SOUTHERN MICHIGAN BANK & TRUST

CIK 0001173227 · COLDWATER, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

SOUTHERN MICHIGAN BANK & TRUST reported 422 positions worth $281.3M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: SCHG (18.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$281.3M
2026 Q2
Positions
422
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.0%
Est. Net Flow (Q)
2026 Q2
10 / 422 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHGSchwab U.S. Large Cap Growth ETFSH$52.6M18.69%1,553,292
2SCHVSchwab U.S. Large Cap Value ETFSH$35.5M12.62%1,019,784
3BIVVanguard Intermediate Term Bond ETFSH$33.3M11.83%433,842
4GVIiShares Intermediate Govt Credit Bond ETFSH$29.9M10.63%281,916
5VOVanguard Mid Cap ETFSH$20.8M7.39%258,108
6SPSBState Street SPDR Portfolio Short Term Corporate Bond ETFSH$10.2M3.61%338,691
7NVDANVIDIA Corp SH$7.1M2.51%35,262
8AAPLApple IncSH$6.8M2.42%23,496
9039000997Armstrong Global Holding Inc. Series ASH$4.8M1.70%47,852
10GOOGLAlphabet Inc Class ASH$4.6M1.63%12,832

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SOUTHERN MICHIGAN BANK & TRUST hold as of Q2 2026?

SOUTHERN MICHIGAN BANK & TRUST reported 422 positions worth $281.3M in its Q2 2026 13F filing. Largest positions: SCHG (18.7%), SCHV (12.6%), BIV (11.8%), GVI (10.6%) and VO (7.4%).

What did SOUTHERN MICHIGAN BANK & TRUST buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SOUTHERN MICHIGAN BANK & TRUST sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.