MIDWEST TRUST CO
Q3 2026 Form 13-F
OVERLAND PARK, KANSAS
CIK 0002077080
· Institutional investment manager
Holdings reported by
YANKCOM Partnership since Q4 2025
$9.0B Reported Value Total
Reported value
$9.0B
Quarter over quarter
+0.8%
Holdings
633
Top-10 concentration
29.5%
Filing Structure
Holdings reported by
- YANKCOM Partnership · since Q4 2025 · declared by one filing
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Jacob Urban
Senior Vice President Investment Operations
Filing Navigation
13F Metrics
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 22, 2026 |
| Form | 13F-HR |
| Reported value | $9.0B |
| Positions | 633 |
| Change in reported value | +1.8% |
| New positions | 55 |
| Exited positions | 28 |
| Position turnover | 12.6% |
| Top-10 concentration | 29.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 22, 2026
|
633 | $9.0B |
|
Q2 2026 13F
Filed Aug 4, 2026
|
606 | $8.8B |
|
Q1 2026 13F
Filed May 1, 2026
|
593 | $8.0B |
|
Q4 2025 13F
Filed Feb 4, 2026
|
588 | $8.0B |
|
Q3 2025 13F
Filed Nov 6, 2025
|
581 | $7.7B |
|
Q2 2025 13F
Filed Aug 7, 2025
|
588 | $7.2B |
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $484.5M | 5.39% |
| 2 | MSFT MICROSOFT CORP | $413.9M | 4.6% |
| 3 | NVDA NVIDIA CORPORATION | $393.7M | 4.38% |
| 4 | VO VANGUARD INDEX FDS | $275.6M | 3.07% |
| 5 | GOOGL ALPHABET INC | $225.4M | 2.51% |
| 6 | AMZN AMAZON COM INC | $224.6M | 2.5% |
| 7 | AVGO BROADCOM INC | $174.6M | 1.94% |
| 8 | JPM JPMORGAN CHASE & CO | $168.6M | 1.88% |
| 9 | META META PLATFORMS INC | $150.0M | 1.67% |
| 10 | GVI ISHARES TR | $144.5M | 1.61% |
| 11 | GOOG ALPHABET INC | $141.5M | 1.57% |
| 12 | VEA VANGUARD TAX-MANAGED FDS | $130.0M | 1.45% |
| 13 | ABBV ABBVIE INC | $127.6M | 1.42% |
| 14 | BRK-B BERKSHIRE HATHAWAY INC DEL | $126.3M | 1.4% |
| 15 | XOMZZZZ EXXONMOBIL HOLDINGS CORP | $114.3M | 1.27% |
| 16 | CAT CATERPILLAR INC | $110.9M | 1.23% |
| 17 | DFAS DIMENSIONAL ETF TRUST | $102.4M | 1.14% |
| 18 | MRK MERCK & CO INC | $101.4M | 1.13% |
| 19 | CSCO CISCO SYS INC | $97.8M | 1.09% |
| 20 | VOO VANGUARD INDEX FDS | $95.7M | 1.06% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.