Southern Michigan Bank & Trust

13F filer · CIK 0001173227

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$281MU.S. long equity reported on 13F

Positions35210 new · 16 closed

Net flow last quarter+$1.82MBuys minus sells

Top 10 positions weight12.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026352 positions
NVDANvidia Corp	$7.06M	2.51%	0.00%	+3.4%	Q1 2026
AAPLApple Inc.	$6.8M	2.42%	0.00%	-0.3%	Q1 2026
GOOGLAlphabet Inc.	$4.59M	1.63%	0.00%	-4.4%	Q1 2026
CATCaterpillar Inc	$3.52M	1.25%	0.00%	+42.3%	Q1 2026
AMZNAmazon Com Inc	$3.06M	1.09%	0.00%	-1.0%	Q1 2026
ABBVAbbVie Inc.	$2.38M	0.84%	0.00%	-1.0%	Q1 2026
MSFTMicrosoft Corp	$1.99M	0.71%	0.00%	+1.9%	Q1 2026
GOOGAlphabet Inc.	$1.94M	0.69%	Not reported	-0.4%	Q1 2026
VVisa Inc.	$1.54M	0.55%	0.00%	-1.2%	Q1 2026
AVGOBroadcom Inc.	$1.52M	0.54%	0.00%	+4.5%	Q1 2026
JNJJohnson & Johnson	$1.47M	0.52%	0.00%	-0.5%	Q1 2026
COSTCostco Wholesale Corp	$1.42M	0.51%	0.00%	-4.9%	Q1 2026
METAMeta Platforms, Inc.	$1.28M	0.45%	Not reported	+6.7%	Q1 2026
CSCOCisco Systems, Inc.	$1.13M	0.40%	0.00%	-0.8%	Q1 2026
SYKStryker Corp	$1.04M	0.37%	0.00%	-0.2%	Q1 2026
PGPROCTER & GAMBLE Co	$1.03M	0.37%	0.00%	-1.6%	Q1 2026
NSCNorfolk Southern Corp	$1.02M	0.36%	0.00%	-0.2%	Q1 2026
MUMicron Technology Inc	$1.02M	0.36%	0.00%	+7.3%	Q1 2026
DEDeere & Co	$1.02M	0.36%	0.00%	+166.1%	Q1 2026
MCDMcdonalds Corp	$961K	0.34%	0.00%	-3.7%	Q1 2026
MAMastercard Inc	$934K	0.33%	0.00%	-2.2%	Q1 2026
HDHome Depot, Inc.	$917K	0.33%	0.00%	-2.8%	Q1 2026
SOSouthern Co	$916K	0.33%	0.00%	-0.5%	Q1 2026
UNPUnion Pacific Corp	$877K	0.31%	0.00%	Not reported	Q1 2026
GDGeneral Dynamics Corp	$845K	0.30%	0.00%	-0.4%	Q1 2026
AMATApplied Materials Inc	$829K	0.29%	0.00%	+7.1%	Q1 2026
JPMJPMorgan Chase & Co	$828K	0.29%	0.00%	+19.0%	Q1 2026
LLYELI LILLY & Co	$768K	0.27%	0.00%	-31.3%	Q1 2026
LRCXLam Research Corp	$759K	0.27%	0.00%	+6.9%	Q1 2026
CIENCiena Corp	$736K	0.26%	0.00%	Not reported	Q1 2026
ABTAbbott Laboratories	$721K	0.26%	0.00%	-4.1%	Q1 2026
MOAltria Group, Inc.	$681K	0.24%	0.00%	+25.2%	Q1 2026
WMTWalmart Inc.	$604K	0.21%	0.00%	Not reported	Q1 2026
MRKMerck & Co., Inc.	$603K	0.21%	0.00%	+81.1%	Q1 2026
ETNEaton Corp plc	$553K	0.20%	0.00%	-28.4%	Q1 2026
PMPhilip Morris International Inc.	$521K	0.19%	0.00%	-2.9%	Q1 2026
XOMExxonMobil Holdings Corp	$509K	0.18%	0.00%	-3.9%	Q1 2026
QCOMQualcomm Inc	$479K	0.17%	0.00%	-0.4%	Q1 2026
SHWSherwin Williams Co	$435K	0.15%	0.00%	-4.9%	Q1 2026
BRK.BBerkshire Hathaway Inc	$408K	0.14%	Not reported	+47.4%	Q1 2026
ADMArcher-Daniels-Midland Co	$397K	0.14%	0.00%	+1200.0%	Q1 2026
BKNGBooking Holdings Inc.	$389K	0.14%	0.00%	+0.5%	Q1 2026
LMTLockheed Martin Corp	$388K	0.14%	0.00%	-0.1%	Q1 2026
PEPPepsico Inc	$378K	0.13%	0.00%	-18.6%	Q1 2026
GLWCorning Inc	$377K	0.13%	0.00%	-2.3%	Q1 2026
DOVDOVER Corp	$375K	0.13%	0.00%	-7.6%	Q1 2026
CNICanadian National Railway Co	$358K	0.13%	0.00%	-2.8%	Q1 2026
NEENextera Energy Inc	$353K	0.13%	0.00%	-0.4%	Q1 2026
NOCNorthrop Grumman Corp	$333K	0.12%	0.00%	Not reported	Q1 2026
RIORio Tinto PLC	$333K	0.12%	0.00%	+50000.0%	Q1 2026

Q1 2026Reported Apr 27, 2026356 positions
AAPLApple Inc.	$5.98M	2.29%	0.00%	New	Q1 2026
NVDANvidia Corp	$5.95M	2.28%	0.00%	New	Q1 2026
GOOGLAlphabet Inc.	$3.86M	1.48%	0.00%	New	Q1 2026
AMZNAmazon Com Inc	$2.7M	1.04%	0.00%	New	Q1 2026
ABBVAbbVie Inc.	$2.07M	0.80%	0.00%	New	Q1 2026
MSFTMicrosoft Corp	$1.94M	0.74%	0.00%	New	Q1 2026
CATCaterpillar Inc	$1.64M	0.63%	0.00%	New	Q1 2026
COSTCostco Wholesale Corp	$1.59M	0.61%	0.00%	New	Q1 2026
GOOGAlphabet Inc.	$1.58M	0.61%	Not reported	New	Q1 2026
JNJJohnson & Johnson	$1.42M	0.55%	0.00%	New	Q1 2026
VVisa Inc.	$1.37M	0.53%	0.00%	New	Q1 2026
METAMeta Platforms, Inc.	$1.22M	0.47%	Not reported	New	Q1 2026
AVGOBroadcom Inc.	$1.2M	0.46%	0.00%	New	Q1 2026
MCDMcdonalds Corp	$1.15M	0.44%	0.00%	New	Q1 2026
SYKStryker Corp	$1.09M	0.42%	0.00%	New	Q1 2026
PGPROCTER & GAMBLE Co	$1.04M	0.40%	0.00%	New	Q1 2026
NSCNorfolk Southern Corp	$934K	0.36%	0.00%	New	Q1 2026
MAMastercard Inc	$929K	0.36%	0.00%	New	Q1 2026
SOSouthern Co	$928K	0.36%	0.00%	New	Q1 2026
HDHome Depot, Inc.	$880K	0.34%	0.00%	New	Q1 2026
LLYELI LILLY & Co	$857K	0.33%	0.00%	New	Q1 2026
ABTAbbott Laboratories	$851K	0.33%	0.00%	New	Q1 2026
GDGeneral Dynamics Corp	$822K	0.32%	0.00%	New	Q1 2026
UNPUnion Pacific Corp	$782K	0.30%	0.00%	New	Q1 2026
CSCOCisco Systems, Inc.	$754K	0.29%	0.00%	New	Q1 2026
WMTWalmart Inc.	$663K	0.25%	0.00%	New	Q1 2026
XOMExxonMobil Holdings Corp	$657K	0.25%	0.00%	New	Q1 2026
ETNEaton Corp plc	$648K	0.25%	0.00%	New	Q1 2026
JPMJPMorgan Chase & Co	$625K	0.24%	0.00%	New	Q1 2026
CIENCiena Corp	$582K	0.22%	0.00%	New	Q1 2026
PEPPepsico Inc	$533K	0.20%	0.00%	New	Q1 2026
MOAltria Group, Inc.	$499K	0.19%	0.00%	New	Q1 2026
PMPhilip Morris International Inc.	$490K	0.19%	0.00%	New	Q1 2026
LMTLockheed Martin Corp	$461K	0.18%	0.00%	New	Q1 2026
NOCNorthrop Grumman Corp	$446K	0.17%	0.00%	New	Q1 2026
HONHoneywell International Inc	$426K	0.16%	0.00%	New	Q1 2026
SHWSherwin Williams Co	$425K	0.16%	0.00%	New	Q1 2026
KRKroger Co	$410K	0.16%	0.00%	New	Q1 2026
DOVDOVER Corp	$378K	0.14%	0.00%	New	Q1 2026
COPConocophillips	$377K	0.14%	0.00%	New	Q1 2026
NEENextera Energy Inc	$376K	0.14%	0.00%	New	Q1 2026
BKNGBooking Holdings Inc.	$366K	0.14%	0.00%	New	Q1 2026
AMATApplied Materials Inc	$366K	0.14%	0.00%	New	Q1 2026
LRCXLam Research Corp	$350K	0.13%	0.00%	New	Q1 2026
DEDeere & Co	$339K	0.13%	0.00%	New	Q1 2026
QCOMQualcomm Inc	$335K	0.13%	0.00%	New	Q1 2026
CNICanadian National Railway Co	$318K	0.12%	0.00%	New	Q1 2026
MRKMerck & Co., Inc.	$312K	0.12%	0.00%	New	Q1 2026
WMBWilliams Companies, Inc.	$294K	0.11%	0.00%	New	Q1 2026
MPCMarathon Petroleum Corp	$293K	0.11%	0.00%	New	Q1 2026

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