SEC 13F Intelligence

Managers / Q1 2026

Midwest Trust Co

CIK 0002077080 · 5901 COLLEGE BLVD, OVERLAND PARK, KS, 66211 · 9136630600

Reported Value
$8.0B
Q1 2026
Positions
593
Filings on Record
4
2019–present window
Filed
May 1, 2026
original filing

Summary

Midwest Trust Co reported $8.0B in U.S.-listed holdings across 593 positions for Q1 2026.

Its largest position, AAPL, represents 4.6% of the portfolio.

Compared with Q4 2025, the fund opened 35 new positions and exited 30.

Reported Value by Quarter

13F Reported Value
Q2 ’25: $7.2BQ2 ’25Q3 ’25: $7.7BQ3 ’25Q4 ’25: $8.0BQ4 ’25Q1 ’26: $8.0BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 69.5%ETP: 25.7%Other: 3.1%REIT: 0.9%ADR: 0.7%Other: 0.1%
  • Common Stock · 69.5% · $5.6B
  • ETP · 25.7% · $2.1B
  • Other · 3.1% · $245M
  • REIT · 0.9% · $71M
  • ADR · 0.7% · $59M
  • Other · 0.1% · $10M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

Loading…
Export to Excel
#IssuerClass% PortfolioValue ↓Shares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$8.0B593May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$8.0B588Feb 4, 202613F-HRchanges · EDGAR ↗
Q3 2025$7.7B581Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$7.2B588Aug 7, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.