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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MidWestOne Financial Group, Inc.

Quarter ended Q4 2023 · Filed November 15, 2023 · Accession 0001420506-23-002219

Total Value
$441.2M
Positions
347
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (347)

#IssuerTicker / CUSIPSharesValue% of Filing
1MIDWESTONE FINL GROUP INC NE5985111034,172,287$84.3M19.10%
2APPLE INCAAPL89,592$15.3M3.48%
3APPLE INCAAPL53,134$9.1M2.06%
4MICROSOFT CORPMSFT23,690$7.5M1.70%
5ABBVIE INCABBV35,516$5.3M1.20%
6VANGUARD SCOTTSDALE FDS92206C81372,022$5.2M1.17%
7ISHARES TR46428841446,202$4.7M1.07%
8SCHWAB STRATEGIC TR80852440966,544$4.3M0.97%
9ISHARES TR46428767138,386$3.6M0.83%
10BERKSHIRE HATHAWAY INC DELBRK-A9,907$3.5M0.79%
11JPMORGAN CHASE & COVYLD22,519$3.3M0.74%
12HEARTLAND FINL USA INC42234Q102110,663$3.3M0.74%
13PROCTER AND GAMBLE CO74271810922,224$3.2M0.73%
14ISHARES TR46432F84249,645$3.2M0.72%
15MCKESSON CORPMCK7,244$3.2M0.71%
16ELI LILLY & COLLY5,649$3.0M0.69%
17DEERE & CODE7,936$3.0M0.68%
18AON PLCAON9,103$3.0M0.67%
19VANGUARD SCOTTSDALE FDS92206C68042,140$2.9M0.65%
20VANGUARD INDEX FDS9229083637,331$2.9M0.65%
21ABBOTT LABSABLZF29,166$2.8M0.64%
22EXXON MOBIL CORPXOM23,939$2.8M0.64%
23UNITED RENTALS INCURI6,245$2.8M0.63%
24ISHARES INC46434G10357,998$2.8M0.63%
25ALPHABET INCGOOG20,731$2.7M0.61%
26AMAZON COM INCAMZN20,414$2.6M0.59%
27CHEVRON CORP NEWCVX14,743$2.5M0.56%
28SCHWAB STRATEGIC TR80852480572,888$2.5M0.56%
29GRACO INCGGG33,000$2.4M0.55%
30VANECK ETF TRUST92189F528139,920$2.3M0.53%
31VANECK ETF TRUST92189F536137,827$2.3M0.52%
32META PLATFORMS INCMETA7,644$2.3M0.52%
33MICROSOFT CORPMSFT7,265$2.3M0.52%
34AT&T INCT-PC145,044$2.2M0.49%
35VANGUARD SCOTTSDALE FDS92206C40928,800$2.2M0.49%
36MICRON TECHNOLOGY INCMU31,799$2.2M0.49%
37ALLIANT ENERGY CORPLNT43,255$2.1M0.48%
38THERMO FISHER SCIENTIFIC INCTMO4,104$2.1M0.47%
39ALPHABET INCGOOG15,552$2.1M0.46%
40INVESCO QQQ TRIVZ5,594$2.0M0.45%
41JOHNSON & JOHNSONJNJ12,613$2.0M0.45%
42ISHARES TR4642872004,571$2.0M0.44%
43VANGUARD INDEX FDS9229086299,116$1.9M0.43%
44CISCO SYS INCCSCO35,056$1.9M0.43%
45JOHNSON & JOHNSONJNJ11,887$1.9M0.42%
46METLIFE INCMET-PF29,125$1.8M0.42%
47VANGUARD SCOTTSDALE FDS92206C87023,907$1.8M0.41%
48CATERPILLAR INCCAT6,533$1.8M0.40%
49CVS HEALTH CORPCVS25,502$1.8M0.40%
50BUNGE LIMITEDBG16,178$1.8M0.40%
51GLOBAL PMTS INC37940X10214,586$1.7M0.38%
52ORACLE CORPORCL-PD15,721$1.7M0.38%
53JPMORGAN CHASE & COVYLD11,326$1.6M0.37%
54ISHARES TR46435U86143,726$1.6M0.37%
55VANGUARD INDEX FDS9229085388,349$1.6M0.37%
56ISHARES TR46428746523,576$1.6M0.37%
57UNITED THERAPEUTICS CORP DELUTHR7,171$1.6M0.37%
58ALPHABET INCGOOG12,278$1.6M0.37%
59PROCTER AND GAMBLE CO74271810911,050$1.6M0.37%
60INVESCO EXCHANGE TRADED FD TIVZ83,086$1.6M0.36%
61ISHARES TR46428828118,756$1.5M0.35%
62BROADCOM INCAVGO1,850$1.5M0.35%
63ISHARES TR46428877845,665$1.5M0.35%
64SCHWAB CHARLES CORPSCHW-PJ27,768$1.5M0.35%
65CONSTELLATION BRANDS INCSTZ6,052$1.5M0.34%
66AMPLIFY ETF TR03210840943,316$1.5M0.34%
67HOME DEPOT INCHD4,939$1.5M0.34%
68SIMON PPTY GROUP INC NEW82880610913,762$1.5M0.34%
69MACYS INC55616P104127,826$1.5M0.34%
70ISHARES TR46428858816,700$1.5M0.34%
71J P MORGAN EXCHANGE TRADED F46641Q33227,601$1.5M0.34%
72SPDR S&P 500 ETF TRSPY3,417$1.5M0.33%
73VANGUARD INDEX FDS92290851211,137$1.5M0.33%
74BRISTOL-MYERS SQUIBB COCELG-RI24,820$1.4M0.33%
75CHEVRON CORP NEWCVX8,400$1.4M0.32%
76BOEING COBA-PA7,340$1.4M0.32%
77INTEL CORPINTC37,763$1.3M0.30%
78VANGUARD INDEX FDS9229085956,189$1.3M0.30%
79UNITEDHEALTH GROUP INCUNH2,607$1.3M0.30%
80CLEVELAND-CLIFFS INC NEWCLF82,790$1.3M0.29%
81LEIDOS HOLDINGS INCLDOS13,876$1.3M0.29%
82VISA INCV5,543$1.3M0.29%
83VANGUARD INDEX FDS9229087516,743$1.3M0.29%
84UNITED AIRLS HLDGS INCUNTCW29,895$1.3M0.29%
85EXXON MOBIL CORPXOM10,741$1.3M0.29%
86AMPLIFY ETF TR03210840936,088$1.3M0.28%
87OPEN TEXT CORPOTEX35,615$1.3M0.28%
88PEPSICO INCPEP7,319$1.2M0.28%
89DELTA AIR LINES INC DELDAL33,175$1.2M0.28%
90VANGUARD INDEX FDS9229086117,548$1.2M0.27%
91CONSTELLATION ENERGY CORPCEG11,010$1.2M0.27%
92COMCAST CORP NEWCCZ27,022$1.2M0.27%
93ORACLE CORPORCL-PD11,309$1.2M0.27%
94J P MORGAN EXCHANGE TRADED F46641Q33222,256$1.2M0.27%
95HOME DEPOT INCHD3,938$1.2M0.27%
96ENERGY TRANSFER L PET-PI84,241$1.2M0.27%
97WESTERN ALLIANCE BANCORPWAL-PA25,701$1.2M0.27%
98BARCLAYS PLCBCLYF147,756$1.2M0.26%
99ISHARES TR46428868738,063$1.1M0.26%
100GENERAL MTRS CO37045V10034,442$1.1M0.26%
101PEPSICO INCPEP6,684$1.1M0.26%
102DONALDSON INCDCI18,834$1.1M0.25%
103HNI CORPHNI32,214$1.1M0.25%
104JAZZ PHARMACEUTICALS PLCJAZZ8,557$1.1M0.25%
105ISHARES TR46428868736,707$1.1M0.25%
106SANOFISNYNF20,601$1.1M0.25%
107OREILLY AUTOMOTIVE INC67103H1071,177$1.1M0.24%
108VERIZON COMMUNICATIONS INCVZ32,830$1.1M0.24%
109VIATRIS INCVTRS107,679$1.1M0.24%
110MONDELEZ INTL INC60920710515,198$1.1M0.24%
111BROADCOM INCAVGO1,267$1.1M0.24%
112CHEMED CORP NEWCHE2,000$1.0M0.24%
113BOEING COBA-PA5,417$1.0M0.24%
114DEERE & CODE2,741$1.0M0.23%
115SKYWORKS SOLUTIONS INCSWKS10,471$1.0M0.23%
116INTERNATIONAL BUSINESS MACHSINTR7,338$1.0M0.23%
117ACCENTURE PLC IRELANDACN3,341$1.0M0.23%
118CISCO SYS INCCSCO18,916$1.0M0.23%
119ALLSTATE CORPALL-PJ9,105$1.0M0.23%
120PACWEST BANCORP DEL695263103127,510$1.0M0.23%
121T-MOBILE US INCTMUSZ7,199$1.0M0.23%
122ABBOTT LABSABLZF10,360$1.0M0.23%
123SIGNET JEWELERS LIMITEDSIG13,820$992,4140.22%
124NORFOLK SOUTHN CORP6558441085,000$984,6500.22%
125ENLINK MIDSTREAM LLC29336T10080,500$983,7100.22%
126INCYTE CORPINCY16,965$980,0680.22%
127ISHARES TR4642876555,505$972,9540.22%
128TEXAS INSTRS INC8825081046,096$969,3250.22%
129WALMART INCWMT5,910$945,1060.21%
130PGIM ETF TR69344A10718,991$939,8650.21%
131ACTIVISION BLIZZARD INC00507V1099,993$935,6450.21%
132VISA INCV4,047$930,8510.21%
133SPDR SER TR78464A28438,611$919,7140.21%
134PHILIP MORRIS INTL INC7181721099,780$905,4320.21%
135ISHARES TR46428749913,042$903,1590.20%
136SELECT SECTOR SPDR TR81369Y60526,902$892,3390.20%
137BLACKSTONE INCBX8,295$888,7260.20%
138AES CORPAES57,918$880,3540.20%
139PAYPAL HLDGS INCPYPL14,769$863,3960.20%
140MARATHON PETE CORPMARA5,593$846,4450.19%
141CONOCOPHILLIPSCOP7,008$839,5580.19%
142GENERAL ELECTRIC CO3696043017,566$836,4210.19%
143SYNCHRONY FINANCIALSYF-PB27,332$835,5390.19%
144HONEYWELL INTL INC4385161064,423$817,1050.19%
145SELECT SECTOR SPDR TR81369Y88613,772$811,5840.18%
146DISNEY WALT CO2546871069,926$804,5020.18%
147TESLA INCTSLA3,215$804,4570.18%
148COSTCO WHSL CORP NEW22160K1051,417$800,5480.18%
149HOME BANCSHARES INCHOMB38,040$796,5580.18%
150MASTERCARD INCORPORATEDMA2,009$795,3830.18%
151SALESFORCE INCCRM3,834$777,3570.18%
152SALESFORCE INCCRM3,744$759,1070.17%
153BERKSHIRE HATHAWAY INC DELBRK-A2,116$741,2350.17%
154NEXPOINT DIVERSIFIED REL ET65340G20585,000$740,3500.17%
155CVS HEALTH CORPCVS10,593$739,5680.17%
156SHELL PLCRYDAF11,424$735,4770.17%
157LOCKHEED MARTIN CORPLMT1,798$735,3100.17%
158NRG ENERGY INCNRG19,023$732,7660.17%
159ISHARES TR4642872267,735$727,3990.16%
160SPDR SER TR78464A7636,275$721,6880.16%
161EMERSON ELEC COEMR7,282$703,2230.16%
162BECTON DICKINSON & COBDX2,700$697,9020.16%
163BANK AMERICA CORP06050510425,357$694,2750.16%
164MERCK & CO INCMRK6,741$693,9860.16%
165VALERO ENERGY CORPVLO4,894$693,5290.16%
166SPDR SER TR78468R6227,566$683,9660.16%
167AMAZON COM INCAMZN5,370$682,6340.15%
168WESTROCK COWEST19,029$681,2380.15%
169MORGAN STANLEYMS-PQ8,283$676,4730.15%
170LAUDER ESTEE COS INC5184391044,665$674,3260.15%
171COCA COLA COKO11,947$668,7930.15%
172SELECT SECTOR SPDR TR81369Y88611,172$658,3660.15%
173UNITEDHEALTH GROUP INCUNH1,304$657,2120.15%
174ALBEMARLE CORPALB-PA3,858$656,0140.15%
175ILLINOIS TOOL WKS INC4523081092,844$655,0020.15%
176NEXTERA ENERGY INCNEE-PW11,404$653,3350.15%
177SERVICENOW INCNOW1,168$652,8650.15%
178MERCK & CO INCMRK6,152$633,3480.14%
179WALMART INCWMT3,927$627,9650.14%
180VANGUARD TAX-MANAGED FDS92194385814,170$619,5120.14%
181CHARLES RIV LABS INTL INC1598641073,140$615,3770.14%
182BLACKROCK INCBLK948$612,5490.14%
183TJX COS INC NEW8725401096,886$612,0280.14%
184TARGET CORPTGT5,506$608,7980.14%
185SPDR S&P 500 ETF TRSPY1,419$606,5940.14%
186META PLATFORMS INCMETA1,983$595,3160.13%
187CUMMINS INCCMI2,601$594,2240.13%
188VERIZON COMMUNICATIONS INCVZ18,308$593,3620.13%
189COHERENT CORPCOHR18,095$590,6210.13%
190AMERICAN TOWER CORP NEW03027X1003,584$589,3890.13%
191DOVER CORPDOV4,216$588,1740.13%
192ISHARES TR46434V64727,782$588,1450.13%
193VERTEX PHARMACEUTICALS INCVRTX1,652$574,4660.13%
194INTERPUBLIC GROUP COS INCINTR20,043$574,4320.13%
195FEDEX CORPFDX2,161$572,4920.13%
196FIFTH THIRD BANCORPFITBM22,493$569,7480.13%
197CHIPOTLE MEXICAN GRILL INCCMG311$569,6990.13%
198MIDWESTONE FINL GROUP INC NE59851110327,980$568,8330.13%
199ALEXANDRIA REAL ESTATE EQ IN0152711095,661$566,6660.13%
200AT&T INCT-PC37,104$557,3020.13%
201TENET HEALTHCARE CORPTHC8,447$556,5730.13%
202BOSTON SCIENTIFIC CORPBSX10,533$556,1160.13%
203ISHARES TR4642887527,020$551,0000.12%
204HEALTHPEAK PROPERTIES INCDOC29,909$549,1290.12%
205MCDONALDS CORPMCD2,055$541,3690.12%
206ISHARES TR4642875983,548$538,6570.12%
207KIMBERLY-CLARK CORPKMB4,456$538,5080.12%
208VANGUARD SCOTTSDALE FDS92206C8479,681$537,3920.12%
209THE CIGNA GROUP1255231001,834$524,6520.12%
210INTEL CORPINTC14,636$520,3100.12%
211BP PLCBPPFF13,377$517,9570.12%
212DANAHER CORPORATION2358511022,074$514,4350.12%
213DISNEY WALT CO2546871066,286$509,4800.12%
214APPLIED MATLS INC0382221053,678$509,2190.12%
215RTX CORPORATIONRTX6,916$497,7450.11%
216BATH & BODY WORKS INCBBWI14,532$491,1820.11%
217UNITED PARCEL SERVICE INCUPS3,150$490,9910.11%
218PFIZER INCPFE14,767$489,8210.11%
219BRISTOL-MYERS SQUIBB COCELG-RI8,425$488,9870.11%
220EXPEDIA GROUP INCEXPE4,733$487,8300.11%
2213M COMMM5,209$487,6670.11%
222HEWLETT PACKARD ENTERPRISE CHPE-PC28,017$486,6550.11%
223ALTRIA GROUP INCMO11,409$479,7480.11%
224PIONEER NAT RES CO7237871072,084$478,3820.11%
225ALLSTATE CORPALL-PJ4,263$474,8850.11%
226ROPER TECHNOLOGIES INCROP973$471,2040.11%
227AIRBNB INCABNB3,423$469,6700.11%
228FORTUNE BRANDS INNOVATIONS IFBIN7,534$468,3130.11%
229SPDR SER TR78464A7634,057$466,5960.11%
230VALERO ENERGY CORPVLO3,281$464,9510.11%
231TRANE TECHNOLOGIES PLCTT2,286$463,8520.11%
232ALPHABET INCGOOG3,530$461,9360.10%
233DOLLAR GEN CORP NEW2566771054,336$458,7490.10%
234DUKE ENERGY CORP NEWDUKB5,154$454,8920.10%
235ACCENTURE PLC IRELANDACN1,457$447,4590.10%
236MARVELL TECHNOLOGY INCMRVL8,071$436,8830.10%
237GOLDMAN SACHS GROUP INCGSCE1,347$435,8490.10%
238US BANCORP DELUSB-PS13,155$434,9040.10%
239WASTE MGMT INC DEL94106L1092,790$425,2310.10%
240DELL TECHNOLOGIES INCDELL6,151$423,8040.10%
241MICRON TECHNOLOGY INCMU6,164$419,3370.10%
242COSTCO WHSL CORP NEW22160K105737$416,3760.09%
243EQT CORPEQT10,253$416,0670.09%
244IQVIA HLDGS INCIQV2,111$415,3390.09%
245PFIZER INCPFE12,512$415,0230.09%
246MONDELEZ INTL INC6092071055,909$410,0850.09%
247GOLDMAN SACHS GROUP INCGSCE1,265$409,3160.09%
248CSX CORPCSX13,237$407,0380.09%
249CORNING INCGLW13,303$405,3420.09%
250CORTEVA INCCTVA7,900$404,1640.09%
251CATERPILLAR INCCAT1,450$395,8500.09%
252MCDONALDS CORPMCD1,456$383,5690.09%
253CORTEVA INCCTVA7,483$382,8300.09%
254KELLANOVABEKE6,400$380,8640.09%
255CONOCOPHILLIPSCOP3,106$372,0990.08%
256DOMINION ENERGY INCD8,213$366,8750.08%
257LYONDELLBASELL INDUSTRIES NLYB3,843$363,9320.08%
258CSX CORPCSX11,734$360,8210.08%
259ISHARES TR46429B26716,263$358,4370.08%
260TARGA RES CORPTRGP4,164$356,9380.08%
261MCKESSON CORPMCK815$354,4030.08%
262ELI LILLY & COLLY656$352,3570.08%
263NVIDIA CORPORATIONNVDA807$351,0370.08%
264PROLOGIS INC.PLDGP3,128$350,9930.08%
265WALGREENS BOOTS ALLIANCE INC93142710815,613$347,2330.08%
266INVESCO EXCH TRADED FD TR IIIVZ15,500$346,7350.08%
267INTERNATIONAL BUSINESS MACHSINTR2,463$345,5590.08%
268EDWARDS LIFESCIENCES CORPEW4,955$343,2820.08%
2693M COMMM3,659$342,5560.08%
270BOSTON SCIENTIFIC CORPBSX6,474$341,8010.08%
271VANGUARD INDEX FDS922908363870$341,6490.08%
272DARDEN RESTAURANTS INCDRI2,368$339,1450.08%
273MATCH GROUP INC NEWMTCH8,647$338,7460.08%
274SOUTHERN COSOMN5,175$334,9260.08%
275GENERAL MLS INC3703341045,212$333,5160.08%
276US BANCORP DELUSB-PS10,074$333,0460.08%
277PROSPECT CAP CORPPSEC-PA55,000$332,7500.08%
278ABBVIE INCABBV2,208$329,1240.07%
279HALLIBURTON COHAL8,101$328,0910.07%
280AMERICAN EXPRESS COAXP2,186$326,1290.07%
281COCA COLA COKO5,816$325,5800.07%
282DIAMONDBACK ENERGY INCFANG2,101$325,4030.07%
283VANGUARD INTL EQUITY INDEX F9220428588,294$325,2080.07%
284ROPER TECHNOLOGIES INCROP669$323,9830.07%
285THERMO FISHER SCIENTIFIC INCTMO639$323,4430.07%
286PHILIP MORRIS INTL INC7181721093,487$322,8260.07%
287AIR PRODS & CHEMS INCAIIR1,135$321,6590.07%
288SCHWAB STRATEGIC TR8085243004,305$313,0600.07%
289ONEOK INC NEWOKE4,845$307,3180.07%
290UNION PAC CORPUNP1,493$304,0200.07%
291SPDR DOW JONES INDL AVERAGE78467X109886$296,7660.07%
292COMCAST CORP NEWCCZ6,599$292,6000.07%
293MERCADOLIBRE INCMELI228$289,0770.07%
294PIONEER NAT RES CO7237871071,258$288,7740.07%
295SELECT SECTOR SPDR TR81369Y8031,741$285,4020.06%
296ACTIVISION BLIZZARD INC00507V1093,019$282,6690.06%
297ISHARES TR4642876141,039$276,3640.06%
298CHENIERE ENERGY INCLNG1,663$275,9910.06%
299ISHARES TR4642873094,016$274,7750.06%
300DANAHER CORPORATION2358511021,100$272,7860.06%
301METLIFE INCMET-PF4,330$272,4000.06%
302ISHARES TR4642874732,567$267,8410.06%
303PUBMATIC INCPUBM21,662$262,1100.06%
304WASTE MGMT INC DEL94106L1091,709$260,4440.06%
305ALASKA AIR GROUP INCALK6,945$257,5210.06%
306ASML HOLDING N VASMLF436$256,6560.06%
307GENERAL MLS INC3703341043,954$253,0160.06%
308DUKE ENERGY CORP NEWDUKB2,865$252,8650.06%
309ISHARES TR4642876712,644$250,7310.06%
310FORD MTR CO DEL34537086020,033$248,8100.06%
311LINDE PLCLIN666$247,9850.06%
312INVESCO QQQ TRIVZ690$247,2060.06%
313LENNAR CORPLEN-B2,200$246,9060.06%
314VANGUARD INDEX FDS9229087691,158$245,9710.06%
315SCHLUMBERGER LTDSLB4,163$242,7030.06%
316KRAFT HEINZ COKHC7,210$242,5440.05%
317HUNTSMAN CORPHUN9,700$236,6800.05%
318ALLIANT ENERGY CORPLNT4,880$236,4360.05%
319HEARTLAND FINL USA INC42234Q1028,000$235,4400.05%
320THE CIGNA GROUP125523100823$235,4360.05%
321VANGUARD MUN BD FDS9229077464,888$235,1130.05%
322GENERAL MTRS CO37045V1007,118$234,6640.05%
323MEXICO FD INC59283510214,211$234,0550.05%
324AMETEK INCAME1,578$233,1650.05%
325NETFLIX INCNFLX612$230,9020.05%
326CHESAPEAKE ENERGY CORPEXE2,660$229,3720.05%
327AUTOMATIC DATA PROCESSING INADP941$226,3860.05%
328NIKE INCNKE2,363$225,9500.05%
329WAFD INCWAFDP8,802$225,5070.05%
330PRUDENTIAL FINL INCPUKPF2,349$222,8970.05%
331THE TRADE DESK INC88339J1052,806$219,2890.05%
332WARNER BROS DISCOVERY INCWBD20,089$218,1670.05%
333VANGUARD TAX-MANAGED FDS9219438584,950$216,4140.05%
334ESSENTIAL UTILS INC29670G1026,250$214,5630.05%
335QUALCOMM INCQCOM1,927$214,0130.05%
336SCHWAB STRATEGIC TR8085244093,279$211,3640.05%
337SHELL PLCRYDAF3,273$210,7160.05%
338ARTESIAN RES CORPARTNB5,000$209,9500.05%
339PHILLIPS 66PSX1,739$208,9410.05%
340MEDTRONIC PLCMDT2,665$208,8290.05%
341OREILLY AUTOMOTIVE INC67103H107226$205,4020.05%
342DEVON ENERGY CORP NEW25179M1034,301$205,1580.05%
343MARATHON OIL CORPMARA7,572$202,5510.05%
344TELADOC HEALTH INCTDOC10,214$189,8780.04%
345SCHWAB STRATEGIC TR80852484710,139$179,9670.04%
346CHIMERA INVT CORP16934Q20820,000$109,2000.02%
347SOFI TECHNOLOGIES INCSOFI13,154$105,1000.02%