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

+15.3%

SPY

+17.3%

Annualised alpha

-2.5%

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
NFGC	New Found Gold Corp. Basic Materials	Held	20,000	0	$38,800	−34.7%	0.00%
CGC	Canopy Growth Corp Healthcare	Reduced	73,859	-10,778	$70,092	−27.4%	0.00%
NWL	Newell Brands Inc. Consumer Defensive	Reduced	23,213	-798	$79,620	−10.9%	0.00%
NIM	Nuveen Select Maturities Municipal Fund Financial Services	Reduced	11,595	-27,055	$109,572	−69.5%	0.00%
NOK	Nokia Corp Technology	Reduced	14,397	-165	$115,751	+22.9%	0.00%
CFFN	Capitol Federal Financial, Inc. Financial Services	Added	21,539	+1,936	$153,573	+15.0%	0.00%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	NEW	14,181	NEW	$174,851	NEW	0.00%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Reduced	2,647	-2,752	$201,595	−23.1%	0.00%
WTRG	Essential Utilities, Inc. Utilities	NEW	5,081	NEW	$204,611	NEW	0.00%
UNM	Unum Group Financial Services	Reduced	2,874	-384	$209,888	−16.9%	0.00%
DPZ	Dominos Pizza Inc Consumer Cyclical	NEW	588	NEW	$210,968	NEW	0.00%
BE	Bloom Energy Corp Industrials	NEW	1,558	NEW	$211,093	NEW	0.00%
KEYS	Keysight Technologies, Inc. Technology	NEW	749	NEW	$211,495	NEW	0.00%
GT	Goodyear Tire & Rubber Co /Oh/ Consumer Cyclical	Reduced	32,236	-95	$213,724	−24.5%	0.00%
APP	AppLovin Corp Communication Services	Reduced	540	-59	$214,920	−46.8%	0.00%
SILA	Sila Realty Trust, Inc. Real Estate	Reduced	9,078	-1,750	$214,967	−14.8%	0.00%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	NEW	1,122	NEW	$215,132	NEW	0.00%
BNO	United States Brent Oil Fund, LP	NEW	4,146	NEW	$215,633	NEW	0.00%
PHYS	Sprott Physical Gold Trust Financial Services	Held	6,110	0	$216,538	+7.3%	0.00%
MSI	Motorola Solutions, Inc. Technology	Reduced	504	-42	$218,720	+4.5%	0.00%
CMS	Cms Energy Corp Utilities	NEW	2,826	NEW	$219,241	NEW	0.00%
AXON	Axon Enterprise, Inc. Industrials	Held	521	0	$221,263	−25.2%	0.00%
P	Everpure, Inc. Technology	NEW	3,759	NEW	$221,931	NEW	0.00%
DNP	Dnp Select Income Fund Inc Financial Services	Reduced	21,619	-3,175	$222,675	−10.1%	0.00%
ES	Eversource Energy Utilities	Added	3,217	+138	$222,873	+7.5%	0.00%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	700	-50	$228,949	−1.6%	0.00%
NUE	Nucor Corp Basic Materials	NEW	1,360	NEW	$229,976	NEW	0.00%
YORW	York Water Co Utilities	Reduced	7,601	-50	$231,450	−5.0%	0.00%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	836	-110	$234,974	−1.0%	0.00%
CNI	Canadian National Railway Co Industrials	Held	2,326	0	$239,043	+4.0%	0.00%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	1,611	+132	$241,650	+18.4%	0.00%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	140	-1	$242,062	−14.8%	0.00%
AZO	Autozone Inc Consumer Cyclical	Reduced	73	-1	$246,577	−1.8%	0.00%
EW	Edwards Lifesciences Corp Healthcare	Reduced	3,144	-224	$251,771	−12.3%	0.00%
NVO	Novo Nordisk A S Healthcare	Reduced	6,853	-352	$251,847	−31.3%	0.00%
CCJ	Cameco Corp Energy	Reduced	2,406	-116	$261,315	+13.3%	0.00%
MPC	Marathon Petroleum Corp Energy	Reduced	1,071	-185	$261,516	+28.0%	0.00%
VMC	Vulcan Materials CO Basic Materials	Reduced	966	-28	$263,041	−7.2%	0.00%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	504	-11	$263,445	−15.4%	0.00%
OIA	Invesco Municipal Income Opportunities Trust Financial Services	Held	43,009	0	$264,075	+2.2%	0.00%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	598	+2	$267,030	−1.2%	0.00%
CPRT	Copart Inc Industrials	Reduced	8,080	-126,019	$268,256	−94.9%	0.00%
WAT	Waters Corp /De/ Healthcare	NEW	921	NEW	$274,273	NEW	0.00%
SF	Stifel Financial Corp Financial Services	Added	3,779	+1,259	$279,343	+32.8%	0.00%
CACI	Caci International Inc /De/ Technology	Reduced	519	-5	$282,268	+1.1%	0.00%
NTRS	Northern Trust Corp Financial Services	NEW	2,043	NEW	$285,141	NEW	0.00%
PPG	Ppg Industries Inc Basic Materials	Reduced	2,672	-928	$285,583	−22.6%	0.00%
LNT	Alliant Energy Corp Utilities	Added	4,049	+100	$290,556	+13.2%	0.00%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	4,009	+167	$291,414	+31.9%	0.00%
DVN	Devon Energy Corp/De Energy	Reduced	5,839	-226	$293,818	+32.3%	0.00%