account_balance

Investment manager · 13F filer · SEC CIK 1173227

Southern Michigan Bank & Trust

Reported value$280Mas of Sep 30, 2026
Positions422 29 new, 29 sold out
Top 10 weight74.6%SCHG alone is 20%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHG Schwab U.S. Large Cap Growth ETF 20.4% Added +2%
SCHV Schwab U.S. Large Cap Value ETF 12.5% Added +3%
BIV Vanguard Intermediate Term Bond ETF 11.4% Held
GVI iShares Intermediate Govt Credit Bond ETF 10.5% Held
VO Vanguard Morningstar Mid Cap ETF 7.3% Held
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF 3.6% Held
NVDA NVIDIA Corp 2.9% HeldAAPL Apple Inc. 2.7% Held
Armstrong Global Holding Inc. Series A 1.7% Held
GOOGL Alphabet Inc. 1.5% Trimmed −2%AMZN Amazon.com Inc 1.1% Trimmed −2%MSFT Microsoft Corp 1.0% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • FMAO $48.7K
  • VEA $12.6K
  • AVUV $11.3K
  • ANGL $11.1K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • CPRX $189K
  • MMIT $27.1K
  • MBB $14.7K
  • BP $14K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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