Institutions / MidWestOne Financial Group, Inc.
MidWestOne Financial Group, Inc.
CIK 1412665 · Institution · as of Dec 31, 2025midwestone.com ↗
Portfolio value
$900.46M
Positions
305
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 305 →
| Company | Value | % of portfolio |
|---|---|---|
| MidWestOne Financial Group, Inc.MOFG | $156.10M | 17.3% |
| Schwab Strategic Tr | $35.21M | 3.9% |
| Apple Inc. | $35.08M | 3.9% |
| Vanguard Scottsdale Fds | $32.15M | 3.6% |
| SPDR Series Trust | $24.80M | 2.8% |
| iShares Tr | $24.32M | 2.7% |
| iShares Tr | $24.00M | 2.7% |
| Schwab Strategic Tr | $18.90M | 2.1% |
| SPDR Series Trust | $16.26M | 1.8% |
| Vanguard Scottsdale Fds | $15.79M | 1.8% |
| iShares Tr | $14.56M | 1.6% |
| Microsoft Corp | $14.26M | 1.6% |
| Vanguard Scottsdale Fds | $14.22M | 1.6% |
| Micron Technology Inc | $10.53M | 1.2% |
| JPMorgan Chase & Co | $9.62M | 1.1% |
| Alphabet Inc. | $7.57M | 0.8% |
| AbbVie Inc. | $7.18M | 0.8% |
| ELI LILLY & Co | $6.89M | 0.8% |
| Meta Platforms Inc | $6.59M | 0.7% |
| Broadcom Inc. | $6.57M | 0.7% |
| VanEck ETF Trust | $6.47M | 0.7% |
| UMB Financial Corp | $6.44M | 0.7% |
| United Airlines Holdings Inc | $5.74M | 0.6% |
| Amazon.com Inc | $5.66M | 0.6% |
| Warren E. Buffett | $5.60M | 0.6% |
Activity
Dec 31, 2025
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.