Midwest Trust
Midwest Trust reported 633 stocks worth $9B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are AAPL (5.4%), MSFT (4.6%) and NVDA (4.4%). Compared with Q2 2026, the fund opened new positions in XOM, added to AAPL, META and GVI, trimmed MSFT, NVDA and VO and sold out of XOM, WING and OKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $484M | 5.4% | 1.5M | +22K (+2%) | 6 of 6 | |
| 2 |  MSFT Microsoft Corp | $414M | 4.6% | 807K | −1,424 (−0%) | 6 of 6 | |
| 3 |  NVDA Nvidia Corporation | $394M | 4.4% | 1.7M | −3,157 (−0%) | 6 of 6 | |
| 4 |  VO Vanguard Index Fds | $276M | 3.1% | 3.5M | −105K (−3%) | 6 of 6 | |
| 5 |  GOOGL Alphabet Inc | $225M | 2.5% | 655K | −6,333 (−1%) | 6 of 6 | |
| 6 |  AMZN Amazon Com Inc | $225M | 2.5% | 901K | −21K (−2%) | 6 of 6 | |
| 7 |  AVGO Broadcom Inc | $175M | 1.9% | 497K | −37K (−7%) | 6 of 6 | |
| 8 |  JPM Jpmorgan Chase & Co. | $169M | 1.9% | 510K | −2,454 (−0%) | 6 of 6 | |
| 9 |  META Meta Platforms Inc | $150M | 1.7% | 207K | +36K (+21%) | 6 of 6 | |
| 10 |  GVI Blackrock, Inc. | $144M | 1.6% | 1.4M | +51K (+4%) | 6 of 6 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $96.6M | 707K |
 WING Wingstop Inc | $2.9M | 17K |
TEVA PHARMACEUTICAL INDS LTD | $1.6M | 49K |
 OKE Oneok Inc New | $560K | 6,441 |
 SGI Somnigroup International Inc | $499K | 6,360 |
🔒 Free account: see all 28.
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Midwest Trust 13F FAQ
What does Midwest Trust own?
Midwest Trust reported 633 stocks worth $9B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are AAPL (5.4%), MSFT (4.6%) and NVDA (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Midwest Trust buy and sell in Q3 2026?
Compared with Q2 2026: 55 new positions, 283 added to, 231 trimmed and 28 sold out. New positions include XOM. It sold all of XOM, WING and OKE.
When will Midwest Trust file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Midwest Trust's portfolio worth?
The Q3 2026 filing reports $9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.