Midwest Heritage Bank, FSB reported 53 holdings worth US$353M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Midwest Heritage Bank, FSB reported 53 holdings worth US$353M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Exxon Mobil Corporation and Amazon.com, Inc. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 53
- Value as reported
- US$353M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 2,013 | US$1.01M | 0.29% |
| Exxon Mobil Corporation | 3,867 | US$529K | 0.15% |
| Amazon.com, Inc. | 1,775 | US$423K | 0.12% |
| Chevron Corporation | 2,473 | US$410K | 0.12% |
| Caseys General Stores, Inc. | 504 | US$400K | 0.11% |
| Altria Group, Inc. | 4,933 | US$355K | 0.10% |
| Principal Financial Group Inc | 3,168 | US$341K | 0.10% |
| Apple Inc | 1,125 | US$326K | 0.09% |
| Nvidia Corporation | 1,382 | US$277K | 0.08% |
| Ford Mtr Co Del | 13,413 | US$186K | 0.05% |