Midwest Trust Co

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
593
Total value ($000)
$8,017,724
Net value change ($000)
+3,153 (0.0%)
New positions
35
Sold out positions
30
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 38,243 46.4%
PNC 25,378 84.8%
COP 18,001 47.3%
CAT 17,372 18.7%
AFL 16,882 1691.6%
DOW 16,241 137.8%
CVX 15,511 33.7%
COST 15,435 23.4%
SCHO 12,576 39.0%
WMB 9,692 16.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -69,434 -19.4%
NVDA -27,343 -8.2%
AAPL -24,104 -6.2%
AMZN -24,066 -11.0%
VNQ -21,907 -39.7%
GOOGL -21,548 -9.5%
AVGO -17,767 -9.7%
TSLA -15,831 -18.5%
VOO -13,762 -14.4%
CRM -13,413 -27.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type