Midwest Trust Co

Bank

CIK

2077080

Location

Overland Park, KS

Portfolio Value

Mid $5,997,743,142

Diversification

Diversified

Filing Date

Global Rank

#581 / 8,588 ▲ 22

Top Industry

Semiconductors 9.1%

3Y Alpha vs SPY

-4.0%

Period ended 3 months ago

Filed May 1, 2026 · 47d

4 quarters · since Jun 2025

Clone Performance

Aug 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+15.2%

SPY

+17.3%

Annualised alpha

-2.6%

Max drawdown

−7.6%

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

369 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.1%

−0.4 pts

Top 5

22.7%

−2.8 pts

Top 10

33.3%

−2.7 pts

HHI

181

Diversified−25

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.6%	$1,593,423,173	52
Financial Services	13.7%	$820,328,603	64
Industrials	12.0%	$721,754,188	51
Healthcare	10.1%	$605,115,719	40
Consumer Cyclical	9.3%	$559,858,442	35
Consumer Defensive	7.5%	$449,265,668	29
Energy	6.4%	$385,611,465	20
Communication Services	6.1%	$367,177,196	13
Unclassified	2.8%	$165,043,702	11
Utilities	2.6%	$153,666,204	24
Basic Materials	1.8%	$105,148,042	21
Real Estate	1.2%	$71,350,740	9

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOW	Dow Inc.	+168,823	672,901	$28,026,326
AFL	Aflac Inc	+153,925	162,975	$17,879,987
HBAN	Huntington Bancshares Inc /Md/	+139,876	1,663,832	$26,038,970
PNC	Pnc Financial Services Group, Inc.	+122,399	265,803	$55,310,946
BX	Blackstone Inc.	+58,175	246,976	$28,399,770
MSFT	Microsoft Corp	+39,281	779,476	$288,538,630
RBLX	Roblox Corp	+38,324	42,016	$2,376,424
ACN	Accenture plc	+34,529	67,548	$13,394,092
PG	PROCTER & GAMBLE Co	+33,608	480,292	$69,373,376
ELS	Equity Lifestyle Properties Inc	+31,016	92,499	$5,773,787
XOM	Exxon Mobil Corp	+26,411	710,969	$120,623,000
TGT	Target Corp	+25,625	129,036	$15,639,163
VZ	Verizon Communications Inc	+24,581	585,802	$29,407,260
ZTS	Zoetis Inc.	+24,378	118,072	$13,957,291
MDT	Medtronic plc	+21,363	251,845	$21,822,369
CTAS	Cintas Corp	+18,904	86,332	$14,602,194
IBIT	iShares Bitcoin Trust ETF	+18,826	34,254	$1,316,038
V	Visa Inc.	+18,554	256,177	$77,426,936
COF	Capital One Financial Corp	+18,461	21,697	$3,958,183
COP	Conocophillips	+18,137	424,672	$56,056,704
PEP	Pepsico Inc	+17,816	382,857	$59,453,863
ET	Energy Transfer LP	+17,043	35,965	$694,124
MS	Morgan Stanley	+14,780	177,523	$29,214,960
KKR	KKR & Co. Inc.	+13,816	141,805	$13,116,962
AMT	American Tower Corp /Ma/	+13,413	119,749	$20,666,282
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMG	Chipotle Mexican Grill Inc	−128,246	40,654	$1,301,334
CPRT	Copart Inc	−126,019	8,080	$268,256
WMB	Williams Companies, Inc.	−32,966	921,399	$67,059,419
NVDA	Nvidia Corp	−32,682	1,756,012	$306,248,492
GLW	Corning Inc /Ny	−31,850	165,828	$22,547,633
NIM	Nuveen Select Maturities Municipal Fund	−27,055	11,595	$109,572
WMT	Walmart Inc.	−26,997	819,110	$101,798,990
MRK	Merck & Co., Inc.	−19,353	747,618	$89,930,969
JNJ	Johnson & Johnson	−18,013	166,891	$40,794,836
NOW	ServiceNow, Inc.	−16,431	96,235	$10,061,369
LRCX	Lam Research Corp	−15,297	93,222	$19,917,812
AMAT	Applied Materials Inc /De	−14,558	98,343	$33,612,653
AMZN	Amazon Com Inc	−13,138	932,752	$194,264,259
PYPL	PayPal Holdings, Inc.	−12,763	427,025	$19,314,340
ENB	Enbridge Inc	−12,369	655,395	$35,483,085
GOOGL	Alphabet Inc.	−10,954	712,225	$204,807,421
CGC	Canopy Growth Corp	−10,778	73,859	$70,092
RTX	RTX Corp	−10,734	458,723	$88,487,666
INTC	Intel Corp	−10,646	170,594	$7,528,313
SPGI	S&P Global Inc.	−8,770	7,305	$3,107,108
TRP	Tc Energy Corp	−8,733	245,413	$15,362,853
NEE	Nextera Energy Inc	−8,559	275,953	$25,630,514
PGR	Progressive Corp/Oh/	−8,452	24,558	$4,868,377
NVS	Novartis AG	−7,513	242,228	$37,000,327
CAT	Caterpillar Inc	−6,553	155,806	$110,382,318
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
MNST	Monster Beverage Corp	103,101	$7,470,698
ARM	Arm Holdings PLC /Uk	29,541	$4,468,962
CDE	Coeur Mining, Inc.	34,768	$652,595
AZN	Astrazeneca PLC	2,551	$503,108
NVT	nVent Electric plc	3,825	$452,421
GWW	W.W. Grainger, Inc.	315	$343,605
NTRS	Northern Trust Corp	2,043	$285,141
WAT	Waters Corp /De/	921	$274,273
NUE	Nucor Corp	1,360	$229,976
P	Everpure, Inc.	3,759	$221,931
CMS	Cms Energy Corp	2,826	$219,241
BNO	United States Brent Oil Fund, LP	4,146	$215,633
COKE	Coca-Cola Consolidated, Inc.	1,122	$215,132
KEYS	Keysight Technologies, Inc.	749	$211,495
BE	Bloom Energy Corp	1,558	$211,093
DPZ	Dominos Pizza Inc	588	$210,968
WTRG	Essential Utilities, Inc.	5,081	$204,611
NVG	Nuveen AMT-Free Municipal Credit Income Fund	14,181	$174,851
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
DKNG	DraftKings Inc.	91,891	$3,166,563
NGD	New Gold Inc. /FI	93,900	$817,869
Q	Qnity Electronics, Inc.	7,372	$601,923
DELL	Dell Technologies Inc.	3,641	$458,329
VTRS	Viatris Inc	30,396	$378,430
SLVM	Sylvamo Corp	6,637	$319,571
GM	General Motors Co	3,595	$292,345
BABA	Alibaba Group Holding Ltd	1,794	$262,964
LULU	lululemon athletica inc.	1,218	$253,112
TRI	Thomson Reuters Corp /Can/	1,859	$245,183
EL	Estee Lauder Companies Inc	2,341	$245,149
OBDC	Blue Owl Capital Corp	19,253	$239,314
FTRE	Fortrea Holdings Inc.	13,702	$236,359
ROP	Roper Technologies Inc	523	$232,802
SNY	Sanofi	4,724	$228,925
HOOD	Robinhood Markets, Inc.	2,006	$226,878
KD	Kyndryl Holdings, Inc.	8,488	$225,441
OMC	Omnicom Group Inc.	2,723	$219,882
FBTC	Fidelity Wise Origin Bitcoin Fund	2,813	$214,434
XEL	Xcel Energy Inc	2,843	$209,983
KHC	Kraft Heinz Co	8,510	$206,367
VLTO	Veralto Corp	2,042	$203,750
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

369 positions · $5,997,743,142 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 369 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	1,448,417	+7,610	$367,593,750	−6.2%	6.13%
NVDA	Nvidia Corp Technology	Reduced	1,756,012	-32,682	$306,248,492	−8.2%	5.11%
MSFT	Microsoft Corp Technology	Added	779,476	+39,281	$288,538,630	−19.4%	4.81%
GOOGL	Alphabet Inc. Communication Services	Reduced	712,225	-10,954	$204,807,421	−9.5%	3.41%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	932,752	-13,138	$194,264,259	−11.0%	3.24%
AVGO	Broadcom Inc. Technology	Added	534,724	+5,196	$165,502,425	−9.7%	2.76%
JPM	Jpmorgan Chase & Co Financial Services	Added	448,341	+6,820	$131,883,988	−7.3%	2.20%
XOM	Exxon Mobil Corp Energy	Added	710,969	+26,411	$120,623,000	+46.4%	2.01%
CAT	Caterpillar Inc Industrials	Reduced	155,806	-6,553	$110,382,318	+18.7%	1.84%
ABBV	AbbVie Inc. Healthcare	Added	485,280	+3,331	$105,543,547	−4.2%	1.76%
WMT	Walmart Inc. Consumer Defensive	Reduced	819,110	-26,997	$101,798,990	+8.0%	1.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	195,431	+8,920	$93,650,535	−0.1%	1.56%
MRK	Merck & Co., Inc. Healthcare	Reduced	747,618	-19,353	$89,930,969	+11.4%	1.50%
RTX	RTX Corp Industrials	Reduced	458,723	-10,734	$88,487,666	+2.8%	1.48%
CSCO	Cisco Systems, Inc. Technology	Added	1,061,238	+2,799	$82,341,456	+1.0%	1.37%
SPY	Spdr S&P 500 ETF Trust	Added	125,444	+364	$81,581,250	−4.4%	1.36%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	81,663	+5,200	$81,371,463	+23.4%	1.36%
META	Meta Platforms, Inc. Communication Services	Added	139,423	+4,771	$79,768,080	−10.3%	1.33%
V	Visa Inc. Financial Services	Added	256,177	+18,554	$77,426,936	−7.1%	1.29%
ETN	Eaton Corp plc Industrials	Added	208,285	+3,394	$74,497,295	+14.2%	1.24%
MCD	Mcdonalds Corp Consumer Cyclical	Added	227,570	+6,334	$70,726,480	+4.6%	1.18%
UNP	Union Pacific Corp Industrials	Added	287,224	+2,594	$69,686,286	+5.8%	1.16%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	187,319	-2,727	$69,635,838	−18.5%	1.16%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	480,292	+33,608	$69,373,376	+8.4%	1.16%
WMB	Williams Companies, Inc. Energy	Reduced	921,399	-32,966	$67,059,419	+16.9%	1.12%
CB	Chubb Ltd Financial Services	Reduced	196,861	-39	$64,162,905	+4.4%	1.07%
CVX	Chevron Corp Energy	Reduced	297,670	-4,654	$61,587,923	+33.7%	1.03%
HD	Home Depot, Inc. Consumer Cyclical	Added	185,077	+7,602	$60,869,974	−0.3%	1.01%
LLY	ELI LILLY & Co Healthcare	Added	65,139	+1,518	$59,912,898	−12.4%	1.00%
PEP	Pepsico Inc Consumer Defensive	Added	382,857	+17,816	$59,453,863	+13.5%	0.99%
COP	Conocophillips Energy	Added	424,672	+18,137	$56,056,704	+47.3%	0.93%
AMP	Ameriprise Financial Inc Financial Services	Added	124,637	+7,037	$55,388,682	−3.9%	0.92%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	265,803	+122,399	$55,310,946	+84.8%	0.92%
NOC	Northrop Grumman Corp /De/ Industrials	Added	76,035	+959	$51,874,118	+21.2%	0.86%
HON	Honeywell International Inc Industrials	Added	213,807	+5,451	$48,326,796	+18.9%	0.81%
PM	Philip Morris International Inc. Consumer Defensive	Added	276,193	+1,555	$45,665,750	+3.7%	0.76%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	90,151	+85	$44,311,921	−15.1%	0.74%
JNJ	Johnson & Johnson Healthcare	Reduced	166,891	-18,013	$40,794,836	+6.6%	0.68%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	63,739	-1,276	$39,311,665	+0.2%	0.66%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	8,966	+308	$37,749,727	−18.6%	0.63%
NVS	Novartis AG Healthcare	Reduced	242,228	-7,513	$37,000,327	+7.5%	0.62%
CRM	Salesforce, Inc. Technology	Added	191,775	+6,008	$35,798,639	−27.3%	0.60%
ENB	Enbridge Inc Energy	Reduced	655,395	-12,369	$35,483,085	+11.1%	0.59%
ECL	Ecolab Inc. Basic Materials	Added	126,729	+2,342	$33,712,448	+3.2%	0.56%
AMAT	Applied Materials Inc /De Technology	Reduced	98,343	-14,558	$33,612,653	+15.8%	0.56%
TEL	TE Connectivity plc Technology	Added	153,745	+3,035	$32,135,779	−6.3%	0.54%
VZ	Verizon Communications Inc Communication Services	Added	585,802	+24,581	$29,407,260	+28.6%	0.49%
MS	Morgan Stanley Financial Services	Added	177,523	+14,780	$29,214,960	+1.1%	0.49%
QCOM	Qualcomm Inc/De Technology	Added	226,777	+1,884	$29,204,342	−24.1%	0.49%
ETR	Entergy Corp /De/ Utilities	Added	258,650	+734	$29,061,914	+21.9%	0.48%