Midwest Trust Co
Top Portfolio Positions
345 positions ·
$5,764,955,663 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
1,440,807 | $391,697,791 | 6.79% |
| MSFT |
Microsoft Corp
Technology
|
740,195 | $357,973,105 | 6.21% |
| NVDA |
Nvidia Corp
Technology
|
1,788,694 | $333,591,431 | 5.79% |
| GOOGL |
Alphabet Inc.
Communication Services
|
723,179 | $226,355,027 | 3.93% |
| AMZN |
Amazon Com Inc
|
945,890 | $218,330,329 | 3.79% |
| AVGO |
Broadcom Inc.
Technology
|
529,528 | $183,269,640 | 3.18% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
441,521 | $142,266,896 | 2.47% |
| ABBV |
AbbVie Inc.
Healthcare
|
481,949 | $110,120,527 | 1.91% |
| WMT |
Walmart Inc.
|
846,107 | $94,264,780 | 1.64% |
| CAT |
Caterpillar Inc
Industrials
|
162,359 | $93,010,600 | 1.61% |
Portfolio Trend
Holdings in HRB
Export CSVShares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $7,422,894 | 170,328 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,787,548 | 173,770 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,678,204 | 176,320 | Shares | Sole | 2025-08-07 | |
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