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Portfolio (Quarterly) Guide ↗

Midwest Trust Co

· CIK 0002077080
13F Portfolio $8.8B AUM 606 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 606 New
Page 2 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 123,646.0 $92.3M 1.05% NEW $746.77 +2.2%
22 WMT WALMART INC Consumer Defensive 806,574.0 $91.4M 1.03% NEW $113.26 -6.0%
23 V VISA INC Financial Services 260,271.0 $89.3M 1.01% NEW $343.09 +11.5%
24 ETN EATON CORP PLC Industrials 207,784.0 $88.5M 1.00% NEW $426.12 -4.1%
25 RTX RTX CORPORATION Industrials 453,609.0 $86.1M 0.97% NEW $189.73 +10.3%
26 AVEM AMERICAN CENTY ETF TR 870,014.0 $83.9M 0.95% NEW $96.49 -3.5%
27 LLY ELI LILLY & CO Healthcare 68,243.0 $81.9M 0.93% NEW $1199.43 +4.0%
28 TSLA TESLA INC Consumer Cyclical 185,258.0 $77.9M 0.88% NEW $420.60 -17.0%
29 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 83,268.0 $77.9M 0.88% NEW $935.47 +3.8%
30 UNP UNION PAC CORP Industrials 285,214.0 $77.6M 0.88% NEW $272.00 +13.9%
31 IEFA ISHARES TR 802,018.0 $77.5M 0.88% NEW $96.58 +4.2%
32 IVV ISHARES TR 100,336.0 $75.1M 0.85% NEW $748.89 +2.4%
33 PG PROCTER & GAMBLE CO Consumer Defensive 478,739.0 $70.2M 0.80% NEW $146.64 -0.0%
34 AMAT APPLIED MATLS INC Technology 95,762.0 $69.2M 0.78% NEW $723.00 -33.0%
35 WMB WILLIAMS COS INC Energy 911,109.0 $67.7M 0.77% NEW $74.34 -4.5%
36 CB CHUBB LIMITED Financial Services 195,619.0 $66.7M 0.76% NEW $340.74 +1.5%
37 HD HOME DEPOT INC Consumer Cyclical 187,720.0 $66.2M 0.75% NEW $352.68 -4.3%
38 PNC PNC FINL SVCS GROUP INC Financial Services 267,782.0 $65.9M 0.75% NEW $246.22 -1.0%
39 MCD MCDONALDS CORP Consumer Cyclical 237,515.0 $64.2M 0.73% NEW $270.31 +0.8%
40 SCHO SCHWAB STRATEGIC TR 2,533,641.0 $61.2M 0.69% NEW $24.14 -0.2%
Page 2 of 31  ·  606 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.4%
Financial Services 15.6%
Industrials 11.6%
Healthcare 10.3%
Consumer Cyclical 9.3%
Consumer Defensive 6.8%
Communication Services 6.3%
Energy 5.2%
Utilities 2.1%
Basic Materials 1.3%