Midwest Trust Co

Q3 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
633
Total value ($000)
$8,988,499
Net value change ($000)
+161,485 (1.8%)
New positions
55
Sold out positions
28
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
EXXONMOBIL HOLDINGS CORP 114,317 NEW
MSFT 112,347 37.3%
AAPL 69,958 16.9%
META 53,849 56.0%
NVDA 48,136 13.9%
CRM 16,197 52.9%
TMO 15,979 34.9%
BRK-B 13,956 12.4%
MRVL 13,890 2980.7%
PLTR 13,351 83.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -96,639 -100.0%
CAT -40,601 -26.8%
AVGO -27,196 -13.5%
AMAT -23,734 -34.3%
CSCO -23,211 -19.2%
VO -16,036 -5.5%
GLW -15,238 -39.3%
HON -13,267 -55.3%
PRU -11,838 -88.8%
GOOGL -10,971 -4.6%
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