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SOUTHERN MICHIGAN BANK & TRUST

First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.

51 WEST PEARL ST, COLDWATER, MI 49036 • 5172795500

Q1 2026 · Filed 2026-04-27
Market Value
$255M
Holdings
417
New Purchases
417
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
73.4%
Turnover
100.0%

Industry Breakdown

IndustryWeight
Financial Services 74.6%
Technology 7.7%
Industrials 3.7%
Healthcare 3.6%
Communication Services 2.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 70 $69M 27.0%
Large Cap 295 $155M 60.6%
Mid Cap 37 $32M 12.3%
Small Cap 10 $45K 0.0%
Micro Cap 5 $34K 0.0%

Portfolio Analytics

Avg Market Cap
$187.0B
Median Market Cap
$69.1B
Avg P/E
33.9
Median P/E
24.7
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
343
# ETFs / Funds
74

Top Holdings (417 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHG 17.60% 1,542,593 $45M $29.13
2 BIV 13.11% 433,773 $33M $77.18
3 SCHV 11.96% 1,001,625 $31M $30.50
4 GVI 11.76% 281,442 $30M $106.68
5 VO 7.21% 64,157 $18M $287.18
6 SPSB 3.97% 337,503 $10M $30.07
7 AAPL 2.34% 23,565 $6M $253.79
8 NVDA 2.33% 34,117 $6M $174.40
9 IVV 1.59% 6,221 $4M $653.21
10 GOOGL 1.51% 13,428 $4M $287.56
11 AMZN 1.06% 12,979 $3M $208.27
12 SDY 0.99% 17,282 $3M $145.94
13 ABBV 0.81% 9,537 $2M $217.49
14 IWF 0.78% 4,687 $2M $426.40
15 MSFT 0.76% 5,239 $2M $370.17
16 CAT 0.64% 2,320 $2M $708.46
17 COST 0.62% 1,599 $2M $996.43
18 GOOG 0.62% 5,503 $2M $286.86
19 JNJ 0.56% 5,821 $1M $244.44
20 V 0.54% 4,540 $1M $302.24
21 IWD 0.52% 6,227 $1M $213.67
22 META 0.48% 2,129 $1M $572.13
23 AVGO 0.47% 3,863 $1M $309.51
24 MCD 0.45% 3,691 $1M $310.79
25 SYK 0.43% 3,321 $1M $328.59
26 VNQ 0.41% 11,868 $1M $88.70
27 PG 0.41% 7,168 $1M $144.44
28 NSC 0.37% 3,254 $934K $287.00
29 MA 0.36% 1,860 $929K $499.66
30 SO 0.36% 9,613 $928K $96.52
31 HD 0.34% 2,676 $880K $328.89
32 LLY 0.34% 932 $857K $919.77
33 ABT 0.33% 8,286 $851K $102.67
34 VTEB 0.32% 16,590 $828K $49.89
35 GD 0.32% 2,396 $822K $343.22
36 UNP 0.31% 3,223 $782K $242.62
37 IJH 0.30% 11,351 $767K $67.53
38 CSCO 0.30% 9,720 $754K $77.59
39 VUG 0.28% 1,618 $707K $436.79
40 WMT 0.26% 5,334 $663K $124.28
41 XOM 0.26% 3,874 $657K $169.66
42 ETN 0.25% 1,812 $648K $357.67
43 JPM 0.24% 2,126 $625K $294.16
44 CIEN 0.23% 1,500 $582K $388.23
45 PEP 0.21% 3,431 $533K $155.29
46 MO 0.20% 7,559 $499K $65.99
47 PM 0.19% 2,966 $490K $165.34
48 LMT 0.18% 762 $461K $604.39
49 NOC 0.17% 654 $446K $682.24
50 HON 0.17% 1,885 $426K $226.03
51 SHW 0.17% 1,327 $425K $320.55
52 KR 0.16% 5,670 $410K $72.36
53 DOV 0.15% 1,812 $378K $208.45
54 COP 0.15% 2,858 $377K $132.00
55 NEE 0.15% 4,044 $376K $92.88
56 DON 0.15% 7,128 $375K $52.54
57 BKNG 0.14% 87 $366K $4,210.32
58 AMAT 0.14% 1,070 $366K $341.79
59 IWM 0.14% 1,472 $365K $248.00
60 LRCX 0.14% 1,638 $350K $213.66
61 DE 0.13% 602 $339K $563.30
62 QCOM 0.13% 2,601 $335K $128.78
63 CNI 0.12% 3,091 $318K $102.77
64 MRK 0.12% 2,591 $312K $120.29
65 WMB 0.11% 4,035 $294K $72.78
66 MPC 0.11% 1,200 $293K $244.18
67 LHX 0.11% 823 $284K $345.15
68 MU 0.11% 824 $278K $337.84
69 AMP 0.11% 625 $278K $444.40
70 RTX 0.11% 1,430 $276K $192.90
71 BRK-B 0.10% 553 $265K $479.20
72 MCK 0.10% 300 $260K $865.36
73 OEF 0.09% 707 $225K $318.07
74 DES 0.09% 6,138 $221K $35.94
75 MDLZ 0.08% 3,652 $211K $57.64
76 VB 0.08% 802 $210K $261.92
77 WM 0.08% 910 $209K $229.79
78 GLW 0.08% 1,511 $205K $135.97
79 DLR 0.08% 1,135 $205K $180.21
80 DOW 0.08% 4,886 $204K $41.65
81 ENB 0.08% 3,727 $202K $54.14
82 NVS 0.08% 1,267 $194K $152.75
83 TMO 0.08% 393 $193K $491.53
84 COF 0.07% 1,032 $188K $182.36
85 ADBE 0.07% 768 $187K $243.08
86 EFA 0.07% 1,902 $185K $97.13
87 T 0.07% 6,342 $184K $28.99
88 SBUX 0.07% 2,036 $182K $89.59
89 WSM 0.07% 1,000 $182K $182.33
90 AEP 0.07% 1,383 $181K $131.08
91 PRU 0.07% 1,803 $176K $97.69
92 VZ 0.07% 3,451 $173K $50.20
93 BMY 0.07% 2,820 $171K $60.65
94 HAS 0.06% 1,769 $166K $93.60
95 TT 0.06% 393 $164K $416.74
96 ALL 0.06% 788 $163K $207.34
97 CRM 0.06% 857 $160K $186.67
98 CVS 0.06% 2,226 $160K $71.82
99 SHEL 0.06% 1,719 $160K $93.00
100 TSLA 0.06% 430 $160K $371.75

New Positions

SymbolValue% Port
SCHG $45M 17.60%
BIV $33M 13.11%
SCHV $31M 11.96%
GVI $30M 11.76%
VO $18M 7.21%
SPSB $10M 3.97%
AAPL $6M 2.34%
NVDA $6M 2.33%
IVV $4M 1.59%
GOOGL $4M 1.51%
AMZN $3M 1.06%
SDY $3M 0.99%
ABBV $2M 0.81%
IWF $2M 0.78%
MSFT $2M 0.76%
View SEC EDGAR Filings for SOUTHERN MICHIGAN BANK & TRUST →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms