Midwest Heritage Bank, FSB
CIK
1906805
City
WEST DES MOINES
State / Country
IA
Top Portfolio Positions
10 positions ·
$3,414,976 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
3,967 | $673,041 | 19.71% | |
| CVX |
Chevron Corp
Energy
|
2,573 | $532,353 | 15.59% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
511 | $371,936 | 10.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,775 | $369,679 | 10.83% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
4,933 | $325,528 | 9.53% | |
| AAPL |
Apple Inc.
Technology
|
1,125 | $285,513 | 8.36% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
3,155 | $284,297 | 8.33% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
516 | $247,267 | 7.24% | |
| NXP |
Nuveen Select Tax Free Income Portfolio
Financial Services
|
11,985 | $171,984 | 5.04% | |
| F |
Ford Motor Co
Consumer Cyclical
|
13,291 | $153,378 | 4.49% |
Portfolio Trend
18 quarters · across all stocks
Holdings in NXP
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $171,984 | 11,985 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $168,988 | 11,985 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $167,952 | 11,615 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $161,392 | 11,487 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $163,257 | 11,361 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $170,922 | 11,282 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $168,128 | 11,127 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $159,534 | 11,010 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $232,281 | 16,086 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $236,169 | 15,979 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $211,004 | 15,865 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $228,614 | 15,865 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $227,028 | 15,865 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $220,682 | 15,865 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $206,879 | 15,865 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $217,191 | 15,865 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $228,931 | 15,865 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $253,522 | 15,865 | Shares | Sole | 2022-01-28 | |
| No 13F history on record for this holder in this stock. | ||||||