Midwest Trust Co

Bank

CIK

2077080

Location

Overland Park, KS

Portfolio Value

Mid $1,593,423,173

Diversification

Diversified

Filing Date

Global Rank

#581 / 8,588 ▲ 22

Top Industry

Semiconductors 9.1%

3Y Alpha vs SPY

-2.5%

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

52 positions · $1,593,423,173 total · Technology 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

Showing 1–50 of 52 positions by value · page 1 of 2

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%	23.07%
NVDA	Nvidia Corp Technology	Reduced	1,756,012	-32,682	$306,248,492	−8.2%	19.22%
MSFT	Microsoft Corp Technology	Added	779,476	+39,281	$288,538,630	−19.4%	18.11%
AVGO	Broadcom Inc. Technology	Added	534,724	+5,196	$165,502,425	−9.7%	10.39%
CSCO	Cisco Systems, Inc. Technology	Added	1,061,238	+2,799	$82,341,456	+1.0%	5.17%
CRM	Salesforce, Inc. Technology	Added	191,775	+6,008	$35,798,639	−27.3%	2.25%
AMAT	Applied Materials Inc /De Technology	Reduced	98,343	-14,558	$33,612,653	+15.8%	2.11%
TEL	TE Connectivity plc Technology	Added	153,745	+3,035	$32,135,779	−6.3%	2.02%
QCOM	Qualcomm Inc/De Technology	Added	226,777	+1,884	$29,204,342	−24.1%	1.83%
ASML	Asml Holding NV Technology	Reduced	20,948	-2,751	$27,668,746	+9.1%	1.74%
GLW	Corning Inc /Ny Technology	Reduced	165,828	-31,850	$22,547,633	+30.3%	1.42%
LRCX	Lam Research Corp Technology	Reduced	93,222	-15,297	$19,917,812	+7.2%	1.25%
ADBE	Adobe Inc. Technology	Added	61,071	+5,194	$14,845,138	−24.1%	0.93%
IBM	International Business Machines Corp Technology	Reduced	59,618	-1,412	$14,450,807	−20.1%	0.91%
PANW	Palo Alto Networks Inc Technology	Added	89,601	+1,405	$14,364,832	−11.6%	0.90%
ACN	Accenture plc Technology	Added	67,548	+34,529	$13,394,092	+51.2%	0.84%
APH	Amphenol Corp /De/ Technology	Added	90,388	+386	$11,420,523	−6.1%	0.72%
FTV	Fortive Corp Technology	Added	202,294	+10,688	$11,182,812	+5.7%	0.70%
NOW	ServiceNow, Inc. Technology	Reduced	96,235	-16,431	$10,061,369	−41.7%	0.63%
PLTR	Palantir Technologies Inc. Technology	Added	63,010	+11,141	$9,217,102	−0.0%	0.58%
SNPS	Synopsys Inc Technology	Reduced	21,058	-616	$8,349,075	−18.0%	0.52%
MPWR	Monolithic Power Systems Inc Technology	Added	7,418	+212	$8,110,470	+24.2%	0.51%
SHOP	Shopify Inc. Technology	Added	64,050	+65	$7,597,611	−26.2%	0.48%
INTC	Intel Corp Technology	Reduced	170,594	-10,646	$7,528,313	+12.6%	0.47%
INTU	Intuit Inc. Technology	Reduced	13,628	-5,544	$5,892,474	−53.6%	0.37%
FIS	Fidelity National Information Services, Inc. Technology	Added	121,732	+4,889	$5,710,448	−26.5%	0.36%
DDOG	Datadog, Inc. Technology	Added	40,878	+2,286	$4,825,647	−8.1%	0.30%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	13,605	-846	$4,597,809	+4.7%	0.29%
ARM	Arm Holdings PLC /Uk Technology	NEW	29,541	NEW	$4,468,962	NEW	0.28%
ORCL	Oracle Corp Technology	Reduced	28,844	-1,540	$4,243,240	−28.3%	0.27%
PAYX	Paychex Inc Technology	Reduced	34,075	-2,143	$3,138,989	−22.7%	0.20%
ADP	Automatic Data Processing Inc Technology	Reduced	13,033	-453	$2,648,044	−23.7%	0.17%
TXN	Texas Instruments Inc Technology	Reduced	10,779	-3,130	$2,092,635	−13.3%	0.13%
KLAC	Kla Corp Technology	Reduced	1,281	-17	$1,886,157	+19.6%	0.12%
STM	STMicroelectronics N.V. Technology	Added	54,447	+406	$1,881,143	+34.2%	0.12%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	4,201	-1	$1,640,112	−16.7%	0.10%
AMD	Advanced Micro Devices Inc Technology	Reduced	6,663	-387	$1,355,454	−10.2%	0.09%
ADI	Analog Devices Inc Technology	Reduced	4,257	-273	$1,354,321	+10.2%	0.08%
GRMN	Garmin Ltd Technology	Added	4,296	+463	$996,714	+28.2%	0.06%
JKHY	Jack Henry & Associates Inc Technology	Added	4,465	+1,692	$705,648	+39.5%	0.04%
STX	Seagate Technology Holdings plc Technology	Reduced	1,657	-332	$649,146	+18.5%	0.04%
ANET	Arista Networks, Inc. Technology	Reduced	4,834	-479	$593,518	−14.7%	0.04%
UBER	Uber Technologies, Inc Technology	Added	7,925	+2,445	$570,045	+27.3%	0.04%
CDNS	Cadence Design Systems Inc Technology	Reduced	1,718	-49	$477,380	−13.6%	0.03%
MU	Micron Technology Inc Technology	Reduced	1,079	-413	$364,529	−14.4%	0.02%
MCHP	Microchip Technology Inc Technology	Reduced	5,217	-522	$337,070	−7.8%	0.02%
ZS	Zscaler, Inc. Technology	Added	2,217	+10	$311,022	−37.3%	0.02%
CACI	Caci International Inc /De/ Technology	Reduced	519	-5	$282,268	+1.1%	0.02%
P	Everpure, Inc. Technology	NEW	3,759	NEW	$221,931	NEW	0.01%
MSI	Motorola Solutions, Inc. Technology	Reduced	504	-42	$218,720	+4.5%	0.01%