $927,846 | 1.33% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 2,676 | $880,109 | 1.26% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 932 | $857,225 | 1.23% | |
| ABT |
Abbott Laboratories
Healthcare
|
First | 8,286 | $850,723 | 1.22% | |
| GD |
General Dynamics Corp
Industrials
|
First | 2,396 | $822,355 | 1.18% | |
| UNP |
Union Pacific Corp
Industrials
|
First | 3,223 | $781,964 | 1.12% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 9,720 | $754,174 | 1.08% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 5,334 | $662,909 | 0.95% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 3,874 | $657,262 | 0.94% | |
| ETN |
Eaton Corp plc
Industrials
|
First | 1,812 | $648,098 | 0.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 2,126 | $625,384 | 0.90% | |
| CIEN |
Ciena Corp
Technology
|
First | 1,500 | $582,345 | 0.84% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 3,431 | $532,799 | 0.77% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 7,559 | $498,818 | 0.72% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 2,966 | $490,398 | 0.70% | |
| LMT |
Lockheed Martin Corp
Industrials
|
First | 762 | $460,545 | 0.66% | |
| HON |
Honeywell International Inc
Industrials
|
First | 1,885 | $446,844 | 0.64% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
First | 654 | $446,184 | 0.64% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
First | 1,327 | $425,369 | 0.61% | |
| KR |
Kroger Co
Consumer Defensive
|
First | 5,670 | $410,281 | 0.59% | |
| DOV |
DOVER Corp
Industrials
|
First | 1,812 | $377,711 | 0.54% | |
| COP |
Conocophillips
Energy
|
First | 2,858 | $377,256 | 0.54% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 4,044 | $375,606 | 0.54% | |
| AMAT |
Applied Materials Inc /De
Technology
|
First | 1,070 | $365,715 | 0.53% | |
| LRCX |
Lam Research Corp
Technology
|
First | 1,638 | $349,975 | 0.50% | |
| DE |
Deere & Co
Industrials
|
First | 602 | $339,106 | 0.49% | |
| QCOM |
Qualcomm Inc/De
Technology
|
First | 2,601 | $334,956 | 0.48% | |
| CNI |
Canadian National Railway Co
Industrials
|
First | 3,091 | $317,662 | 0.46% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 2,591 | $311,671 | 0.45% | |
| WMB |
Williams Companies, Inc.
Energy
|
First | 4,035 | $293,667 | 0.42% | |
| MPC |
Marathon Petroleum Corp
Energy
|
First | 1,200 | $293,016 | 0.42% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
First | 823 | $284,058 | 0.41% | |
| MU |
Micron Technology Inc
Technology
|
First | 824 | $278,380 | 0.40% |