Institutions / Southern Michigan Bank & Trust
Southern Michigan Bank & Trust
CIK 1173227 · Institution · as of Mar 31, 2026
Portfolio value
$260.60M
Positions
424
As of
Mar 31, 2026
Top holdings
Mar 31, 2026View all 424 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab U.S. Large Cap Growth ETF | $44.94M | 17.2% |
| Vanguard Intermediate Term Bond ETF | $33.48M | 12.8% |
| Schwab U.S. Large Cap Value ETF | $30.55M | 11.7% |
| iShares Intermediate Govt Credit Bond ETF | $30.02M | 11.5% |
| Vanguard Mid Cap ETF | $18.42M | 7.1% |
| State Street SPDR Portfolio Short Term Corporate Bond ETF | $10.15M | 3.9% |
| Apple Inc. | $5.98M | 2.3% |
| NVIDIA Corp | $5.95M | 2.3% |
| Armstrong Global Holding Inc. Series A | $4.79M | 1.8% |
| iShares Core S&P 500 ETF | $4.06M | 1.6% |
| Alphabet Inc. | $3.86M | 1.5% |
| Amazon.com Inc | $2.70M | 1.0% |
| State Street SPDR S&P Dividend ETF | $2.52M | 1.0% |
| AbbVie Inc. | $2.07M | 0.8% |
| iShares Russell 1000 Growth ETF | $2.00M | 0.8% |
| Microsoft Corp | $1.94M | 0.7% |
| Caterpillar Inc | $1.64M | 0.6% |
| Costco Wholesale Corp /New | $1.59M | 0.6% |
| Alphabet Inc. | $1.58M | 0.6% |
| Johnson & Johnson | $1.42M | 0.5% |
| Visa Inc | $1.37M | 0.5% |
| iShares Russell 1000 Value ETF | $1.33M | 0.5% |
| Meta Platforms Inc | $1.22M | 0.5% |
| Broadcom Inc. | $1.20M | 0.5% |
| Mcdonald'S Corp | $1.15M | 0.4% |
Activity
Mar 31, 2026
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.