Midwest Heritage Bank, FSB
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 28.8% | $1,010,067 |
| Energy | 26.8% | $938,620 |
| Technology | 17.2% | $602,054 |
| Financial Services | 17.1% | $599,648 |
| Consumer Defensive | 10.1% | $354,929 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NVDA | Nvidia Corp | 1,382 | $276,524 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CGUS | Capital Group Core Equity ETF | 1,053,091 | $40,459,756 | |
| CGDV | Capital Group Dividend Value ETF | 709,510 | $30,182,555 | |
| CGGR | Capital Group Growth ETF | 335,735 | $13,493,189 | |
| CGCV | Capital Group Conservative Equity ETF | 221,670 | $6,607,982 | |
| CGGG | Capital Group U.S. Large Growth ETF | 78,532 | $1,990,000 | |
| CGCB | Capital Group Core Bond ETF | 10,895 | $286,102 | |
| NXP | Nuveen Select Tax Free Income Portfolio | 11,985 | $171,984 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 3,867 | $528,696 | 15.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,775 | $423,053 | 12.07% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 2,473 | $409,924 | 11.69% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Reduced | 504 | $400,574 | 11.43% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 4,933 | $354,929 | 10.13% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
Added | 3,168 | $341,447 | 9.74% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,125 | $325,530 | 9.29% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 1,382 | $276,524 | 7.89% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 516 | $258,201 | 7.37% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 13,413 | $186,440 | 5.32% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.