MidWestOne Financial Group, Inc.
•CIK: 1412665•Filing: Q4 2025
**MidWestOne Financial Group, Inc.** manages $900M across a diversified portfolio of 305 positions. The fund exhibits significant concentration in its top holdings, notably allocating $156.1M to MOFG. Further substantial exposure includes $35.2M in SCHV and $35.1M in AAPL, indicating a strategic tilt toward specific sectors and large-cap names. This structure suggests a conviction-driven approach balancing core holdings with targeted, high-conviction bets.
Total AUM
$900.5M
QoQ Performance
+9.4%
Positions
247
Top 10 Concentration
44.1%
Latest Filing
Q4 2025
Top Holdings Allocation
MOFG
MOFG17.3%
SCHV3.9%
AAPL3.9%
VONG3.6%
SPYM2.8%
MUB2.7%
IEFA2.7%
SCHB2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.7%
Technology11.0%
Healthcare3.7%
Financial3.5%
Industrial2.0%
Consumer1.9%
ETF1.4%
Energy1.1%
🚪 Exited Positionssold since Q3 2025
+104 more exited positions
Changes from Q3 2025
NEW7 new positions
↑72 increased
↓97 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022