Southern Michigan Bank & Trust
Southern Michigan Bank & Trust reported 422 stocks worth $280M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SCHG (20.4%), SCHV (12.5%) and BIV (11.4%). Compared with Q2 2026, the fund opened new positions in XOM, added to SCHG, SCHV and BIV, trimmed NVDA, AAPL and GOOGL and sold out of XOM, MMIT and MBB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHG Schwab Strategic TR | $57.1M | 20.4% | 1.6M | +36K (+2%) | 3 of 3 | |
| 2 |  SCHV Schwab US Large Cap | $35.1M | 12.5% | 1.1M | +33K (+3%) | 3 of 3 | |
| 3 |  BIV Vanguard Intermediate | $31.9M | 11.4% | 437K | +3,554 (+1%) | 3 of 3 | |
| 4 |  GVI Blackrock, Inc. | $29.3M | 10.5% | 284K | +2,443 (+1%) | 3 of 3 | |
| 5 |  VO Vanguard Index Fds | $20.4M | 7.3% | 260K | +2,233 (+1%) | 3 of 3 | |
| 6 |  SPSB State Street | $10.1M | 3.6% | 342K | +3,717 (+1%) | 3 of 3 | |
| 7 |  NVDA Nvidia Corporation | $8M | 2.9% | 35K | −216 (−1%) | 3 of 3 | |
| 8 |  AAPL Apple Inc | $7.7M | 2.7% | 23K | −463 (−2%) | 3 of 3 | |
| 9 | Armstrong Global Holding Inc. Series A | $4.8M | 1.7% | 48K | No change | 3 of 3 | |
| 10 |  GOOGL Alphabet Inc | $4.3M | 1.5% | 13K | −272 (−2%) | 3 of 3 |
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 | $509K | 3,722 |
CATALYST PHARMACEUTICALS INC | $189K | 6,000 |
 MMIT New York Life Invts Active E | $27K | 1,115 |
 MBB Ishares TR | $15K | 156 |
 BP BP P L C F | $14K | 378 |
🔒 Free account: see all 30.
Reported value
last 3 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 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Southern Michigan Bank & Trust 13F FAQ
What does Southern Michigan Bank & Trust own?
Southern Michigan Bank & Trust reported 422 stocks worth $280M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SCHG (20.4%), SCHV (12.5%) and BIV (11.4%). The table above lists every position in the filing (the top 10 without an account).
What did Southern Michigan Bank & Trust buy and sell in Q3 2026?
Compared with Q2 2026: 30 new positions, 71 added to, 93 trimmed and 30 sold out. New positions include XOM. It sold all of XOM, MMIT and MBB.
When will Southern Michigan Bank & 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 Southern Michigan Bank & Trust's portfolio worth?
The Q3 2026 filing reports $280M 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.