AiSiWhale

AI & tech investing

Midwest Trust Co

CIK 2077080

13F filing for Q2 2026・No. 623

Holdings
US$8.83B
Quarter change
+US$809.29M
Entries
606
Net bought (estimate)
+US$19.28M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 40
  • Sold out 27
  • Cut 333
  • Added 173
  • Corporate actions 4
  • Unchanged 60

Largest holdings

606 stocks worth US$8.83B, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMCutUS$414.52M4.70%
NVDANvidiaCOMCutUS$345.56M3.91%
MSFTMicrosoftCOMAddedUS$301.54M3.42%
VANGUARD INDEX FDSEETFCutSplit 4:1US$291.68M3.30%
GOOGLAlphabetCOMCutUS$236.4M2.68%
AMZNAmazonCOMCutUS$219.88M2.49%
AVGOBroadcomCOMCutUS$201.79M2.29%
JPMJPMORGAN CHASE & COCOMAddedUS$167.66M1.90%
CATCATERPILLAR INCCOMCutUS$151.47M1.72%
ISHARES TRFETFAddedUS$143.26M1.62%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.