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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 9 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GEV GE VERNOVA INC Utilities 7,998.0 $9.4M 0.11% NEW $1174.86 -19.8%
162 LKQ LKQ CORP Consumer Cyclical 355,591.0 $9.4M 0.11% NEW $26.33 -2.2%
163 SNPS SYNOPSYS INC Technology 20,903.0 $9.3M 0.11% NEW $446.07 -11.6%
164 SPSB SPDR SERIES TRUST 307,502.0 $9.2M 0.10% NEW $30.01 -0.2%
165 SHW SHERWIN WILLIAMS CO Basic Materials 26,018.0 $9.0M 0.10% NEW $344.32 +0.7%
166 AMD ADVANCED MICRO DEVICES INC Technology 15,349.0 $8.9M 0.10% NEW $580.91 -21.4%
167 ZTS ZOETIS INC Healthcare 124,061.0 $8.9M 0.10% NEW $71.86 +7.4%
168 PGR PROGRESSIVE CORP Financial Services 40,658.0 $8.9M 0.10% NEW $218.45 +2.5%
169 IWM ISHARES TR 29,559.0 $8.9M 0.10% NEW $300.45 -0.8%
170 SNA SNAP ON INC Industrials 21,921.0 $8.8M 0.10% NEW $402.40 -2.0%
171 U HAUL HOLDING COMPANY 151,973.0 $8.8M 0.10% NEW $57.70
172 VNQ VANGUARD INDEX FDS 89,025.0 $8.6M 0.10% NEW $96.43 +2.8%
173 BDX BECTON DICKINSON & CO Healthcare 56,413.0 $8.5M 0.10% NEW $151.33 +26.0%
174 GLD SPDR GOLD TR Financial Services 22,730.0 $8.4M 0.10% NEW $368.38 +15.8%
175 CBSH COMMERCE BANCSHARES INC Financial Services 142,506.0 $8.2M 0.09% NEW $57.75 +1.5%
176 COF CAPITAL ONE FINL CORP Financial Services 40,702.0 $8.2M 0.09% NEW $200.62 +7.8%
177 CVS CVS HEALTH CORP Healthcare 77,969.0 $8.1M 0.09% NEW $103.45 -9.0%
178 LECO LINCOLN ELEC HLDGS INC Industrials 30,193.0 $8.0M 0.09% NEW $265.51 +6.3%
179 VYM VANGUARD WHITEHALL FDS 50,412.0 $8.0M 0.09% NEW $158.03 +4.5%
180 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 127,364.0 $7.7M 0.09% NEW $60.67 +24.0%
Page 9 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%