1y return+17.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $118 against $121 in the S&P 500.2
Midwest Trust CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $414.5M | 4.7% | −1.1% |
| NVDANvidia Corporation | $345.6M | 3.9% | −1.7% |
| MSFTMicrosoft Corp | $301.5M | 3.4% | +3.7% |
| VOVanguard Index Fds | $291.7M | 3.3% | −11.9% |
| GOOGLAlphabet Inc | $236.4M | 2.7% | −7.1% |
| AMZNAmazon Com Inc | $219.9M | 2.5% | −1.1% |
| AVGOBroadcom Inc | $201.8M | 2.3% | |
| JPMJpmorgan Chase & Co | $167.7M | 1.9% | +14.2% |
| CATCaterpillar Inc | $151.5M | 1.7% | −8.7% |
| GVIIshares Tr | $143.3M | 1.6% | +7.0% |
| GOOGAlphabet Inc | $135.6M | 1.5% | |
| VEAVanguard Tax-managed Fds | $126.5M | 1.4% | +9.0% |
| ABBVAbbvie Inc | $123.2M | 1.4% | |
| CSCOCisco Sys Inc | $121.1M | 1.4% | −2.9% |
| BRK/BBerkshire Hathaway Inc Del | $112.3M | 1.3% | +14.9% |
| Dimensional Etf TrustCUSIP 25434V500 | $109.4M | 1.2% | −3.5% |
| Exxon Mobil CorpCUSIP 30231G102 | $96.6M | 1.1% | |
| METAMeta Platforms Inc | $96.1M | 1.1% | +22.4% |
| MRKMerck & Co Inc | $94.9M | 1.1% | −1.2% |
| VOOVanguard Index Fds | $92.8M | 1.1% | −1.1% |
| SPYState Str Spdr S&p 500 Etf T | $92.3M | 1.0% | −1.4% |
| WMTWalmart Inc | $91.4M | 1.0% | −1.5% |
| VVisa Inc | $89.3M | 1.0% | +1.6% |
| Eaton Corp PLCCUSIP G29183103 | $88.5M | 1.0% | |
| RTXRtx Corporation | $86.1M | 1.0% | −1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | June 30, 2025 | +294.9% | $69.2M |
| CATCaterpillar Inc | June 30, 2025 | +174.3% | $151.5M |
| GOOGLAlphabet Inc | June 30, 2025 | +102.8% | $236.4M |
| GOOGAlphabet Inc | June 30, 2025 | +99.2% | $135.6M |
| CSCOCisco Sys Inc | June 30, 2025 | +69.3% | $121.1M |
| MRKMerck & Co Inc | June 30, 2025 | +62.3% | $94.9M |
| LLYEli Lilly & Co | June 30, 2025 | +53.9% | $81.9M |
| AAPLApple Inc | June 30, 2025 | +41.0% | $414.5M |
| AVEMAmerican Centy Etf Tr | June 30, 2025 | +40.8% | $83.9M |
| AVGOBroadcom Inc | June 30, 2025 | +37.0% | $201.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $48.3M
- RBLXRoblox Corp was $2.4M
- JPSTJ P Morgan Exchange Traded F was $963K
- Dupont De Nemours IncCUSIP 26614N102 was $637K
- GDXVaneck Etf Trust was $383K
- IGIBIshares Tr was $372K
- ELVElevance Health Inc Formerly was $295K
- DBEFDbx Etf Tr was $289K
- NTRSNorthern Tr Corp was $285K
- CPRTCopart Inc was $268K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Midwest Trust Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2077080&type=13F-HR&dateb=&owner=include&count=40CIK 2077080
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2077080/000207708026000012/Filed August 5, 2026 · accession 0002077080-26-000012