Midwest Financial Group LLC
CIK
1967193
Location
Overland Park, KS
Portfolio Value
Small
$105,578,235
Diversification
Diversified
Filing Date
Global Rank
#5,824
/ 8,517
▲ 493
Top Industry
Semiconductors
37.3%
3Y Alpha vs SPY
+8.6%
Period ended 47 days ago
Filed Jul 21, 2026 · 26d
14 quarters · since Mar 2023
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.
Cloned portfolio
+121.4%
SPY
+76.6%
Annualised alpha
+9.5%
Max drawdown
−20.7%
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
66 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
14.1%
+1.5 pts
Top 5
49.5%
+5.0 pts
Top 10
65.1%
+3.3 pts
HHI
625
Diversified+92
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 43.8% | $46,290,600 |
| Unclassified | 22.8% | $24,040,732 |
| Financial Services | 12.0% | $12,690,412 |
| Energy | 5.6% | $5,930,143 |
| Industrials | 5.6% | $5,926,285 |
| Consumer Cyclical | 3.6% | $3,792,918 |
| Consumer Defensive | 3.4% | $3,599,061 |
| Communication Services | 1.3% | $1,366,225 |
| Healthcare | 1.2% | $1,243,665 |
| Utilities | 0.7% | $698,194 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RXRX | Recursion Pharmaceuticals, Inc. | +7,980 | 18,115 | $66,482 | |
| NVDA | Nvidia Corp | +2,287 | 11,626 | $2,326,246 | |
| V | Visa Inc. | +1,309 | 4,092 | $1,403,924 | |
| QQQ | Invesco Qqq Trust, Series 1 | +974 | 20,168 | $14,851,715 | |
| CEF | Sprott Physical Gold & Silver Trust | +700 | 17,458 | $702,335 | |
| MSFT | Microsoft Corp | +640 | 10,663 | $3,977,512 | |
| BRK-B | Berkshire Hathaway Inc | +322 | 7,368 | $3,686,873 | |
| SPY | Spdr S&P 500 ETF Trust | +295 | 4,282 | $3,197,669 | |
| ORCL | Oracle Corp | +252 | 3,155 | $462,365 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +183 | 7,459 | $5,246,213 | |
| PEP | Pepsico Inc | +168 | 2,988 | $404,575 | |
| AVGO | Broadcom Inc. | +126 | 3,148 | $1,189,157 | |
| WMT | Walmart Inc. | +68 | 3,674 | $416,117 | |
| RTX | RTX Corp | +31 | 6,906 | $1,310,275 | |
| IAU | Ishares Gold Trust | +27 | 7,024 | $530,382 | |
| UNP | Union Pacific Corp | +27 | 1,852 | $503,744 | |
| CVX | Chevron Corp | +13 | 3,351 | $555,461 | |
| ZM | Zoom Communications, Inc. | +8 | 2,598 | $224,233 | |
| UNH | Unitedhealth Group Inc | +4 | 985 | $409,395 | |
| JPM | Jpmorgan Chase & Co | +4 | 1,014 | $331,912 | |
| AMAT | Applied Materials Inc /De | +3 | 2,281 | $1,649,163 | |
| AFL | Aflac Inc | +3 | 2,184 | $256,074 | |
| EVRG | Evergy, Inc. | +2 | 2,538 | $219,359 | |
| ABBV | AbbVie Inc. | +2 | 1,074 | $270,261 | |
| JNJ | Johnson & Johnson | +1 | 1,959 | $497,527 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | −20,859 | 21,269 | $12,355,374 | |
| MU | Micron Technology Inc | −11,322 | 9,460 | $10,919,583 | |
| IBIT | iShares Bitcoin Trust ETF | −2,270 | 6,451 | $214,753 | |
| LRCX | Lam Research Corp | −2,141 | 635 | $275,164 | |
| DKNG | DraftKings Inc. | −1,905 | 8,395 | $212,057 | |
| DVN | Devon Energy Corp/De | −1,775 | 7,106 | $293,619 | |
| LSCC | Lattice Semiconductor Corp | −1,725 | 6,000 | $917,760 | |
| CFFN | Capitol Federal Financial, Inc. | −1,277 | 13,150 | $111,906 | |
| FITB | Fifth Third Bancorp | −1,050 | 18,550 | $1,045,663 | |
| XOM | ExxonMobil Holdings Corp | −1,016 | 13,187 | $1,802,926 | |
| OKE | Oneok Inc /New/ | −898 | 34,696 | $3,016,470 | |
| CSX | Csx Corp | −800 | 17,900 | $850,787 | |
| GOOGL | Alphabet Inc. | −632 | 3,823 | $1,366,225 | |
| USB | US Bancorp De | −600 | 33,134 | $2,001,293 | |
| AAPL | Apple Inc. | −532 | 30,543 | $8,837,922 | |
| QCOM | Qualcomm Inc/De | −300 | 10,330 | $1,908,880 | |
| AMZN | Amazon Com Inc | −244 | 11,023 | $2,627,221 | |
| BAC | Bank Of America Corp /De/ | −99 | 6,011 | $342,506 | |
| BA | Boeing Co | −95 | 8,687 | $1,880,474 | |
| COST | Costco Wholesale Corp /New | −84 | 1,920 | $1,796,102 | |
| DG | Dollar General Corp | −25 | 3,709 | $426,942 | |
| PG | PROCTER & GAMBLE Co | −20 | 3,787 | $555,325 | |
| MA | Mastercard Inc | −11 | 1,332 | $684,115 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HOOD | Robinhood Markets, Inc. | 3,824 | $383,470 | |
| ARM | Arm Holdings PLC /Uk | 863 | $305,993 | |
| NOW | ServiceNow, Inc. | 2,290 | $227,351 | |
| SCHW | Schwab Charles Corp | 2,266 | $209,083 | |
| DE | Deere & Co | 323 | $204,888 | |
| INTC | Intel Corp | 1,450 | $202,463 | |
| AMPG | AmpliTech Group, Inc. | 28,950 | $201,492 | |
| No positions match the current search. | ||||
66 tracked positions ·
$105,578,235 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 66 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 20,168 | $14,851,715 | 14.07% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 21,269 | $12,355,374 | 11.70% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 9,460 | $10,919,583 | 10.34% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 30,543 | $8,837,922 | 8.37% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 7,459 | $5,246,213 | 4.97% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,663 | $3,977,512 | 3.77% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 7,368 | $3,686,873 | 3.49% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 4,282 | $3,197,669 | 3.03% | |
| OKE |
Oneok Inc /New/
Energy
|
Reduced | 34,696 | $3,016,470 | 2.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 11,023 | $2,627,221 | 2.49% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 11,626 | $2,326,246 | 2.20% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 33,134 | $2,001,293 | 1.90% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 10,330 | $1,908,880 | 1.81% | |
| BA |
Boeing Co
Industrials
|
Reduced | 8,687 | $1,880,474 | 1.78% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 13,187 | $1,802,926 | 1.71% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,920 | $1,796,102 | 1.70% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 2,281 | $1,649,163 | 1.56% | |
| V |
Visa Inc.
Financial Services
|
Added | 4,092 | $1,403,924 | 1.33% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,823 | $1,366,225 | 1.29% | |
| RTX |
RTX Corp
Industrials
|
Added | 6,906 | $1,310,275 | 1.24% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,148 | $1,189,157 | 1.13% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Reduced | 18,550 | $1,045,663 | 0.99% | |
| AXP |
American Express Co
Financial Services
|
Held | 2,733 | $924,437 | 0.88% | |
| LSCC |
Lattice Semiconductor Corp
Technology
|
Reduced | 6,000 | $917,760 | 0.87% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 17,900 | $850,787 | 0.81% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
Added | 17,458 | $702,335 | 0.67% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,332 | $684,115 | 0.65% | |
| NUW |
Nuveen AMT-Free Municipal Value Fund
Financial Services
|
Held | 42,199 | $606,821 | 0.57% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Held | 1,775 | $563,615 | 0.53% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,351 | $555,461 | 0.53% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 3,787 | $555,325 | 0.53% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Held | 6,275 | $543,728 | 0.52% | |
| IAU |
Ishares Gold Trust
|
Added | 7,024 | $530,382 | 0.50% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 1,852 | $503,744 | 0.48% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,959 | $497,527 | 0.47% | |
| OGS |
ONE Gas, Inc.
Utilities
|
Held | 6,213 | $478,835 | 0.45% | |
| ORCL |
Oracle Corp
Technology
|
Added | 3,155 | $462,365 | 0.44% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Reduced | 3,709 | $426,942 | 0.40% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,674 | $416,117 | 0.39% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 985 | $409,395 | 0.39% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 2,988 | $404,575 | 0.38% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
NEW | 3,824 | $383,470 | 0.36% | |
| HRI |
Herc Holdings Inc
Industrials
|
Held | 2,465 | $353,333 | 0.33% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 1,291 | $348,970 | 0.33% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 6,011 | $342,506 | 0.32% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,014 | $331,912 | 0.31% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 649 | $309,942 | 0.29% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
NEW | 863 | $305,993 | 0.29% | |
| DVN |
Devon Energy Corp/De
Energy
|
Reduced | 7,106 | $293,619 | 0.28% | |
| LUV |
Southwest Airlines Co
Industrials
|
Held | 5,427 | $279,056 | 0.26% |
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.