MIdWestOne Financial Group
Iowa City, IAfiles as MIdWestOne Financial Group, Inc.
$900m in 305 US stocks at the end of 31 December 2025. The top 10 are 42.5% of the money. It changed about 10.2% of the portfolio this quarter.
Value
$900m
Stocks
305
Top 10 share
42.5%
Turnover
10.2%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard BD Index FDSVUSB0.6% of the fund
- FermiFRMI0.5% of the fund
- VS TrustSVIX0.2% of the fund
- Soleno Therapeutics0.1% of the fund
- Sprott FDS TRURNM<0.1% of the fund
- Ascendis Pharma A/SASND<0.1% of the fund
- Kraneshares TrustKWEB<0.1% of the fund
- Teva Pharmaceutical IndustriesTEVA<0.1% of the fund
- Vaneck ETF TrustHYD<0.1% of the fund
- Harmony Biosciences HoldingsHRMY<0.1% of the fund
- SandiskSNDK<0.1% of the fund
- Modine ManufacturingMOD<0.1% of the fund
- Wix.comWIX<0.1% of the fund
- Omnicom GroupOMC<0.1% of the fund
- Wells Fargo & CompanyWFC<0.1% of the fund
- HubbellHUBB<0.1% of the fund
- Globus MedicalGMED<0.1% of the fund
- Rocket LabRKLB<0.1% of the fund
- Invesco Exch Traded FD TR II<0.1% of the fund
- CoherentCOHR<0.1% of the fund
- Gilead SciencesGILD<0.1% of the fund
- Advanced Micro DevicesAMD<0.1% of the fund
- FlexFLEX<0.1% of the fund
Added
Bought more of a stock they already held.
- Schwab Strategic TRSCHV3.9% of the fund+3%
- Spdr Series TrustSPYM2.8% of the fund+2%
- Ishares TRMUB2.7% of the fund+394%
- Ishares TRIEFA2.7% of the fund+3%
- Schwab Strategic TRSCHB2.1% of the fund+19%
- Spdr Series TrustSPAB1.8% of the fund+29%
- Vanguard Scottsdale FDSVCSH1.6% of the fund+35%
- Meta PlatformsMETA0.7% of the fund+7%
- Vaneck ETF TrustMLN0.7% of the fund+9%
- Amazon.comAMZN0.6% of the fund+8%
- United TherapeuticsUTHR0.6% of the fund+13%
- Vanguard Scottsdale FDSVCIT0.5% of the fund+7%
- Spdr Index SHS FDSSPDW0.5% of the fund+16%
- Vanguard Index FDSVO0.5% of the fund+6%
- Leidos HoldingsLDOS0.4% of the fund+2%
- Western Alliance BancorporationWAL0.4% of the fund+28%
- AT&TT0.4% of the fund+3%
- NvidiaNVDA0.3% of the fund+28%
- Ishares TRPFF0.3% of the fund+6%
- Ishares TREMB0.3% of the fund+19%
- BoeingBA0.3% of the fund+8%
- J P Morgan Exchange Traded FJPLD0.3% of the fund+17%
- General ElectricGE0.3% of the fund+5%
- J P Morgan Exchange Traded FJMUB0.2% of the fund+1002%
- Ishares TRMBB0.2% of the fund+16%
Cut
Sold some of their stake.
- AppleAAPL3.9% of the fund-2%
- Vanguard Scottsdale FDSVCLT1.8% of the fund-16%
- Ishares TRAGG1.6% of the fund-5%
- MicrosoftMSFT1.6% of the fund-2%
- Micron TechnologyMU1.2% of the fund-40%
- AlphabetGOOG0.8% of the fund-7%
- BroadcomAVGO0.7% of the fund-9%
- United Airlines HoldingsUAL0.6% of the fund-8%
- Berkshire HathawayBRK-B0.6% of the fund-5%
- Jazz PharmaceuticalsJAZZ0.6% of the fund-16%
- Johnson & JohnsonJNJ0.6% of the fund-2%
- Abbott LaboratoriesABT0.5% of the fund-3%
- United RentalsURI0.5% of the fund-4%
- OracleORCL0.5% of the fund-5%
- AlphabetGOOGL0.5% of the fund-7%
- Ishares TRDIVB0.5% of the fund-4%
- Bunge Global SABG0.4% of the fund-16%
- ExxonMobil HoldingsXOM0.4% of the fund-12%
- J P Morgan Exchange Traded FJEPI0.4% of the fund-19%
- Vaneck ETF TrustSMB0.4% of the fund-3%
- Thermo Fisher ScientificTMO0.4% of the fund-2%
- Cisco SystemsCSCO0.4% of the fund-6%
- General MotorsGM0.4% of the fund-7%
- Procter & GamblePG0.4% of the fund-3%
- IsharesIEMG0.4% of the fund-4%
Sold out
Sold their entire stake.
- Surgery PartnersSGRY-100%
- Vanguard Scottsdale FDSVGIT-100%
- PNC Financial Services GroupPNC-100%
- Healthpeak PropertiesDOC-100%
- Ishares TRIVW-100%
- Kellogg-100%
- Select Sector Spdr TRXLK-100%
- Diamondback EnergyFANG-100%
- FiservFISV-100%
- State STR Spdr DOW Jones INDDIA-100%
- Chipotle Mexican GrillCMG-100%
- Arch Capital GroupACGL-100%
- PayPal HoldingsPYPL-100%
- UGIUGI-100%
- Hewlett Packard EnterpriseHPE-100%
- AstrazenecaAZN-100%
- Invesco Exch Traded FD TR IIPGX-100%
- Honda MotorHMC-100%
- Marathon PetroleumMPC-100%
- Ishares TRIWS-100%
Holdings
- Midwestone Finl Group INC New.comMOFG
- Share
- 17.3%
- Value
- $156m
- Shares
- 4,054,459
Held
- Schwab Strategic TRSCHV
- Share
- 3.9%
- Value
- $35m
- Shares
- 1,189,268
+3%
- Vanguard Scottsdale FDSVONG
- Share
- 3.6%
- Value
- $32m
- Shares
- 264,062
Held
- Spdr Series TrustSPYM
- Share
- 2.8%
- Value
- $25m
- Shares
- 309,089
+2%
- Ishares TRMUB
- Share
- 2.7%
- Value
- $24m
- Shares
- 227,052
+394%
- Ishares TRIEFA
- Share
- 2.7%
- Value
- $24m
- Shares
- 268,262
+3%
- Schwab Strategic TRSCHB
- Share
- 2.1%
- Value
- $19m
- Shares
- 720,616
+19%
- Spdr Series TrustSPAB
- Share
- 1.8%
- Value
- $16m
- Shares
- 631,343
+29%
- Vanguard Scottsdale FDSVCLT
- Share
- 1.8%
- Value
- $16m
- Shares
- 208,197
-16%
- Ishares TRAGG
- Share
- 1.6%
- Value
- $15m
- Shares
- 145,786
-5%
- Vanguard Scottsdale FDSVCSH
- Share
- 1.6%
- Value
- $14m
- Shares
- 178,381
+35%
- Vaneck ETF TrustMLN
- Share
- 0.7%
- Value
- $6m
- Shares
- 369,222
+9%
- Vanguard BD Index FDSVUSB
- Share
- 0.6%
- Value
- $5m
- Shares
- 107,413
New
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.6%
- Value
- $5m
- Shares
- 7,753
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 0.5%
- Value
- $5m
- Shares
- 56,665
+7%
- Select Sector Spdr TRXLU
- Share
- 0.5%
- Value
- $5m
- Shares
- 110,452
Held
- Spdr Index SHS FDSSPDW
- Share
- 0.5%
- Value
- $5m
- Shares
- 105,611
+16%
- Ishares TRIVV
- Share
- 0.5%
- Value
- $4m
- Shares
- 6,452
Held
- Schwab Strategic TRFNDF
- Share
- 0.5%
- Value
- $4m
- Shares
- 94,731
Held
- Vanguard Index FDSVO
- Share
- 0.5%
- Value
- $4m
- Shares
- 14,734
+6%
- Ishares TRDIVB
- Share
- 0.5%
- Value
- $4m
- Shares
- 76,320
-4%
- J P Morgan Exchange Traded FJEPI
- Share
- 0.4%
- Value
- $4m
- Shares
- 66,708
-19%
- Vaneck ETF TrustSMB
- Share
- 0.4%
- Value
- $4m
- Shares
- 206,858
-3%
- Amplify ETF TRDIVO
- Share
- 0.4%
- Value
- $3m
- Shares
- 76,312
Held
- IsharesIEMG
- Share
- 0.4%
- Value
- $3m
- Shares
- 46,988
-4%
- Ishares TRPFF
- Share
- 0.3%
- Value
- $3m
- Shares
- 95,748
+6%
- Ishares TREMB
- Share
- 0.3%
- Value
- $3m
- Shares
- 29,835
+19%
- Ishares TRIUSG
- Share
- 0.3%
- Value
- $3m
- Shares
- 16,137
Held
- Energy Transfer L PET
- Share
- 0.3%
- Value
- $2m
- Shares
- 151,541
-17%
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $2m
- Shares
- 3,915
-3%
- Vanguard Index FDSVB
- Share
- 0.3%
- Value
- $2m
- Shares
- 9,311
Held
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $2m
- Shares
- 3,884
Held
- J P Morgan Exchange Traded FJPLD
- Share
- 0.3%
- Value
- $2m
- Shares
- 43,841
+17%
- J P Morgan Exchange Traded FJMUB
- Share
- 0.2%
- Value
- $2m
- Shares
- 44,531
+1002%
- J P Morgan Exchange Traded FJEPQ
- Share
- 0.2%
- Value
- $2m
- Shares
- 35,161
Held
- Ishares TRMBB
- Share
- 0.2%
- Value
- $2m
- Shares
- 21,334
+16%
- Spdr Index SHS FDSFEZ
- Share
- 0.2%
- Value
- $2m
- Shares
- 31,157
-8%
- Schwab Strategic TRSCHF
- Share
- 0.2%
- Value
- $2m
- Shares
- 79,156
Held
- VS TrustSVIX
- Share
- 0.2%
- Value
- $2m
- Shares
- 76,572
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Midwestone Finl Group INC New.comMOFG | 17.3% | $156m | 4,054,459 | Held |
| Schwab Strategic TRSCHV | 3.9% | $35m | 1,189,268 | +3% |
| AppleAAPL | 3.9% | $35m | 129,033 | -2% |
| Vanguard Scottsdale FDSVONG | 3.6% | $32m | 264,062 | Held |
| Spdr Series TrustSPYM | 2.8% | $25m | 309,089 | +2% |
| Ishares TRMUB | 2.7% | $24m | 227,052 | +394% |
| Ishares TRIEFA | 2.7% | $24m | 268,262 | +3% |
| Schwab Strategic TRSCHB | 2.1% | $19m | 720,616 | +19% |
| Spdr Series TrustSPAB | 1.8% | $16m | 631,343 | +29% |
| Vanguard Scottsdale FDSVCLT | 1.8% | $16m | 208,197 | -16% |
| Ishares TRAGG | 1.6% | $15m | 145,786 | -5% |
| MicrosoftMSFT | 1.6% | $14m | 29,487 | -2% |
| Vanguard Scottsdale FDSVCSH | 1.6% | $14m | 178,381 | +35% |
| Micron TechnologyMU | 1.2% | $11m | 36,909 | -40% |
| JPMorgan ChaseJPM | 1.1% | $10m | 29,866 | Held |
| AlphabetGOOG | 0.8% | $8m | 24,121 | -7% |
| AbbVieABBV | 0.8% | $7m | 31,422 | Held |
| Eli LillyLLY | 0.8% | $7m | 6,414 | Held |
| Meta PlatformsMETA | 0.7% | $7m | 9,989 | +7% |
| BroadcomAVGO | 0.7% | $7m | 18,996 | -9% |
| Vaneck ETF TrustMLN | 0.7% | $6m | 369,222 | +9% |
| UMB FinancialUMBF | 0.7% | $6m | 55,956 | Held |
| United Airlines HoldingsUAL | 0.6% | $6m | 51,294 | -8% |
| Amazon.comAMZN | 0.6% | $6m | 24,504 | +8% |
| Berkshire HathawayBRK-B | 0.6% | $6m | 11,135 | -5% |
| Jazz PharmaceuticalsJAZZ | 0.6% | $6m | 32,855 | -16% |
| Vanguard BD Index FDSVUSB | 0.6% | $5m | 107,413 | New |
| Johnson & JohnsonJNJ | 0.6% | $5m | 25,794 | -2% |
| State STR Spdr S&P 500 ETF TSPY | 0.6% | $5m | 7,753 | Held |
| United TherapeuticsUTHR | 0.6% | $5m | 10,704 | +13% |
| Abbott LaboratoriesABT | 0.5% | $5m | 38,580 | -3% |
| Vanguard Scottsdale FDSVCIT | 0.5% | $5m | 56,665 | +7% |
| Select Sector Spdr TRXLU | 0.5% | $5m | 110,452 | Held |
| Spdr Index SHS FDSSPDW | 0.5% | $5m | 105,611 | +16% |
| United RentalsURI | 0.5% | $5m | 5,628 | -4% |
| CaterpillarCAT | 0.5% | $5m | 7,927 | Held |
| OracleORCL | 0.5% | $5m | 23,096 | -5% |
| AlphabetGOOGL | 0.5% | $4m | 14,274 | -7% |
| Ishares TRIVV | 0.5% | $4m | 6,452 | Held |
| FermiFRMI | 0.5% | $4m | 545,474 | New |
| Schwab Strategic TRFNDF | 0.5% | $4m | 94,731 | Held |
| Vanguard Index FDSVO | 0.5% | $4m | 14,734 | +6% |
| Ishares TRDIVB | 0.5% | $4m | 76,320 | -4% |
| Bunge Global SABG | 0.4% | $4m | 45,102 | -16% |
| ExxonMobil HoldingsXOM | 0.4% | $4m | 33,202 | -12% |
| Leidos HoldingsLDOS | 0.4% | $4m | 21,927 | +2% |
| Western Alliance BancorporationWAL | 0.4% | $4m | 46,799 | +28% |
| MckessonMCK | 0.4% | $4m | 4,733 | Held |
| AT&TT | 0.4% | $4m | 155,471 | +3% |
| J P Morgan Exchange Traded FJEPI | 0.4% | $4m | 66,708 | -19% |
| Vaneck ETF TrustSMB | 0.4% | $4m | 206,858 | -3% |
| Thermo Fisher ScientificTMO | 0.4% | $4m | 6,073 | -2% |
| Cisco SystemsCSCO | 0.4% | $3m | 44,559 | -6% |
| Amplify ETF TRDIVO | 0.4% | $3m | 76,312 | Held |
| WalmartWMT | 0.4% | $3m | 30,384 | Held |
| General MotorsGM | 0.4% | $3m | 41,053 | -7% |
| VisaV | 0.4% | $3m | 9,330 | Held |
| Procter & GamblePG | 0.4% | $3m | 22,623 | -3% |
| AonAON | 0.4% | $3m | 9,103 | Held |
| IsharesIEMG | 0.4% | $3m | 46,988 | -4% |
| ChevronCVX | 0.3% | $3m | 20,535 | -13% |
| NvidiaNVDA | 0.3% | $3m | 16,234 | +28% |
| Ishares TRPFF | 0.3% | $3m | 95,748 | +6% |
| International Business MachinesIBM | 0.3% | $3m | 9,771 | Held |
| Ishares TREMB | 0.3% | $3m | 29,835 | +19% |
| Darling IngredientsDAR | 0.3% | $3m | 79,578 | -17% |
| Alliant EnergyLNT | 0.3% | $3m | 41,859 | Held |
| NRG EnergyNRG | 0.3% | $3m | 17,078 | -15% |
| Signet JewelersSIG | 0.3% | $3m | 32,757 | -19% |
| Ishares TRIUSG | 0.3% | $3m | 16,137 | Held |
| GracoGGG | 0.3% | $3m | 33,000 | Held |
| Home DepotHD | 0.3% | $3m | 7,767 | -4% |
| CitigroupC | 0.3% | $3m | 22,015 | Held |
| Energy Transfer L PET | 0.3% | $2m | 151,541 | -17% |
| BoeingBA | 0.3% | $2m | 11,500 | +8% |
| Vanguard Index FDSVOO | 0.3% | $2m | 3,915 | -3% |
| Vanguard Index FDSVB | 0.3% | $2m | 9,311 | Held |
| Invesco QQQ TRQQQ | 0.3% | $2m | 3,884 | Held |
| Dell TechnologiesDELL | 0.3% | $2m | 18,611 | -18% |
| Global PaymentsGPN | 0.3% | $2m | 30,157 | -48% |
| J P Morgan Exchange Traded FJPLD | 0.3% | $2m | 43,841 | +17% |
| AllstateALL | 0.3% | $2m | 11,022 | Held |
| IntelINTC | 0.3% | $2m | 61,700 | -3% |
| General ElectricGE | 0.3% | $2m | 7,361 | +5% |
| J P Morgan Exchange Traded FJMUB | 0.2% | $2m | 44,531 | +1002% |
| Delta Air LinesDAL | 0.2% | $2m | 32,168 | -25% |
| DeereDE | 0.2% | $2m | 4,794 | Held |
| Vertiv HoldingsVRT | 0.2% | $2m | 13,665 | Held |
| Verizon CommunicationsVZ | 0.2% | $2m | 51,066 | Held |
| J P Morgan Exchange Traded FJEPQ | 0.2% | $2m | 35,161 | Held |
| Philip Morris InternationalPM | 0.2% | $2m | 12,680 | Held |
| Ishares TRMBB | 0.2% | $2m | 21,334 | +16% |
| Synchrony FinancialSYF | 0.2% | $2m | 24,172 | -6% |
| Spdr Index SHS FDSFEZ | 0.2% | $2m | 31,157 | -8% |
| Boston ScientificBSX | 0.2% | $2m | 20,718 | +18% |
| Goldman Sachs GroupGS | 0.2% | $2m | 2,230 | -6% |
| Schwab Strategic TRSCHF | 0.2% | $2m | 79,156 | Held |
| BarclaysBCS | 0.2% | $2m | 73,877 | -20% |
| MetLifeMET | 0.2% | $2m | 23,817 | -14% |
| VS TrustSVIX | 0.2% | $2m | 76,572 | New |
Showing the largest 100 of 305.
Over time and by industry
Value over time
Jun '25
Dec '25
Value is up 16.9% since 30 June 2025.
Where the money is
Technology11.0%
Financial services6.7%
Health care6.4%
Industrials6.0%
Media & telecom3.2%
Retail & consumer2.7%
Everyday goods2.5%
Utilities1.4%
Energy1.2%
Real estate0.7%
Materials0.2%
Other57.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.