Institutional manager
Midwest Trust Co
Holds positions in 266 of the S&P 500, worth $5.76bn as reported for the quarter ended 31-mar-2026.
Positions held266of 488 index companies covered
Reported value$5.76bnS&P 500 positions only
Top ten weight38%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 266 held. The rest are smaller than every one of these.
Apple Inc.AAPL1.4m$368mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.1m$315mCommunication ServicesNvidiaNVDA1.8m$306mInformation TechnologyMicrosoftMSFT779,476$289mInformation TechnologyAmazonAMZN932,752$194mConsumer DiscretionaryState Street CorporationSTT1.5m$186mFinancialsBroadcomAVGO534,724$166mInformation TechnologyJPMorgan ChaseJPM448,341$132mFinancialsExxonMobilXOM710,969$121mEnergyCaterpillar Inc.CAT155,806$110mIndustrialsAbbVieABBV485,280$106mHealth CareWalmartWMT819,110$102mConsumer StaplesBerkshire HathawayBRK.B195,438$99mFinancialsMerck & Co.MRK747,618$90mHealth CareRTX CorporationRTX458,723$88mIndustrialsCiscoCSCO1.1m$82mInformation TechnologyCostcoCOST81,663$81mConsumer StaplesMeta PlatformsMETA139,423$80mCommunication ServicesVisa Inc.V256,177$77mFinancialsEaton CorporationETN208,285$74mIndustrialsMcDonald'sMCD227,570$71mConsumer DiscretionaryUnion Pacific CorporationUNP287,224$70mIndustrialsTesla, Inc.TSLA187,319$70mConsumer DiscretionaryProcter & GamblePG480,292$69mConsumer StaplesWilliams CompaniesWMB921,399$67mEnergyChubb LimitedCB196,861$64mFinancialsChevron CorporationCVX297,670$62mEnergyHome Depot (The)HD185,077$61mConsumer DiscretionaryLilly (Eli)LLY65,139$60mHealth CarePepsiCoPEP382,857$59mConsumer StaplesConocoPhillipsCOP424,672$56mEnergyAmeriprise FinancialAMP124,637$55mFinancialsPNC Financial ServicesPNC265,803$55mFinancialsNorthrop GrummanNOC76,035$52mIndustrialsPhilip Morris InternationalPM276,193$46mConsumer StaplesThermo Fisher ScientificTMO90,151$44mHealth CareJohnson & JohnsonJNJ166,891$41mHealth CareBooking HoldingsBKNG8,966$38mConsumer DiscretionarySalesforceCRM191,775$36mInformation TechnologyEcolabECL126,729$34mMaterialsApplied MaterialsAMAT98,343$34mInformation TechnologyTE ConnectivityTEL153,745$32mInformation TechnologyVerizonVZ585,802$29mCommunication ServicesMorgan StanleyMS177,523$29mFinancialsQualcommQCOM226,777$29mInformation TechnologyEntergyETR258,650$29mUtilitiesBlackstone Inc.BX246,976$28mFinancialsDow Inc.DOW672,901$28mMaterialsAmgenAMGN78,916$28mHealth CareLockheed MartinLMT45,067$27mIndustrialsEmerson ElectricEMR207,376$27mIndustrialsHuntington BancsharesHBAN1.7m$26mFinancialsNextEra EnergyNEE275,953$26mUtilitiesTravelers Companies (The)TRV86,045$25mFinancialsCoca-Cola Company (The)KO322,093$24mConsumer StaplesCharles Schwab CorporationSCHW260,342$24mFinancialsDanaher CorporationDHR125,465$24mHealth CareDigital RealtyDLR131,445$24mReal EstateCorning Inc.GLW165,828$23mInformation TechnologyNetflixNFLX232,240$22mCommunication Services
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.