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Asset Manager ← All Institutions

Midwest Trust Co

5901 COLLEGE BLVD, OVERLAND PARK, KS 66211 • 9136630600

Q3 2025 · Filed 2025-11-06
Market Value
$7.7B
Holdings
611
New Purchases
26
Added To
212
Closed
34
Reduced
291
Top 10 Concentration
29.8%
Turnover
9.8%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 35.9%
Technology 19.9%
Industrials 9.1%
Healthcare 7.6%
Consumer Cyclical 6.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $4.3B 55.7%
Large Cap 409 $3.1B 40.1%
Mid Cap 93 $285M 3.7%
Small Cap 33 $38M 0.5%
Micro Cap 3 $617K 0.0%

Portfolio Analytics

Avg Market Cap
$142.3B
Median Market Cap
$40.5B
Avg P/E
31.7
Median P/E
22.6
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
384
# ETFs / Funds
227

Top Holdings (611 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 4.96% 732,004 $379M $517.95 $14M -1,306 -0.2%
2 AAPL 4.80% 1,441,861 $367M $254.63 $71M -622 -0.0%
3 NVDA 4.37% 1,791,160 $334M $186.58 $47M -25,952 -1.4%
4 VO 3.69% 961,865 $283M $293.74 $17M +14,072 +1.5%
5 AMZN 2.62% 913,195 $201M $219.57 $672K +2,316 +0.2%
6 GOOGL 2.34% 736,767 $179M $243.10 $40M -54,644 -6.9%
7 AVGO 2.29% 532,101 $176M $329.91 $29M +2,261 +0.4%
8 JPM 1.82% 441,010 $139M $315.43 $10M -4,373 -1.0%
9 GVI 1.47% 1,047,728 $113M $107.44 $5M +40,329 +4.0%
10 ABBV 1.45% 480,096 $111M $231.54 $22M +371 +0.1%
11 META 1.25% 130,691 $96M $734.38 -$1M -999 -0.8%
12 BRK-B 1.23% 186,715 $94M $502.74 $6M +5,204 +2.9%
13 DFAS 1.17% 1,303,497 $89M $68.46 -$30M -569,840 -30.4%
14 VEA 1.16% 1,480,914 $89M $59.92 $6M +26,365 +1.8%
15 WMT 1.14% 846,462 $87M $103.06 $4M -7,240 -0.8%
16 GOOG 1.14% 357,799 $87M $243.55 $18M -30,052 -7.8%
17 TSLA 1.11% 191,389 $85M $444.72 $23M -2,602 -1.3%
18 SPY 1.08% 124,541 $83M $666.18 $7M +1,595 +1.3%
19 CAT 1.06% 169,709 $81M $477.15 $14M -2,420 -1.4%
20 V 1.04% 233,944 $80M $341.38 -$3M +528 +0.2%
21 RTX 1.03% 471,747 $79M $167.33 $10M -1,637 -0.3%
22 ETN 0.99% 202,586 $76M $374.25 $4M +83 +0.0%
23 XOM 0.98% 667,896 $75M $112.75 $6M +29,189 +4.6%
24 CSCO 0.97% 1,087,857 $74M $68.42 -$2M -16,453 -1.5%
25 COST 0.91% 75,190 $70M $925.63 -$5M -283 -0.4%
26 HD 0.91% 171,569 $70M $405.19 $15M +23,218 +15.7%
27 VOO 0.89% 111,188 $68M $612.38 $7M +3,708 +3.5%
28 UNP 0.87% 281,036 $66M $236.37 $4M +7,759 +2.8%
29 MCD 0.85% 214,054 $65M $303.89 $3M +93 +0.0%
30 MRK 0.83% 759,124 $64M $83.93 $6M +24,910 +3.4%
31 PG 0.81% 404,866 $62M $153.65 -$1M +6,496 +1.6%
32 IVV 0.79% 90,681 $61M $669.30 $5M +1,741 +2.0%
33 WMB 0.79% 956,063 $61M $63.35 -$79K -9,471 -1.0%
34 AVEM 0.74% 749,453 $56M $75.11 $9M +53,831 +7.7%
35 VNQ 0.73% 612,214 $56M $91.42 $3M +15,518 +2.6%
36 CB 0.72% 195,048 $55M $282.25 -$2M -1,995 -1.0%
37 IEFA 0.72% 627,366 $55M $87.31 $3M +4,770 +0.8%
38 AMP 0.71% 111,048 $55M $491.25 -$3M +2,529 +2.3%
39 PEP 0.69% 377,190 $53M $140.44 $3M +1,261 +0.3%
40 IWF 0.69% 112,477 $53M $468.41 $5M +450 +0.4%
41 SCHG 0.66% 1,571,231 $50M $31.91 $5M +23,419 +1.5%
42 CVX 0.63% 310,643 $48M $155.29 $8M +26,635 +9.4%
43 BKNG 0.60% 8,561 $46M $5,399.27 -$4M -60 -0.7%
44 NOC 0.59% 73,832 $45M $609.32 $8M +227 +0.3%
45 PM 0.58% 273,712 $44M $162.20 -$9M -17,576 -6.0%
46 CRM 0.58% 187,071 $44M $237.00 -$6M +4,233 +2.3%
47 TMO 0.57% 89,198 $43M $485.02 $9M +3,493 +4.1%
48 HON 0.53% 193,924 $41M $210.50 -$3M +7,062 +3.8%
49 MDY 0.52% 66,230 $39M $596.03 $3M +2,015 +3.1%
50 COP 0.51% 414,644 $39M $94.59 $2M +2,860 +0.7%
51 LLY 0.50% 50,157 $38M $763.00 -$112K +920 +1.9%
52 QCOM 0.50% 227,693 $38M $166.36 $2M +137 +0.1%
53 JNJ 0.45% 184,561 $34M $185.42 $6M -96 -0.1%
54 ENB 0.44% 669,721 $34M $50.46 $3M -8,446 -1.2%
55 ECL 0.44% 122,301 $33M $273.86 $724K +679 +0.6%
56 TEL 0.44% 151,687 $33M $219.53 $5M -16,531 -9.8%
57 NVS 0.42% 252,352 $32M $128.24 $65K -14,541 -5.5%
58 IJH 0.42% 489,018 $32M $65.26 -$560K -34,579 -6.6%
59 BX 0.40% 180,011 $31M $170.85 $4M +3,781 +2.1%
60 PYPL 0.40% 457,527 $31M $67.06 -$3M +5,455 +1.2%
61 VTI 0.39% 91,836 $30M $328.17 $3M +922 +1.0%
62 SCHO 0.39% 1,210,932 $30M $24.40 $237K +8,727 +0.7%
63 PNC 0.37% 141,412 $28M $200.93 $2M +1,106 +0.8%
64 NFLX 0.37% 23,356 $28M $1,198.92 -$3M -100 -0.4%
65 IWD 0.36% 135,753 $28M $203.59 $2M +4,892 +3.7%
66 EMR 0.36% 209,731 $28M $131.18 -$1M -5,644 -2.6%
67 SCHV 0.35% 922,118 $27M $29.11 $682K -23,337 -2.5%
68 BIV 0.34% 337,895 $26M $78.09 $148K -1,369 -0.4%
69 HBAN 0.34% 1,510,977 $26M $17.27 $4M +170,240 +12.7%
70 MS 0.34% 162,699 $26M $158.96 $6M +25,217 +18.3%
71 IJR 0.33% 214,214 $25M $118.83 $141K -17,408 -7.5%
72 SCHW 0.33% 265,157 $25M $95.47 $512K -6,680 -2.5%
73 VZ 0.33% 575,462 $25M $43.95 $330K -1,420 -0.2%
74 TRV 0.32% 88,685 $25M $279.22 $653K -1,430 -1.6%
75 ETR 0.32% 261,946 $24M $93.19 $2M -1,838 -0.7%
76 LMT 0.31% 47,975 $24M $499.21 $2M +437 +0.9%
77 DHR 0.31% 120,670 $24M $198.26 $471K +1,945 +1.6%
78 AMAT 0.31% 115,912 $24M $204.74 $3M +1,560 +1.4%
79 JEPI 0.31% 413,805 $24M $57.10 $610K +8,911 +2.2%
80 ASML 0.30% 23,857 $23M $968.09 $4M +31 +0.1%
81 ADBE 0.29% 63,941 $23M $352.75 -$2M +1,045 +1.7%
82 SCHR 0.29% 894,378 $22M $25.13 $369K +11,157 +1.3%
83 AMGN 0.29% 78,937 $22M $282.20 $194K -152 -0.2%
84 IWP 0.29% 153,503 $22M $142.41 $4M +24,348 +18.9%
85 MDT 0.28% 228,799 $22M $95.24 $2M -585 -0.3%
86 AMT 0.28% 113,082 $22M $192.32 -$3M +574 +0.5%
87 XLK 0.28% 77,026 $22M $281.86 $1M -3,675 -4.5%
88 DLR 0.28% 124,623 $22M $172.88 -$374K -1,107 -0.9%
89 SO 0.28% 223,306 $21M $94.77 $430K -2,466 -1.1%
90 NEE 0.27% 275,492 $21M $75.49 $5M +50,692 +22.6%
91 KO 0.27% 311,728 $21M $66.32 -$750K +8,914 +2.9%
92 GLW 0.27% 250,507 $21M $82.03 $7M -3,942 -1.6%
93 EFA 0.27% 218,198 $20M $93.37 $1M +5,301 +2.5%
94 NOW 0.26% 21,985 $20M $920.28 -$3M -655 -2.9%
95 ALL 0.26% 94,132 $20M $214.65 $2M +1,696 +1.8%
96 WM 0.26% 90,845 $20M $220.83 -$884K -689 -0.8%
97 IEMG 0.26% 297,007 $20M $65.92 $2M +8,030 +2.8%
98 USB 0.25% 398,638 $19M $48.33 $824K -8,931 -2.2%
99 CW 0.25% 35,226 $19M $542.94 -$4M -12,482 -26.2%
100 DE 0.25% 41,437 $19M $457.26 -$2M -444 -1.1%

New Positions

SymbolValue% Port
DIVO $2M 0.03%
CAVA $2M 0.03%
VV $2M 0.02%
JMTG $591K 0.01%
GNTY $583K 0.01%
VUSB $503K 0.01%
IXUS $478K 0.01%
SPDW $375K —%
APP $346K —%
SCHB $329K —%
PH $292K —%
BNDX $289K —%
GDX $286K —%
AVUV $260K —%
SPYV $245K —%

Sold Out Positions

SymbolValue% Port
BCS —%
ACEL —%
IX —%
KB —%
VIPS —%
RIO —%
NVG —%
SONY —%
STZ —%
SAN —%
FMS —%
VALE —%
ZTO —%
YUMC —%
SLF —%
View SEC EDGAR Filings for Midwest Trust Co →

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