Midwest Trust Co holds a diversified book of 593 stocks worth $8.0B as of Q1 2026 (disclosed May 1, 2026, a ~45-day 13F lag). This quarter they opened Monster Beverage Corp and trimmed Nvidia Corp. Their largest long position is Apple Inc at 5% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2077080/holdings"
Use Arkolith to show Midwest Trust Co's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
75% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $367.6M | 1.45M | 4.6% | ▲+0.5% Added · +8K sh | |
| 2 | Nvidia Corporation COM | $306.2M | 1.76M | 3.8% | ▼−1.8% Reduced · −33K sh | |
| 3 | Vanguard Index FDS EETF | $295.1M | 1.03M | 3.7% | ▲+2.2% Added · +22K sh | |
| 4 | Microsoft Corp COM | $288.5M | 779.5K | 3.6% | ▲+5.3% Added · +39K sh | |
| 5 | Alphabet Inc COM | $204.8M | 712.2K | 2.6% | ▼−1.5% Reduced · −11K sh | |
| 6 | Amazon Com Inc COM | $194.3M | 932.8K | 2.4% | ▼−1.4% Reduced · −13K sh | |
| 7 | Broadcom Inc COM | $165.5M | 534.7K | 2.1% | ▲+1.0% Added · +5K sh | |
| 8 | Ishares TR FETF | $134.6M | 1.26M | 1.7% | ▲+6.9% Added · +82K sh | |
| 9 | JPMorgan Chase & Co COM | $131.9M | 448.3K | 1.6% | ▲+1.5% Added · +7K sh | |
| 10 | Exxon Mobil Corp COM | $120.6M | 711.0K | 1.5% | ▲+3.9% Added · +26K sh | |
| 11 | Caterpillar Inc COM | $110.4M | 155.8K | 1.4% | ▼−4.0% Reduced · −7K sh | |
| 12 | Alphabet Inc COM | $110.3M | 384.5K | 1.4% | ▲+4.6% Added · +17K sh | |
| 13 | Abbvie Inc COM | $105.5M | 485.3K | 1.3% | ▲+0.7% Added · +3K sh | |
| 14 | Vanguard Tax-Managed FDS IETF | $104.4M | 1.63M | 1.3% | ▲+2.7% Added · +44K sh | |
| 15 | Walmart Inc COM | $101.8M | 819.1K | 1.3% | ▼−3.2% Reduced · −27K sh | |
| 16 | Dimensional ETF Trust EETF | $97.9M | 1.38M | 1.2% | ▼−0.6% Reduced · −8K sh | |
| 17 | Berkshire Hathaway Inc Del COM | $93.7M | 195.4K | 1.2% | ▲+4.8% Added · +9K sh | |
| 18 | Merck & Co Inc COM | $89.9M | 747.6K | 1.1% | ▼−2.5% Reduced · −19K sh | |
| 19 | RTX Corporation COM | $88.5M | 458.7K | 1.1% | ▼−2.3% Reduced · −11K sh | |
| 20 | Cisco Sys Inc COM | $82.3M | 1.06M | 1.0% | ▲+0.3% Added · +3K sh | |
| 21 | Vanguard Index FDS EETF | $81.6M | 136.6K | 1.0% | ▼−10% Reduced · −16K sh | |
| 22 | State STR SPDR S&P 500 ETF T EETF | $81.6M | 125.4K | 1.0% | ▲+0.3% Added · +364 sh | |
| 23 | Costco Wholesale Corporation COM | $81.4M | 81.7K | 1.0% | ▲+6.8% Added · +5K sh | |
| 24 | Meta Platforms Inc COM | $79.8M | 139.4K | 1.0% | ▲+3.5% Added · +5K sh | |
| 25 | Visa Inc COM | $77.4M | 256.2K | 1.0% | ▲+7.8% Added · +19K sh | |
| 26 | Eaton Corp PLC COM | $74.5M | 208.3K | 0.9% | ▲+1.6% Added · +3K sh | |
| 27 | McDonalds Corp COM | $70.7M | 227.6K | 0.9% | ▲+2.9% Added · +6K sh | |
| 28 | Union Pac Corp COM | $69.7M | 287.2K | 0.9% | ▲+0.9% Added · +3K sh | |
| 29 | Tesla Inc COM | $69.6M | 187.3K | 0.9% | ▼−1.4% Reduced · −3K sh | |
| 30 | Procter & Gamble Co COM | $69.4M | 480.3K | 0.9% | ▲+7.5% Added · +34K sh | |
| 31 | Ishares TR IETF | $67.7M | 747.9K | 0.8% | ▲+7.7% Added · +54K sh | |
| 32 | Williams Cos Inc COM | $67.1M | 921.4K | 0.8% | ▼−3.5% Reduced · −33K sh | |
| 33 | Ishares TR EETF | $66.1M | 101.3K | 0.8% | ▲+4.1% Added · +4K sh | |
| 34 | Chubb Ltd Switz COM | $64.2M | 196.9K | 0.8% | ▼~0% Reduced · −39 sh | |
| 35 | American Centy ETF TR IETF | $61.9M | 767.6K | 0.8% | ▼−0.8% Reduced · −6K sh | |
| 36 | Chevron Corporation COM | $61.6M | 297.7K | 0.8% | ▼−1.5% Reduced · −5K sh | |
| 37 | Home Depot Inc COM | $60.9M | 185.1K | 0.8% | ▲+4.3% Added · +8K sh | |
| 38 | Eli Lilly & Co COM | $59.9M | 65.1K | 0.7% | ▲+2.4% Added · +2K sh | |
| 39 | Pepsico Inc COM | $59.5M | 382.9K | 0.7% | ▲+4.9% Added · +18K sh | |
| 40 | ConocoPhillips COM | $56.1M | 424.7K | 0.7% | ▲+4.5% Added · +18K sh | |
| 41 | Ameriprise Finl Inc COM | $55.4M | 124.6K | 0.7% | ▲+6.0% Added · +7K sh | |
| 42 | PNC Finl Svcs Group Inc COM | $55.3M | 265.8K | 0.7% | ▲+85% Added · +122K sh | |
| 43 | Schwab Strategic TR EETF | $52.3M | 1.80M | 0.7% | ▲+1.8% Added · +32K sh | |
| 44 | Northrop Grumman Corp COM | $51.9M | 76.0K | 0.6% | ▲+1.3% Added · +959 sh | |
| 45 | Ishares TR EETF | $51.3M | 120.4K | 0.6% | ▲+3.8% Added · +4K sh | |
| 46 | Honeywell Intl Inc COM | $48.3M | 213.8K | 0.6% | ▲+2.6% Added · +5K sh | |
| 47 | Philip Morris Intl Inc COM | $45.7M | 276.2K | 0.6% | ▲+0.6% Added · +2K sh | |
| 48 | Schwab Strategic TR FETF | $44.8M | 1.85M | 0.6% | ▲+40% Added · +524K sh | |
| 49 | Thermo Fisher Scientific Inc COM | $44.3M | 90.2K | 0.6% | ▲+0.1% Added · +85 sh | |
| 50 | Johnson & Johnson COM | $40.8M | 166.9K | 0.5% | ▼−9.7% Reduced · −18K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.