SOUTHERN MICHIGAN BANK & TRUST
BankFiling Date
Mar 31, 2026
Global Rank
#6,346
/ 8,586
Top Industry
Semiconductors
11.5%
Period ended 3 months ago
Filed Apr 28, 2026 · 49d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-0.4%
SPY
+2.1%
Annualised alpha
—
Max drawdown
−3.1%
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
8.5%
of portfolio value
Top 5
29.4%
of portfolio value
Top 10
40.8%
of portfolio value
HHI
268
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.0% | $19,572,605 |
| Industrials | 13.7% | $9,559,222 |
| Healthcare | 13.3% | $9,314,390 |
| Consumer Cyclical | 9.3% | $6,479,133 |
| Financial Services | 8.9% | $6,225,483 |
| Consumer Defensive | 8.7% | $6,122,645 |
| Communication Services | 8.1% | $5,664,418 |
| Energy | 3.7% | $2,614,715 |
| Utilities | 3.2% | $2,231,572 |
| Basic Materials | 1.6% | $1,106,903 |
| Real Estate | 0.9% | $622,493 |
| Unclassified | 0.7% | $482,007 |
17 positions ·
$1,106,903 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FMC |
Fmc Corp
Basic Materials
|
First | 7 | $120 | 0.01% | |
| CE |
Celanese Corp
Basic Materials
|
First | 8 | $526 | 0.05% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
First | 7 | $653 | 0.06% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
First | 20 | $1,175 | 0.11% | |
| MOS |
Mosaic Co
Basic Materials
|
First | 200 | $5,100 | 0.46% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
First | 105 | $7,996 | 0.72% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
First | 50 | $9,000 | 0.81% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
First | 133 | $11,133 | 1.01% | |
| BHP |
BHP Group Ltd
Basic Materials
|
First | 185 | $13,456 | 1.22% | |
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
First | 433 | $19,831 | 1.79% | |
| AA |
Alcoa Corp
Basic Materials
|
First | 782 | $51,870 | 4.69% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
First | 200 | $54,460 | 4.92% | |
| ALB |
Albemarle Corp
Basic Materials
|
First | 325 | $58,347 | 5.27% | |
| ECL |
Ecolab Inc.
Basic Materials
|
First | 401 | $106,674 | 9.64% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
First | 474 | $137,692 | 12.44% | |
| DOW |
Dow Inc.
Basic Materials
|
First | 4,886 | $203,501 | 18.38% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
First | 1,327 | $425,369 | 38.43% |