Universe · entity
SOUTHERN MICHIGAN BANK & TRUST
Institutional manager (13F) · CIK 1173227
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $235M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Schwab U.S. Large Cap Growth ETF | $45M | 1,542,593 |
| 2 | Vanguard Intermediate Term Bond ETF | $33M | 433,773 |
| 3 | Schwab U.S. Large Cap Value ETF | $31M | 1,001,625 |
| 4 | iShares Intermediate Govt Credit Bond ETF | $30M | 281,442 |
| 5 | Vanguard Mid Cap ETF | $18M | 64,157 |
| 6 | State Street SPDR Portfolio Short Term Corporate Bond ETF | $10M | 337,503 |
| 7 | Apple Inc | $6M | 23,565 |
| 8 | NVIDIA Corp | $6M | 34,117 |
| 9 | Armstrong Global Holding Inc. Series A | $5M | 47,852 |
| 10 | iShares Core S&P 500 ETF | $4M | 6,221 |
| 11 | Alphabet Inc Class A | $4M | 13,428 |
| 12 | Amazon.com Inc | $3M | 12,979 |
| 13 | State Street SPDR S&P Dividend ETF | $3M | 17,282 |
| 14 | Abbvie Inc. | $2M | 9,537 |
| 15 | iShares Russell 1000 Growth ETF | $2M | 4,687 |
| 16 | Microsoft Corp | $2M | 5,239 |
| 17 | Caterpillar Inc | $2M | 2,320 |
| 18 | Costco Wholesale Corporation | $2M | 1,599 |
| 19 | Alphabet Inc Class C | $2M | 5,503 |
| 20 | Johnson & Johnson | $1M | 5,821 |
| 21 | Visa Inc | $1M | 4,540 |
| 22 | iShares Russell 1000 Value ETF | $1M | 6,227 |
| 23 | Meta Platforms Inc | $1M | 2,129 |
| 24 | Broadcom Inc | $1M | 3,863 |
| 25 | McDonalds Corp | $1M | 3,691 |
| 26 | Stryker Corporation | $1M | 3,321 |
| 27 | Vanguard Real Estate Index Fund ETF | $1M | 11,868 |
| 28 | Procter & Gamble Co | $1M | 7,168 |
| 29 | Norfolk Southern Corp | $934k | 3,254 |
| 30 | Mastercard Inc | $929k | 1,860 |
| 31 | Southern Co | $928k | 9,613 |
| 32 | Home Depot Inc | $880k | 2,676 |
| 33 | Lilly Eli & Co | $857k | 932 |
| 34 | Abbott Laboratories | $851k | 8,286 |
| 35 | Vanguard Tax Exempt Bond ETF | $828k | 16,590 |
| 36 | General Dynamics Corp | $822k | 2,396 |
| 37 | Union Pacific Corp | $782k | 3,223 |
| 38 | iShares Core S&P Mid Cap ETF | $767k | 11,351 |
| 39 | Cisco Systems Inc | $754k | 9,720 |
| 40 | Vanguard Growth ETF | $707k | 1,618 |
| 41 | Walmart Inc | $663k | 5,334 |
| 42 | Exxon Mobil Corp | $657k | 3,874 |
| 43 | Eaton Corp PLC ADR | $648k | 1,812 |
| 44 | JP Morgan Chase & Co | $625k | 2,126 |
| 45 | Ciena Corp | $582k | 1,500 |
| 46 | Pepsico Inc | $533k | 3,431 |
| 47 | Altria Group Inc | $499k | 7,559 |
| 48 | Philip Morris International Inc | $490k | 2,966 |
| 49 | Lockheed Martin Corp | $461k | 762 |
| 50 | Northup Grumman Corp | $446k | 654 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.