What does MidWestOne Financial Group, Inc. hold?

MidWestOne Financial Group, Inc.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include MOFG, AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1412665.

What is MidWestOne Financial Group, Inc.'s AUM?

MidWestOne Financial Group, Inc. reported approximately $900.5M in 13F-reportable AUM as of 2025-12-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source MidWestOne Financial Group, Inc.'s holdings?

All MidWestOne Financial Group, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1412665. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is MidWestOne Financial Group, Inc.'s 13F data updated on 13F Pro?

MidWestOne Financial Group, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

MidWestOne Financial Group, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1412665

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13F Reported Value

ⓘ

$900.5M

Holdings

305

Latest Filing

2025-12-31

Filing Quarter

Q4 2025

Portfolio Overview

MidWestOne Financial Group, Inc. disclosed 305 positions worth $900.5M in its Form 13F-HR for Q4 2025, led by $MOFG (MidWestOne Financial Group, Inc.) at 17.3% of the equity portfolio. During the quarter the fund opened 20 new positions and exited 15 — including a new stake in $FRMI and a full exit from $SGRY. The portfolio is most concentrated in Other (38.5% of disclosed assets). All figures are sourced directly from MidWestOne Financial Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1412665.

AI Fund Analysis

Concentrating

VANGUARD SCOTTSDALE FDS

SELECT SECTOR SPDR TR

7 quarters accumulating

VANGUARD SCOTTSDALE FDS

4 quarters accumulating

$WMT

4 quarters accumulating

$NVDA

4 quarters accumulating

ISHARES TR

4 quarters accumulating

Sector Allocation

OtherFinancialsTechnologyIndustrialsHealthcareConsumer Discretionary

13fpro.ai/research/fund/midwestone-financial-group-inc-1412665

AUM History

13fpro.ai/research/fund/midwestone-financial-group-inc-1412665

Top Equity Holdings by Value

13fpro.ai/research/fund/midwestone-financial-group-inc-1412665

Quarterly Activity — Q4 2025

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Top Holdings

AI Quality Scored

MidWestOne Financial Group, Inc.
$MOFG
—
Quality
$156.1M4,054,459 sh
SCHWAB STRATEGIC TR
—
Quality
$35.2M1,189,268 sh
Apple Inc.
$AAPL
76.3#82
Quality
$35.1M129,033 sh
VANGUARD SCOTTSDALE FDS
—
Quality
$32.1M264,062 sh
SPDR SERIES TRUST
—
Quality
$24.8M309,089 sh
ISHARES TR
—
Quality
$24.3M227,052 sh
ISHARES TR
—
Quality
$24.0M268,262 sh
SCHWAB STRATEGIC TR
—
Quality
$18.9M720,616 sh
SPDR SERIES TRUST
—
Quality
$16.3M631,343 sh
VANGUARD SCOTTSDALE FDS
—
Quality
$15.8M208,197 sh

Company	Quality	Value	Shares
MidWestOne Financial Group, Inc.$MOFG	—	$156.1M	4,054,459
SCHWAB STRATEGIC TR	—	$35.2M	1,189,268
Apple Inc.$AAPL	76.3#82	$35.1M	129,033
VANGUARD SCOTTSDALE FDS	—	$32.1M	264,062
SPDR SERIES TRUST	—	$24.8M	309,089
ISHARES TR	—	$24.3M	227,052
ISHARES TR	—	$24.0M	268,262
SCHWAB STRATEGIC TR	—	$18.9M	720,616
SPDR SERIES TRUST	—	$16.3M	631,343
VANGUARD SCOTTSDALE FDS	—	$15.8M	208,197

Unlock AI quality scores for every holding

32-signal composite ranking on each of MidWestOne Financial Group, Inc.'s 305 positions.

Showing top 10 of 305 holdings.

Sector Allocation

Other

$347.1M

Financials

$221.1M

Technology

$129.7M

Industrials

$54.9M

Healthcare

$53.0M

Consumer Discretionary

$23.5M

Consumer Staples

$21.8M

Energy

$15.3M

Top Holdings — MidWestOne Financial Group, Inc. (Q4 2025)

Top 150 of 305 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$MOFG	MidWestOne Financial Group, Inc.	$156.1M	17.3%	-0%	—
2	—	SCHWAB STRATEGIC TR	$35.2M	3.9%	+3%	—
3	$AAPL	Apple Inc.	$35.1M	3.9%	-2%	76.3
4	—	VANGUARD SCOTTSDALE FDS	$32.1M	3.6%	+1%	—
5	—	SPDR SERIES TRUST	$24.8M	2.8%	+2%	—
6	—	ISHARES TR	$24.3M	2.7%	+394%	—
7	—	ISHARES TR	$24.0M	2.7%	+3%	—
8	—	SCHWAB STRATEGIC TR	$18.9M	2.1%	+19%	—
9	—	SPDR SERIES TRUST	$16.3M	1.8%	+29%	—
10	—	VANGUARD SCOTTSDALE FDS	$15.8M	1.8%	-16%	—
11	—	ISHARES TR	$14.6M	1.6%	-5%	—
12	$MSFT	MICROSOFT CORP	$14.3M	1.6%	-2%	79.7
13	—	VANGUARD SCOTTSDALE FDS	$14.2M	1.6%	+35%	—
14	$MU	MICRON TECHNOLOGY INC	$10.5M	1.2%	-40%	86.1
15	$JPM	JPMORGAN CHASE & CO	$9.6M	1.1%	-1%	70.3
16	$GOOGL	Alphabet Inc.	$7.6M	0.8%	-7%	78.1
17	$ABBV	AbbVie Inc.	$7.2M	0.8%	-0%	72.5
18	$LLY	ELI LILLY & Co	$6.9M	0.8%	+1%	87.5
19	$META	Meta Platforms, Inc.	$6.6M	0.7%	+7%	79.6
20	$AVGO	Broadcom Inc.	$6.6M	0.7%	-9%	84.4
21	—	VANECK ETF TRUST	$6.5M	0.7%	+9%	—
22	$UMBF	UMB FINANCIAL CORP	$6.4M	0.7%	-0%	77.1
23	$UAL	United Airlines Holdings, Inc.	$5.7M	0.6%	-8%	60.5
24	$AMZN	AMAZON COM INC	$5.7M	0.6%	+8%	68.4
25	$BRK.B	BERKSHIRE HATHAWAY INC	$5.6M	0.6%	-5%	73.6
26	$JAZZ	Jazz Pharmaceuticals plc	$5.6M	0.6%	-16%	—
27	—	VANGUARD BD INDEX FDS	$5.4M	0.6%	+2358%	—
28	$JNJ	JOHNSON & JOHNSON	$5.3M	0.6%	-2%	68.8
29	$SPY	SPDR S&P 500 ETF TRUST	$5.3M	0.6%	+0%	—
30	$UTHR	UNITED THERAPEUTICS Corp	$5.2M	0.6%	+13%	70.9
31	$ABT	ABBOTT LABORATORIES	$4.8M	0.5%	-3%	65.2
32	—	VANGUARD SCOTTSDALE FDS	$4.7M	0.5%	+7%	—
33	—	SELECT SECTOR SPDR TR	$4.7M	0.5%	+100%	—
34	—	SPDR INDEX SHS FDS	$4.7M	0.5%	+16%	—
35	$URI	UNITED RENTALS, INC.	$4.6M	0.5%	-4%	63.6
36	$CAT	CATERPILLAR INC	$4.5M	0.5%	-1%	66.3
37	$ORCL	ORACLE CORP	$4.5M	0.5%	-5%	68.2
38	$GOOG	Alphabet Inc.	$4.5M	0.5%	-7%	78.1
39	—	ISHARES TR	$4.4M	0.5%	+0%	—
40	$FRMI	Fermi Inc.	$4.4M	0.5%	NEW	—
41	—	SCHWAB STRATEGIC TR	$4.3M	0.5%	+0%	—
42	—	VANGUARD INDEX FDS	$4.3M	0.5%	+6%	—
43	—	ISHARES TR	$4.1M	0.5%	-4%	—
44	$BG	Bunge Global SA	$4.0M	0.5%	-16%	54.3
45	$XOM.R34088	EXXON MOBIL CORP	$4.0M	0.4%	-12%	57.7
46	$LDOS	Leidos Holdings, Inc.	$4.0M	0.4%	+2%	65.2
47	$WAL	WESTERN ALLIANCE BANCORPORATION	$3.9M	0.4%	+28%	67.2
48	$MCK	MCKESSON CORP	$3.9M	0.4%	-2%	63.2
49	$T	AT&T INC.	$3.9M	0.4%	+3%	65.5
50	—	J P MORGAN EXCHANGE TRADED F	$3.8M	0.4%	-19%	—
51	—	VANECK ETF TRUST	$3.6M	0.4%	-3%	—
52	$TMO	THERMO FISHER SCIENTIFIC INC.	$3.5M	0.4%	-2%	64.9
53	$CSCO	CISCO SYSTEMS, INC.	$3.4M	0.4%	-6%	70.1
54	—	AMPLIFY ETF TR	$3.4M	0.4%	+1%	—
55	$WMT	Walmart Inc.	$3.4M	0.4%	+0%	59.9
56	$GM	General Motors Co	$3.3M	0.4%	-7%	54.1
57	$V	VISA INC.	$3.3M	0.4%	-1%	82.7
58	$PG	PROCTER & GAMBLE Co	$3.2M	0.4%	-3%	64.4
59	$AON	Aon plc	$3.2M	0.4%	+0%	—
60	—	ISHARES INC	$3.2M	0.3%	-4%	—
61	$CVX	CHEVRON CORP	$3.1M	0.3%	-13%	62.6
62	$NVDA	NVIDIA CORP	$3.0M	0.3%	+28%	85.9
63	—	ISHARES TR	$3.0M	0.3%	+6%	—
64	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$2.9M	0.3%	+0%	69.7
65	—	ISHARES TR	$2.9M	0.3%	+19%	—
66	$DAR	DARLING INGREDIENTS INC.	$2.9M	0.3%	-17%	63.2
67	$LNT	ALLIANT ENERGY CORP	$2.7M	0.3%	-0%	53.3
68	$NRG	NRG ENERGY, INC.	$2.7M	0.3%	-15%	51.6
69	$SIG	SIGNET JEWELERS LTD	$2.7M	0.3%	-19%	62.7
70	—	ISHARES TR	$2.7M	0.3%	+1%	—
71	$GGG	GRACO INC	$2.7M	0.3%	+0%	63.1
72	$HD	HOME DEPOT, INC.	$2.7M	0.3%	-4%	60.1
73	$C	CITIGROUP INC	$2.6M	0.3%	-0%	64.7
74	$ET	Energy Transfer LP	$2.5M	0.3%	-17%	64.2
75	$BA	BOEING CO	$2.5M	0.3%	+8%	61.4
76	—	VANGUARD INDEX FDS	$2.5M	0.3%	-3%	—
77	—	VANGUARD INDEX FDS	$2.4M	0.3%	+0%	—
78	$QQQ	INVESCO QQQ TRUST, SERIES 1	$2.4M	0.3%	+0%	—
79	$DELL	Dell Technologies Inc.	$2.3M	0.3%	-18%	71.1
80	$GPN	GLOBAL PAYMENTS INC	$2.3M	0.3%	-48%	46.8
81	—	J P MORGAN EXCHANGE TRADED F	$2.3M	0.3%	+17%	—
82	$ALL	ALLSTATE CORP	$2.3M	0.3%	-1%	78.2
83	$INTC	INTEL CORP	$2.3M	0.3%	-3%	45.5
84	$GE	GENERAL ELECTRIC CO	$2.3M	0.3%	+5%	73.6
85	—	J P MORGAN EXCHANGE TRADED F	$2.2M	0.3%	+1002%	—
86	$DAL	DELTA AIR LINES, INC.	$2.2M	0.3%	-25%	57.3
87	$DE	DEERE & CO	$2.2M	0.3%	-0%	55.3
88	$VRT	Vertiv Holdings Co	$2.2M	0.3%	-2%	80.9
89	$VZ	VERIZON COMMUNICATIONS INC	$2.1M	0.2%	-0%	65.5
90	—	J P MORGAN EXCHANGE TRADED F	$2.0M	0.2%	+1%	—
91	$PM	Philip Morris International Inc.	$2.0M	0.2%	-1%	75.7
92	—	ISHARES TR	$2.0M	0.2%	+16%	—
93	$SYF	Synchrony Financial	$2.0M	0.2%	-6%	63.8
94	$STT	STATE STREET CORP	$2.0M	0.2%	-8%	71.2
95	$BSX	BOSTON SCIENTIFIC CORP	$2.0M	0.2%	+18%	77.3
96	$GS	GOLDMAN SACHS GROUP INC	$2.0M	0.2%	-6%	73.3
97	—	SCHWAB STRATEGIC TR	$1.9M	0.2%	+0%	—
98	$BCS	BARCLAYS PLC	$1.9M	0.2%	-20%	—
99	$MET	METLIFE INC	$1.9M	0.2%	-14%	55.8
100	$SVIX	VS Trust	$1.9M	0.2%	NEW	—
101	$RTX	RTX Corp	$1.8M	0.2%	-1%	73.1
102	—	VANGUARD INDEX FDS	$1.8M	0.2%	+3%	—
103	$EMR	EMERSON ELECTRIC CO	$1.7M	0.2%	-0%	65.1
104	$VALE	Vale S.A.	$1.7M	0.2%	-26%	—
105	—	ISHARES TR	$1.7M	0.2%	-33%	—
106	—	VANGUARD INDEX FDS	$1.7M	0.2%	-2%	—
107	—	DBX ETF TR	$1.7M	0.2%	+2%	—
108	$MRVL	Marvell Technology, Inc.	$1.7M	0.2%	+12%	76.3
109	$COST	COSTCO WHOLESALE CORP /NEW	$1.7M	0.2%	-3%	65.9
110	$TSLA	Tesla, Inc.	$1.7M	0.2%	-1%	53.6
111	—	ISHARES TR	$1.7M	0.2%	-3%	—
112	—	ISHARES TR	$1.6M	0.2%	-6%	—
113	$CRM	Salesforce, Inc.	$1.6M	0.2%	+23%	76.9
114	—	SCHWAB STRATEGIC TR	$1.6M	0.2%	+7%	—
115	$MA	Mastercard Inc	$1.6M	0.2%	+10%	85
116	—	SELECT SECTOR SPDR TR	$1.6M	0.2%	+0%	—
117	$COP	CONOCOPHILLIPS	$1.6M	0.2%	+28%	70
118	—	ISHARES TR	$1.5M	0.2%	+0%	—
119	$PEP	PEPSICO INC	$1.5M	0.2%	-5%	63.2
120	$SHEL	Shell plc	$1.4M	0.2%	+5%	—
121	$NSC	NORFOLK SOUTHERN CORP	$1.4M	0.2%	+0%	62.9
122	$GLDM	World Gold Trust	$1.4M	0.2%	+44%	—
123	$CMI	CUMMINS INC	$1.4M	0.1%	+0%	58
124	$FOUR	Shift4 Payments, Inc.	$1.4M	0.1%	+577%	62.1
125	$NEE	NEXTERA ENERGY INC	$1.4M	0.1%	-2%	64.4
126	$MMM	3M CO	$1.4M	0.1%	-2%	64.7
127	—	VANGUARD SCOTTSDALE FDS	$1.4M	0.1%	+3%	—
128	$HNI	HNI CORP	$1.4M	0.1%	+0%	57.9
129	—	SPDR SERIES TRUST	$1.4M	0.1%	+15%	—
130	$ORLY	O REILLY AUTOMOTIVE INC	$1.3M	0.1%	-2%	67
131	$ALK	ALASKA AIR GROUP, INC.	$1.3M	0.1%	+214%	61
132	$AXP	AMERICAN EXPRESS CO	$1.3M	0.1%	+3%	69.1
133	—	ISHARES TR	$1.3M	0.1%	-8%	—
134	—	ISHARES TR	$1.3M	0.1%	+0%	—
135	$MRK	Merck & Co., Inc.	$1.3M	0.1%	-2%	59.7
136	$VLO	VALERO ENERGY CORP/TX	$1.3M	0.1%	-13%	57.5
137	$BX	Blackstone Inc.	$1.3M	0.1%	-2%	74.2
138	$MS	MORGAN STANLEY	$1.2M	0.1%	-4%	75.7
139	$AMAT	APPLIED MATERIALS INC /DE	$1.2M	0.1%	-3%	72.1
140	$ACN	Accenture plc	$1.2M	0.1%	-13%	—
141	$BMY	BRISTOL MYERS SQUIBB CO	$1.2M	0.1%	-19%	70.1
142	$VTRS	Viatris Inc	$1.2M	0.1%	-2%	45.2
143	$KO	COCA COLA CO	$1.2M	0.1%	+1%	69.3
144	$GLW	CORNING INC /NY	$1.2M	0.1%	+0%	73.5
145	—	VANGUARD TAX-MANAGED FDS	$1.2M	0.1%	-23%	—
146	—	VANGUARD SCOTTSDALE FDS	$1.2M	0.1%	+2%	—
147	$DOV	DOVER Corp	$1.2M	0.1%	+14%	57.8
148	$THC	TENET HEALTHCARE CORP	$1.1M	0.1%	+35%	66
149	$UNH	UNITEDHEALTH GROUP INC	$1.1M	0.1%	-7%	62.5
150	$TLN	Talen Energy Corp	$1.1M	0.1%	+74%	56.9

New Positions (20)

$FRMI Fermi Inc.$4.4M

$SVIX VS Trust$1.9M

$SLNO SOLENO THERAPEUTICS INC$1.0M

$SII SPROTT INC.$842,616

$ASND Ascendis Pharma A/S$654,007

KRANESHARES TRUST$624,034

$TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD$344,746

$HRMY Harmony Biosciences Holdings, Inc.$319,043

$SNDK Sandisk Corp$316,665

$MOD MODINE MANUFACTURING CO$314,950

$WIX Wix.com Ltd.$314,683

$OMC OMNICOM GROUP INC.$305,881

$WFC WELLS FARGO & COMPANY/MN$273,356

$HUBB HUBBELL INC$265,134

$GMED GLOBUS MEDICAL INC$244,119

Exited Positions (15)

$SGRY Surgery Partners, Inc.

$PNC PNC FINANCIAL SERVICES GROUP, INC.

$DOC HEALTHPEAK PROPERTIES, INC.

KELLANOVA

$FANG Diamondback Energy, Inc.

$FISV FISERV INC

SPDR DOW JONES INDL AVERAGE

$CMG CHIPOTLE MEXICAN GRILL INC

ARCH CAP GROUP LTD

$PYPL PayPal Holdings, Inc.

$UGI UGI CORP /PA/

$HPE Hewlett Packard Enterprise Co

$AZN ASTRAZENECA PLC

$HMC HONDA MOTOR CO LTD

$MPC Marathon Petroleum Corp

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