SOUTHERN MICHIGAN BANK & TRUST
CIK: 1173227SEC EDGAR →
Portfolio Value
$138.5B
Holdings
424
As of
Q1 2026
New Positions
424
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Schwab U.S. Large Cap Growth ETF | 1,542,593 | $44.9B | 32.45% |
| 2 | Vanguard Intermediate Term Bond ETF | 433,773 | $33.5B | 24.18% |
| 3 | Schwab U.S. Large Cap Value ETF | 1,001,625 | $30.5B | 22.06% |
| 4 | State Street SPDR Portfolio Short Term Corporate Bond ETF | 337,503 | $10.1B | 7.33% |
| 5 | — Armstrong Global Holding Inc. Series A | 47,852 | $4.8B | 3.46% |
| 6 | Vanguard Real Estate Index Fund ETF | 11,868 | $1.1B | 0.76% |
| 7 | Southern Co | 9,613 | $927.8M | 0.67% |
| 8 | Vanguard Tax Exempt Bond ETF | 16,590 | $827.7M | 0.60% |
| 9 | iShares Core S&P Mid Cap ETF | 11,351 | $766.5M | 0.55% |
| 10 | Cisco Systems Inc | 9,720 | $754.2M | 0.54% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 116 | $125.1B | 90.3% |
| Unknown | 25 | $5.1B | 3.7% |
| Utilities | 15 | $1.8B | 1.3% |
| Consumer Defensive | 20 | $1.6B | 1.1% |
| Technology | 59 | $1.2B | 0.9% |
| Healthcare | 47 | $1.0B | 0.7% |
| Energy | 20 | $916.4M | 0.7% |
| Consumer Cyclical | 31 | $625.4M | 0.5% |
| Industrials | 51 | $454.5M | 0.3% |
| Communication Services | 13 | $334.8M | 0.2% |
| Basic Materials | 18 | $316.2M | 0.2% |
| Real Estate | 9 | $75.3M | 0.1% |