Jon Lewis

Midwest Trust Co

Assets Managed

$8.018B

Holdings

593

Last Quarter

2026 - Q1

Filed Date

20d ago

Growth Rate

0.04%(2Q avg: 2.17%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Midwest Trust Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 593 positions.

Assets under management

The assets under management (AUM) of Midwest Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 8.018B in assets, with a quarterly growth rate of 0.04% and a 2-quarter average growth rate of 2.17%. The portfolio is managed by Jon Lewis, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Increased 0.53%	4.59%	$367.594M 1.448M shares@ $253.8 avg price	Increased 0.53%
NVDA Nvidia Corp Recent Activity Decreased -1.82%	3.82%	$306.248M 1.756M shares@ $174.4 avg price	Decreased -1.82%
VO Vanguard Mid-cap Etf Recent Activity Increased 2.18%	3.69%	$295.135M 1.028M shares@ $287.19 avg price	Increased 2.18%
MSFT Microsoft Corp Recent Activity Increased 5.31%	3.6%	$288.539M 779,476 shares@ $370.18 avg price	Increased 5.31%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -1.51%	2.56%	$204.807M 712,225 shares@ $287.56 avg price	Decreased -1.51%
AMZN Amazon.com Inc Recent Activity Decreased -1.38%	2.43%	$194.264M 932,752 shares@ $208.27 avg price	Decreased -1.38%
AVGO Broadcom Inc Recent Activity Increased 0.99%	2.07%	$165.502M 534,724 shares@ $309.51 avg price	Increased 0.99%
GVI Ishares Intermediate Governm Recent Activity Increased 6.92%	1.68%	$134.607M 1.262M shares@ $106.69 avg price	Increased 6.92%
JPM Jpmorgan Chase & Co Recent Activity Increased 1.55%	1.65%	$131.884M 448,341 shares@ $294.16 avg price	Increased 1.55%
XOM Exxon Mobil Corp Recent Activity Increased 3.86%	1.51%	$120.623M 710,969 shares@ $169.67 avg price	Increased 3.86%

1-10 of 593