Midwest Trust Co
BankTop Portfolio Positions
369 positions ·
$5,997,743,142 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,448,417 | $367,593,750 | 6.13% | |
| NVDA |
Nvidia Corp
Technology
|
1,756,012 | $306,248,492 | 5.11% | |
| MSFT |
Microsoft Corp
Technology
|
779,476 | $288,538,630 | 4.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
712,225 | $204,807,421 | 3.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
932,752 | $194,264,259 | 3.24% | |
| AVGO |
Broadcom Inc.
Technology
|
534,724 | $165,502,425 | 2.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
448,341 | $131,883,988 | 2.20% | |
| XOM |
Exxon Mobil Corp
Energy
|
710,969 | $120,623,000 | 2.01% | |
| CAT |
Caterpillar Inc
Industrials
|
155,806 | $110,382,318 | 1.84% | |
| ABBV |
AbbVie Inc.
Healthcare
|
485,280 | $105,543,547 | 1.76% |
Portfolio Trend
4 quarters · across all stocks
Holdings in HRB
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,304,960 | 167,138 | Shares | Sole | 2026-05-01 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||