Midwest Trust Co

Q3 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
581
Total value ($000)
$7,684,280
Net value change ($000)
+462,043 (6.4%)
New positions
28
Sold out positions
35
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 71,187 24.1%
NVDA 47,110 16.4%
GOOGL 39,638 28.4%
AVGO 29,496 20.2%
TSLA 23,492 38.1%
ABBV 22,114 24.8%
TIIV 19,702 NEW
GOOGL 18,341 26.7%
VO 17,317 6.5%
HD 15,127 27.8%
Top Reduces (Value $000, Stocks/ETFs)
DFAS -30,113 -25.2%
PM -8,656 -16.3%
DOW -8,185 -36.4%
BTI -7,839 -95.2%
CRM -5,522 -11.1%
TTD -5,328 -94.2%
CMG -5,184 -42.9%
COST -5,116 -6.8%
UNH -5,054 -24.1%
CW -4,182 -17.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type