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Institutional

Midwest Trust Co

CIK 0002077080
$8.02B
Reported AUM
593
Positions
Q1 2026
Period
2026-05-01
Filed

Editorial summary

Summary for Midwest Trust Co · Q1 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q1 2026

AAPLNVDAVOMSFTGOOGLAMZNAVGOOther$5.57BMC

Top holdings· first 500 of 593

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$310.42-6.90%53.24%108.42%$367.6M4.58%HELD
2NVDANVIDIA CORPORATION$201.193.15%12.42%774.16%$306.2M3.82%HELD
3VOVANGUARD INDEX FDS$80.94-0.06%16.07%40.55%$295.1M3.68%HELD
4MSFTMICROSOFT CORP$465.003.08%-10.62%60.10%$288.5M3.60%HELD
5GOOGLALPHABET INC$355.996.69%85.11%143.37%$204.8M2.55%HELD
6AMZNAMAZON COM INC$271.4215.25%9.66%35.70%$194.3M2.42%HELD
7AVGOBROADCOM INC$389.530.44%35.65%758.72%$165.5M2.06%HELD
8GVIISHARES TR$105.29-0.17%1.82%4.22%$134.6M1.68%HELD
9JPMJPMORGAN CHASE & CO$351.860.29%23.57%148.58%$131.9M1.64%HELD
10XOMEXXON MOBIL CORP$155.44-0.97%45.72%236.23%$120.6M1.50%HELD
11CATCATERPILLAR INC$815.280.76%90.45%318.17%$110.4M1.38%HELD
12GOOGALPHABET INC$356.656.88%76.17%131.42%$110.3M1.38%HELD
13ABBVABBVIE INC$250.88-2.54%32.88%150.27%$105.5M1.32%HELD
14VEAVANGUARD TAX-MANAGED FDS$70.63-0.65%30.57%58.27%$104.4M1.30%HELD
15WMTWALMART INC$111.210.09%13.75%139.00%$101.8M1.27%HELD
16DFASDIMENSIONAL ETF TRUST$81.03-0.17%29.25%48.05%$97.9M1.22%HELD
17BRK/BBERKSHIRE HATHAWAY INC DEL$93.7M1.17%HELD
18MRKMERCK & CO INC$130.220.33%68.33%97.86%$89.9M1.12%HELD
19RTXRTX CORPORATION$215.150.36%38.00%178.86%$88.5M1.10%HELD
20CSCOCISCO SYS INC$115.992.14%73.60%122.41%$82.3M1.03%HELD
21VOOVANGUARD INDEX FDS$686.710.72%21.58%77.59%$81.6M1.02%HELD
22SPYSTATE STR SPDR S&P 500 ETF T$746.850.70%20.62%75.74%$81.6M1.02%HELD
23COSTCOSTCO WHOLESALE CORPORATION$951.89-0.24%0.66%120.84%$81.4M1.01%HELD
24METAMETA PLATFORMS INC$556.343.21%-27.89%43.33%$79.8M0.99%HELD
25VVISA INC$366.16-0.03%8.84%65.83%$77.4M0.97%HELD
26ETNEATON CORP PLC$415.697.44%2.65%147.72%$74.5M0.93%HELD
27MCDMCDONALDS CORP$270.670.83%-9.02%26.40%$70.7M0.88%HELD
28UNPUNION PAC CORP$292.120.92%35.99%49.89%$69.7M0.87%HELD
29TSLATESLA INC$311.110.73%2.06%25.94%$69.6M0.87%HELD
30PGPROCTER & GAMBLE CO$144.520.39%-1.27%15.38%$69.4M0.87%HELD
31IEFAISHARES TR$98.26-0.63%$67.7M0.84%HELD
32WMBWILLIAMS COS INC$71.540.89%$67.1M0.84%HELD
33IVVISHARES TR$750.460.71%$66.1M0.82%HELD
34CBCHUBB LTD SWITZ$350.700.16%$64.2M0.80%HELD
35AVEMAMERICAN CENTY ETF TR$89.510.10%$61.9M0.77%HELD
36CVXCHEVRON CORPORATION$196.852.36%$61.6M0.77%HELD
37HDHOME DEPOT INC$331.99-0.41%$60.9M0.76%HELD
38LLYELI LILLY & CO$1148.35-0.57%$59.9M0.75%HELD
39PEPPEPSICO INC$139.56-0.46%$59.5M0.74%HELD
40COPCONOCOPHILLIPS$120.481.22%$56.1M0.70%HELD
41AMPAMERIPRISE FINL INC$545.840.25%$55.4M0.69%HELD
42PNCPNC FINL SVCS GROUP INC$249.870.47%$55.3M0.69%HELD
43SCHGSCHWAB STRATEGIC TR$34.171.12%$52.3M0.65%HELD
44NOCNORTHROP GRUMMAN CORP$542.481.43%$51.9M0.65%HELD
45IWFISHARES TR$118.350.78%$51.3M0.64%HELD
46HONHONEYWELL INTL INC$243.050.47%$48.3M0.60%HELD
47PMPHILIP MORRIS INTL INC$190.80-0.62%$45.7M0.57%HELD
48SCHOSCHWAB STRATEGIC TR$24.10-0.04%$44.8M0.56%HELD
49TMOTHERMO FISHER SCIENTIFIC INC$574.12-0.46%$44.3M0.55%HELD
50JNJJOHNSON & JOHNSON$256.320.20%$40.8M0.51%HELD
51MDYSTATE STR SPDR S&P MIDCAP 40$686.41-0.11%$39.3M0.49%HELD
52BKNGBOOKING HOLDINGS INC$192.90-0.18%$37.7M0.47%HELD
53NVSNOVARTIS AG$156.14-1.45%$37.0M0.46%HELD
54CRMSALESFORCE INC$184.031.84%$35.8M0.45%HELD
55ENBENBRIDGE INC$54.46-1.75%$35.5M0.44%HELD
56SCHVSCHWAB STRATEGIC TR$34.07-0.26%$34.7M0.43%HELD
57IJHISHARES TR$75.29-0.08%$34.3M0.43%HELD
58ECLECOLAB INC$277.81-0.55%$33.7M0.42%HELD
59AMATAPPLIED MATLS INC$507.671.18%$33.6M0.42%HELD
60IWDISHARES TR$251.780.43%$33.6M0.42%HELD
61VNQVANGUARD INDEX FDS$98.95-0.54%$33.3M0.42%HELD
62VTIVANGUARD INDEX FDS$368.220.53%$33.2M0.41%HELD
63BIVVANGUARD BD INDEX FDS$75.54-0.19%$32.7M0.41%HELD
64TELTE CONNECTIVITY PLC$205.71-0.42%$32.1M0.40%HELD
65MMITNEW YORK LIFE INVTS ACTIVE E$23.92-0.33%$30.4M0.38%HELD
66VZVERIZON COMMUNICATIONS INC$46.821.54%$29.4M0.37%HELD
67MSMORGAN STANLEY$210.560.24%$29.2M0.36%HELD
68QCOMQUALCOMM INC$147.61-2.63%$29.2M0.36%HELD
69ETRENTERGY CORP NEW$107.62-0.38%$29.1M0.36%HELD
70BXBLACKSTONE INC$127.75-0.25%$28.4M0.35%HELD
71DOWDOW HLDGS INC$30.290.66%$28.0M0.35%HELD
72AMGNAMGEN INC$385.16-0.64%$27.8M0.35%HELD
73ASMLASML HLDG NV$1629.00-1.36%$27.7M0.35%HELD
74LMTLOCKHEED MARTIN CORP$583.001.55%$27.2M0.34%HELD
75EMREMERSON ELEC CO$149.820.79%$27.2M0.34%HELD
76JEPIJ P MORGAN EXCHANGE TRADED F$57.410.30%$26.7M0.33%HELD
77HBANHUNTINGTON BANCSHARES INC$17.04-0.23%$26.0M0.32%HELD
78NEENEXTERA ENERGY INC$86.93-1.14%$25.6M0.32%HELD
79TRVTRAVELERS COMPANIES INC$374.37-0.43%$25.1M0.31%HELD
80IJRISHARES TR$145.46-0.03%$25.0M0.31%HELD
81KOCOCA COLA CO$87.58-1.02%$24.5M0.31%HELD
82SCHWSCHWAB CHARLES CORP$105.240.87%$24.5M0.31%HELD
83DHRDANAHER CORP DEL$195.07-0.56%$23.8M0.30%HELD
84DLRDIGITAL RLTY TR INC$188.52-2.42%$23.7M0.30%HELD
85TIIVETF SER SOLUTIONS$30.54-0.12%$22.8M0.28%HELD
86GLWCORNING INC$138.262.25%$22.5M0.28%HELD
87NFLXNETFLIX INC.$71.69-2.02%$22.3M0.28%HELD
88DEDEERE & CO$592.75-1.12%$22.3M0.28%HELD
89WMWASTE MGMT INC DEL$226.540.09%$22.3M0.28%HELD
90CWCURTISS WRIGHT CORP$724.001.02%$22.1M0.28%HELD
91SOSOUTHERN CO$94.610.28%$21.8M0.27%HELD
92MDTMEDTRONIC PLC$85.39-0.37%$21.8M0.27%HELD
93EFAISHARES TR$105.63-0.57%$21.3M0.27%HELD
94ALLALLSTATE CORP$264.08-0.49%$21.2M0.26%HELD
95USBUS BANCORP$63.010.17%$20.9M0.26%HELD
96AMTAMERICAN TOWER CORP$173.36-0.63%$20.7M0.26%HELD
97IEMGISHARES INC$77.610.73%$20.6M0.26%HELD
98XLKSELECT SECTOR SPDR TR$175.28-0.26%$20.6M0.26%HELD
99IWPISHARES TR$137.03-0.33%$20.4M0.25%HELD
100CASYCASEYS GEN STORES INC$871.000.40%$20.1M0.25%HELD
101VWOVANGUARD INTL EQUITY INDEX F$20.1M0.25%HELD
102LRCXLAM RESEARCH CORP$19.9M0.25%HELD
103PNWPINNACLE WEST CAP CORP$19.8M0.25%HELD
104PYPLPAYPAL HLDGS INC$19.3M0.24%HELD
105SBUXSTARBUCKS CORP$19.2M0.24%HELD
106DGXQUEST DIAGNOSTICS INC$18.7M0.23%HELD
107PLDPROLOGIS INC.$18.4M0.23%HELD
108AFLAFLAC INC$17.9M0.22%HELD
109SLBSLB LIMITED$17.4M0.22%HELD
110DUKDUKE ENERGY CORP NEW$17.4M0.22%HELD
111ISRGINTUITIVE SURGICAL INC$16.6M0.21%HELD
112SDYSPDR SERIES TRUST$16.2M0.20%HELD
113VUGVANGUARD INDEX FDS$16.0M0.20%HELD
114RFREGIONS FINANCIAL CORP NEW$16.0M0.20%HELD
115TGTTARGET CORP$15.6M0.20%HELD
116TRPTC ENERGY CORP$15.4M0.19%HELD
117APDAIR PRODUCTS AND CHEMICALS I$14.9M0.19%HELD
118ADBEADOBE INC$14.8M0.19%HELD
119CTASCINTAS CORP$14.6M0.18%HELD
120SCHDSCHWAB STRATEGIC TR$14.5M0.18%HELD
121VTVVANGUARD INDEX FDS$14.5M0.18%HELD
122CPCANADIAN PACIFIC KANSAS CITY$14.5M0.18%HELD
123IBMINTERNATIONAL BUSINESS MACHS$14.5M0.18%HELD
124PANWPALO ALTO NETWORKS INC$14.4M0.18%HELD
125CSXCSX CORP$14.2M0.18%HELD
126ZTSZOETIS INC$14.0M0.17%HELD
127LHLABCORP HOLDINGS INC$13.9M0.17%HELD
128IAUISHARES GOLD TR$13.7M0.17%HELD
129FITBFIFTH THIRD BANCORP$13.5M0.17%HELD
130ACNACCENTURE PLC IRELAND$13.4M0.17%HELD
131TFCTRUIST FINL CORP$13.3M0.17%HELD
132CHDCHURCH & DWIGHT CO INC$13.2M0.16%HELD
133KKRKKR & CO INC$13.1M0.16%HELD
134SYKSTRYKER CORPORATION$12.8M0.16%HELD
135DISDISNEY WALT CO$12.7M0.16%HELD
136AEPAMERICAN ELEC PWR CO INC$12.6M0.16%HELD
137SCHRSCHWAB STRATEGIC TR$12.4M0.16%HELD
138QQQINVESCO QQQ TR$12.3M0.15%HELD
139PRUPRUDENTIAL FINL INC$12.2M0.15%HELD
140VOTVANGUARD INDEX FDS$12.0M0.15%HELD
141SONSONOCO PRODS CO$11.9M0.15%HELD
142APHAMPHENOL CORP$11.4M0.14%HELD
143FTVFORTIVE CORP$11.2M0.14%HELD
144UNHUNITEDHEALTH GROUP INC$11.1M0.14%HELD
145DFEMDIMENSIONAL ETF TRUST$10.7M0.13%HELD
146MGAMAGNA INTL INC$10.7M0.13%HELD
147VOEVANGUARD INDEX FDS$10.6M0.13%HELD
148AVYAVERY DENNISON CORP$10.6M0.13%HELD
149UPSUNITED PARCEL SVCS INC$10.6M0.13%HELD
150LKQLKQ CORP$10.4M0.13%HELD
151IDXXIDEXX LABS INC$10.1M0.13%HELD
152NOWSERVICENOW INC$10.1M0.13%HELD
153IWRISHARES TR$10.0M0.12%HELD
154ODFLOLD DOMINION FREIGHT LINE IN$9.9M0.12%HELD
155BAHBOOZ ALLEN HAMILTON HLDG COR$9.9M0.12%HELD
156GLDSPDR GOLD TR$9.7M0.12%HELD
157SCHASCHWAB STRATEGIC TR$9.5M0.12%HELD
158GEGE AEROSPACE$9.4M0.12%HELD
159PLTRPALANTIR TECHNOLOGIES INC$9.2M0.11%HELD
160BDXBECTON DICKINSON & CO$8.9M0.11%HELD
161VBVANGUARD INDEX FDS$8.5M0.11%HELD
162URIUNITED RENTALS INC$8.5M0.11%HELD
163SHWSHERWIN WILLIAMS CO$8.5M0.11%HELD
164SNPSSYNOPSYS INC$8.3M0.10%HELD
165MPWRMONOLITHIC PWR SYS INC$8.1M0.10%HELD
166SNASNAP ON INC$8.0M0.10%HELD
167IWMISHARES TR$7.9M0.10%HELD
168LECOLINCOLN ELEC HLDGS INC$7.8M0.10%HELD
169HASHASBRO INC$7.7M0.10%HELD
170SHOPSHOPIFY INC$7.6M0.09%HELD
171NEMNEWMONT CORP$7.6M0.09%HELD
172INTCINTEL CORP$7.5M0.09%HELD
173VYMVANGUARD WHITEHALL FDS$7.5M0.09%HELD
174MNSTMONSTER BEVERAGE CORP NEW$7.5M0.09%HELD
175QUREQUANTA SVCS INC$7.4M0.09%HELD
176SPSBSPDR SERIES TRUST$7.4M0.09%HELD
177MKCMCCORMICK & CO INC$7.2M0.09%HELD
178CBSHCOMMERCE BANCSHARES INC$7.1M0.09%HELD
179GEVGE VERNOVA INC$7.1M0.09%HELD
180BMYBRISTOL-MYERS SQUIBB CO$7.1M0.09%HELD
181UHAL/BU HAUL HOLDING COMPANY$6.9M0.09%HELD
182GSKGSK PLC$6.8M0.08%HELD
183PFEPFIZER INC$6.4M0.08%HELD
184LOWLOWES COS INC$6.3M0.08%HELD
185DFACDIMENSIONAL ETF TRUST$6.3M0.08%HELD
186IDEVISHARES TR$6.1M0.08%HELD
187SPSMSPDR SERIES TRUST$6.1M0.08%HELD
188XLISELECT SECTOR SPDR TR$6.1M0.08%HELD
189INTUINTUIT$5.9M0.07%HELD
190ELSEQUITY LIFESTYLE PROPERTIES$5.8M0.07%HELD
191CVSCVS HEALTH CORP$5.8M0.07%HELD
192IVWISHARES TR$5.7M0.07%HELD
193FISFIDELITY NATL INFORMATION SV$5.7M0.07%HELD
194SIXAEXCHANGE TRADED CONCEPTS TRU$5.7M0.07%HELD
195CMICUMMINS INC$5.6M0.07%HELD
196SPYMSPDR SERIES TRUST$5.6M0.07%HELD
197IWSISHARES TR$5.5M0.07%HELD
198MUBISHARES TR$5.5M0.07%HELD
199UMBFUMB FINL CORP$5.5M0.07%HELD
200VBRVANGUARD INDEX FDS$5.4M0.07%HELD
201EVRGEVERGY INC$5.4M0.07%HELD
202HRBBLOCK H & R INC$5.3M0.07%HELD
203MAMASTERCARD INCORPORATED$5.3M0.07%HELD
204TJXTJX COS INC NEW$5.2M0.07%HELD
205ABTABBOTT LABORATORIES$5.1M0.06%HELD
206SLYVSPDR SERIES TRUST$5.1M0.06%HELD
207BRK/ABERKSHIRE HATHAWAY INC DEL$5.0M0.06%HELD
208XLVSELECT SECTOR SPDR TR$5.0M0.06%HELD
209XLYSELECT SECTOR SPDR TR$5.0M0.06%HELD
210XLFSELECT SECTOR SPDR TR$4.9M0.06%HELD
211PGRPROGRESSIVE CORP$4.9M0.06%HELD
212IWBISHARES TR$4.8M0.06%HELD
213DDOGDATADOG INC$4.8M0.06%HELD
214SPOTSPOTIFY TECHNOLOGY S A$4.7M0.06%HELD
215FOXAFOX CORP$4.7M0.06%HELD
216CWISPDR INDEX SHS FDS$4.7M0.06%HELD
217CRLCHARLES RIV LABS INTL INC$4.6M0.06%HELD
218TSMTAIWAN SEMICONDUCTOR MANUFAC$4.6M0.06%HELD
219SLVISHARES SILVER TR$4.6M0.06%HELD
220ARMARM HOLDINGS PLC$4.5M0.06%HELD
221VIGVANGUARD SPECIALIZED FUNDS$4.4M0.05%HELD
222CRCLCIRCLE INTERNET GROUP INC$4.3M0.05%HELD
223ORCLORACLE CORP$4.2M0.05%HELD
224AGGISHARES TR$4.1M0.05%HELD
225IUSGISHARES TR$4.0M0.05%HELD
226IJJISHARES TR$4.0M0.05%HELD
227COFCAPITAL ONE FINL CORP$4.0M0.05%HELD
228WORWORTHINGTON ENTERPRISES INC$3.9M0.05%HELD
229DONWISDOMTREE TR$3.8M0.05%HELD
230PSXPHILLIPS 66$3.6M0.05%HELD
231IYWISHARES TR$3.5M0.04%HELD
232BKHBLACK HILLS CORP$3.5M0.04%HELD
233HRLHORMEL FOODS CORP$3.4M0.04%HELD
234PSKSPDR SERIES TRUST$3.4M0.04%HELD
235IJKISHARES TR$3.4M0.04%HELD
236ESGDISHARES TR$3.4M0.04%HELD
237CEGCONSTELLATION ENERGY CORP$3.4M0.04%HELD
238VBKVANGUARD INDEX FDS$3.4M0.04%HELD
239IVEISHARES TR$3.4M0.04%HELD
240VMIVALMONT INDS INC$3.3M0.04%HELD
241IWOISHARES TR$3.3M0.04%HELD
242PHGKONINKLIJKE PHILIPS N V$3.2M0.04%HELD
243XLESELECT SECTOR SPDR TR$3.2M0.04%HELD
244PAYXPAYCHEX INC$3.1M0.04%HELD
245MMM3M CO$3.1M0.04%HELD
246IWNISHARES TR$3.1M0.04%HELD
247SPGIS&P GLOBAL INC$3.1M0.04%HELD
248ITWILLINOIS TOOL WKS INC$3.1M0.04%HELD
249BLKBLACKROCK INC$3.1M0.04%HELD
250KMBKIMBERLY-CLARK CORP$3.0M0.04%HELD
251TAT&T INC$3.0M0.04%HELD
252JEPQJ P MORGAN EXCHANGE TRADED F$2.9M0.04%HELD
253KRKROGER CO$2.9M0.04%HELD
254IPINTERNATIONAL PAPER CO$2.8M0.04%HELD
255SCHXSCHWAB STRATEGIC TR$2.8M0.03%HELD
256DVYISHARES TR$2.8M0.03%HELD
257IJSISHARES TR$2.8M0.03%HELD
258XLPSELECT SECTOR SPDR TR$2.8M0.03%HELD
259XLBSELECT SECTOR SPDR TR$2.7M0.03%HELD
260EXCEXELON CORP$2.7M0.03%HELD
261EEMISHARES TR$2.7M0.03%HELD
262WINGWINGSTOP INC$2.7M0.03%HELD
263CLCOLGATE PALMOLIVE CO$2.7M0.03%HELD
264ADPAUTOMATIC DATA PROCESSING IN$2.6M0.03%HELD
265FEFIRSTENERGY CORP$2.6M0.03%HELD
266CTVACORTEVA INC$2.6M0.03%HELD
267BABOEING CO$2.4M0.03%HELD
268BACBANK AMERICA CORP$2.4M0.03%HELD
269VEUVANGUARD INTL EQUITY INDEX F$2.4M0.03%HELD
270CWTCALIFORNIA WTR SVC GROUP$2.4M0.03%HELD
271RBLXROBLOX CORP$2.4M0.03%HELD
272VTEBVANGUARD MUN BD FDS$2.3M0.03%HELD
273DFATDIMENSIONAL ETF TRUST$2.3M0.03%HELD
274MBBISHARES TR$2.3M0.03%HELD
275GSGOLDMAN SACHS GROUP INC$2.3M0.03%HELD
276SCHHSCHWAB STRATEGIC TR$2.3M0.03%HELD
277IDVISHARES TR$2.3M0.03%HELD
278WSWORTHINGTON STL INC$2.2M0.03%HELD
279ITOTISHARES TR$2.2M0.03%HELD
280DDOMINION ENERGY INC$2.2M0.03%HELD
281IEFISHARES TR$2.2M0.03%HELD
282DRIDARDEN RESTAURANTS INC$2.1M0.03%HELD
283TXNTEXAS INSTRS INC$2.1M0.03%HELD
284IWYISHARES TR$2.1M0.03%HELD
285GPCGENUINE PARTS CO$2.1M0.03%HELD
286VCITVANGUARD SCOTTSDALE FDS$2.1M0.03%HELD
287NSCNORFOLK SOUTHN CORP$2.0M0.03%HELD
288SHYISHARES TR$2.0M0.03%HELD
289DESWISDOMTREE TR$2.0M0.03%HELD
290AXPAMERICAN EXPRESS CO$2.0M0.02%HELD
291DIVOAMPLIFY ETF TR$2.0M0.02%HELD
292ACLCAMERICAN CENTY ETF TR$2.0M0.02%HELD
293VGTVANGUARD WORLD FD$1.9M0.02%HELD
294JCIJOHNSON CONTROLS INTERNATION$1.9M0.02%HELD
295AEEAMEREN CORP$1.9M0.02%HELD
296GISGENERAL MILLS INC$1.9M0.02%HELD
297KLACKLA CORP$1.9M0.02%HELD
298STMSTMICROELECTRONICS N V$1.9M0.02%HELD
299DISVDIMENSIONAL ETF TRUST$1.9M0.02%HELD
300EFSCENTERPRISE FINL SVCS CORP$1.8M0.02%HELD
301ORLYOREILLY AUTOMOTIVE INC$1.8M0.02%HELD
302MDLZMONDELEZ INTL INC$1.8M0.02%HELD
303EFGISHARES TR$1.7M0.02%HELD
304DFUSDIMENSIONAL ETF TRUST$1.7M0.02%HELD
305ITMVANECK ETF TRUST$1.7M0.02%HELD
306WMT2WELLS FARGO & CO$1.7M0.02%HELD
307RSPINVESCO EXCHANGE TRADED FD T$1.7M0.02%HELD
308SCZISHARES TR$1.7M0.02%HELD
309PFFISHARES TR$1.7M0.02%HELD
310CRWDCROWDSTRIKE HLDGS INC$1.6M0.02%HELD
311MOALTRIA GROUP INC$1.6M0.02%HELD
312SHELSHELL PLC$1.6M0.02%HELD
313VTVANGUARD INTL EQUITY INDEX F$1.6M0.02%HELD
314IWVISHARES TR$1.5M0.02%HELD
315TEVATEVA PHARMACEUTICAL INDS LTD$1.5M0.02%HELD
316WBDWARNER BROS DISCOVERY INC$1.5M0.02%HELD
317VVVANGUARD INDEX FDS$1.5M0.02%HELD
318BNDVANGUARD BD INDEX FDS$1.5M0.02%HELD
319BPBP PLC$1.4M0.02%HELD
320MCKMCKESSON CORP$1.4M0.02%HELD
321IFFINTERNATIONAL FLAVORS&FRAGRA$1.4M0.02%HELD
322HSYHERSHEY CO$1.4M0.02%HELD
323AMDADVANCED MICRO DEVICES INC$1.4M0.02%HELD
324ADIANALOG DEVICES INC$1.4M0.02%HELD
325IBITISHARES BITCOIN TRUST ETF$1.3M0.02%HELD
326SUBISHARES TR$1.3M0.02%HELD
327XLUSELECT SECTOR SPDR TR$1.3M0.02%HELD
328CMGCHIPOTLE MEXICAN GRILL INC$1.3M0.02%HELD
329GILDGILEAD SCIENCES INC$1.3M0.02%HELD
330HYGISHARES TR$1.3M0.02%HELD
331MGKVANGUARD WORLD FD$1.3M0.02%HELD
332IJTISHARES TR$1.3M0.02%HELD
333SPIBSPDR SERIES TRUST$1.3M0.02%HELD
334YUMYUM BRANDS INC$1.2M0.02%HELD
335VRPINVESCO EXCH TRADED FD TR II$1.2M0.02%HELD
336MSCIMSCI INC$1.2M0.02%HELD
337DFAXDIMENSIONAL ETF TRUST$1.2M0.01%HELD
338SOXXISHARES TR$1.2M0.01%HELD
339VTIPVANGUARD MALVERN FDS$1.2M0.01%HELD
340VLOVALERO ENERGY CORP$1.2M0.01%HELD
341DFUVDIMENSIONAL ETF TRUST$1.1M0.01%HELD
342CMECME GROUP INC$1.1M0.01%HELD
343IGSBISHARES TR$1.1M0.01%HELD
344SUSAISHARES TR$1.1M0.01%HELD
345LINLINDE PLC$1.0M0.01%HELD
346GDGENERAL DYNAMICS CORP$1.0M0.01%HELD
347ULUNILEVER PLC$1.0M0.01%HELD
348GRMNGARMIN LTD$997K0.01%HELD
349CMCSACOMCAST CORP NEW$987K0.01%HELD
350DIASTATE STR SPDR DOW JONES IND$968K0.01%HELD
351ADXADAMS DIVERSIFIED EQUITY FD$965K0.01%HELD
352JPSTJ P MORGAN EXCHANGE TRADED F$963K0.01%HELD
353NKENIKE INC$943K0.01%HELD
354SJNKSPDR SERIES TRUST$935K0.01%HELD
355VXUSVANGUARD STAR FDS$914K0.01%HELD
356FDXFEDEX CORP$904K0.01%HELD
357GOVTISHARES TR$880K0.01%HELD
358ESGVVANGUARD WORLD FD$879K0.01%HELD
359WELLWELLTOWER INC$877K0.01%HELD
360TTTRANE TECHNOLOGIES PLC$864K0.01%HELD
361SLYGSPDR SERIES TRUST$837K0.01%HELD
362VCSHVANGUARD SCOTTSDALE FDS$829K0.01%HELD
363IBBISHARES TR$826K0.01%HELD
364VONEVANGUARD SCOTTSDALE FDS$825K0.01%HELD
365DFIVDIMENSIONAL ETF TRUST$818K0.01%HELD
366DGRWWISDOMTREE TR$807K0.01%HELD
367ACWXISHARES TR$790K0.01%HELD
368HDVISHARES TR$789K0.01%HELD
369QUALISHARES TR$779K0.01%HELD
370AEMAGNICO EAGLE MINES LTD$779K0.01%HELD
371WYWEYERHAEUSER CO$768K0.01%HELD
372VGITVANGUARD SCOTTSDALE FDS$766K0.01%HELD
373DSIISHARES TR$753K0.01%HELD
374NUSCNUSHARES ETF TR$753K0.01%HELD
375TLTISHARES TR$751K0.01%HELD
376SRCE1ST SOURCE CORP$750K0.01%HELD
377PAVEGLOBAL X FDS$742K0.01%HELD
378GBTCGRAYSCALE BITCOIN TRUST ETF$736K0.01%HELD
379LWLAMB WESTON HLDGS INC$727K0.01%HELD
380DFAEDIMENSIONAL ETF TRUST$727K0.01%HELD
381PHPARKER-HANNIFIN CORP$714K0.01%HELD
382VXFVANGUARD INDEX FDS$712K0.01%HELD
383JKHYHENRY JACK & ASSOC INC$706K0.01%HELD
384ITAISHARES TR$703K0.01%HELD
385ETENERGY TRANSFER L P$694K0.01%HELD
386IXPISHARES TR$689K0.01%HELD
387ICEINTERCONTINENTAL EXCHANGE IN$683K0.01%HELD
388SPYGSPDR SERIES TRUST$679K0.01%HELD
389GEHCGE HEALTHCARE TECHNOLOGIES I$668K0.01%HELD
390MRSHMARSH & MCLENNAN COS INC$664K0.01%HELD
391AJGGALLAGHER ARTHUR J & CO$653K0.01%HELD
392CDECOEUR MNG INC$653K0.01%HELD
393USMVISHARES TR$652K0.01%HELD
394STXSEAGATE TECHNOLOGY HLDNGS PL$649K0.01%HELD
395VONGVANGUARD SCOTTSDALE FDS$647K0.01%HELD
396FCXFREEPORT MCMORAN INC$641K0.01%HELD
397DDDUPONT DE NEMOURS INC$637K0.01%HELD
398XLCSELECT SECTOR SPDR TR$636K0.01%HELD
399AROWARROW FINL CORP$633K0.01%HELD
400SYYSYSCO CORP$629K0.01%HELD
401BMOBANK MONTREAL MEDIUM$627K0.01%HELD
402EPDENTERPRISE PRODS PARTNERS L$625K0.01%HELD
403CWBSPDR SERIES TRUST$624K0.01%HELD
404BUSEFIRST BUSEY CORP$621K0.01%HELD
405ARCCARES CAPITAL CORP$620K0.01%HELD
406BSXBOSTON SCIENTIFIC CORP$618K0.01%HELD
407OKEONEOK INC NEW$609K0.01%HELD
408EWJISHARES INC$607K0.01%HELD
409CBTCABOT CORP$606K0.01%HELD
410LHXL3HARRIS TECHNOLOGIES INC$600K0.01%HELD
411SCHMSCHWAB STRATEGIC TR$598K0.01%HELD
412LUVSOUTHWEST AIRLS CO$596K0.01%HELD
413VFCV F CORP$595K0.01%HELD
414RKTROCKET COS INC$594K0.01%HELD
415ANETARISTA NETWORKS INC$594K0.01%HELD
416CPBTHE CAMPBELLS COMPANY$581K0.01%HELD
417EFVISHARES TR$577K0.01%HELD
418TMUST-MOBILE US INC$574K0.01%HELD
419CCICROWN CASTLE INC$574K0.01%HELD
420UBERUBER TECHNOLOGIES INC$570K0.01%HELD
421BTCGRAYSCALE BITCOIN MINI TR ET$568K0.01%HELD
422WECWEC ENERGY GROUP INC$567K0.01%HELD
423BKBANK NEW YORK MELLON CORP$567K0.01%HELD
424XNTKSPDR SERIES TRUST$562K0.01%HELD
425IEIISHARES TR$560K0.01%HELD
426SUNSUNOCO LP/SUNOCO FIN CORP$551K0.01%HELD
427CIBRFIRST TR EXCHANGE-TRADED FD$544K0.01%HELD
428ESGUISHARES TR$541K0.01%HELD
429SPYVSPDR SERIES TRUST$541K0.01%HELD
430MLMMARTIN MARIETTA MATLS INC$536K0.01%HELD
431VSSVANGUARD INTL EQUITY INDEX F$527K0.01%HELD
432CITHE CIGNA GROUP$523K0.01%HELD
433FNDXSCHWAB STRATEGIC TR$518K0.01%HELD
434SPDWSPDR INDEX SHS FDS$513K0.01%HELD
435TSCOTRACTOR SUPPLY CO$508K0.01%HELD
436FASTFASTENAL CO$507K0.01%HELD
437VSGXVANGUARD WORLD FD$506K0.01%HELD
438VUSBVANGUARD BD INDEX FDS$505K0.01%HELD
439AZNASTRAZENECA PLC$503K0.01%HELD
440IUSBISHARES TR$490K0.01%HELD
441RSGREPUBLIC SVCS INC$490K0.01%HELD
442BAXBAXTER INTL INC$485K0.01%HELD
443CEFSPROTT ASSET MANAGEMENT LP$481K0.01%HELD
444LQDISHARES TR$478K0.01%HELD
445CDNSCADENCE DESIGN SYSTEM INC$477K0.01%HELD
446KTBKONTOOR BRANDS INC$474K0.01%HELD
447JMTGJ P MORGAN EXCHANGE TRADED F$473K0.01%HELD
448MGCVANGUARD WORLD FD$473K0.01%HELD
449DGROISHARES TR$468K0.01%HELD
450KMIKINDER MORGAN INC DEL$464K0.01%HELD
451IYZISHARES TR$459K0.01%HELD
452VRTVERTIV HOLDINGS CO$458K0.01%HELD
453ESGEISHARES INC$457K0.01%HELD
454TTEKTETRA TECH INC NEW$457K0.01%HELD
455NRGNRG ENERGY INC$455K0.01%HELD
456NVTNVENT ELEC PLC$452K0.01%HELD
457IQLTISHARES TR$448K0.01%HELD
458EFXEQUIFAX INC$444K0.01%HELD
459VOOGVANGUARD ADMIRAL FDS INC$436K0.01%HELD
460DLNWISDOMTREE TR$430K0.01%HELD
461JMOMJ P MORGAN EXCHANGE TRADED F$427K0.01%HELD
462METMETLIFE INC$410K0.01%HELD
463EMEEMCOR GROUP INC$405K0.01%HELD
464CAGCONAGRA BRANDS INC$405K0.01%HELD
465ZBHZIMMER BIOMET HOLDINGS INC$402K0.01%HELD
466EOGEOG RES INC$398K0.00%HELD
467BSVVANGUARD BD INDEX FDS$396K0.00%HELD
468EDCONSOLIDATED EDISON INC$394K0.00%HELD
469ESMLISHARES TR$386K0.00%HELD
470OREALTY INCOME CORP$384K0.00%HELD
471BTIBRITISH AMERN TOB PLC$383K0.00%HELD
472GDXVANECK ETF TRUST$383K0.00%HELD
473AGIALAMOS GOLD INC$382K0.00%HELD
474CLXCLOROX CO DEL$381K0.00%HELD
475DOVDOVER CORP$380K0.00%HELD
476PHMPULTE GROUP INC$377K0.00%HELD
477IGVISHARES TR$377K0.00%HELD
478OEFISHARES TR$375K0.00%HELD
479KRESPDR SERIES TRUST$372K0.00%HELD
480IGIBISHARES TR$372K0.00%HELD
481IYTISHARES TR$370K0.00%HELD
482BALLBALL CORP$369K0.00%HELD
483MUMICRON TECHNOLOGY INC$365K0.00%HELD
484DFSEDIMENSIONAL ETF TRUST$363K0.00%HELD
485TIPISHARES TR$356K0.00%HELD
486JNKSPDR SERIES TRUST$356K0.00%HELD
487CARRCARRIER GLOBAL CORPORATION$354K0.00%HELD
488DTDWISDOMTREE TR$353K0.00%HELD
489FFORD MTR CO$353K0.00%HELD
490DFAUDIMENSIONAL ETF TRUST$352K0.00%HELD
491CCITIGROUP INC$352K0.00%HELD
492MTBM & T BK CORP$349K0.00%HELD
493RWRSPDR SERIES TRUST$345K0.00%HELD
494JQUAJ P MORGAN EXCHANGE TRADED F$345K0.00%HELD
495GWWWW GRAINGER INC$344K0.00%HELD
496MCHPMICROCHIP TECHNOLOGY INC.$337K0.00%HELD
497PEGPUBLIC SVC ENTERPRISE GROUP$336K0.00%HELD
498CORCENCORA INC$334K0.00%HELD
499UTLUNITIL CORP$333K0.00%HELD
500DFNMDIMENSIONAL ETF TRUST$330K0.00%HELD

Source: SEC EDGAR · accession 0002077080-26-000009. 13F discloses long positions only — shorts, foreign equities, and options are excluded.