Arkolith/Funds/Midwest Trust Co

Midwest Trust Co

CIK: 2077080Q1 2026
Active Filer
Portfolio Value
$8.0B
Positions
623
New Buys
35
30 sold
Changes
246 ↑ / 259 ↓

Top HoldingsQ1 2026

623 total positions
#SecurityValueShares% PortChangeΔ Shares
1APPLE INC
COM
$367.6M1.45M4.6%
ADDED
+7.6K
2NVIDIA CORPORATION
COM
$306.2M1.76M3.8%
REDUCED
-32,682
3VANGUARD INDEX FDS
EETF
$295.1M1.03M3.7%
ADDED
+21.9K
4MICROSOFT CORP
COM
$288.5M779.5K3.6%
ADDED
+39.3K
5ALPHABET INC
COM
$204.8M712.2K2.6%
REDUCED
-10,954
6AMAZON COM INC
COM
$194.3M932.8K2.4%
REDUCED
-13,138
7BROADCOM INC
COM
$165.5M534.7K2.1%
ADDED
+5.2K
8ISHARES TR
FETF
$134.6M1.26M1.7%
ADDED
+81.6K
9JPMORGAN CHASE & CO
COM
$131.9M448.3K1.6%
ADDED
+6.8K
10EXXON MOBIL CORP
COM
$120.6M711.0K1.5%
ADDED
+26.4K
11CATERPILLAR INC
COM
$110.4M155.8K1.4%
REDUCED
-6,553
12ALPHABET INC
COM
$110.3M384.5K1.4%
ADDED
+17.0K
13ABBVIE INC
COM
$105.5M485.3K1.3%
ADDED
+3.3K
14VANGUARD TAX-MANAGED FDS
IETF
$104.4M1.63M1.3%
ADDED
+43.6K
15WALMART INC
COM
$101.8M819.1K1.3%
REDUCED
-26,997
16DIMENSIONAL ETF TRUST
EETF
$97.9M1.38M1.2%
REDUCED
-8,339
17BERKSHIRE HATHAWAY INC DEL
COM
$93.7M195.4K1.2%
ADDED
+8.9K
18MERCK & CO INC
COM
$89.9M747.6K1.1%
REDUCED
-19,353
19RTX CORPORATION
COM
$88.5M458.7K1.1%
REDUCED
-10,734
20CISCO SYS INC
COM
$82.3M1.06M1.0%
ADDED
+2.8K
21VANGUARD INDEX FDS
EETF
$81.6M136.6K1.0%
REDUCED
-15,500
22STATE STR SPDR S&P 500 ETF T
EETF
$81.6M125.4K1.0%
ADDED
+364
23COSTCO WHOLESALE CORPORATION
COM
$81.4M81.7K1.0%
ADDED
+5.2K
24META PLATFORMS INC
COM
$79.8M139.4K1.0%
ADDED
+4.8K
25VISA INC
COM
$77.4M256.2K1.0%
ADDED
+18.6K
Showing top 25 of 623 positions

Filing History

Q1 2026593 pos
$8.0B
Q4 2025588 pos
$8.0B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 1, 2026