Data as of Q4 2025 (Dec 31, 2025)

Midwest Trust Co

•CIK: 2077080•Filing: Q4 2025

Midwest Trust Co, with $8.0B in AUM, is known for its tech-heavy portfolio, led by top holdings in AAPL, MSFT, and NVDA, reflecting a strong growth-oriented strategy. Recently, the fund has made notable shifts by adding VYM and MMIT significantly, while cutting VCSH by 54%, indicating a pivot towards more diversified income and growth opportunities.

Total AUM
$8.0B
QoQ Performance
+4.3%
Positions
412
Top 10 Concentration
31.7%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL4.9%
MSFT4.5%
NVDA4.2%
VO3.6%
GOOGL2.8%
AMZN2.7%
AVGO2.3%
JPM1.8%

📈 Biggest Buys

VOO
VANGUARD INDEX FDS
+36.8%
1.2% of portfolio
NFLX
NETFLIX INC
+914.0%
0.3% of portfolio
MMIT
NEW YORK LIFE INVTS ACTIVE E
+96.5%
0.4% of portfolio
LLY
ELI LILLY & CO
+26.8%
0.9% of portfolio
GVI
ISHARES TR
+12.6%
1.6% of portfolio

📉 Biggest Sells

SNPS
SYNOPSYS INC
-32.1%
0.1% of portfolio
GLW
CORNING INC
-21.1%
0.2% of portfolio
GOOGL
ALPHABET INC
-1.8%
2.8% of portfolio
CAT
CATERPILLAR INC
-4.3%
1.2% of portfolio
DYH
TARGET CORP
-25.5%
0.1% of portfolio

Sector Breakdown

Other39.6%
Technology26.0%
Consumer8.9%
Healthcare6.2%
Financial6.2%
Industrial4.6%
ETF3.3%
Energy1.8%

🚪 Exited Positionssold since Q3 2025

BRK/A
BERKSHIRE HATHAWAY INC DEL
SOLD
$9.8M
9HI
HILLENBRAND INC
SOLD
$9.2M
HRL
HORMEL FOODS CORP
SOLD
$7.4M
CPRT
COPART INC
SOLD
$7.0M
DDOG
DATADOG INC
SOLD
$5.7M
+376 more exited positions

Changes from Q3 2025

↑121 increased
↓78 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025

📌 Top Holdings

AAPL4.9%
APPLE INC
$391.7M
MSFT4.5%
MICROSOFT CORP
$358.0M
NVDA4.2%
NVIDIA CORPORATION
$333.6M
VO3.6%
VANGUARD INDEX FDS
$291.9M
GOOGL2.8%
ALPHABET INC
$226.4M

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