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 593 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Midwest Trust has 593 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.6 $368M 1.4M 253.79
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NVIDIA Corporation (NVDA) 3.8 $306M 1.8M 174.40
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Vanguard Index Fds Eetf (VO) 3.7 $295M +2% 1.0M 287.18
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Microsoft Corporation (MSFT) 3.6 $289M +5% 780k 370.17
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Alphabet Inc Class A cs (GOOGL) 2.6 $205M 712k 287.56
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Amazon (AMZN) 2.4 $194M 933k 208.27
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Broadcom (AVGO) 2.1 $166M 535k 309.51
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Ishares Tr Fetf (GVI) 1.7 $135M +6% 1.3M 106.68
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JPMorgan Chase & Co. (JPM) 1.6 $132M 448k 294.16
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Exxon Mobil Corporation (XOM) 1.5 $121M +3% 711k 169.66
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Caterpillar (CAT) 1.4 $110M -4% 156k 708.46
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Alphabet Inc Class C cs (GOOG) 1.4 $110M +4% 385k 286.86
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Abbvie (ABBV) 1.3 $106M 485k 217.49
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Vanguard Tax-managed Fds Ietf (VEA) 1.3 $104M +2% 1.6M 64.08
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Wal-Mart Stores (WMT) 1.3 $102M -3% 819k 124.28
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Dimensional Etf Trust Eetf (DFAS) 1.2 $98M 1.4M 71.13
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Berkshire Hathaway (BRK.B) 1.2 $94M +4% 195k 479.20
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Merck & Co (MRK) 1.1 $90M -2% 748k 120.29
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Raytheon Technologies Corp (RTX) 1.1 $89M -2% 459k 192.90
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Cisco Systems (CSCO) 1.0 $82M 1.1M 77.59
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Vanguard Index Fds Eetf (VOO) 1.0 $82M -10% 137k 597.55
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State Str Spdr S&p 500 Etf T Eetf (SPY) 1.0 $82M 125k 650.34
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Costco Wholesale Corporation (COST) 1.0 $81M +6% 82k 996.43
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Facebook Inc cl a (META) 1.0 $80M +3% 139k 572.13
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Visa (V) 1.0 $77M +7% 256k 302.24
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Eaton (ETN) 0.9 $75M 208k 357.67
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McDonald's Corporation (MCD) 0.9 $71M +2% 228k 310.79
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Union Pacific Corporation (UNP) 0.9 $70M 287k 242.62
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Tesla Motors (TSLA) 0.9 $70M 187k 371.75
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Procter & Gamble Company (PG) 0.9 $69M +7% 480k 144.44
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Ishares Tr Ietf (IEFA) 0.8 $68M +7% 748k 90.53
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Williams Companies (WMB) 0.8 $67M -3% 921k 72.78
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Ishares Tr Eetf (IVV) 0.8 $66M +4% 101k 653.21
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Chubb (CB) 0.8 $64M 197k 325.93
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American Centy Etf Tr Ietf (AVEM) 0.8 $62M 768k 80.58
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Chevron Corporation (CVX) 0.8 $62M 298k 206.90
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Home Depot (HD) 0.8 $61M +4% 185k 328.89
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Eli Lilly & Co. (LLY) 0.7 $60M +2% 65k 919.77
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Pepsi (PEP) 0.7 $60M +4% 383k 155.29
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ConocoPhillips (COP) 0.7 $56M +4% 425k 132.00
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Ameriprise Financial (AMP) 0.7 $55M +5% 125k 444.40
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PNC Financial Services (PNC) 0.7 $55M +85% 266k 208.09
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Schwab Strategic Tr Eetf (SCHG) 0.7 $52M 1.8M 29.13
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Northrop Grumman Corporation (NOC) 0.6 $52M 76k 682.24
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Ishares Tr Eetf (IWF) 0.6 $51M +3% 120k 426.40
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Honeywell International (HON) 0.6 $48M +2% 214k 226.03
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Philip Morris International (PM) 0.6 $46M 276k 165.34
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Schwab Strategic Tr Fetf (SCHO) 0.6 $45M +39% 1.8M 24.27
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Thermo Fisher Scientific (TMO) 0.6 $44M 90k 491.53
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Johnson & Johnson (JNJ) 0.5 $41M -9% 167k 244.44
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State Str Spdr S&p Midcap 40 Eetf (MDY) 0.5 $39M 64k 616.76
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Booking Holdings (BKNG) 0.5 $38M +3% 9.0k 4210.32
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Novartis (NVS) 0.5 $37M -3% 242k 152.75
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salesforce (CRM) 0.4 $36M +3% 192k 186.67
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Enbridge (ENB) 0.4 $36M 655k 54.14
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Schwab Strategic Tr Eetf (SCHV) 0.4 $35M +3% 1.1M 30.50
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Ishares Tr Eetf (IJH) 0.4 $34M 508k 67.53
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Ecolab (ECL) 0.4 $34M 127k 266.02
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Applied Materials (AMAT) 0.4 $34M -12% 98k 341.79
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Ishares Tr Eetf (IWD) 0.4 $34M +7% 157k 213.67
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Vanguard Index Fds Aetf (VNQ) 0.4 $33M -39% 376k 88.70
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Vanguard Index Fds Eetf (VTI) 0.4 $33M +10% 104k 320.81
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Vanguard Bd Index Fds Fetf (BIV) 0.4 $33M -8% 424k 77.18
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Te Connectivity (TEL) 0.4 $32M +2% 154k 209.02
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New York Life Invts Active E Fetf (MMIT) 0.4 $30M 1.3M 24.11
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Verizon Communications (VZ) 0.4 $29M +4% 586k 50.20
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Morgan Stanley (MS) 0.4 $29M +9% 178k 164.57
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Qualcomm (QCOM) 0.4 $29M 227k 128.78
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Entergy Corporation (ETR) 0.4 $29M 259k 112.36
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Blackstone Group Inc Com Cl A (BX) 0.4 $28M +30% 247k 114.99
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Dow (DOW) 0.3 $28M +33% 673k 41.65
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Amgen (AMGN) 0.3 $28M 79k 351.85
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Asml Holding (ASML) 0.3 $28M -11% 21k 1320.83
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Lockheed Martin Corporation (LMT) 0.3 $27M -9% 45k 604.39
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Emerson Electric (EMR) 0.3 $27M 207k 131.02
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J P Morgan Exchange Traded F Aetf (JEPI) 0.3 $27M +8% 472k 56.68
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Huntington Bancshares Incorporated (HBAN) 0.3 $26M +9% 1.7M 15.65
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Nextera Energy (NEE) 0.3 $26M -3% 276k 92.88
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Travelers Companies (TRV) 0.3 $25M 86k 291.68
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Ishares Tr Eetf (IJR) 0.3 $25M 201k 124.31
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Coca-Cola Company (KO) 0.3 $25M +3% 322k 76.05
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Charles Schwab Corporation (SCHW) 0.3 $25M 260k 93.98
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Danaher Corporation (DHR) 0.3 $24M +2% 126k 189.60
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Digital Realty Trust (DLR) 0.3 $24M 131k 180.21
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Etf Ser Solutions Ietf (TIIV) 0.3 $23M +8% 818k 27.88
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Corning Incorporated (GLW) 0.3 $23M -16% 166k 135.97
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Netflix (NFLX) 0.3 $22M 232k 96.15
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Deere & Company (DE) 0.3 $22M 40k 563.31
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Waste Management (WM) 0.3 $22M 97k 229.79
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Curtiss-Wright (CW) 0.3 $22M -2% 32k 681.12
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Southern Company (SO) 0.3 $22M 226k 96.52
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Medtronic (MDT) 0.3 $22M +9% 252k 86.65
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Ishares Tr Ietf (EFA) 0.3 $21M 219k 97.13
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Allstate Corporation (ALL) 0.3 $21M +7% 102k 207.34
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U.S. Bancorp (USB) 0.3 $21M +2% 401k 52.01
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American Tower Reit (AMT) 0.3 $21M +12% 120k 172.58
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Ishares Ietf (IEMG) 0.3 $21M +6% 295k 69.75
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Technology SPDR (XLK) 0.3 $21M 155k 132.90
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Ishares Tr Eetf (IWP) 0.3 $20M +2% 160k 128.12
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Casey's General Stores (CASY) 0.3 $20M -2% 28k 727.86
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Vanguard Intl Equity Index F Ietf (VWO) 0.3 $20M +5% 372k 54.05
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Lam Research (LRCX) 0.2 $20M -14% 93k 213.66
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Pinnacle West Capital Corporation (PNW) 0.2 $20M 197k 100.75
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Paypal Holdings (PYPL) 0.2 $19M -2% 427k 45.23
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Starbucks Corporation (SBUX) 0.2 $19M +6% 214k 89.59
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Quest Diagnostics Incorporated (DGX) 0.2 $19M 95k 195.98
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Prologis (PLD) 0.2 $18M 139k 132.18
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AFLAC Incorporated (AFL) 0.2 $18M +1700% 163k 109.71
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Schlumberger (SLB) 0.2 $17M 340k 51.39
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Duke Energy (DUK) 0.2 $17M 133k 130.94
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Intuitive Surgical (ISRG) 0.2 $17M +7% 36k 460.99
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Spdr Series Trust Eetf (SDY) 0.2 $16M -2% 111k 145.94
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Vanguard Index Fds Eetf (VUG) 0.2 $16M +15% 37k 436.79
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Regions Financial Corporation (RF) 0.2 $16M 611k 26.12
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Target Corporation (TGT) 0.2 $16M +24% 129k 121.20
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Tc Energy Corp (TRP) 0.2 $15M -3% 245k 62.60
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Air Products & Chemicals (APD) 0.2 $15M +12% 51k 290.49
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Adobe Systems Incorporated (ADBE) 0.2 $15M +9% 61k 243.08
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Cintas Corporation (CTAS) 0.2 $15M +28% 86k 169.14
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Schwab Strategic Tr Eetf (SCHD) 0.2 $15M -30% 473k 30.68
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Vanguard Index Fds Eetf (VTV) 0.2 $15M +21% 74k 196.20
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Canadian Pacific Kansas City (CP) 0.2 $15M +2% 184k 78.66
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International Business Machines (IBM) 0.2 $15M -2% 60k 242.39
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Palo Alto Networks (PANW) 0.2 $14M 90k 160.32
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CSX Corporation (CSX) 0.2 $14M 346k 41.05
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Zoetis Inc Cl A (ZTS) 0.2 $14M +26% 118k 118.21
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Labcorp Holdings (LH) 0.2 $14M 52k 266.81
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Ishares Gold Tr Aetf (IAU) 0.2 $14M +6% 156k 88.16
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Fifth Third Ban (FITB) 0.2 $14M 290k 46.46
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Accenture (ACN) 0.2 $13M +104% 68k 198.29
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Truist Financial Corp equities (TFC) 0.2 $13M 290k 45.97
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Church & Dwight (CHD) 0.2 $13M 141k 93.32
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Kkr & Co (KKR) 0.2 $13M +10% 142k 92.50
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Stryker Corporation (SYK) 0.2 $13M +2% 39k 328.59
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Walt Disney Company (DIS) 0.2 $13M 132k 96.38
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American Electric Power Company (AEP) 0.2 $13M -2% 96k 131.08
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Schwab Strategic Tr Fetf (SCHR) 0.2 $12M -47% 499k 24.91
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Invesco Qqq Tr Eetf (QQQ) 0.2 $12M +46% 21k 577.18
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Prudential Financial (PRU) 0.2 $12M 124k 97.69
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Vanguard Index Fds Eetf (VOT) 0.1 $12M +4% 47k 257.35
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Sonoco Products Company (SON) 0.1 $12M 219k 54.09
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Amphenol Corporation (APH) 0.1 $11M 90k 126.35
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Fortive (FTV) 0.1 $11M +5% 202k 55.28
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UnitedHealth (UNH) 0.1 $11M -8% 41k 270.59
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Dimensional Etf Trust Ietf (DFEM) 0.1 $11M +9% 311k 34.55
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Magna Intl Inc cl a (MGA) 0.1 $11M -2% 192k 55.81
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Vanguard Index Fds Eetf (VOE) 0.1 $11M 58k 184.28
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Avery Dennison Corporation (AVY) 0.1 $11M +9% 61k 172.68
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United Parcel Service (UPS) 0.1 $11M 108k 98.38
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LKQ Corporation (LKQ) 0.1 $10M +3% 354k 29.37
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IDEXX Laboratories (IDXX) 0.1 $10M 18k 561.89
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Servicenow (NOW) 0.1 $10M -14% 96k 104.55
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Ishares Tr Eetf (IWR) 0.1 $10M +26% 102k 97.23
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Old Dominion Freight Line (ODFL) 0.1 $9.9M +25% 51k 195.40
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Booz Allen Hamilton Holding Corporation (BAH) 0.1 $9.9M +2% 127k 78.03
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Spdr Gold Tr Aetf (GLD) 0.1 $9.7M +6% 23k 430.29
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Schwab Strategic Tr Eetf (SCHA) 0.1 $9.5M 328k 29.08
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General Electric (GE) 0.1 $9.4M -2% 33k 283.77
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Palantir Technologies (PLTR) 0.1 $9.2M +21% 63k 146.28
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Becton, Dickinson and (BDX) 0.1 $8.9M +2% 57k 157.23
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Vanguard Index Fds Eetf (VB) 0.1 $8.5M +3% 33k 261.92
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United Rentals (URI) 0.1 $8.5M -4% 12k 728.56
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Sherwin-Williams Company (SHW) 0.1 $8.5M 26k 320.55
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Synopsys (SNPS) 0.1 $8.3M -2% 21k 396.48
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Monolithic Power Systems (MPWR) 0.1 $8.1M +2% 7.4k 1093.35
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Snap-on Incorporated (SNA) 0.1 $8.0M 22k 363.22
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Ishares Tr Eetf (IWM) 0.1 $7.9M 32k 248.00
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Lincoln Electric Holdings (LECO) 0.1 $7.8M 31k 249.08
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Hasbro (HAS) 0.1 $7.7M 82k 93.60
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Shopify Inc cl a (SHOP) 0.1 $7.6M 64k 118.62
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Newmont Mining Corporation (NEM) 0.1 $7.6M -3% 70k 108.25
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Intel Corporation (INTC) 0.1 $7.5M -5% 171k 44.13
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Vanguard Whitehall Fds Eetf (VYM) 0.1 $7.5M -47% 51k 148.10
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Monster Beverage Corp (MNST) 0.1 $7.5M NEW 103k 72.46
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Quanta Services (PWR) 0.1 $7.4M +889% 14k 549.02
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Spdr Series Trust Fetf (SPSB) 0.1 $7.4M +14% 247k 30.07
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McCormick & Company, Incorporated (MKC) 0.1 $7.2M +2% 142k 50.44
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Commerce Bancshares (CBSH) 0.1 $7.1M 144k 49.20
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Ge Vernova (GEV) 0.1 $7.1M -2% 8.1k 872.90
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Bristol Myers Squibb (BMY) 0.1 $7.1M -3% 116k 60.65
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U Haul Holding Company Ser N (UHAL.B) 0.1 $6.9M +3% 154k 44.67
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GSK (GSK) 0.1 $6.8M -3% 123k 55.19
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Pfizer (PFE) 0.1 $6.4M 228k 28.08
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Lowe's Companies (LOW) 0.1 $6.3M 27k 236.28
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Dimensional Etf Trust Eetf (DFAC) 0.1 $6.3M +2% 161k 38.86
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Ishares Tr Ietf (IDEV) 0.1 $6.1M 73k 83.57
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Spdr Series Trust Eetf (SPSM) 0.1 $6.1M 127k 48.32
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Industrial SPDR (XLI) 0.1 $6.1M 38k 161.73
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Intuit (INTU) 0.1 $5.9M -28% 14k 432.38
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Equity Lifestyle Properties (ELS) 0.1 $5.8M +50% 93k 62.42
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CVS Caremark Corporation (CVS) 0.1 $5.8M -2% 80k 71.82
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Ishares Tr Eetf (IVW) 0.1 $5.7M 51k 113.11
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Fidelity National Information Services (FIS) 0.1 $5.7M +4% 122k 46.91
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Exchange Traded Concepts Tru Eetf (SIXA) 0.1 $5.7M 109k 52.07
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Cummins (CMI) 0.1 $5.6M +705% 11k 538.02
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Spdr Series Trust Eetf (SPYM) 0.1 $5.6M 73k 76.54
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Ishares Tr Eetf (IWS) 0.1 $5.5M +5% 38k 145.74
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Ishares Tr Fetf (MUB) 0.1 $5.5M +33% 52k 106.15
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UMB Financial Corporation (UMBF) 0.1 $5.5M -2% 48k 112.79
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Vanguard Index Fds Eetf (VBR) 0.1 $5.4M -2% 25k 217.25
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Evergy (EVRG) 0.1 $5.4M -6% 66k 81.92
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H&R Block (HRB) 0.1 $5.3M 167k 31.74
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MasterCard Incorporated (MA) 0.1 $5.3M -2% 11k 499.66
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TJX Companies (TJX) 0.1 $5.2M 33k 159.70
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Abbott Laboratories (ABT) 0.1 $5.1M 50k 102.67
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Spdr Series Trust Eetf (SLYV) 0.1 $5.1M 54k 94.58
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Berkshire Hathaway (BRK.A) 0.1 $5.0M 7.00 718140.00
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Health Care SPDR (XLV) 0.1 $5.0M +4% 34k 146.61
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Consumer Discretionary SPDR (XLY) 0.1 $5.0M 46k 108.98
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Financial Select Sector SPDR (XLF) 0.1 $4.9M 99k 49.37
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Progressive Corporation (PGR) 0.1 $4.9M -25% 25k 198.24
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Ishares Tr Eetf (IWB) 0.1 $4.8M +11% 14k 356.56
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Datadog Inc Cl A (DDOG) 0.1 $4.8M +5% 41k 118.05
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Spotify Technology Sa (SPOT) 0.1 $4.7M -21% 9.8k 484.91
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Fox Corp (FOXA) 0.1 $4.7M -3% 81k 58.40
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Spdr Index Shs Fds Ietf (CWI) 0.1 $4.7M 130k 36.59
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Charles River Laboratories (CRL) 0.1 $4.6M 27k 172.50
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Taiwan Semiconductor Mfg (TSM) 0.1 $4.6M -5% 14k 337.95
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Ishares Silver Tr Aetf (SLV) 0.1 $4.6M 67k 68.14
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Arm Holdings (ARM) 0.1 $4.5M NEW 30k 151.28
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Vanguard Specialized Funds Eetf (VIG) 0.1 $4.4M +18% 20k 215.06
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Circle Internet Group (CRCL) 0.1 $4.3M -6% 46k 95.41
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Oracle Corporation (ORCL) 0.1 $4.2M -5% 29k 147.11
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Ishares Tr Fetf (AGG) 0.1 $4.1M +29% 42k 99.27
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Ishares Tr Eetf (IUSG) 0.0 $4.0M 26k 155.11
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Ishares Tr Eetf (IJJ) 0.0 $4.0M 30k 132.50
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Capital One Financial (COF) 0.0 $4.0M +570% 22k 182.43
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Worthington Industries (WOR) 0.0 $3.9M -2% 74k 52.14
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Wisdomtree Tr Eetf (DON) 0.0 $3.8M 72k 52.54
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Phillips 66 (PSX) 0.0 $3.6M 20k 182.18
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iShares Dow Jones US Technology (IYW) 0.0 $3.5M 19k 181.42
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Black Hills Corporation (BKH) 0.0 $3.5M -2% 50k 69.41
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Hormel Foods Corporation (HRL) 0.0 $3.4M 151k 22.65
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Spdr Series Trust Aetf (PSK) 0.0 $3.4M -18% 111k 30.84
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Ishares Tr Eetf (IJK) 0.0 $3.4M -2% 34k 100.62
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Ishares Tr Ietf (ESGD) 0.0 $3.4M +5% 35k 95.62
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Constellation Energy (CEG) 0.0 $3.4M -2% 12k 279.25
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Vanguard Index Fds Eetf (VBK) 0.0 $3.4M +2% 11k 302.25
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Ishares Tr Eetf (IVE) 0.0 $3.4M 16k 211.15
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Valmont Industries (VMI) 0.0 $3.3M 8.3k 399.57
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Ishares Tr Eetf (IWO) 0.0 $3.3M -5% 10k 313.81
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Koninklijke Philips Electronics NV (PHG) 0.0 $3.2M -5% 116k 27.40
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Energy Select Sector SPDR (XLE) 0.0 $3.2M +2% 52k 61.26
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Paychex (PAYX) 0.0 $3.1M -5% 34k 92.12
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3M Company (MMM) 0.0 $3.1M 22k 145.23
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Ishares Tr Eetf (IWN) 0.0 $3.1M 16k 189.59
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S&p Global (SPGI) 0.0 $3.1M -54% 7.3k 425.34
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Illinois Tool Works (ITW) 0.0 $3.1M -11% 12k 260.29
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Blackrock (BLK) 0.0 $3.1M -9% 3.2k 961.71
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Kimberly-Clark Corporation (KMB) 0.0 $3.0M -2% 32k 96.47
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Past Filings by Midwest Trust

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