Midwest Trust

Latest statistics and disclosures from Midwest Trust's latest quarterly 13F-HR filing:

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Positions held by Midwest Trust consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Midwest Trust

Midwest Trust holds 581 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Midwest Trust has 581 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.9 $379M 732k 517.95
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Apple (AAPL) 4.8 $367M 1.4M 254.63
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NVIDIA Corporation (NVDA) 4.3 $334M 1.8M 186.58
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Vanguard Index Fds Eetf (VO) 3.7 $283M 962k 293.74
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Amazon (AMZN) 2.6 $201M 913k 219.57
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Alphabet Inc Class A cs (GOOGL) 2.3 $179M -6% 737k 243.10
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Broadcom (AVGO) 2.3 $176M 532k 329.91
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JPMorgan Chase & Co. (JPM) 1.8 $139M 441k 315.43
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Ishares Tr Fetf (GVI) 1.5 $113M +4% 1.0M 107.44
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Abbvie (ABBV) 1.4 $111M 480k 231.54
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Facebook Inc cl a (META) 1.2 $96M 131k 734.38
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Berkshire Hathaway (BRK.B) 1.2 $94M +2% 187k 502.74
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Dimensional Etf Trust Eetf (DFAS) 1.2 $89M -30% 1.3M 68.46
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Vanguard Tax-managed Fds Ietf (VEA) 1.2 $89M 1.5M 59.92
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Wal-Mart Stores (WMT) 1.1 $87M 847k 103.06
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Alphabet Inc Class C cs (GOOG) 1.1 $87M -7% 358k 243.55
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Tesla Motors (TSLA) 1.1 $85M 191k 444.72
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Spdr S&p 500 Etf Tr Eetf (SPY) 1.1 $83M 125k 666.18
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Caterpillar (CAT) 1.1 $81M 170k 477.15
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Visa (V) 1.0 $80M 234k 341.38
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Raytheon Technologies Corp (RTX) 1.0 $79M 472k 167.33
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Eaton (ETN) 1.0 $76M 203k 374.25
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Exxon Mobil Corporation (XOM) 1.0 $75M +4% 668k 112.75
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Cisco Systems (CSCO) 1.0 $74M 1.1M 68.42
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Costco Wholesale Corporation (COST) 0.9 $70M 75k 925.63
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Home Depot (HD) 0.9 $70M +15% 172k 405.19
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Vanguard Index Fds Eetf (VOO) 0.9 $68M +3% 111k 612.38
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Union Pacific Corporation (UNP) 0.9 $66M +2% 281k 236.37
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McDonald's Corporation (MCD) 0.8 $65M 214k 303.89
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Merck & Co (MRK) 0.8 $64M +3% 759k 83.93
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Procter & Gamble Company (PG) 0.8 $62M 405k 153.65
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Ishares Tr Eetf (IVV) 0.8 $61M 91k 669.30
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Williams Companies (WMB) 0.8 $61M 956k 63.35
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American Centy Etf Tr Ietf (AVEM) 0.7 $56M +7% 750k 75.11
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Vanguard Index Fds Aetf (VNQ) 0.7 $56M +2% 612k 91.42
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Chubb (CB) 0.7 $55M 195k 282.25
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Ishares Tr Ietf (IEFA) 0.7 $55M 627k 87.31
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Ameriprise Financial (AMP) 0.7 $55M +2% 111k 491.25
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Pepsi (PEP) 0.7 $53M 377k 140.44
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Ishares Tr Eetf (IWF) 0.7 $53M 113k 468.41
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Schwab Strategic Tr Eetf (SCHG) 0.7 $50M 1.6M 31.91
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Chevron Corporation (CVX) 0.6 $48M +9% 311k 155.29
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Booking Holdings (BKNG) 0.6 $46M 8.6k 5399.27
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Northrop Grumman Corporation (NOC) 0.6 $45M 74k 609.32
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Philip Morris International (PM) 0.6 $44M -6% 274k 162.20
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salesforce (CRM) 0.6 $44M +2% 187k 237.00
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Thermo Fisher Scientific (TMO) 0.6 $43M +4% 89k 485.02
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Honeywell International (HON) 0.5 $41M +3% 194k 210.50
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Spdr S&p Midcap 400 Etf Tr Eetf (MDY) 0.5 $40M +3% 66k 596.03
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ConocoPhillips (COP) 0.5 $39M 415k 94.59
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Eli Lilly & Co. (LLY) 0.5 $38M 50k 763.00
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Qualcomm (QCOM) 0.5 $38M 228k 166.36
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Johnson & Johnson (JNJ) 0.4 $34M 185k 185.42
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Enbridge (ENB) 0.4 $34M 670k 50.46
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Ecolab (ECL) 0.4 $34M 122k 273.86
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Te Connectivity (TEL) 0.4 $33M -9% 152k 219.53
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Novartis (NVS) 0.4 $32M -5% 252k 128.24
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Ishares Tr Eetf (IJH) 0.4 $32M -6% 489k 65.26
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Blackstone Group Inc Com Cl A (BX) 0.4 $31M +2% 180k 170.85
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Paypal Holdings (PYPL) 0.4 $31M 458k 67.06
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Vanguard Index Fds Eetf (VTI) 0.4 $30M 92k 328.17
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Schwab Strategic Tr Fetf (SCHO) 0.4 $30M 1.2M 24.40
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PNC Financial Services (PNC) 0.4 $28M 141k 200.93
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Netflix (NFLX) 0.4 $28M 23k 1198.92
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Ishares Tr Eetf (IWD) 0.4 $28M +3% 136k 203.59
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Emerson Electric (EMR) 0.4 $28M -2% 210k 131.18
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Schwab Strategic Tr Eetf (SCHV) 0.3 $27M -2% 922k 29.11
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Vanguard Bd Index Fds Fetf (BIV) 0.3 $26M 338k 78.09
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Huntington Bancshares Incorporated (HBAN) 0.3 $26M +12% 1.5M 17.27
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Morgan Stanley (MS) 0.3 $26M +18% 163k 158.96
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Ishares Tr Eetf (IJR) 0.3 $26M -7% 214k 118.83
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Charles Schwab Corporation (SCHW) 0.3 $25M -2% 265k 95.47
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Verizon Communications (VZ) 0.3 $25M 576k 43.95
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Travelers Companies (TRV) 0.3 $25M 89k 279.22
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Entergy Corporation (ETR) 0.3 $24M 262k 93.19
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Lockheed Martin Corporation (LMT) 0.3 $24M 48k 499.21
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Danaher Corporation (DHR) 0.3 $24M 121k 198.26
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Applied Materials (AMAT) 0.3 $24M 116k 204.74
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J P Morgan Exchange Traded F Aetf (JEPI) 0.3 $24M +2% 414k 57.10
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Asml Holding (ASML) 0.3 $23M 24k 968.09
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Adobe Systems Incorporated (ADBE) 0.3 $23M 64k 352.75
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Schwab Strategic Tr Fetf (SCHR) 0.3 $23M 894k 25.13
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Amgen (AMGN) 0.3 $22M 79k 282.20
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Ishares Tr Eetf (IWP) 0.3 $22M +18% 154k 142.41
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Medtronic (MDT) 0.3 $22M 229k 95.24
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American Tower Reit (AMT) 0.3 $22M 113k 192.32
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Technology SPDR (XLK) 0.3 $22M -4% 77k 281.86
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Digital Realty Trust (DLR) 0.3 $22M 125k 172.88
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Southern Company (SO) 0.3 $21M 223k 94.77
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Nextera Energy (NEE) 0.3 $21M +22% 276k 75.49
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Coca-Cola Company (KO) 0.3 $21M +2% 312k 66.32
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Corning Incorporated (GLW) 0.3 $21M 251k 82.03
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Ishares Tr Ietf (EFA) 0.3 $20M +2% 218k 93.37
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Servicenow (NOW) 0.3 $20M -2% 22k 920.28
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Allstate Corporation (ALL) 0.3 $20M 94k 214.65
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Waste Management (WM) 0.3 $20M 91k 220.83
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Etf Ser Solutions Ietf 0.3 $20M NEW 749k 26.32
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Ishares Ietf (IEMG) 0.3 $20M +2% 297k 65.92
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U.S. Bancorp (USB) 0.3 $19M -2% 399k 48.33
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Curtiss-Wright (CW) 0.2 $19M -26% 35k 542.94
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Deere & Company (DE) 0.2 $19M 41k 457.26
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Vanguard Intl Equity Index F Ietf (VWO) 0.2 $19M +6% 348k 54.18
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Pinnacle West Capital Corporation (PNW) 0.2 $18M 201k 89.66
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Quest Diagnostics Incorporated (DGX) 0.2 $18M -5% 95k 190.58
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Palo Alto Networks (PANW) 0.2 $18M +6% 87k 203.62
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Kkr & Co (KKR) 0.2 $17M -7% 134k 129.95
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International Business Machines (IBM) 0.2 $17M 61k 282.16
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Zoetis Inc Cl A (ZTS) 0.2 $16M -6% 112k 146.32
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Starbucks Corporation (SBUX) 0.2 $16M 193k 84.60
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Casey's General Stores (CASY) 0.2 $16M -6% 29k 565.32
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Regions Financial Corporation (RF) 0.2 $16M 609k 26.37
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Duke Energy (DUK) 0.2 $16M 130k 123.75
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Prologis (PLD) 0.2 $16M +4% 140k 114.52
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Lam Research (LRCX) 0.2 $16M 119k 133.90
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UnitedHealth (UNH) 0.2 $16M -31% 46k 345.30
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New York Life Invts Active E Fetf (MMIT) 0.2 $16M +11% 650k 24.30
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Synopsys (SNPS) 0.2 $16M -6% 32k 493.39
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Spdr Series Trust Eetf (SDY) 0.2 $16M 111k 140.05
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Walt Disney Company (DIS) 0.2 $16M -3% 135k 114.50
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Labcorp Holdings (LH) 0.2 $15M 53k 287.06
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Intuitive Surgical (ISRG) 0.2 $15M +12% 33k 447.23
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Dow (DOW) 0.2 $14M -26% 623k 22.93
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Schwab Strategic Tr Eetf (SCHD) 0.2 $14M -3% 523k 27.30
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Vanguard Index Fds Eetf (VUG) 0.2 $14M -6% 29k 479.61
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Stryker Corporation (SYK) 0.2 $14M 38k 369.67
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Cintas Corporation (CTAS) 0.2 $14M 67k 205.26
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Tc Energy Corp (TRP) 0.2 $14M 252k 54.41
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Amphenol Corporation (APH) 0.2 $14M 109k 123.75
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Air Products & Chemicals (APD) 0.2 $13M 49k 272.72
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Canadian Pacific Kansas City (CP) 0.2 $13M 179k 74.49
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Truist Financial Corp equities (TFC) 0.2 $13M +11% 287k 45.72
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Prudential Financial (PRU) 0.2 $13M -2% 126k 103.74
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Fifth Third Ban (FITB) 0.2 $13M +6% 286k 44.55
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Target Corporation (TGT) 0.2 $12M 139k 89.70
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Intuit (INTU) 0.2 $12M +5% 18k 682.91
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CSX Corporation (CSX) 0.2 $12M 345k 35.51
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Schlumberger (SLB) 0.2 $12M +9% 348k 34.37
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Booz Allen Hamilton Holding Corporation (BAH) 0.2 $12M +13% 120k 99.95
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United Rentals (URI) 0.1 $12M -4% 12k 954.66
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Church & Dwight (CHD) 0.1 $11M +2% 125k 87.63
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LKQ Corporation (LKQ) 0.1 $11M +8% 353k 30.54
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Ishares Gold Tr Aetf (IAU) 0.1 $11M -3% 146k 72.77
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Vanguard Index Fds Eetf (VOT) 0.1 $11M 36k 293.79
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American Electric Power Company (AEP) 0.1 $11M +2% 93k 112.50
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General Electric (GE) 0.1 $9.9M 33k 300.82
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Becton, Dickinson and (BDX) 0.1 $9.9M +13% 53k 187.17
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Berkshire Hathaway (BRK.A) 0.1 $9.8M -18% 13.00 754200.00
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Progressive Corporation (PGR) 0.1 $9.7M -20% 39k 246.95
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Vanguard Index Fds Eetf (VOE) 0.1 $9.5M +2% 55k 174.58
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Sonoco Products Company (SON) 0.1 $9.5M 221k 43.09
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Magna Intl Inc cl a (MGA) 0.1 $9.4M 199k 47.38
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Shopify Inc cl a (SHOP) 0.1 $9.4M 63k 148.61
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United Parcel Service (UPS) 0.1 $9.3M -2% 112k 83.53
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Hillenbrand (HI) 0.1 $9.2M 341k 27.04
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Schwab Strategic Tr Eetf (SCHA) 0.1 $9.2M 329k 27.90
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Fortive (FTV) 0.1 $9.2M +3% 187k 48.99
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Sherwin-Williams Company (SHW) 0.1 $9.1M 26k 346.26
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Avery Dennison Corporation (AVY) 0.1 $8.9M 55k 162.17
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Commerce Bancshares (CBSH) 0.1 $8.9M -12% 150k 59.76
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IDEXX Laboratories (IDXX) 0.1 $8.8M +760% 14k 638.89
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H&R Block (HRB) 0.1 $8.8M 174k 50.57
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Spotify Technology Sa (SPOT) 0.1 $8.6M 12k 698.00
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Palantir Technologies (PLTR) 0.1 $8.4M +27% 46k 182.42
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Vanguard Index Fds Eetf (VTV) 0.1 $8.4M +12% 45k 186.49
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Oracle Corporation (ORCL) 0.1 $8.3M +7% 29k 281.24
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Accenture (ACN) 0.1 $8.1M 33k 246.60
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McCormick & Company, Incorporated (MKC) 0.1 $8.0M +8% 120k 66.91
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Fidelity National Information Services (FIS) 0.1 $8.0M 121k 65.94
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Ishares Tr Eetf (IWM) 0.1 $8.0M -19% 33k 241.96
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Invesco Qqq Tr Eetf (QQQ) 0.1 $7.7M +6% 13k 600.37
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S&p Global (SPGI) 0.1 $7.7M +11% 16k 486.71
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Snap-on Incorporated (SNA) 0.1 $7.6M +1351% 22k 346.53
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U Haul Holding Company Ser N (UHAL.B) 0.1 $7.5M 147k 50.90
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Hormel Foods Corporation (HRL) 0.1 $7.4M -21% 298k 24.74
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Vanguard Index Fds Eetf (VB) 0.1 $7.4M -6% 29k 254.28
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Spdr Gold Tr Aetf (GLD) 0.1 $7.3M -3% 21k 355.47
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Ishares Tr Eetf (IWR) 0.1 $7.3M 76k 96.55
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Lincoln Electric Holdings (LECO) 0.1 $7.2M 31k 235.83
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Dimensional Etf Trust Ietf (DFEM) 0.1 $7.1M +2% 221k 32.07
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Copart (CPRT) 0.1 $7.0M +7% 156k 44.97
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Lowe's Companies (LOW) 0.1 $7.0M 28k 251.31
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Abbott Laboratories (ABT) 0.1 $6.9M +2% 52k 133.94
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Chipotle Mexican Grill (CMG) 0.1 $6.9M -18% 176k 39.19
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Monolithic Power Systems (MPWR) 0.1 $6.6M 7.1k 920.64
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MasterCard Incorporated (MA) 0.1 $6.3M 11k 568.81
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Hasbro (HAS) 0.1 $6.3M -39% 83k 75.85
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CVS Caremark Corporation (CVS) 0.1 $6.3M -2% 84k 75.39
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Newmont Mining Corporation (NEM) 0.1 $6.3M -2% 74k 84.31
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Ishares Tr Eetf (IVW) 0.1 $6.2M 52k 120.72
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Dimensional Etf Trust Eetf (DFAC) 0.1 $6.2M 160k 38.57
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UMB Financial Corporation (UMBF) 0.1 $6.1M 51k 118.35
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Vanguard Whitehall Fds Eetf (VYM) 0.1 $6.0M -10% 43k 140.95
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Old Dominion Freight Line (ODFL) 0.1 $5.9M +3% 42k 140.78
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Ishares Tr Ietf (IDEV) 0.1 $5.9M 73k 80.17
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Pfizer (PFE) 0.1 $5.9M 230k 25.48
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Spdr Series Trust Eetf (SPLG) 0.1 $5.8M 74k 78.34
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Intel Corporation (INTC) 0.1 $5.8M -4% 172k 33.55
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Spdr Series Trust Eetf (SPSM) 0.1 $5.7M -3% 124k 46.32
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Industrial SPDR (XLI) 0.1 $5.7M 37k 154.23
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Datadog Inc Cl A (DDOG) 0.1 $5.7M -4% 40k 142.40
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GSK (GSK) 0.1 $5.5M -4% 128k 43.16
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Bristol Myers Squibb (BMY) 0.1 $5.5M 122k 45.10
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Fox Corp (FOXA) 0.1 $5.5M -3% 87k 63.06
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Spdr Series Trust Fetf (SPSB) 0.1 $5.5M -4% 181k 30.29
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Consumer Discretionary SPDR (XLY) 0.1 $5.5M 23k 239.64
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Exchange Traded Concepts Tru Eetf (SIXA) 0.1 $5.4M -15% 109k 49.67
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Financial Select Sector SPDR (XLF) 0.1 $5.2M -3% 97k 53.87
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Ishares Tr Ietf (EEM) 0.1 $5.2M +26% 98k 53.40
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Spdr Series Trust Aetf (PSK) 0.1 $5.2M -4% 156k 33.07
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Vanguard Index Fds Eetf (VBR) 0.1 $5.1M -4% 25k 208.71
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Evergy (EVRG) 0.1 $5.0M -2% 66k 76.02
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Ge Vernova (GEV) 0.1 $4.9M 8.0k 614.90
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Spdr Series Trust Eetf (SLYV) 0.1 $4.8M -28% 54k 88.65
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TJX Companies (TJX) 0.1 $4.5M +7% 31k 144.54
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Health Care SPDR (XLV) 0.1 $4.5M 32k 139.17
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Paychex (PAYX) 0.1 $4.5M 36k 126.76
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Ishares Tr Eetf (IWS) 0.1 $4.4M +24% 32k 139.67
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Taiwan Semiconductor Mfg (TSM) 0.1 $4.4M +7% 16k 279.29
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Spdr Index Shs Fds Ietf (CWI) 0.1 $4.3M 124k 34.92
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Worthington Industries (WOR) 0.1 $4.3M -2% 78k 55.49
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Ishares Tr Fetf (MUB) 0.1 $4.3M -7% 40k 106.49
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Charles River Laboratories (CRL) 0.1 $4.2M +3% 27k 156.46
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Ishares Tr Eetf (IUSG) 0.1 $4.2M 26k 164.54
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Constellation Energy (CEG) 0.1 $4.2M 13k 329.07
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Ishares Tr Eetf (IWB) 0.1 $4.1M +29% 11k 365.48
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Kimberly-Clark Corporation (KMB) 0.1 $4.1M 33k 124.34
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Wingstop (WING) 0.1 $4.1M 16k 251.66
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Ishares Tr Eetf (IJJ) 0.1 $4.0M -3% 31k 129.72
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Automatic Data Processing (ADP) 0.1 $3.9M +2% 13k 293.50
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Blackrock (BLK) 0.1 $3.8M +9% 3.3k 1165.87
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iShares Dow Jones US Technology (IYW) 0.0 $3.8M 20k 195.86
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Draftkings (DKNG) 0.0 $3.7M -2% 100k 37.40
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Illinois Tool Works (ITW) 0.0 $3.7M 14k 260.76
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International Paper Company (IP) 0.0 $3.7M 79k 46.40
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Ishares Tr Eetf (IWO) 0.0 $3.6M -2% 11k 320.04
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Vanguard Specialized Funds Eetf (VIG) 0.0 $3.6M -10% 17k 215.79
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Wisdomtree Tr Eetf (DON) 0.0 $3.5M -2% 68k 52.30
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Equity Lifestyle Properties (ELS) 0.0 $3.5M +2% 58k 60.70
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Ishares Tr Eetf (IJK) 0.0 $3.5M -2% 36k 95.89
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Koninklijke Philips Electronics NV (PHG) 0.0 $3.4M 125k 27.26
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3M Company (MMM) 0.0 $3.4M 22k 155.18
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Ishares Tr Eetf (IVE) 0.0 $3.3M +2% 16k 206.51
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Black Hills Corporation (BKH) 0.0 $3.3M 54k 61.59
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Valmont Industries (VMI) 0.0 $3.2M 8.3k 387.73
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Ishares Tr Fetf (AGG) 0.0 $3.2M -12% 32k 100.25
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Pool Corporation (POOL) 0.0 $3.1M 10k 310.07
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Ishares Tr Ietf (ESGD) 0.0 $3.1M 34k 92.98
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Vanguard Index Fds Eetf (VBK) 0.0 $3.0M -5% 10k 297.61
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Schwab Strategic Tr Eetf (SCHX) 0.0 $3.0M -17% 113k 26.34
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Ishares Tr Eetf (IWN) 0.0 $2.9M -2% 17k 176.81
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Past Filings by Midwest Trust

SEC 13F filings are viewable for Midwest Trust going back to 2025